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FGI

Foresight Global Investors Portfolio holdings

AUM $165M
1-Year Est. Return 25.72%
This Fund
S&P 500
This Quarter Est. Return
+8.94%
1 Year Est. Return
+25.72%
3 Year Est. Return
+72.81%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$165M
AUM Growth
+$10.9M
Cap. Flow
-$1.65M
Cap. Flow %
-1%
Top 10 Hldgs %
87.62%
Holding
33
New
4
Increased
8
Reduced
12
Closed
1

Top Buys

Rank Stock Value
1
DB icon
Deutsche Bank
DB
+$14.2M
2
ALC icon
Alcon
ALC
+$12.3M
3
SONY icon
Sony
SONY
+$7.03M
4
ABT icon
Abbott
ABT
+$397K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$391K

Top Sells

Rank Stock Value
1
STM icon
STMicroelectronics
STM
+$11.2M
2
AZN icon
AstraZeneca
AZN
+$4.98M
3
RIO icon
Rio Tinto
RIO
+$4.77M
4
NVO
Novo Nordisk
NVO
+$4.74M
5
STLA icon
Stellantis
STLA
+$4.5M

Sector Composition

Rank Sector Weight
1 Healthcare 43%
2 Financials 22.37%
3 Technology 19.97%
4 Energy 7.27%
5 Materials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LH icon
26
Labcorp
LH
$25.6B
$364K 0.22%
1,301
+18
+1% +$4.73K
RTO icon
27
Rentokil
RTO
$11.3B
$353K 0.21%
12,343
+1,791
+17% +$56.8K
WFC icon
28
Wells Fargo
WFC
$268B
$340K 0.21%
4,117
– –
GDX icon
29
VanEck Gold Miners ETF
GDX
$28.3B
$334K 0.2%
+4,423
New +$391K
V icon
30
Visa
V
$701B
$320K 0.19%
933
+9
+1% +$2.89K
UBER icon
31
Uber
UBER
$148B
$276K 0.17%
3,818
– –
STLA icon
32
Stellantis
STLA
$15.3B
$167K 0.1%
29,026
-608,833
-95% -$4.5M
IQV icon
33
IQVIA
IQV
$43.7B
– –
-1,851
Closed -$316K
1
2

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Foresight Global Investors's Q2 2026 Portfolio in Review

As of Q2 2026, Foresight Global Investors held 33 positions worth $165M, up 7.1% from $154M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

Foresight Global Investors's Q2 2026 filing shows 4 new, 8 increased, 12 reduced and 1 closed positions. Its largest new stake was Deutsche Bank: 438,200 shares worth $14.8M. The largest sale was STMicroelectronics, an estimated $11.2M.

By sector, the portfolio is most concentrated in Healthcare at 43% of assets, down from 45% a quarter earlier, followed by Financials and Technology.

  • Foresight Global Investors's largest Q2 2026 buy was Deutsche Bank: 438,200 shares worth $14.8M.
  • Foresight Global Investors added most to Sony in Q2 2026, an estimated $7.03M increase.
  • Foresight Global Investors's biggest Q2 2026 reduction was STMicroelectronics, cutting an estimated $11.2M.
  • Foresight Global Investors fully exited IQVIA in Q2 2026, selling an estimated $316K.
  • Foresight Global Investors's ten largest holdings make up 88% of its $165M portfolio in Q2 2026.
  • Foresight Global Investors opened 4 new positions and closed 1 in Q2 2026.
  • Foresight Global Investors's portfolio value rose 7.1% quarter-over-quarter to $165M.

Based on Foresight Global Investors's 13F filing for Q2 2026, filed 11 Aug 2026.