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Foresight Global Investors, Inc. — 13F Holdings & Portfolio

CIK 1973323 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Foresight Global Investors, Inc. manages $165.0M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVS (14.60%), AZN (13.66%), HSBC (12.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 13, and trimmed 10.

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.

Filer Information
Address
2900 WESTCHESTER AVE
SUITE 104
PURCHASE, NY 10577
Phone
(914) 253-8809
Filing Manager
Foresight Global Investors, Inc.
PURCHASE, NY
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$165.0M

Long-equity book

Holdings

32

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+5 / −2 / ↑13 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SONY GROUP CORP$6.4M +76.3%
  • HSBC HLDGS PLC$2.9M +16.6%
  • TAIWAN SEMICONDUCTOR MANUFAC$302.7K +41.3%
  • ALPHABET INC$186.7K +24.1%
  • ANALOG DEVICES INC$103.5K +22.7%
Show all 13 →

Top Trims

  • STELLANTIS N.V-$4.4M -96.3%
  • RIO TINTO PLC-$4.2M -34.1%
  • SEADRILL LTD-$3.8M -51.2%
  • NOVARTIS AG-$2.2M -8.3%
  • STMICROELECTRONICS N V-$2.0M -19.2%
Show all 10 →

New Positions

  • ASTRAZENECA PLC$22.5M
  • DEUTSCHE BK AG$14.8M
  • ALCON AG$11.8M
  • ABBOTT LABORATORIES$394.9K
  • VANECK ETF TRUST$333.7K
Show all 5 →

Exited Positions

  • ASTRAZENECA PLC$28.7M
  • IQVIA HLDGS INC$315.7K
Show all 2 →
All Holdings

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 NOVARTIS AG NVS 66987V109 $24.1M 14.60% 153,693 SH
2 ASTRAZENECA PLC AZN G0593M107 $22.5M 13.66% 118,844 SH
3 HSBC HLDGS PLC HSBC 404280406 $20.3M 12.31% 213,514 SH
4 SONY GROUP CORP SONY 835699307 $14.9M 9.00% 740,300 SH
5 DEUTSCHE BK AG DB D18190898 $14.8M 8.97% 438,200 SH
6 ALCON AG ALC H01301128 $11.8M 7.15% 175,700 SH
7 NOVO-NORDISK A S NVO 670100205 $11.8M 7.13% 245,289 SH
8 STMICROELECTRONICS N V STM 861012102 $8.3M 5.03% 110,722 SH
9 RIO TINTO PLC RIO 767204100 $8.2M 4.98% 86,466 SH
10 SAP SE SAP 803054204 $7.9M 4.80% 51,414 SH
11 SHELL PLC SHEL 780259305 $7.5M 4.55% 96,767 SH
12 SEADRILL LTD SDRL G7997W102 $3.6M 2.17% 94,510 SH
13 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.0M 0.63% 2,168 SH
14 ALPHABET INC GOOGL 02079K305 $960.3K 0.58% 2,687 SH
15 JPMORGAN CHASE & CO JPM 46625H100 $745.7K 0.45% 2,278 SH
16 ANALOG DEVICES INC ADI 032654105 $558.4K 0.34% 1,406 SH
17 CANADIAN NATL RY CO CNI 136375102 $491.9K 0.30% 4,125 SH
18 DIAGEO PLC DEO 25243Q205 $478.4K 0.29% 5,952 SH
19 MPLX LP MPLX 55336V100 $476.8K 0.29% 8,464 SH
20 EXXON MOBIL CORP XOM 30231G102 $440.6K 0.27% 3,223 SH
21 CASEYS GEN STORES INC CASY 147528103 $410.9K 0.25% 517 SH
22 LPL FINL HLDGS INC LPLA 50212V100 $404.5K 0.25% 1,436 SH
23 BOEING CO BA 097023105 $397.9K 0.24% 1,838 SH
24 ABBOTT LABORATORIES ABT 002824100 $394.9K 0.24% 4,352 SH
25 LAUDER ESTEE COS INC EL 518439104 $394.8K 0.24% 5,000 SH
26 LABCORP HOLDINGS INC LH 504922105 $364.3K 0.22% 1,301 SH
27 RENTOKIL INITIAL PLC RTO 760125104 $353.1K 0.21% 12,343 SH
28 WELLS FARGO & CO WFC 949746101 $340.2K 0.21% 4,117 SH
29 VANECK ETF TRUST GDX 92189F106 $333.7K 0.20% 4,423 SH
30 VISA INC V 92826C839 $320.1K 0.19% 933 SH
31 UBER TECHNOLOGIES INC UBER 90353T100 $275.5K 0.17% 3,818 SH
32 STELLANTIS N.V STLA N82405106 $166.6K 0.10% 29,026 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $165.0M 32 0001754960-26-000729
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