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%
Performance for 2026 Q1 is 3.38%, and YTD is 3.38%, and 2025 is 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.
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.
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).
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.
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
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.v | 4,522,420 |
| taiwan semiconductor manufac | 732,676 |
| diageo plc | 443,126 |
| rentokil initial plc | 332,177 |
New stocks bought by Foresight Global Investors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| sap se | 30.95 |
| novo-nordisk a s | 7.67 |
| iqvia hldgs inc | 7.55 |
| lauder estee cos inc | 4.49 |
| labcorp holdings inc | 0.79 |
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 | % |
|---|---|
| Others | 96.3 |
| Financial Services | 1.1 |
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 | % |
|---|---|
| UNALLOCATED | 96.3 |
| LARGE-CAP | 2 |
| MEGA-CAP | 1.7 |
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 | % |
|---|---|
| Others | 97.4 |
| S&P 500 | 2.6 |
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.
Last Reported on: 13 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ADI | analog devices inc | 0.30 | 1,430 | 454,940 | unchanged | 0.00 | ||
| ANTX | elevance health inc formerly | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AZN | astrazeneca plc | 18.60 | 145,297 | 28,655,500 | reduced | -50.01 | ||
| BA | boeing co | 0.25 | 1,903 | 378,754 | unchanged | 0.00 | ||
| CASY | caseys gen stores inc | 0.26 | 545 | 396,684 | reduced | -50.63 | ||
| CNI | canadian natl ry co | 0.28 | 4,125 | 423,926 | reduced | -97.36 | ||
| DEO | diageo plc | 0.29 | 5,952 | 443,126 | new | |||
| EL | lauder estee cos inc | 0.22 | 4,659 | 334,376 | added | 4.49 | ||
| GOOG | alphabet inc | 0.50 | 2,690 | 773,536 | unchanged | 0.00 | ||
| HSBC | hsbc hldgs plc | 11.30 | 211,095 | 17,413,200 | reduced | -28.04 | ||
| IQV | iqvia hldgs inc | 0.20 | 1,851 | 315,670 | added | 7.55 | ||
| JPM | jpmorgan chase & co | 0.44 | 2,278 | 670,096 | unchanged | 0.00 | ||
| LOW | lowes cos inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| LPLA | lpl finl hldgs inc | 0.28 | 1,459 | 438,911 | unchanged | 0.00 | ||
| MPLX | mplx lp | 0.31 | 8,464 | 483,040 | unchanged | 0.00 | ||
| NVO | novo-nordisk a s | 8.48 | 355,574 | 13,067,300 | added | 7.67 | ||
| NVS | novartis ag | 17.06 | 172,053 | 26,281,100 | reduced | -0.02 | ||
| RIO | rio tinto plc | 8.09 | 133,534 | 12,457,400 | reduced | -18.47 | ||
| RTO | rentokil initial plc | 0.22 | 10,552 | 332,177 | new | |||
| SAP | sap se | 5.65 | 50,825 | 8,701,750 | added | 30.95 | ||