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CIK: 0001630936
Total reported value
$205.7M
$205.7M
87 檔
20.7%
At the close of Q2 2025, Foresight Capital Management Advisors, Inc. disclosed equity holdings valued at approximately $205.7M, spread across 87 reported holdings.
During Q2 2025, Foresight Capital Management Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.53% | -5.56% | -0.95% | |
| 2 | IRM | Iron Mountain Inc | Stock-Real Estate | 5.17% | -0.22% | -1.67% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 4.66% | +0.10% | -1.80% | |
| 4 | ARCC | Ares Capital CORP | Stock-Financials | 3.98% | +0.16% | +3.87% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.41% | +0.24% | +0.86% | |
| 6 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.41% | -0.05% | +10.33% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.27% | +0.10% | -5.08% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.68% | +0.01% | +2.57% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -0.03% | +2.38% | |
| 10 | GLW | Corning Inc | Stock-Tech | 2.41% | +1.65% | +0.54% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.38% | -0.06% | +1.87% | |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.34% | -0.44% | +1.07% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.31% | — | +2.83% | |
| 14 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.20% | -0.07% | +3.39% | |
| 15 | LVHI | Franklin International Low V | ETF-Other | 2.19% | -0.36% | +2.25% | |
| 16 | ENB | Enbridge Inc | Stock-Energy | 2.08% | -0.25% | +1.88% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.02% | +0.11% | +4.34% | |
| 18 | PNC | Pnc Financial Services Group | Stock-Financials | 1.97% | +0.08% | +5.52% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.87% | -0.11% | -27.80% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | -0.13% | +4.14% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | -0.02% | -49.33% | |
| 22 | EVRG | Evergy Inc | Stock-Utilities | 1.81% | -0.14% | +3.64% | |
| 23 | UL | Unilever PLC | Stock-Consumer Staples | 1.79% | — | +2.60% | |
| 24 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 1.79% | -0.18% | +4.51% | |
| 25 | FDD | First Trust Stoxx Europe | ETF-Other | 1.76% | -0.18% | — | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.68% | -0.50% | +7.70% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.08% | +3.07% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.63% | +0.50% | +7.17% | |
| 29 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.59% | — | +7.28% | |
| 30 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 1.53% | -0.05% | — | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.50% | -0.09% | — | |
| 32 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.50% | — | +26.62% | |
| 33 | PAVE | Global X US Infrastructure | ETF-Other | 1.28% | -0.04% | -3.89% | |
| 34 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.18% | — | +50.79% | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.15% | -0.01% | -14.41% | |
| 36 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 1.15% | +0.01% | — | |
| 37 | QDEF | Flexshares Quality Dividend | ETF-Other | 1.13% | — | -5.46% | |
| 38 | AMCR | Amcor plc | Stock-Consumer Disc | 1.09% | — | +8.27% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.07% | — | — | |
| 40 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.94% | — | -3.93% | |
| 41 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.92% | -0.07% | -5.95% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.88% | — | -29.51% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.81% | — | -3.15% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.77% | — | +0.03% | |
| 45 | O | Realty Income CORP | Stock-Real Estate | 0.73% | -0.09% | +2.47% | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | — | +0.29% | |
| 47 | WU | Western Union Co | Stock-Financials | 0.51% | — | +7.92% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.07% | -11.28% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | -0.01% | +0.51% | |
| 50 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.31% | — | — |
According to official SEC Form 13F filings, Foresight Capital Management Advisors, Inc. reported a total U.S. public equity portfolio value of $205.7M across 87 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IRM, IBM) accounted for 20.7% of total reported equity market value during Q2 2025.
During Q2 2025, Foresight Capital Management Advisors, Inc.'s top holdings by market value included SPY (7.5%)、IRM (5.2%)、IBM (4.7%). The largest single position, SPY, represented 7.5% of total portfolio value.
In Q2 2025, Foresight Capital Management Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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