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FGI

Foresight Global Investors Portfolio holdings

AUM $154M
1-Year Est. Return 26.15%
This Fund
S&P 500
This Quarter Est. Return
+4.26%
1 Year Est. Return
+26.15%
3 Year Est. Return
+62.89%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$154M
AUM Growth
-$58.5M
Cap. Flow
-$38.5M
Cap. Flow %
-25.01%
Top 10 Hldgs %
91.9%
Holding
31
New
4
Increased
5
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
STLA icon
Stellantis
STLA
+$5.34M
2
SAP icon
SAP
SAP
+$2.48M
3
NVO
Novo Nordisk
NVO
+$1.2M
4
TSM icon
TSMC
TSM
+$746K
5
DEO icon
Diageo
DEO
+$519K

Top Sells

Rank Stock Value
1
CNI icon
Canadian National Railway
CNI
+$15.7M
2
SONY icon
Sony
SONY
+$8.18M
3
HSBC icon
HSBC
HSBC
+$6.97M
4
STM icon
STMicroelectronics
STM
+$5.83M
5
SHEL icon
Shell
SHEL
+$5.45M

Sector Composition

Rank Sector Weight
1 Healthcare 44.58%
2 Technology 18.73%
3 Financials 12.42%
4 Energy 11.25%
5 Materials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
1
AstraZeneca
AZN
$263B
$28.7M 18.6%
145,297
-39
-0% -$7.52K
NVS icon
2
Novartis
NVS
$295B
$26.3M 17.06%
172,053
-30
-0% -$4.6K
HSBC icon
3
HSBC
HSBC
$355B
$17.4M 11.31%
211,095
-82,260
-28% -$6.97M
NVO
4
Novo Nordisk
NVO
$216B
$13.1M 8.48%
355,574
+25,323
+8% +$1.2M
RIO icon
5
Rio Tinto
RIO
$148B
$12.5M 8.09%
133,534
-30,245
-18% -$2.76M
STM icon
6
STMicroelectronics
STM
$46B
$10.3M 6.66%
296,916
-186,182
-39% -$5.83M
SHEL icon
7
Shell
SHEL
$245B
$8.97M 5.82%
96,405
-67,455
-41% -$5.45M
SAP icon
8
SAP
SAP
$187B
$8.7M 5.65%
50,825
+12,012
+31% +$2.48M
SONY icon
9
Sony
SONY
$123B
$8.43M 5.47%
407,011
-365,105
-47% -$8.18M
SDRL icon
10
Seadrill
SDRL
$2.81B
$7.33M 4.76%
161,105
-82,601
-34% -$3.37M
STLA icon
11
Stellantis
STLA
$16.5B
$4.52M 2.94%
+637,859
New +$5.34M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.91T
$774K 0.5%
2,690
– –
TSM icon
13
TSMC
TSM
$2.09T
$733K 0.48%
+2,168
New +$746K
JPM icon
14
JPMorgan Chase
JPM
$939B
$670K 0.44%
2,278
– –
XOM icon
15
ExxonMobil
XOM
$651B
$547K 0.36%
3,223
– –
MPLX icon
16
MPLX
MPLX
$59.5B
$483K 0.31%
8,464
– –
ADI icon
17
Analog Devices
ADI
$181B
$455K 0.3%
1,430
– –
DEO icon
18
Diageo
DEO
$46.2B
$443K 0.29%
+5,952
New +$519K
LPLA icon
19
LPL Financial
LPLA
$26.3B
$439K 0.29%
1,459
– –
CNI icon
20
Canadian National Railway
CNI
$78.3B
$424K 0.28%
4,125
-151,880
-97% -$15.7M
CASY icon
21
Casey's General Stores
CASY
$31.9B
$397K 0.26%
545
-559
-51% -$364K
BA icon
22
Boeing
BA
$165B
$379K 0.25%
1,903
– –
LH icon
23
Labcorp
LH
$24.3B
$342K 0.22%
1,283
+10
+0.8% +$2.71K
EL icon
24
Estee Lauder
EL
$29B
$334K 0.22%
4,659
+200
+4% +$20.4K
RTO icon
25
Rentokil
RTO
$14.3B
$332K 0.22%
+10,552
New +$332K
1
2

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Foresight Global Investors's Q1 2026 Portfolio in Review

As of Q1 2026, Foresight Global Investors held 31 positions worth $154M, down 28% from $212M the previous quarter. Its ten largest holdings account for 92% of the portfolio.

Foresight Global Investors withdrew a net $38.5M in Q1 2026, closing 2 positions and reducing 10 holdings. Its most notable exit was Elevance Health, an estimated $303K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 45% of assets, up from 44% a quarter earlier, followed by Technology and Financials.

Against the trend, Foresight Global Investors opened a new position in Stellantis worth $4.52M.

  • Foresight Global Investors's largest Q1 2026 buy was Stellantis: 637,859 shares worth $4.52M.
  • Foresight Global Investors added most to SAP in Q1 2026, an estimated $2.48M increase.
  • Foresight Global Investors's biggest Q1 2026 reduction was Canadian National Railway, cutting an estimated $15.7M.
  • Foresight Global Investors fully exited Elevance Health in Q1 2026, selling an estimated $303K.
  • Foresight Global Investors's ten largest holdings make up 92% of its $154M portfolio in Q1 2026.
  • Foresight Global Investors opened 4 new positions and closed 2 in Q1 2026.
  • Foresight Global Investors's portfolio value fell 28% quarter-over-quarter to $154M.

Based on Foresight Global Investors's 13F filing for Q1 2026, filed 13 May 2026.