FG
Foresight Global Investors, Inc. 13F Filing (Q2 2026) — Top Positions & Stock Picks
Foresight Global Investors, Inc.CIK: 0001973323
ContrarianSector-focusedQuality / disciplined sizing
Total reported value
$165.0M
Reporting period: 2026-06-30 · Number of holdings: 32
Foresight Global Investors, Inc. disclosed 32 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $165.0M and a quarterly turnover rate of 68.5%.
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Personality snowflake
- Concentration
- 36.6
- Portfolio Stability
- 68.54
- Momentum
- 0
- Sector conviction
- 88.3
- Diversification
- 64
- Sizing Uniformity
- 85.89
Foresight Global Investors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.092 — mathematically equivalent to about 11 equally-sized positions, well below its 32 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.41), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward initiating meaningfully larger new positions than it adds to existing ones (a 2.4 percentage-point tilt) — a pattern consistent with a more contrarian, new-idea-driven approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out AZNN
New buy AZN
New buy DB
New buy ALC
Add SONY
+81.9% $6.4M
Trim RIO
-35.2% -$4.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 14.60% | -2.46% | -10.67% | |
| 2 | AZN | AstraZeneca PLC | Stock-Healthcare | 13.66% | +13.66% | NEW | |
| 3 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 12.31% | +1.00% | +1.15% | |
| 4 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 9.00% | +3.53% | +81.89% | |
| 5 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 8.97% | +8.97% | NEW | |
| 6 | ALC | Alcon Inc. | Stock-Healthcare | 7.15% | +7.15% | NEW | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 7.13% | -1.35% | -31.02% | |
| 8 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 5.03% | -1.63% | -62.71% | |
| 9 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 4.98% | -3.11% | -35.25% | |
| 10 | SAP | Sap Se-sponsored Adr | Stock-Tech | 4.80% | -0.85% | +1.16% | |
| 11 | SHEL | Shell Plc-adr | Stock-Energy | 4.55% | -1.27% | +0.38% | |
| 12 | SDRL | Seadrill Limited | Stock-Other | 2.17% | -2.59% | -41.34% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.63% | +0.15% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.08% | -0.11% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | +0.01% | — | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 0.34% | +0.04% | -1.68% | |
| 17 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.30% | +0.02% | — | |
| 18 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.29% | — | — | |
| 19 | MPLX | Mplx LP | Stock-Energy | 0.29% | -0.02% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.09% | — | |
| 21 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.25% | -0.01% | -5.14% | |
| 22 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.25% | -0.03% | -1.58% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 0.24% | -0.01% | -3.42% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.24% | +0.24% | NEW | |
| 25 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.24% | +0.02% | +7.32% | |
| 26 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.22% | — | +1.40% | |
| 27 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 0.21% | -0.01% | +16.97% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | — | — | |
| 29 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.20% | +0.20% | NEW | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.19% | +0.01% | +0.97% | |
| 31 | UBER | Uber Technologies Inc | Stock-Industrials | 0.17% | -0.01% | — | |
| 32 | STLA | Stellantis N.V. | Stock-Consumer Disc | 0.10% | -2.84% | -95.45% |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+0.1%
Performance Last 4 Quarters
+26.6%
Based on 81% of reported portfolio value with available pricing
- Stdev
- +13.5%
- Beta
- +0.71
- Alpha
- +3.5%
- Max Drawdown
- -5.5%
- Annualized Perf
- +18.1%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.7
- Stutzer
- +0.39
- Treynor
- +0.25
- Sterling
- +1.22
- Calmar
- +3.26
- Information Ratio
- -0.22
- Tracking Error
- +10.6%
- Stdev Down
- +6.5%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +31.4%
- Worst 12 Months
- +4.3%
- Efficiency Ratio
- +0.52
- Sharpe
- +1.31
- Stdev Sectors
- +14.3%
- Skewness
- +0.12
- Kurtosis
- -0.62
- Upside Potential
- +4.51
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Foresight Global Investors, Inc.'s most significant position changes for 2026-06-30: Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: AstraZeneca PLC (AZN); New buy: Deutsche Bank Aktiengesellschaft (DB); New buy: Alcon Inc. (ALC); New buy: Abbott Laboratories (ABT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AZN | AstraZeneca PLC | +13.7% | NEW | New buy |
| 2 | DB | Deutsche Bank Aktiengesellschaft | +9% | NEW | New buy |
| 3 | ALC | Alcon Inc. | +7.2% | NEW | New buy |
| 4 | SONY | Sony Group CORP - Sp Adr | +3.5% | +81.89% | Add |
| 5 | HSBC | Hsbc Holdings Plc-spons Adr | +1% | +1.15% | Add |
| 6 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 7 | GDX | Vaneck Gold Miners ETF | +0.2% | NEW | New buy |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.11% | Trim |
| 10 | ADI | Analog Devices Inc | 0% | -1.68% | Trim |
| 11 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 12 | EL | Estee Lauder Companies-cl A | 0% | +7.32% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 14 | V | Visa Inc-class A Shares | 0% | +0.97% | Add |
| 15 | DEO | Diageo Plc-sponsored Adr | — | — | Unchanged |
| 16 | LH | Labcorp Holdings Inc | — | +1.40% | Add |
| 17 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 18 | RTO | Rentokil Initial Plc-sp Adr | 0% | +16.97% | Add |
| 19 | BA | Boeing Co/the | 0% | -3.42% | Trim |
| 20 | CASY | Casey's General Stores Inc | 0% | -5.14% | Trim |
| 21 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 22 | MPLX | Mplx LP | 0% | — | Unchanged |
| 23 | LPLA | Lpl Financial Holdings Inc | 0% | -1.58% | Trim |
| 24 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 25 | IQV | Iqvia Holdings Inc | -0.2% | EXIT | Sold out |
| 26 | SAP | Sap Se-sponsored Adr | -0.9% | +1.16% | Add |
| 27 | SHEL | Shell Plc-adr | -1.3% | +0.38% | Add |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -1.4% | -31.02% | Trim |
| 29 | STM | Stmicroelectronics Nv-ny Shs | -1.6% | -62.71% | Trim |
| 30 | NVS | Novartis Ag-sponsored Adr | -2.5% | -10.67% | Trim |
| 31 | SDRL | Seadrill Limited | -2.6% | -41.34% | Trim |
| 32 | STLA | Stellantis N.V. | -2.8% | -95.45% | Trim |
| 33 | RIO | Rio Tinto Plc-spon Adr | -3.1% | -35.25% | Trim |
| 34 | AZNN | Astrazeneca Plc-spons Adr | -18.6% | EXIT | Sold out |
Filing History
FAQ
What is Foresight Global Investors, Inc. and what type of investor is it?
Foresight Global Investors, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $165.0M, spread across 32 disclosed positions.
What are Foresight Global Investors, Inc.'s largest equity positions?
Based on the latest 13F filing, Foresight Global Investors, Inc.'s top holdings by market value are:
1. Novartis Ag-sponsored Adr (NVS) — $24.1M (14.6%)
2. AstraZeneca PLC (AZN) — $22.5M (13.7%)
3. Hsbc Holdings Plc-spons Adr (HSBC) — $20.3M (12.3%)
4. Sony Group CORP - Sp Adr (SONY) — $14.9M (9.0%)
5. Deutsche Bank Aktiengesellschaft (DB) — $14.8M (9.0%)
What changes did Foresight Global Investors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Foresight Global Investors, Inc. made 26 notable position adjustments: 5 new positions were initiated, 8 existing holdings were added to, 11 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: AstraZeneca PLC (AZN); New buy: Deutsche Bank Aktiengesellschaft (DB); New buy: Alcon Inc. (ALC); New buy: Abbott Laboratories (ABT)
What sectors does Foresight Global Investors, Inc. focus on?
Foresight Global Investors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 44.1%
• Financials: 23.0%
• Information Technology: 20.3%
• Energy: 5.2%
• Materials: 5.1%
• Industrials: 0.7%
Investment Profile
Foresight Global Investors, Inc. returned an annualized 18.1% over the trailing 36 months — outperforming the S&P 500 by 3.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.71 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is moderately concentrated and fast-trading, with 44.1% of the portfolio concentrated in Health Care.
Its turnover score has risen from 0 to 69 over the past 4 quarters — a shift toward more active trading.
It has added to its ADI position over the past two quarters (+$170.6K, now $558.4K), while trimming NVO over the same stretch (-$5.0M, still holding $11.8M).
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Developer Access
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