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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
+3.6%
1 Year Est. Return
+26.15%
3 Year Est. Return
+62.89%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$168M
AUM Growth
+$27.6M
Cap. Flow
+$27.8M
Cap. Flow %
16.48%
Top 10 Hldgs %
89.6%
Holding
35
New
24
Increased
4
Reduced
5
Closed
2

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$18.4M
2
HSBC icon
HSBC
HSBC
+$11.7M
3
RIO icon
Rio Tinto
RIO
+$9.69M
4
NVS icon
Novartis
NVS
+$825K
5
JPM icon
JPMorgan Chase
JPM
+$678K

Top Sells

Rank Stock Value
1
ABEV icon
Ambev
ABEV
+$7.42M
2
HDB icon
HDFC Bank
HDB
+$5.12M
3
NVO
Novo Nordisk
NVO
+$4.5M
4
SAP icon
SAP
SAP
+$2.36M
5
STM icon
STMicroelectronics
STM
+$1.58M

Sector Composition

Rank Sector Weight
1 Healthcare 30.34%
2 Technology 29.97%
3 Energy 12.37%
4 Industrials 9.19%
5 Financials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IQV icon
26
IQVIA
IQV
$39.3B
$327K 0.19%
+1,721
New +$313K
V icon
27
Visa
V
$677B
$315K 0.19%
+924
New +$320K
VOE icon
28
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$305K 0.18%
+1,745
New +$297K
BAX icon
29
Baxter International
BAX
$14.2B
$301K 0.18%
+13,225
New +$335K
REGL icon
30
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
$293K 0.17%
+3,430
New +$289K
LOW icon
31
Lowe's Companies
LOW
$125B
$288K 0.17%
+1,147
New +$282K
ELV icon
32
Elevance Health
ELV
$85.5B
$265K 0.16%
+819
New +$255K
KHC icon
33
Kraft Heinz
KHC
$30B
$235K 0.14%
+9,042
New +$246K
ABEV icon
34
Ambev
ABEV
$46.4B
– –
-3,077,365
Closed -$7.42M
HDB icon
35
HDFC Bank
HDB
$121B
– –
-133,612
Closed -$5.12M
1
2

Similar funds

AFC
Alpine Fox Capital Las Vegas, Nevada $154M AUM
CCA
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PWA
Perspective Wealth Advisors Loveland, Colorado $154M AUM
PWC
Pathfinder Wealth Consulting Wilmington, North Carolina $154M AUM
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
MDP
Millbank Dartmoor Portsmouth Asheville, North Carolina $154M AUM
VFS
Valpey Financial Services Concord, New Hampshire $154M AUM 13.26% 1-Year Est. Return
LBC
Leigh Baldwin & Co Cazenovia, New York $154M AUM 26.5% 1-Year Est. Return

Foresight Global Investors's Q3 2025 Portfolio in Review

As of Q3 2025, Foresight Global Investors held 35 positions worth $168M, up 20% from $141M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Foresight Global Investors deployed $27.8M of net new capital in Q3 2025, opening 24 new positions and adding to 4 existing holdings. Its largest new stake was AstraZeneca: 121,589 shares worth $18.7M.

By sector, the portfolio is most concentrated in Healthcare at 30% of assets, up from 26% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Novo Nordisk, an estimated $4.5M trimmed.

  • Foresight Global Investors's largest Q3 2025 buy was AstraZeneca: 121,589 shares worth $18.7M.
  • Foresight Global Investors added most to Rio Tinto in Q3 2025, an estimated $9.69M increase.
  • Foresight Global Investors's biggest Q3 2025 reduction was Novo Nordisk, cutting an estimated $4.5M.
  • Foresight Global Investors fully exited Ambev in Q3 2025, selling an estimated $7.42M.
  • Foresight Global Investors's ten largest holdings make up 90% of its $168M portfolio in Q3 2025.
  • Foresight Global Investors opened 24 new positions and closed 2 in Q3 2025.
  • Foresight Global Investors's portfolio value rose 20% quarter-over-quarter to $168M.

Based on Foresight Global Investors's 13F filing for Q3 2025, filed 12 Nov 2025.