Grufity logo
Grufity logo

Latest Foresight Global Investors, Inc. Stock Portfolio

$154Million | No. of Holdings #29

Foresight Global Investors, Inc. Performance

2026 Q1+3.38%
YTD+3.38%
2025+29.63%

About Foresight Global Investors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Foresight Global Investors, Inc. reported an equity portfolio of $154 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Foresight Global Investors, Inc. are AZN, NVS, HSBC. The fund has invested 18.6% of it's portfolio in ASTRAZENECA PLC and 17.1% of portfolio in NOVARTIS AG. <br><br> The fund managers got completely rid off ELEVANCE HEALTH INC FORMERLY (ANTX) and LOWES COS INC (LOW) stocks. They significantly reduced their stock positions in CANADIAN NATL RY CO (CNI), CASEYS GEN STORES INC (CASY) and ASTRAZENECA PLC (AZN). Foresight Global Investors, Inc. opened new stock positions in STELLANTIS N.V (STLA), TAIWAN SEMICONDUCTOR MANUFAC (TSM) and DIAGEO PLC (DEO). The fund showed a lot of confidence in some stocks as they added substantially to SAP SE (SAP), NOVO-NORDISK A S (NVO) and IQVIA HLDGS INC (IQV).
Foresight Global Investors, Inc. Equity Portfolio Value
Last Reported on: 13 May, 2026
$154Million
  as of May 13, 2026

Foresight Global Investors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Foresight Global Investors, Inc. made a return of 3.38% in the last quarter. In trailing 12 months, it's portfolio return was 27.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
stellantis n.v4,522,420
taiwan semiconductor manufac732,676
diageo plc443,126
rentokil initial plc332,177
New stocks bought by Foresight Global Investors, Inc.

Additions

Ticker% Inc.
sap se30.95
novo-nordisk a s7.67
iqvia hldgs inc7.55
lauder estee cos inc4.49
labcorp holdings inc0.79
Additions to existing portfolio by Foresight Global Investors, Inc.

Reductions

Ticker% Reduced
canadian natl ry co-97.36
caseys gen stores inc-50.63
astrazeneca plc-50.01
sony group corp-47.29
shell plc-41.17
stmicroelectronics n v-38.54
seadrill ltd-33.89
hsbc hldgs plc-28.04
Foresight Global Investors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
lowes cos inc-287,463
elevance health inc formerly-303,226
Foresight Global Investors, Inc. got rid off the above stocks

Sector Distribution

Foresight Global Investors, Inc. has about 96.3% of it's holdings in Others sector.

  • Others
  • Financial Services
Sector%
Others96.3
Financial Services1.1

Market Cap. Distribution

Foresight Global Investors, Inc. has about 3.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED96.3
LARGE-CAP2
MEGA-CAP1.7

Stocks belong to which Index?

About 2.6% of the stocks held by Foresight Global Investors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.4
S&P 5002.6
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
STM
stmicroelectronics n v
26.8 %
seadrill ltd
26.2 %
CASY
caseys gen stores inc
23.7 %
SHEL
shell plc
21.1 %
Top 5 Winners ($)$
AZN
astrazeneca plc
4.7 M
STM
stmicroelectronics n v
3.4 M
NVS
novartis ag
2.6 M
SHEL
shell plc
2.5 M
seadrill ltd
2.2 M
Top 5 Losers (%)%
EL
lauder estee cos inc
-31.0 %
NVO
novo-nordisk a s
-27.1 %
SAP
sap se
-27.0 %
IQV
iqvia hldgs inc
-23.7 %
LPLA
lpl finl hldgs inc
-15.8 %
Top 5 Losers ($)$
NVO
novo-nordisk a s
-4.8 M
SAP
sap se
-3.2 M
SONY
sony group corp
-2.9 M
EL
lauder estee cos inc
-0.2 M
IQV
iqvia hldgs inc
-0.1 M

Foresight Global Investors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Foresight Global Investors, Inc.

Foresight Global Investors, Inc. has 29 stocks in it's portfolio. About 91.9% of the portfolio is in top 10 stocks. NVO proved to be the most loss making stock for the portfolio. AZN was the most profitable stock for Foresight Global Investors, Inc. last quarter.

$154.03MTotal Value
31.00Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Foresight Global Investors, Inc., last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AZN
Astrazeneca Plc

Astrazeneca Plc

AZN
Foresight Global Investors, Inc.'s holding in Astrazeneca Plc over time
18.6%145,297
$28.66M
18.6%
decreased 50.01 percentreduced
CNI
Canadian Natl Ry Co

Canadian Natl Ry Co

CNI
Foresight Global Investors, Inc.'s holding in Canadian Natl Ry Co over time
0.28%4,125
$423.9K
0.28%
decreased 97.36 percentreduced
DEO
Diageo Plc

Diageo Plc

DEO
Foresight Global Investors, Inc.'s holding in Diageo Plc over time
0.29%5,952
$443.1K
0.29%
new position
HSBC
Hsbc Hldgs Plc

Hsbc Hldgs Plc

HSBC
Foresight Global Investors, Inc.'s holding in Hsbc Hldgs Plc over time
11.3%211,095
$17.41M
11.3%
decreased 28.04 percentreduced
NVO
Novo-Nordisk A S

Novo-Nordisk A S

NVO
Foresight Global Investors, Inc.'s holding in Novo-Nordisk A S over time
8.48%355,574
$13.07M
8.48%
increased 7.67 percentadded
NVS
Novartis Ag

Novartis Ag

NVS
Foresight Global Investors, Inc.'s holding in Novartis Ag over time
17.06%172,053
$26.28M
17.06%
decreased 0.02 percentreduced
RIO
Rio Tinto Plc

Rio Tinto Plc

RIO
Foresight Global Investors, Inc.'s holding in Rio Tinto Plc over time
8.09%133,534
$12.46M
8.09%
decreased 18.47 percentreduced
RTO
Rentokil Initial Plc

Rentokil Initial Plc

RTO
Foresight Global Investors, Inc.'s holding in Rentokil Initial Plc over time
0.22%10,552
$332.2K
0.22%
new position
SAP
Sap Se

Sap Se

SAP
Foresight Global Investors, Inc.'s holding in Sap Se over time
5.65%50,825
$8.70M
5.65%
increased 30.95 percentadded