Foresight Global Investors, Inc. — 13F Holdings & Portfolio
CIK 1973323 · latest 13F-HR filed 2026-05-13
Foresight Global Investors, Inc. manages $154.0M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AZN (18.60%), NVS (17.06%), HSBC (11.31%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 2, added to 5, and trimmed 19.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$154.0M
Long-equity book
29
Distinct positions
2026-03-31
Filed 2026-05-13
+4 / −2 / ↑5 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NOVARTIS AG$2.6M +10.8%
- EXXON MOBIL CORP$159.0K +41.0%
- ANALOG DEVICES INC$67.1K +17.3%
- MPLX LP$31.3K +6.9%
- LABCORP HOLDINGS INC$22.9K +7.2%
Top Trims
- ASTRAZENECA PLC-$22.4M -43.8%
- CANADIAN NATL RY CO-$15.0M -97.3%
- SONY GROUP CORP-$11.3M -57.4%
- HSBC HLDGS PLC-$5.7M -24.5%
- NOVO-NORDISK A S-$3.7M -22.2%
New Positions
- STELLANTIS N.V$4.5M
- TAIWAN SEMICONDUCTOR MANUFAC$732.7K
- DIAGEO PLC$443.1K
- RENTOKIL INITIAL PLC$332.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ASTRAZENECA PLC | AZN | 046353108 | $28.7M | 18.60% | 145,297 | SH |
| 2 | NOVARTIS AG | NVS | 66987V109 | $26.3M | 17.06% | 172,053 | SH |
| 3 | HSBC HLDGS PLC | HSBC | 404280406 | $17.4M | 11.31% | 211,095 | SH |
| 4 | NOVO-NORDISK A S | NVO | 670100205 | $13.1M | 8.48% | 355,574 | SH |
| 5 | RIO TINTO PLC | RIO | 767204100 | $12.5M | 8.09% | 133,534 | SH |
| 6 | STMICROELECTRONICS N V | STM | 861012102 | $10.3M | 6.66% | 296,916 | SH |
| 7 | SHELL PLC | SHEL | 780259305 | $9.0M | 5.82% | 96,405 | SH |
| 8 | SAP SE | SAP | 803054204 | $8.7M | 5.65% | 50,825 | SH |
| 9 | SONY GROUP CORP | SONY | 835699307 | $8.4M | 5.47% | 407,011 | SH |
| 10 | SEADRILL LTD | SDRL | G7997W102 | $7.3M | 4.76% | 161,105 | SH |
| 11 | STELLANTIS N.V | STLA | N82405106 | $4.5M | 2.94% | 637,859 | SH |
| 12 | ALPHABET INC | GOOGL | 02079K305 | $773.5K | 0.50% | 2,690 | SH |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $732.7K | 0.48% | 2,168 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $670.1K | 0.44% | 2,278 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $546.8K | 0.36% | 3,223 | SH |
| 16 | MPLX LP | MPLX | 55336V100 | $483.0K | 0.31% | 8,464 | SH |
| 17 | ANALOG DEVICES INC | ADI | 032654105 | $454.9K | 0.30% | 1,430 | SH |
| 18 | DIAGEO PLC | DEO | 25243Q205 | $443.1K | 0.29% | 5,952 | SH |
| 19 | LPL FINL HLDGS INC | LPLA | 50212V100 | $438.9K | 0.28% | 1,459 | SH |
| 20 | CANADIAN NATL RY CO | CNI | 136375102 | $423.9K | 0.28% | 4,125 | SH |
| 21 | CASEYS GEN STORES INC | CASY | 147528103 | $396.7K | 0.26% | 545 | SH |
| 22 | BOEING CO | BA | 097023105 | $378.8K | 0.25% | 1,903 | SH |
| 23 | LABCORP HOLDINGS INC | LH | 504922105 | $342.3K | 0.22% | 1,283 | SH |
| 24 | LAUDER ESTEE COS INC | EL | 518439104 | $334.4K | 0.22% | 4,659 | SH |
| 25 | RENTOKIL INITIAL PLC | RTO | 760125104 | $332.2K | 0.22% | 10,552 | SH |
| 26 | WELLS FARGO & CO | WFC | 949746101 | $327.8K | 0.21% | 4,117 | SH |
| 27 | IQVIA HLDGS INC | IQV | 46266C105 | $315.7K | 0.20% | 1,851 | SH |
| 28 | VISA INC | V | 92826C839 | $279.3K | 0.18% | 924 | SH |
| 29 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $274.6K | 0.18% | 3,818 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $154.0M | 29 | 0001754960-26-000379 |
| 2025-12-31 | 2026-03-19 | $212.5M | 27 | 0001754960-26-000195 |
| 2025-12-31 | 2026-02-13 | $204.0M | 26 | 0001754960-26-000179 |