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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
WFC icon
26
Wells Fargo
WFC
$261B
$328K 0.21%
4,117
– –
IQV icon
27
IQVIA
IQV
$34.7B
$316K 0.2%
1,851
+130
+8% +$25.4K
V icon
28
Visa
V
$677B
$279K 0.18%
924
– –
UBER icon
29
Uber
UBER
$134B
$275K 0.18%
3,818
– –
ELV icon
30
Elevance Health
ELV
$81.9B
– –
-865
Closed -$303K
LOW icon
31
Lowe's Companies
LOW
$116B
– –
-1,192
Closed -$287K
1
2

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AFC
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SOWAS
Silver Oak Wealth Advisors Services Los Angeles, California $154M AUM 13.96% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $154M AUM 16.57% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
PWA
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PWC
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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.