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Filers›Asset Manager›Foresight Global Investors, Inc.
DOSSIER · 13F-HR · Q1 2026

Foresight Global Investors, Inc.

Foresight Global Investors's asset manager based in Stamford, CT — $154M in tracked AUM across 29 positions as of Q1 2026.

FG
Foresight Global Investors·Stamford, CT·Asset Manager
CIK 0001973323 · last filed Mar 31, 2026
Total AUM
$154M
▲ 16.7%
vs prior
Holdings
29
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Filer: Foresight Global Investors, Inc. (CIK 0001973323) reported a total 13F equity portfolio value of $34.65 million as of 2025-09-30, down 75.4% from $140.81 million on 2025-06-30. The portfolio contains 11 reported long equity positions. Activity in the quarter was high: 9 new positions were opened, 9 positions were fully exited, 1 position was increased and 1 reduced. Net, approximately $113.0 million of prior holdings were liquidated (sum of the nine disclosed exited p...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AZN
ASTRAZENECA PLC
$29M145K18.6%
02
NVS
NOVARTIS AG
$26M172K17.1%
03
HSBC
HSBC HLDGS PLC
$17M211K11.3%
04
NVO
NOVO-NORDISK A S
$13M356K8.5%
05
RIO
RIO TINTO PLC
$12M134K8.1%
06
STM
STMICROELECTRONICS N V
$10M297K6.7%
07
SHEL
SHELL PLC
$9M96K5.8%
08
SAP
SAP SE
$9M51K5.6%
09
SONY
SONY GROUP CORP
$8M407K5.5%
10
G7997W102
SEADRILL LTD
$7M161K4.8%

Filing history

Filing history loading…
AI Agent · grounded in Foresight
haiku-4-5 · 29 positions indexed
Sector mix
  • Tech9%
  • Financials9%
  • Health Care24%
  • Cons. Disc.5%
  • Industrials44%
  • Other9%
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