Foresight Global Investors, Inc.

CIK

1973323

Location

PURCHASE, NY

Portfolio Value

Small $125,371,424

Diversification

Diversified

Filing Date

Global Rank

#5,217 / 8,586 ▼ 399

Top Industry

Drug Manufacturers - General 31.4%

3Y Alpha vs SPY

-3.7%

Period ended 3 months ago

Filed May 13, 2026 · 34d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.2%

SPY

+78.1%

Annualised alpha

-3.7%

Max drawdown

−12.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.0%

+6.3 pts

Top 5

63.4%

+2.2 pts

Top 10

93.7%

−1.9 pts

HHI

1,101

Diversified+87

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	31.9%	$40,006,425	4
Technology	23.0%	$28,847,565	6
Financial Services	15.3%	$19,129,255	5
Energy	13.8%	$17,325,796	4
Basic Materials	9.9%	$12,457,386	1
Consumer Cyclical	3.9%	$4,919,103	2
Industrials	0.9%	$1,134,856	3
Consumer Defensive	0.6%	$777,502	2
Communication Services	0.6%	$773,536	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	+25,323	355,574	$13,067,344
SAP	Sap SE	+12,012	50,825	$8,701,748
EL	Estee Lauder Companies Inc	+200	4,659	$334,376
IQV	Iqvia Holdings Inc.	+130	1,851	$315,669
LH	Labcorp Holdings Inc.	+10	1,283	$342,317
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
SONY	Sony Group Corp	−365,105	407,011	$8,425,127
STM	STMicroelectronics N.V.	−186,182	296,916	$10,258,447
CNI	Canadian National Railway Co	−151,880	4,125	$423,926
SDRL	Seadrill Ltd	−82,601	161,105	$7,330,277
HSBC	Hsbc Holdings PLC	−82,260	211,095	$17,413,226
SHEL	Shell plc	−67,455	96,405	$8,965,665
RIO	Rio Tinto PLC	−30,245	133,534	$12,457,386
CASY	Caseys General Stores Inc	−559	545	$396,683
NVS	Novartis AG	−30	172,053	$26,281,095
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
STLA	Stellantis N.V.	637,859	$4,522,420
TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,168	$732,675
DEO	Diageo PLC	5,952	$443,126
RTO	Rentokil Initial PLC /Fi	10,552	$332,176
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ELV	Elevance Health, Inc.	865	$303,225
LOW	Lowes Companies Inc	1,192	$287,462
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $125,371,424 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVS	Novartis AG Healthcare	Reduced	172,053	-30	$26,281,095	+10.8%	20.96%
HSBC	Hsbc Holdings PLC Financial Services	Reduced	211,095	-82,260	$17,413,226	−24.5%	13.89%
NVO	Novo Nordisk A S Healthcare	Added	355,574	+25,323	$13,067,344	−22.2%	10.42%
RIO	Rio Tinto PLC Basic Materials	Reduced	133,534	-30,245	$12,457,386	−5.0%	9.94%
STM	STMicroelectronics N.V. Technology	Reduced	296,916	-186,182	$10,258,447	−18.1%	8.18%
SHEL	Shell plc Energy	Reduced	96,405	-67,455	$8,965,665	−25.5%	7.15%
SAP	Sap SE Technology	Added	50,825	+12,012	$8,701,748	−7.7%	6.94%
SONY	Sony Group Corp Technology	Reduced	407,011	-365,105	$8,425,127	−57.4%	6.72%
SDRL	Seadrill Ltd Energy	Reduced	161,105	-82,601	$7,330,277	−13.1%	5.85%
STLA	Stellantis N.V. Consumer Cyclical	NEW	637,859	NEW	$4,522,420	NEW	3.61%
GOOGL	Alphabet Inc. Communication Services	Held	2,690	0	$773,536	−8.1%	0.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	2,168	NEW	$732,675	NEW	0.58%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,278	0	$670,096	−8.7%	0.53%
XOM	Exxon Mobil Corp Energy	Held	3,223	0	$546,814	+41.0%	0.44%
MPLX	Mplx LP Energy	Held	8,464	0	$483,040	+6.9%	0.39%
ADI	Analog Devices Inc Technology	Held	1,430	0	$454,940	+17.3%	0.36%
DEO	Diageo PLC Consumer Defensive	NEW	5,952	NEW	$443,126	NEW	0.35%
LPLA	LPL Financial Holdings Inc. Financial Services	Held	1,459	0	$438,910	−15.8%	0.35%
CNI	Canadian National Railway Co Industrials	Reduced	4,125	-151,880	$423,926	−97.3%	0.34%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	545	-559	$396,683	−35.0%	0.32%
BA	Boeing Co Industrials	Held	1,903	0	$378,754	−8.3%	0.30%
LH	Labcorp Holdings Inc. Healthcare	Added	1,283	+10	$342,317	+7.2%	0.27%
EL	Estee Lauder Companies Inc Consumer Defensive	Added	4,659	+200	$334,376	−28.4%	0.27%
RTO	Rentokil Initial PLC /Fi Industrials	NEW	10,552	NEW	$332,176	NEW	0.26%
WFC	Wells Fargo & Company/Mn Financial Services	Held	4,117	0	$327,754	−14.6%	0.26%
IQV	Iqvia Holdings Inc. Healthcare	Added	1,851	+130	$315,669	−18.6%	0.25%
V	Visa Inc. Financial Services	Held	924	0	$279,269	−13.8%	0.22%
UBER	Uber Technologies, Inc Technology	Held	3,818	0	$274,628	−12.0%	0.22%