Latest Foresight Global Investors, Inc. Stock Portfolio

Foresight Global Investors, Inc. Performance:

2025 Q4: 15.33%YTD: 29.63%2024: -24.81%

Performance for 2025 Q4 is 15.33%, and YTD is 29.63%, and 2024 is -24.81%.

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

On 2026-03-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Foresight Global Investors, Inc. reported an equity portfolio of $212.5 Millions as of 31 Dec, 2025.

The top stock holdings of Foresight Global Investors, Inc. are AZN, NVS, HSBC. The fund has invested 24% of it's portfolio in ASTRAZENECA PLC and 11.2% of portfolio in NOVARTIS AG.

The fund managers got completely rid off TAIWAN SEMICONDUCTOR MFG LTD (TSM), RENTOKIL INITIAL PLC (RTO) and DIAGEO PLC (DEO) stocks. They significantly reduced their stock positions in SEADRILL LTD, RIO TINTO PLC (RIO) and STMICROELECTRONICS N V (STM). Foresight Global Investors, Inc. opened new stock positions in MPLX LP (MPLX). The fund showed a lot of confidence in some stocks as they added substantially to NOVO-NORDISK A S (NVO), HSBC HLDGS PLC (HSBC) and ASTRAZENECA PLC (AZN).

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

Our best estimate is that Foresight Global Investors, Inc. made a return of 15.33% in the last quarter. In trailing 12 months, it's portfolio return was 29.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
mplx lp	451,724

New stocks bought by Foresight Global Investors, Inc.

Additions

Ticker	% Inc.
novo-nordisk a s	99.8
hsbc hldgs plc	62.55
astrazeneca plc	19.53
elevance health inc formerly	5.62
lowes cos inc	3.92
sap se	2.31
canadian natl ry co	0.26
novartis ag	0.23

Additions to existing portfolio by Foresight Global Investors, Inc.

Reductions

Ticker	% Reduced
seadrill ltd	-15.85
rio tinto plc	-15.15
stmicroelectronics n v	-12.48
sony group corp	-5.04

Foresight Global Investors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
rentokil initial plc	-392,461
baxter intl inc	-301,133
kraft heinz co	-235,454
diageo plc	-350,801
proshares tr	-292,716
taiwan semiconductor mfg ltd	-605,501
vanguard index fds	-304,642

Foresight Global Investors, Inc. got rid off the above stocks

Sector Distribution

Foresight Global Investors, Inc. has about 96.8% of it's holdings in Others sector.

Sector	%
Others	96.8

Market Cap. Distribution

Foresight Global Investors, Inc. has about 3.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	96.8
LARGE-CAP	1.8
MEGA-CAP	1.3

Stocks belong to which Index?

About 2.2% of the stocks held by Foresight Global Investors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	97.8
S&P 500	2.2

Top 5 Winners (%)		%
AZN	astrazeneca plc	107.0 %
GOOG	alphabet inc	28.8 %
RIO	rio tinto plc	19.6 %
EL	lauder estee cos inc	18.8 %
IQV	iqvia hldgs inc	18.7 %

Top 5 Winners ($)		$
AZN	astrazeneca plc	26.4 M
RIO	rio tinto plc	2.5 M
HSBC	hsbc hldgs plc	1.8 M
NVS	novartis ag	1.7 M
	seadrill ltd	1.2 M

Top 5 Losers (%)		%
UBER	uber technologies inc	-16.6 %
	labcorp holdings inc	-12.6 %
SONY	sony group corp	-10.8 %
SAP	sap se	-9.0 %
STM	stmicroelectronics n v	-7.7 %

Top 5 Losers ($)		$
SONY	sony group corp	-2.5 M
STM	stmicroelectronics n v	-1.2 M
NVO	novo-nordisk a s	-1.1 M
SAP	sap se	-0.9 M
UBER	uber technologies 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 27 stocks in it's portfolio. About 92.7% of the portfolio is in top 10 stocks. SONY 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: 19 Mar, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ADI	analog devices inc	0.18	1,430	387,816	unchanged	0.00

ALTS	proshares tr	0.00	0.00	0.00	sold off	-100

ANTX	elevance health inc formerly	0.14	865	303,226	added	5.62

AZN	astrazeneca plc	24.01	290,672	51,012,900	added	19.53

BA	boeing co	0.19	1,903	413,179	unchanged	0.00

BAX	baxter intl inc	0.00	0.00	0.00	sold off	-100

CASY	caseys gen stores inc	0.29	1,104	610,192	unchanged	0.00

CNI	canadian natl ry co	7.26	156,005	15,421,100	added	0.26

DEO	diageo plc	0.00	0.00	0.00	sold off	-100

EL	lauder estee cos inc	0.22	4,459	466,946	unchanged	0.00

GOOG	alphabet inc	0.40	2,690	841,970	unchanged	0.00

HSBC	hsbc hldgs plc	10.86	293,355	23,078,200	added	62.55

IQV	iqvia hldgs inc	0.18	1,721	387,931	unchanged	0.00

JPM	jpmorgan chase & co.	0.34	2,278	734,017	unchanged	0.00

KHC	kraft heinz co	0.00	0.00	0.00	sold off	-100

LOW	lowes cos inc	0.14	1,192	287,463	added	3.92

LPLA	lpl finl hldgs inc	0.24	1,459	521,111	unchanged	0.00

MPLX	mplx lp	0.21	8,464	451,724	new

NVO	novo-nordisk a s	7.91	330,251	16,803,200	added	99.8

NVS	novartis ag	11.17	172,083	23,725,100	added	0.23