Foresight Global Investors
PURCHASE, NYfiles as Foresight Global Investors, Inc.
$165m in 32 US stocks at the end of 30 June 2026. The top 10 are 87.6% of the money. It changed about 35.1% of the portfolio this quarter.
Value
$165m
Stocks
32
Top 10 share
87.6%
Turnover
35.1%
What changed this quarter
New
Bought for the first time this quarter.
- AstrazenecaAZN13.7% of the fund
- Deutsche Bank AktiengesellschaftDB9.0% of the fund
- AlconALC7.1% of the fund
- Abbott LaboratoriesABT0.2% of the fund
- Vaneck ETF TrustGDX0.2% of the fund
Added
Bought more of a stock they already held.
- Sony GroupSONY9.0% of the fund+82%
- Estee Lauder CompaniesEL0.2% of the fund+7%
- Rentokil InitialRTO0.2% of the fund+17%
Cut
Sold some of their stake.
- Novartis AGNVS14.6% of the fund-11%
- Novo Nordisk A SNVO7.1% of the fund-31%
- STMicroelectronicsSTM5.0% of the fund-63%
- Rio TintoRIO5.0% of the fund-35%
- SeadrillSDRL2.2% of the fund-41%
- Caseys General StoresCASY0.2% of the fund-5%
- BoeingBA0.2% of the fund-3%
- StellantisSTLA0.1% of the fund-95%
Sold out
Sold their entire stake.
- AstrazenecaAZN-100%
- Iqvia HoldingsIQV-100%
Holdings
- Sony GroupSONY
- Share
- 9.0%
- Value
- $15m
- Shares
- 740,300
+82%
- ShellSHEL
- Share
- 4.5%
- Value
- $8m
- Shares
- 96,767
Held
- Canadian National RailwayCNI
- Share
- 0.3%
- Value
- $491,865
- Shares
- 4,125
Held
- Mplx LPMPLX
- Share
- 0.3%
- Value
- $476,777
- Shares
- 8,464
Held
- Rentokil InitialRTO
- Share
- 0.2%
- Value
- $353,133
- Shares
- 12,343
+17%
- Vaneck ETF TrustGDX
- Share
- 0.2%
- Value
- $333,715
- Shares
- 4,423
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Novartis AGNVS | 14.6% | $24m | 153,693 | -11% |
| AstrazenecaAZN | 13.7% | $23m | 118,844 | New |
| HSBC HoldingsHSBC | 12.3% | $20m | 213,514 | Held |
| Sony GroupSONY | 9.0% | $15m | 740,300 | +82% |
| Deutsche Bank AktiengesellschaftDB | 9.0% | $15m | 438,200 | New |
| AlconALC | 7.1% | $12m | 175,700 | New |
| Novo Nordisk A SNVO | 7.1% | $12m | 245,289 | -31% |
| STMicroelectronicsSTM | 5.0% | $8m | 110,722 | -63% |
| Rio TintoRIO | 5.0% | $8m | 86,466 | -35% |
| SAP SESAP | 4.8% | $8m | 51,414 | Held |
| ShellSHEL | 4.5% | $8m | 96,767 | Held |
| SeadrillSDRL | 2.2% | $4m | 94,510 | -41% |
| Taiwan Semiconductor ManufacturingTSM | 0.6% | $1m | 2,168 | Held |
| AlphabetGOOGL | 0.6% | $960,253 | 2,687 | Held |
| JPMorgan ChaseJPM | 0.5% | $745,658 | 2,278 | Held |
| Analog DevicesADI | 0.3% | $558,421 | 1,406 | Held |
| Canadian National RailwayCNI | 0.3% | $491,865 | 4,125 | Held |
| DiageoDEO | 0.3% | $478,422 | 5,952 | Held |
| Mplx LPMPLX | 0.3% | $476,777 | 8,464 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $440,649 | 3,223 | Held |
| Caseys General StoresCASY | 0.2% | $410,906 | 517 | -5% |
| LPL Financial HoldingsLPLA | 0.2% | $404,492 | 1,436 | Held |
| BoeingBA | 0.2% | $397,872 | 1,838 | -3% |
| Abbott LaboratoriesABT | 0.2% | $394,900 | 4,352 | New |
| Estee Lauder CompaniesEL | 0.2% | $394,750 | 5,000 | +7% |
| Labcorp HoldingsLH | 0.2% | $364,280 | 1,301 | Held |
| Rentokil InitialRTO | 0.2% | $353,133 | 12,343 | +17% |
| Wells Fargo & CompanyWFC | 0.2% | $340,229 | 4,117 | Held |
| Vaneck ETF TrustGDX | 0.2% | $333,715 | 4,423 | New |
| VisaV | 0.2% | $320,103 | 933 | Held |
| Uber TechnologiesUBER | 0.2% | $275,507 | 3,818 | Held |
| StellantisSTLA | 0.1% | $166,609 | 29,026 | -95% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 17.2% since 30 June 2025.
Where the money is
Health care43.0%
Financial services22.4%
Technology10.8%
Materials5.0%
Energy2.4%
Everyday goods0.8%
Industrials0.7%
Media & telecom0.6%
Retail & consumer0.1%
Other14.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.