Foresight Global Investors, Inc.

CIK

1973323

Location

PURCHASE, NY

Portfolio Value

Small $164,962,869

Diversification

Diversified

Filing Date

Global Rank

#6,982 / 8,807 ▲ 70

Top Industry

Drug Manufacturers - General 35.5%

Period ended 4 months ago

Filed Aug 11, 2026 · 2mo

14 quarters · since Mar 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 87.6% of the book (60%+)

Turnover

Medium turnover

49.3% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 96.2%; sector active share 50.8% against the combined 13F book's sector weights.

Over time 14 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.6%

−6.4 pts

Top 5

58.5%

−4.9 pts

Top 10

87.6%

−6.0 pts

HHI

915

Diversified−186

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	43.0%	$70,929,769	6
Financial Services	22.4%	$36,907,157	6
Technology	20.0%	$32,935,097	6
Energy	7.3%	$11,995,106	4
Basic Materials	5.0%	$8,208,217	1
Industrials	0.8%	$1,242,869	3
Communication Services	0.6%	$960,253	1
Consumer Defensive	0.5%	$873,171	2
Consumer Cyclical	0.4%	$577,515	2
Unclassified	0.2%	$333,715	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
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

11 positions

Ticker	Company	Δ Shares	Shares	Value
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 quarter

5 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	118,844	$22,535,199
DB	Deutsche Bank Aktiengesellschaft	438,200	$14,793,632
ALC	Alcon Inc	175,700	$11,789,470
ABT	Abbott Laboratories	4,352	$394,900
GDX	VanEck Gold Miners ETF	4,423	$333,715
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IQV	Iqvia Holdings Inc.	1,851	$315,669
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $164,962,869 total · filing declares 32 positions · $164,962,881 · as of Jun 30, 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	Held (qtrs)	Est. cost/share	% of Portfolio
NVS	Novartis AG Healthcare	Reduced	153,693	-18,360	$24,086,766	−8.3%	12	$104.80	14.60%
AZN	Astrazeneca PLC Healthcare	NEW	118,844	NEW	$22,535,199	NEW	1	$188.09	13.66%
HSBC	Hsbc Holdings PLC Financial Services	Added	213,514	+2,419	$20,303,046	+16.6%	4	$67.79	12.31%
SONY	Sony Group Corp Technology	Added	740,300	+333,289	$14,850,418	+76.3%	14	before history	9.00%
DB	Deutsche Bank Aktiengesellschaft Financial Services	NEW	438,200	NEW	$14,793,632	NEW	1	$32.41	8.97%
ALC	Alcon Inc Healthcare	NEW	175,700	NEW	$11,789,470	NEW	1	$70.04	7.15%
NVO	Novo Nordisk A S Healthcare	Reduced	245,289	-110,285	$11,759,154	−10.0%	5	$58.72	7.13%
STM	STMicroelectronics N.V. Technology	Reduced	110,722	-186,194	$8,291,970	−19.2%	6	$24.61	5.03%
RIO	Rio Tinto PLC Basic Materials	Reduced	86,466	-47,068	$8,208,217	−34.1%	14	before history	4.98%
SAP	Sap SE Technology	Added	51,414	+589	$7,923,411	−8.9%	14	before history	4.80%
SHEL	Shell plc Energy	Added	96,767	+362	$7,503,313	−16.3%	9	$69.70	4.55%
SDRL	SEADRILL Ltd Energy	Reduced	94,510	-66,595	$3,574,368	−51.2%	12	$46.31	2.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,168	0	$1,035,371	+41.3%	2	$344.13	0.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,687	-3	$960,253	+24.1%	4	$209.46	0.58%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,278	0	$745,657	+11.3%	4	$297.41	0.45%
ADI	Analog Devices Inc Technology	Reduced	1,406	-24	$558,421	+22.7%	4	$240.42	0.34%
CNI	Canadian National Railway Co Industrials	Held	4,125	0	$491,865	+16.0%	12	$119.69	0.30%
DEO	Diageo PLC Consumer Defensive	Held	5,952	0	$478,421	+8.0%	2	$87.24	0.29%
MPLX	Mplx LP Energy	Held	8,464	0	$476,777	−1.3%	3	$52.15	0.29%
XOM	ExxonMobil Holdings Corp Energy	Held	3,223	0	$440,648	−19.4%	4	$111.17	0.27%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	517	-28	$410,906	+3.6%	4	$523.15	0.25%
LPLA	LPL Financial Holdings Inc. Financial Services	Reduced	1,436	-23	$404,492	−7.8%	4	$362.48	0.25%
BA	Boeing Co Industrials	Reduced	1,838	-65	$397,871	+5.0%	4	$225.47	0.24%
ABT	Abbott Laboratories Healthcare	NEW	4,352	NEW	$394,900	NEW	1	$91.27	0.24%
EL	Estee Lauder Companies Inc Consumer Defensive	Added	5,000	+341	$394,750	+18.1%	4	$89.01	0.24%
LH	Labcorp Holdings Inc. Healthcare	Added	1,301	+18	$364,280	+6.4%	4	$267.88	0.22%
RTO	Rentokil Initial PLC /Fi Industrials	Added	12,343	+1,791	$353,133	+6.3%	2	$31.54	0.21%
WFC	Wells Fargo & Company/Mn Financial Services	Held	4,117	0	$340,228	+3.8%	4	$81.09	0.21%
GDX	VanEck Gold Miners ETF	NEW	4,423	NEW	$333,715	NEW	1	$88.35	0.20%
V	Visa Inc. Financial Services	Added	933	+9	$320,102	+14.6%	4	$345.86	0.19%
UBER	Uber Technologies, Inc Technology	Held	3,818	0	$275,506	+0.3%	4	$93.52	0.17%
STLA	Stellantis N.V. Consumer Cyclical	Reduced	29,026	-608,833	$166,609	−96.3%	2	$8.38	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.