Foresight Global Investors, Inc.
Sector Allocation
- Healthcare43.0%$70.9M
- Financials22.4%$36.9M
- Technology20.8%$34.2M
- Energy7.3%$12.0M
- Materials5.0%$8.2M
- Industrials0.5%$889,737
- Consumer Staples0.5%$873,172
- Consumer Discretionary0.3%$577,515
- Other0.2%$333,715
AUM History
13fpro.ai/research/fund/foresight-global-investors-inc-1973323
Conviction and streaks
Diversifying · top 10 = 87.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVS
$24.1MAZN
$22.5MHSBC
$20.3MSONY
$14.9MDB
$14.8MALC
$11.8MNVO
$11.8MSTM
$8.3MRIO
$8.2MSAP
$7.9MSHEL
$7.5MSDRL
$3.6MTSM
$1.0MGOOGL
$960KJPM
$746KADI
$558KCNI
$492KDEO
$478KMPLX
$477KXOM.R34088
$441K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/foresight-global-investors-inc-1973323
Foresight Global Investors, Inc. 13F holdings — Q2 2026
$165.0M portfolio (+7.1% QoQ) · 32 holdings · Q2 2026 13F · top 10 are 88% of the stock portfolio
$24.1M
14.6% of stocks
-11%This quarter-0.5%Since filed7+ qtrsHeld$22.5M
13.7% of stocks
-18%This quarter+8.4%Since filed4 qtrsHeld$20.3M
12.3% of stocks
+1%This quarter-11.6%Since filed4 qtrsHeld$14.9M
9.0% of stocks
+82%This quarter+10.3%Since filed7+ qtrsHeld$14.8M
9.0% of stocks
NewThis quarter-16.5%Since filedNew this quarterHeld$11.8M
7.2% of stocks
NewThis quarter-7.1%Since filedNew this quarterHeld$11.8M
7.1% of stocks
-31%This quarter-17.0%Since filed5 qtrsHeld$8.3M
5.0% of stocks
-63%This quarter-17.9%Since filed6 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$8.2M
5.0% of stocks
-35%This quarter-17.1%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$7.9M
4.8% of stocks
+1%This quarter+13.8%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Foresight Global Investors, Inc. (Q2 2026)
32 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Shell plcadr | Energy | $7.5M | 4.5% | 97K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SEADRILL Ltd | Energy | $3.6M | 2.2% | 95K | -41% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $1.0M | 0.6% | 2,168 | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $960K | 0.6% | 2,687 | -0.1% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $746K | 0.5% | 2,278 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ANALOG DEVICES INC | Technology | $558K | 0.3% | 1,406 | -2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CANADIAN NATIONAL RAILWAY CO | Industrials | $492K | 0.3% | 4,125 | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | DIAGEO PLCadr | Consumer Staples | $478K | 0.3% | 5,952 | — | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MPLX LPlp unit | Energy | $477K | 0.3% | 8,464 | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | EXXON MOBIL CORP | Energy | $441K | 0.3% | 3,223 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CASEYS GENERAL STORES INC | Consumer Discretionary | $411K | 0.3% | 517 | -5% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | LPL Financial Holdings Inc. | Financials | $404K | 0.3% | 1,436 | -2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BOEING CO | Industrials | $398K | 0.2% | 1,838 | -3% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ABBOTT LABORATORIES | Healthcare | $395K | 0.2% | 4,352 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ESTEE LAUDER COMPANIES INC | Consumer Staples | $395K | 0.2% | 5,000 | +7% | 4 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LH | LABCORP HOLDINGS INC. | Healthcare | $364K | 0.2% | 1,301 | +1% | |||
| 27 | $RTO | RENTOKIL INITIAL PLC /FI | Technology | $353K | 0.2% | 12K | +17% | |||
| 28 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $340K | 0.2% | 4,117 | — | |||
| 29 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $334K | 0.2% | 4,423 | New | |||
| 30 | $V | VISA INC. | Financials | $320K | 0.2% | 933 | +1.0% | |||
| 31 | $UBER | Uber Technologies, Inc | Technology | $276K | 0.2% | 3,818 | — | |||
| 32 | $STLA | Stellantis N.V. | Consumer Discretionary | $167K | 0.1% | 29K | -95% |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 8 added to, 12 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (8)
now $14.9M · held 7+ qtrs
now $20.3M · held 4 qtrs
now $7.9M · held 7+ qtrs, 3 adds in a row
$RTORENTOKIL INITIAL PLC /FI+17%
now $353K · held 2 qtrs, 2 adds in a row
now $7.5M · held 7+ qtrs
$ELESTEE LAUDER COMPANIES INC+7%
now $395K · held 4 qtrs, 2 adds in a row
+2 more in the Excel export
Trimmed (12)
now $8.3M · held 6 qtrs, 4 trims in a row
now $11.8M · held 5 qtrs
now $22.5M · held 4 qtrs
now $8.2M · held 7+ qtrs, 3 trims in a row
$STLAStellantis N.V.-95%
now $167K · held 2 qtrs
now $24.1M · held 7+ qtrs
+6 more in the Excel export
Sold out (1)
$IQVIQVIA HOLDINGS INC.was $316K
held 3 qtrs
Holdings by quarter
Every 13F Foresight Global Investors, Inc. has filed, 13 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Foresight Global Investors's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 7 of the 20 are scored)
Top 10 since filing
-4.3%
Value-weighted move of the 10 largest stock positions
Turnover
22%
Last quarter; 53% over the last 4
Top 10 weight
88%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
80%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Foresight Global Investors, Inc. disclosed 32 positions worth $165.0M in its Form 13F-HR for Q2 2026, led by $NVS (NOVARTIS AG) at 14.6% of the equity portfolio, followed by $AZN and $HSBC. During the quarter the fund opened 4 new positions and exited 1 — including a new stake in $DB and a full exit from $IQV. The portfolio is most concentrated in Healthcare (43.0% of disclosed assets). All figures are sourced directly from Foresight Global Investors, Inc.’s Form 13F-HR filing with the SEC under CIK 1973323.
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