Foresight Global Investors, Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 43.1% | $70,929,769 |
| Financial Services | 22.4% | $36,907,157 |
| Technology | 20.0% | $32,935,097 |
| Energy | 7.3% | $11,995,106 |
| Basic Materials | 5.0% | $8,208,217 |
| Industrials | 0.8% | $1,242,869 |
| Communication Services | 0.6% | $960,253 |
| Consumer Defensive | 0.5% | $873,171 |
| Consumer Cyclical | 0.4% | $577,515 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SONY | Sony Group Corp | +333,289 | 740,300 | $14,850,418 | |
| HSBC | Hsbc Holdings PLC | +2,419 | 213,514 | $20,303,046 | |
| RTO | Rentokil Initial PLC /Fi | +1,791 | 12,343 | $353,133 | |
| SAP | Sap SE | +589 | 51,414 | $7,923,411 | |
| SHEL | Shell plc | +362 | 96,767 | $7,503,313 | |
| EL | Estee Lauder Companies Inc | +341 | 5,000 | $394,750 | |
| LH | Labcorp Holdings Inc. | +18 | 1,301 | $364,280 | |
| V | Visa Inc. | +9 | 933 | $320,102 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STLA | Stellantis N.V. | −608,833 | 29,026 | $166,609 | |
| STM | STMicroelectronics N.V. | −186,194 | 110,722 | $8,291,970 | |
| NVO | Novo Nordisk A S | −110,285 | 245,289 | $11,759,154 | |
| SDRL | SEADRILL Ltd | −66,595 | 94,510 | $3,574,368 | |
| RIO | Rio Tinto PLC | −47,068 | 86,466 | $8,208,217 | |
| NVS | Novartis AG | −18,360 | 153,693 | $24,086,766 | |
| BA | Boeing Co | −65 | 1,838 | $397,871 | |
| CASY | Caseys General Stores Inc | −28 | 517 | $410,906 | |
| ADI | Analog Devices Inc | −24 | 1,406 | $558,421 | |
| LPLA | LPL Financial Holdings Inc. | −23 | 1,436 | $404,492 | |
| GOOGL | Alphabet Inc. | −3 | 2,687 | $960,253 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IQV | Iqvia Holdings Inc. | 1,851 | $315,669 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVS |
Novartis AG
Healthcare
|
Reduced | 153,693 | $24,086,766 | 14.63% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 118,844 | $22,535,199 | 13.69% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Added | 213,514 | $20,303,046 | 12.33% | |
| SONY |
Sony Group Corp
Technology
|
Added | 740,300 | $14,850,418 | 9.02% | |
| DB |
Deutsche Bank Aktiengesellschaft
Financial Services
|
NEW | 438,200 | $14,793,632 | 8.99% | |
| ALC |
Alcon Inc
Healthcare
|
NEW | 175,700 | $11,789,470 | 7.16% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 245,289 | $11,759,154 | 7.14% | |
| STM |
STMicroelectronics N.V.
Technology
|
Reduced | 110,722 | $8,291,970 | 5.04% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Reduced | 86,466 | $8,208,217 | 4.99% | |
| SAP |
Sap SE
Technology
|
Added | 51,414 | $7,923,411 | 4.81% | |
| SHEL |
Shell plc
Energy
|
Added | 96,767 | $7,503,313 | 4.56% | |
| SDRL |
SEADRILL Ltd
Energy
|
Reduced | 94,510 | $3,574,368 | 2.17% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 2,168 | $1,035,371 | 0.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,687 | $960,253 | 0.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,278 | $745,657 | 0.45% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 1,406 | $558,421 | 0.34% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 4,125 | $491,865 | 0.30% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Held | 5,952 | $478,421 | 0.29% | |
| MPLX |
Mplx LP
Energy
|
Held | 8,464 | $476,777 | 0.29% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 3,223 | $440,648 | 0.27% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 517 | $410,906 | 0.25% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Reduced | 1,436 | $404,492 | 0.25% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,838 | $397,871 | 0.24% | |
| ABT |
Abbott Laboratories
Healthcare
|
NEW | 4,352 | $394,900 | 0.24% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Added | 5,000 | $394,750 | 0.24% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Added | 1,301 | $364,280 | 0.22% | |
| RTO |
Rentokil Initial PLC /Fi
Industrials
|
Added | 12,343 | $353,133 | 0.21% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 4,117 | $340,228 | 0.21% | |
| V |
Visa Inc.
Financial Services
|
Added | 933 | $320,102 | 0.19% | |
| UBER |
Uber Technologies, Inc
Technology
|
Held | 3,818 | $275,506 | 0.17% | |
| STLA |
Stellantis N.V.
Consumer Cyclical
|
Reduced | 29,026 | $166,609 | 0.10% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.