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CIK: 0001630936
Total reported value
$205.7M
$205.7M
92 檔
20.2%
As reported in its official Q3 2025 Form 13F filing, Foresight Capital Management Advisors, Inc.'s tracked investment portfolio stood at $205.7M with 92 total positions.
Foresight Capital Management Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 11 new positions while fully exiting 14 holdings and trimming 11 positions.
| # | 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 | 7.62% | -5.56% | -2.86% | |
| 2 | IRM | Iron Mountain Inc | Stock-Real Estate | 4.70% | -0.22% | -5.38% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 4.18% | +0.10% | -3.09% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.49% | -0.05% | +0.26% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.36% | +0.24% | -6.23% | |
| 6 | ARCC | Ares Capital CORP | Stock-Financials | 3.33% | +0.16% | -6.72% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.27% | +0.10% | -13.80% | |
| 8 | GLW | Corning Inc | Stock-Tech | 3.04% | +1.65% | -16.38% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.77% | — | -0.06% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.74% | +0.01% | -2.17% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.64% | -0.03% | -2.70% | |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.44% | -0.06% | +1.01% | |
| 13 | LVHI | Franklin International Low V | ETF-Other | 2.29% | -0.36% | +1.56% | |
| 14 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.24% | -0.07% | -1.56% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.24% | +0.11% | +2.26% | |
| 16 | KMI | Kinder Morgan, Inc. | Stock-Energy | 2.19% | -0.44% | +0.71% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +0.08% | -4.94% | |
| 18 | PNC | Pnc Financial Services Group | Stock-Financials | 2.09% | +0.08% | +2.04% | |
| 19 | ENB | Enbridge Inc | Stock-Energy | 2.02% | -0.25% | -10.11% | |
| 20 | EVRG | Evergy Inc | Stock-Utilities | 1.97% | -0.14% | +2.33% | |
| 21 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 1.92% | -0.18% | +2.19% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | -0.02% | -9.32% | |
| 23 | FDD | First Trust Stoxx Europe | ETF-Other | 1.88% | -0.18% | +6.29% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.11% | -6.09% | |
| 25 | UL | Unilever PLC | Stock-Consumer Staples | 1.75% | — | +4.57% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.74% | -0.50% | +5.64% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.13% | -3.05% | |
| 28 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 1.65% | -0.05% | +8.44% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.60% | -0.09% | +10.07% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 1.54% | +0.50% | +10.42% | |
| 31 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.48% | — | -3.09% | |
| 32 | IDMO | Invesco S&p International De | ETF-Other | 1.42% | -0.04% | +582.34% | |
| 33 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.32% | — | -0.62% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.30% | +0.28% | — | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.26% | -0.01% | +8.21% | |
| 36 | PAVE | Global X US Infrastructure | ETF-Other | 1.21% | -0.04% | -10.39% | |
| 37 | QDEF | Flexshares Quality Dividend | ETF-Other | 1.16% | — | -1.56% | |
| 38 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 1.11% | +0.01% | -0.87% | |
| 39 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.97% | — | -8.26% | |
| 40 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.94% | -0.07% | +4.44% | |
| 41 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.87% | -0.30% | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | — | +4.52% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.82% | — | -4.60% | |
| 44 | O | Realty Income CORP | Stock-Real Estate | 0.76% | -0.09% | +2.71% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.69% | — | +0.28% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.07% | +0.31% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.03% | +3.52% | |
| 48 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-Other | 0.27% | — | -14.26% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.23% | — | +3.98% | |
| 50 | EUAD | Select Stoxx Eur Aer De ETF | ETF-Other | 0.23% | -0.04% | +5.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -13.80% | Trim |
| 2 | GLW | Corning Inc | +0.8% | -16.38% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -4.94% | Trim |
| 4 | SGOL | Abrdn Physical Gold Shares | +0.5% | -0.62% | Add |
| 5 | JEPQ | JPM Nasdaq Equity Premium | +0.4% | +0.26% | Add |
| 6 | VTWO | Vanguard Russell 2000 ETF | +0.3% | +2.26% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -6.23% | Trim |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -2.86% | Trim |
| 9 | DLN | Wisdomtree US Largecap Divid | +0.3% | -3.09% | Add |
| 10 | IDVO | Amplify Cwp Intl Enh Dvd Inc | +0.3% | +2.19% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -2.17% | Add |
| 12 | PNC | Pnc Financial Services Group | +0.2% | +2.04% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | -2.70% | Trim |
| 14 | AAPL | Apple Inc | +0.2% | -0.06% | Add |
| 15 | TXN | Texas Instruments Inc | +0.1% | +10.42% | Add |
| 16 | EVRG | Evergy Inc | +0.1% | +2.33% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | -3.05% | Add |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +1.01% | Add |
| 19 | FDVV | Fidelity High Dividend ETF | +0.1% | -1.56% | Add |
| 20 | LVHI | Franklin International Low V | 0% | +1.56% | Add |
| 21 | IRM | Iron Mountain Inc | 0% | -5.38% | Trim |
| 22 | IBM | Intl Business Machines CORP | -0.1% | -3.09% | Trim |
| 23 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -64.14% | Trim |
| 24 | NVDA | Nvidia CORP | -0.8% | -9.32% | Trim |
| 25 | ARCC | Ares Capital CORP | -0.8% | -6.72% | Trim |
| 26 | FDD | First Trust Stoxx Europe | — | NEW | New buy |
| 27 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 28 | BBEU | Jpmorgan Betabuilders Europe | — | NEW | New buy |
| 29 | DIVO | Amplify Cwp Enhan Divid ETF | — | EXIT | Sold out |
| 30 | NVS | Novartis Ag-sponsored Adr | — | EXIT | Sold out |
| 31 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 32 | IDMO | Invesco S&p International De | — | NEW | New buy |
| 33 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 34 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 35 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 36 | HEFA | Isha Curr Hedged Msci Eafe | — | EXIT | Sold out |
| 37 | RYLD | Global X Russell 2000 Cov Cl | — | NEW | New buy |
| 38 | AMCR | Amcor plc | — | EXIT | Sold out |
| 39 | DELL | Dell Technologies -c | — | EXIT | Sold out |
| 40 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 41 | IVLU | Ishares Msci International V | — | EXIT | Sold out |
| 42 | WU | Western Union Co | — | EXIT | Sold out |
| 43 | QLD | Proshares Ultra Qqq | — | EXIT | Sold out |
| 44 | VGT | Vanguard Info Tech ETF | — | EXIT | Sold out |
| 45 | SIXA | Etc 6 Meridian Mega Cap Equi | — | NEW | New buy |
| 46 | EUAD | Select Stoxx Eur Aer De ETF | — | NEW | New buy |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | EXIT | Sold out |
| 48 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 49 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 50 | XAR | Ss Spdr S&p Aerospace Def | — | NEW | New buy |
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 92 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IRM, IBM) accounted for 20.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
FDD
市值: $3.4M
Top Position Liquidated / Trimmed
KHC
前期市值: $3.0M
During Q3 2025, Foresight Capital Management Advisors, Inc.'s top holdings by market value included SPY (7.6%)、IRM (4.7%)、IBM (4.2%). The largest single position, SPY, represented 7.6% of total portfolio value.
In Q3 2025, Foresight Capital Management Advisors, Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 14 positions, trimming 11 holdings, and fully liquidating 14 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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