CIK: 0001973323
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%.
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Foresight Global Investors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.108 — mathematically equivalent to about 9 equally-sized positions, well below its 29 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 1.48), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 11% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 18.60% | -5.41% | -50.01% | |
| 2 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 17.06% | +5.89% | -0.02% | |
| 3 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 11.31% | +0.45% | -28.04% | |
| 4 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 8.48% | +0.57% | +7.67% | |
| 5 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 8.09% | +1.92% | -18.47% | |
| 6 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 6.66% | +0.76% | -38.54% | |
| 7 | SHEL | Shell Plc-adr | Stock-Energy | 5.82% | +0.15% | -41.17% | |
| 8 | SAP | Sap Se-sponsored Adr | Stock-Tech | 5.65% | +1.21% | +30.95% | |
| 9 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 5.47% | -3.83% | -47.29% | |
| 10 | SDRL | Seadrill Limited | Stock-Other | 4.76% | +0.79% | -33.89% | |
| 11 | STLA | Stellantis N.V. | Stock-Consumer Disc | 2.94% | +2.94% | NEW | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.10% | — | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.48% | +0.48% | NEW | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.09% | — | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | +0.18% | — | |
| 16 | MPLX | Mplx LP | Stock-Energy | 0.31% | +0.10% | — | |
| 17 | ADI | Analog Devices INC | Stock-Tech | 0.30% | +0.12% | — | |
| 18 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.29% | +0.29% | NEW | |
| 19 | LPLA | Lpl Financial Holdings INC | Stock-Financials | 0.28% | +0.03% | — | |
| 20 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.28% | -6.98% | -97.36% | |
| 21 | CASY | Casey's General Stores INC | Stock-Consumer Disc | 0.26% | -0.03% | -50.63% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 0.25% | +0.06% | — | |
| 23 | LH | Labcorp Holdings INC | Stock-Healthcare | 0.22% | +0.07% | +0.79% | |
| 24 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.22% | — | +4.49% | |
| 25 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 0.22% | +0.22% | NEW | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | +0.03% | — | |
| 27 | IQV | Iqvia Holdings INC | Stock-Healthcare | 0.20% | +0.02% | +7.55% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | +0.03% | — | |
| 29 | UBER | Uber Technologies INC | Stock-Industrials | 0.18% | +0.03% | — |
Performance for Q3 2026
+5.9%
Performance Last 4 Quarters
+28.3%
Based on 56% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 29 | $154.0M | 42 | |
| 2025-12-31 | 27 | $212.5M | 34 | |
| 2025-09-30 | 33 | $168.4M | 68 | |
| 2025-06-30 | 11 | $140.8M | 0 | |
| 2025-03-31 | 12 | $142.2M | 0 | |
| 2024-12-31 | 12 | $136.9M | 0 | |
| 2024-09-30 | 45 | $184.4M | 0 | |
| 2024-06-30 | 41 | $208.0M | 0 | |
| 2024-03-31 | 39 | $203.1M | 0 | |
| 2023-12-31 | 39 | $174.4M | 0 | |
| 2023-09-30 | 41 | $179.7M | 0 | |
| 2023-06-30 | 40 | $185.3M | 0 | |
| 2023-03-31 | 34 | $139.5M | 0 |
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).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVS | Novartis Ag-sponsored Adr | +5.9% | -0.02% | Trim |
| 2 | RIO | Rio Tinto Plc-spon Adr | +1.9% | -18.47% | Trim |
| 3 | SAP | Sap Se-sponsored Adr | +1.2% | +30.95% | Add |
| 4 | SDRL | Seadrill Limited | +0.8% | -33.89% | Trim |
| 5 | STM | Stmicroelectronics Nv-ny Shs | +0.8% | -38.54% | Trim |
| 6 | NVO | Novo-nordisk A/s-spons Adr | +0.6% | +7.67% | Add |
| 7 | HSBC | Hsbc Holdings Plc-spons Adr | +0.5% | -28.04% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 9 | SHEL | Shell Plc-adr | +0.2% | -41.17% | Trim |
| 10 | ADI | Analog Devices INC | +0.1% | — | Unchanged |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 12 | MPLX | Mplx LP | +0.1% | — | Unchanged |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 14 | LH | Labcorp Holdings INC | +0.1% | +0.79% | Add |
| 15 | BA | Boeing Co/the | +0.1% | — | Unchanged |
| 16 | LPLA | Lpl Financial Holdings INC | 0% | — | Unchanged |
| 17 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 18 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 19 | UBER | Uber Technologies INC | 0% | — | Unchanged |
| 20 | IQV | Iqvia Holdings INC | 0% | +7.55% | Add |
| 21 | EL | Estee Lauder Companies-cl A | — | +4.49% | Add |
| 22 | CASY | Casey's General Stores INC | 0% | -50.63% | Trim |
| 23 | SONY | Sony Group CORP - Sp Adr | -3.8% | -47.29% | Trim |
| 24 | AZNN | Astrazeneca Plc-spons Adr | -5.4% | -50.01% | Trim |
| 25 | CNI | Canadian Natl Railway Co | -7% | -97.36% | Trim |
| 26 | STLA | Stellantis N.V. | — | NEW | New buy |
| 27 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 28 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 29 | RTO | Rentokil Initial Plc-sp Adr | — | NEW | New buy |
| 30 | ELV | Elevance Health INC | — | EXIT | Sold out |
| 31 | LOW | Lowe's Cos INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-03-19 | Amendment | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-07 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-23 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-24 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-13 | 13F-HR | View on EDGAR |
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