Foresight Global Investors, Inc.

CIK

1973323

Location

PURCHASE, NY

Portfolio Value

Micro $773,536

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

1 positions · $773,536 total · Communication Services only · 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	History
GOOGL	Alphabet Inc. Communication Services	Held	2,690	0	$773,536	−8.1%	100.00%