Foresight Group Ltd Liability Partnership
13F Reported Value
ⓘ$555.8M
Holdings
62
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Foresight Group Ltd Liability Partnership disclosed 62 positions worth $555.8M in its Form 13F-HR for Q2 2026, led by $ECL (ECOLAB INC.) at 4.5% of the equity portfolio, followed by $XYL and $AWK. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $SW and a full exit from $FLUT. The portfolio is most concentrated in Technology (33.9% of disclosed assets). All figures are sourced directly from Foresight Group Ltd Liability Partnership’s Form 13F-HR filing with the SEC under CIK 1943441.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 63.3#636
Quality
$24.7M88,745 sh - 65.8#458
Quality
$23.9M202,120 sh - 58.1#1,041
Quality
$23.1M174,231 sh - 67.1
Quality
$22.3M170,779 sh - —
Quality
$22.3M369,767 sh - 65.1
Quality
$21.7M43,414 sh - —
Quality
$21.3M105,882 sh - —
Quality
$20.6M119,181 sh - 79.5
Quality
$19.8M254,030 sh - —
Quality
$18.8M89,732 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ECOLAB INC.$ECL | 63.3#636 | $24.7M | 88,745 |
 Xylem Inc.$XYL | 65.8#458 | $23.9M | 202,120 |
 American Water Works Company, Inc.$AWK | 58.1#1,041 | $23.1M | 174,231 |
 AGILENT TECHNOLOGIES, INC.$A | 67.1 | $22.3M | 170,779 |
 Aptiv PLC$APTV | — | $22.3M | 369,767 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 65.1 | $21.7M | 43,414 |
 TE Connectivity plc$TEL | — | $21.3M | 105,882 |
 ICON PLC$ICLR | — | $20.6M | 119,181 |
 GLOBUS MEDICAL INC$GMED | 79.5 | $19.8M | 254,030 |
 STERIS plc$STE | — | $18.8M | 89,732 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Foresight Group Ltd Liability Partnership's 62 positions.
Showing top 10 of 62 holdings.
Sector Allocation
Technology
$188.2M
Real Estate
$102.9M
Healthcare
$79.7M
Industrials
$56.9M
Utilities
$53.4M
Materials
$40.0M
Consumer Discretionary
$19.7M
Other
$10.6M
Full Holdings — Foresight Group Ltd Liability Partnership (Q2 2026)
All 62 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ECL | ECOLAB INC. | $24.7M | 4.5% | -11% | 63.3 |
| 2 | $XYL | Xylem Inc. | $23.9M | 4.3% | +2% | 65.8 |
| 3 | $AWK | American Water Works Company, Inc. | $23.1M | 4.2% | -5% | 58.1 |
| 4 | $A | AGILENT TECHNOLOGIES, INC. | $22.3M | 4.0% | -13% | 67.1 |
| 5 | $APTV | Aptiv PLC | $22.3M | 4.0% | -5% | — |
| 6 | $TMO | THERMO FISHER SCIENTIFIC INC. | $21.7M | 3.9% | -11% | 65.1 |
| 7 | $TEL | TE Connectivity plc | $21.3M | 3.8% | -11% | — |
| 8 | $ICLR | ICON PLC | $20.6M | 3.7% | +48% | — |
| 9 | $GMED | GLOBUS MEDICAL INC | $19.8M | 3.6% | -14% | 79.5 |
| 10 | $STE | STERIS plc | $18.8M | 3.4% | -12% | — |
| 11 |  $DLR | DIGITAL REALTY TRUST, INC. | $18.2M | 3.3% | -7% | 72.8 |
| 12 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $17.5M | 3.1% | +1% | 63.9 |
| 13 |  $TRMB | TRIMBLE INC. | $17.0M | 3.1% | -9% | 49.3 |
| 14 |  $ADSK | Autodesk, Inc. | $16.8M | 3.0% | -10% | 78.6 |
| 15 |  $EQIX | EQUINIX INC | $16.3M | 2.9% | -13% | 59 |
| 16 |  $AMT | AMERICAN TOWER CORP /MA/ | $16.1M | 2.9% | +2% | 66.3 |
| 17 |  $ROK | ROCKWELL AUTOMATION, INC | $13.5M | 2.4% | -10% | 63.6 |
| 18 |  $FSLR | FIRST SOLAR, INC. | $12.6M | 2.3% | -51% | 79.2 |
| 19 |  $TT | Trane Technologies plc | $12.6M | 2.3% | -9% | — |
| 20 |  $SW | Smurfit Westrock plc | $12.4M | 2.2% | NEW | — |
| 21 |  $SNPS | SYNOPSYS INC | $12.2M | 2.2% | -17% | 67.9 |
| 22 |  $CWEN | Clearway Energy, Inc. | $11.5M | 2.1% | +16% | 62.7 |
| 23 |  $VTR | Ventas, Inc. | $11.3M | 2.0% | +8% | 62.5 |
| 24 |  $VLTO | Veralto Corp | $11.2M | 2.0% | -8% | 65.5 |
| 25 | — | VERSIGENT PLC - ORDINARY SHARES | $10.6M | 1.9% | NEW | — |
| 26 |  $CVSA | Covista Inc. | $9.6M | 1.7% | NEW | 65.1 |
| 27 |  $BEPC | Brookfield Renewable Corp | $9.5M | 1.7% | +19% | — |
| 28 |  $MSA | MSA Safety Inc | $9.4M | 1.7% | -11% | 63.4 |
| 29 |  $EXC | EXELON CORP | $9.3M | 1.7% | +21% | 59.6 |
| 30 |  $LOPE | Grand Canyon Education, Inc. | $9.1M | 1.6% | +15% | 65.2 |
| 31 |  $BSY | BENTLEY SYSTEMS INC | $8.7M | 1.6% | -10% | 67.9 |
| 32 |  $NXT | Nextpower Inc. | $8.2M | 1.5% | -11% | 69.1 |
| 33 |  $TTEK | TETRA TECH INC | $7.7M | 1.4% | NEW | 60.2 |
| 34 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $6.7M | 1.2% | NEW | 69.7 |
| 35 |  $CCI | CROWN CASTLE INC. | $5.7M | 1.0% | +2% | 61.7 |
| 36 |  $BSX | BOSTON SCIENTIFIC CORP | $5.4M | 1.0% | +42% | 77.5 |
| 37 |  $NVO | NOVO NORDISK A S | $5.3M | 0.9% | NEW | — |
| 38 |  $DEA | Easterly Government Properties, Inc. | $5.0M | 0.9% | -0% | 54 |
| 39 |  $VRT | Vertiv Holdings Co | $2.2M | 0.4% | -26% | 81 |
| 40 |  $PLD | Prologis, Inc. | $2.2M | 0.4% | -23% | 68.3 |
| 41 |  $LNG | Cheniere Energy, Inc. | $2.1M | 0.4% | -18% | 66.5 |
| 42 |  $RYN | RAYONIER INC | $1.9M | 0.3% | -12% | 58.2 |
| 43 |  $DBRG | DigitalBridge Group, Inc. | $1.9M | 0.3% | +0% | 36.5 |
| 44 |  $WY | WEYERHAEUSER CO | $1.5M | 0.3% | +10% | 51.3 |
| 45 |  $JCI | Johnson Controls International plc | $1.5M | 0.3% | +0% | — |
| 46 |  $CSX | CSX CORP | $1.3M | 0.2% | -43% | 65.2 |
| 47 |  $DE | DEERE & CO | $1.2M | 0.2% | +0% | 55.4 |
| 48 |  $ADC | AGREE REALTY CORP | $1.2M | 0.2% | -12% | 53.5 |
| 49 |  $OC | Owens Corning | $1.1M | 0.2% | +20% | 49.2 |
| 50 |  $STAG | STAG Industrial, Inc. | $1.1M | 0.2% | -19% | 68.1 |
| 51 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $1.1M | 0.2% | +18% | 63.1 |
| 52 |  $PECO | Phillips Edison & Company, Inc. | $941,926 | 0.2% | -19% | 65.4 |
| 53 |  $GXO | GXO Logistics, Inc. | $929,635 | 0.2% | +10% | 61.2 |
| 54 |  $AMH | American Homes 4 Rent | $884,761 | 0.2% | +0% | 64.1 |
| 55 |  $BXP | BXP, Inc. | $878,791 | 0.2% | +0% | 59.2 |
| 56 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $621,869 | 0.1% | +0% | 61.2 |
| 57 |  $CMC | COMMERCIAL METALS Co | $620,904 | 0.1% | +0% | 57.2 |
| 58 |  $WELL | WELLTOWER INC. | $595,410 | 0.1% | +0% | 59.8 |
| 59 |  $KRC | KILROY REALTY CORP | $496,541 | 0.1% | +0% | 56.1 |
| 60 |  $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | $426,986 | 0.1% | +0% | 61.9 |
| 61 |  $COLD | AMERICOLD REALTY TRUST | $363,397 | 0.1% | +0% | 17.4 |
| 62 |  $VITL | Vital Farms, Inc. | $340,440 | 0.1% | +87% | 35.4 |
New Positions (6)
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