FG

Foresight Global Investors, Inc.

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$154.0M

Reporting period: 2026-03-31 · Number of holdings: 29

Foresight Global Investors, Inc. disclosed 29 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $154.0M and a quarterly turnover rate of 41.6%.

Personality snowflake

Concentration
43.02
Portfolio Stability
41.57
Momentum/Contrarian
100
Sector conviction
100
Diversification
58
Sizing Uniformity
85.19

Recent moves

  • Trim CNI

    -97.4%　-$15.0M

  • Add NVS

    -0.0%　$2.6M

  • Trim AZNN

    -50.0%　-$22.4M

  • Trim SONY

    -47.3%　-$11.3M

  • Add RIO

    -18.5%　-$649.8K

  • Add SAP

    +30.9%　-$726.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AZNNAstrazeneca Plc-spons AdrStock-Other18.60%-5.41%-50.01%
2NVSNovartis Ag-sponsored AdrStock-Healthcare17.06%+5.89%-0.02%
3HSBCHsbc Holdings Plc-spons AdrStock-Financials11.31%+0.45%-28.04%
4NVONovo-nordisk A/s-spons AdrStock-Healthcare8.48%+0.57%+7.67%
5RIORio Tinto Plc-spon AdrStock-Materials8.09%+1.92%-18.47%
6STMStmicroelectronics Nv-ny ShsStock-Tech6.66%+0.76%-38.54%
7SHELShell Plc-adrStock-Energy5.82%+0.15%-41.17%
8SAPSap Se-sponsored AdrStock-Tech5.65%+1.21%+30.95%
9SONYSony Group CORP - Sp AdrStock-Tech5.47%-3.83%-47.29%
10SDRLSeadrill LimitedStock-Other4.76%+0.79%-33.89%
11STLAStellantis N.V.Stock-Consumer Disc2.94%+2.94%NEW
12GOOGLAlphabet Inc-cl AStock-Comm Services0.50%+0.10%—
13TSMTaiwan Semiconductor-sp AdrStock-Tech0.48%+0.48%NEW
14JPMJpmorgan Chase & CoStock-Financials0.44%+0.09%—
15XOMExxon Mobil CORPStock-Energy0.36%+0.18%—
16MPLXMplx LPStock-Energy0.31%+0.10%—
17ADIAnalog Devices INCStock-Tech0.30%+0.12%—
18DEODiageo Plc-sponsored AdrStock-Consumer Staples0.29%+0.29%NEW
19LPLALpl Financial Holdings INCStock-Financials0.28%+0.03%—
20CNICanadian Natl Railway CoStock-Industrials0.28%-6.98%-97.36%
21CASYCasey's General Stores INCStock-Consumer Disc0.26%-0.03%-50.63%
22BABoeing Co/theStock-Industrials0.25%+0.06%—
23LHLabcorp Holdings INCStock-Healthcare0.22%+0.07%+0.79%
24ELEstee Lauder Companies-cl AStock-Consumer Staples0.22%—+4.49%
25RTORentokil Initial Plc-sp AdrStock-Other0.22%+0.22%NEW
26WFCWells Fargo & CoStock-Financials0.21%+0.03%—
27IQVIqvia Holdings INCStock-Healthcare0.20%+0.02%+7.55%
28VVisa Inc-class A SharesStock-Financials0.18%+0.03%—
29UBERUber Technologies INCStock-Industrials0.18%+0.03%—

Holding changes this quarter

Foresight Global Investors, Inc.'s most significant position changes for 2026-03-31: New buy: Stellantis N.V. (STLA); New buy: Taiwan Semiconductor-sp Adr (TSM); New buy: Diageo Plc-sponsored Adr (DEO); New buy: Rentokil Initial Plc-sp Adr (RTO); Sold out: Elevance Health INC (ELV).

Position changes disclosed by Foresight Global Investors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NVSNovartis Ag-sponsored Adr+5.9%-0.02%Trim
2RIORio Tinto Plc-spon Adr+1.9%-18.47%Trim
3SAPSap Se-sponsored Adr+1.2%+30.95%Add
4SDRLSeadrill Limited+0.8%-33.89%Trim
5STMStmicroelectronics Nv-ny Shs+0.8%-38.54%Trim
6NVONovo-nordisk A/s-spons Adr+0.6%+7.67%Add
7HSBCHsbc Holdings Plc-spons Adr+0.5%-28.04%Trim
8XOMExxon Mobil CORP+0.2%—Unchanged
9SHELShell Plc-adr+0.2%-41.17%Trim
10ADIAnalog Devices INC+0.1%—Unchanged
11GOOGLAlphabet Inc-cl A+0.1%—Unchanged
12MPLXMplx LP+0.1%—Unchanged
13JPMJpmorgan Chase & Co+0.1%—Unchanged
14LHLabcorp Holdings INC+0.1%+0.79%Add
15BABoeing Co/the+0.1%—Unchanged
16LPLALpl Financial Holdings INC0%—Unchanged
17WFCWells Fargo & Co0%—Unchanged
18VVisa Inc-class A Shares0%—Unchanged
19UBERUber Technologies INC0%—Unchanged
20IQVIqvia Holdings INC0%+7.55%Add
21ELEstee Lauder Companies-cl A—+4.49%Add
22CASYCasey's General Stores INC0%-50.63%Trim
23SONYSony Group CORP - Sp Adr-3.8%-47.29%Trim
24AZNNAstrazeneca Plc-spons Adr-5.4%-50.01%Trim
25CNICanadian Natl Railway Co-7%-97.36%Trim
26STLAStellantis N.V.—NEWNew buy
27TSMTaiwan Semiconductor-sp Adr—NEWNew buy
28DEODiageo Plc-sponsored Adr—NEWNew buy
29RTORentokil Initial Plc-sp Adr—NEWNew buy
30ELVElevance Health INC—EXITSold out
31LOWLowe's Cos INC—EXITSold out

FAQ

What is Foresight Global Investors, Inc. and what type of investor is it?
Foresight Global Investors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $154.0M, spread across 29 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. Astrazeneca Plc-spons Adr (AZNN) — $28.7M (18.6%) 2. Novartis Ag-sponsored Adr (NVS) — $26.3M (17.1%) 3. Hsbc Holdings Plc-spons Adr (HSBC) — $17.4M (11.3%) 4. Novo-nordisk A/s-spons Adr (NVO) — $13.1M (8.5%) 5. Rio Tinto Plc-spon Adr (RIO) — $12.5M (8.1%)
What changes did Foresight Global Investors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Foresight Global Investors, Inc. made 21 notable position adjustments: 4 new positions were initiated, 5 existing holdings were added to, 10 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Stellantis N.V. (STLA); New buy: Taiwan Semiconductor-sp Adr (TSM); New buy: Diageo Plc-sponsored Adr (DEO); New buy: Rentokil Initial Plc-sp Adr (RTO); Sold out: Elevance Health INC (ELV)
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: 74.7% • Financials: 7.3% • Information Technology: 6.8% • Communication Services: 4.4% • Industrials: 3.7% • Energy: 3.1%