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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
+6.83%
1 Year Est. Return
+26.15%
3 Year Est. Return
+62.89%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$212M
AUM Growth
+$44M
Cap. Flow
+$12.5M
Cap. Flow %
5.89%
Top 10 Hldgs %
92.67%
Holding
34
New
1
Increased
8
Reduced
4
Closed
7

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$8.44M
2
HSBC icon
HSBC
HSBC
+$8.07M
3
AZN icon
AstraZeneca
AZN
+$4.16M
4
MPLX icon
MPLX
MPLX
+$441K
5
SAP icon
SAP
SAP
+$223K

Top Sells

Rank Stock Value
1
RIO icon
Rio Tinto
RIO
+$2.1M
2
STM icon
STMicroelectronics
STM
+$1.77M
3
SDRL icon
Seadrill
SDRL
+$1.43M
4
SONY icon
Sony
SONY
+$1.15M
5
TSM icon
TSMC
TSM
+$606K

Sector Composition

Rank Sector Weight
1 Healthcare 43.56%
2 Technology 19.97%
3 Financials 11.79%
4 Energy 10.03%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
26
Elevance Health
ELV
$85.5B
$303K 0.14%
865
+46
+6% +$15.5K
LOW icon
27
Lowe's Companies
LOW
$125B
$287K 0.14%
1,192
+45
+4% +$10.8K
BAX icon
28
Baxter International
BAX
$14.2B
– –
-13,225
Closed -$301K
DEO icon
29
Diageo
DEO
$53.6B
– –
-3,676
Closed -$351K
KHC icon
30
Kraft Heinz
KHC
$30B
– –
-9,042
Closed -$235K
REGL icon
31
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
– –
-3,430
Closed -$293K
RTO icon
32
Rentokil
RTO
$12.2B
– –
-15,543
Closed -$392K
TSM icon
33
TSMC
TSM
$2.18T
– –
-2,168
Closed -$606K
VOE icon
34
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
– –
-1,745
Closed -$305K
1
2

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PWC
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HPM
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MDP
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VFS
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LBC
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Foresight Global Investors's Q4 2025 Portfolio in Review

As of Q4 2025, Foresight Global Investors held 34 positions worth $212M, up 26% from $168M the previous quarter. Its ten largest holdings account for 93% of the portfolio.

Foresight Global Investors deployed $12.5M of net new capital in Q4 2025, opening 1 new position and adding to 8 existing holdings. Its largest new stake was MPLX: 8,464 shares worth $452K.

By sector, the portfolio is most concentrated in Healthcare at 44% of assets, up from 30% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Rio Tinto, an estimated $2.1M trimmed.

  • Foresight Global Investors's largest Q4 2025 buy was MPLX: 8,464 shares worth $452K.
  • Foresight Global Investors added most to Novo Nordisk in Q4 2025, an estimated $8.44M increase.
  • Foresight Global Investors's biggest Q4 2025 reduction was Rio Tinto, cutting an estimated $2.1M.
  • Foresight Global Investors fully exited TSMC in Q4 2025, selling an estimated $606K.
  • Foresight Global Investors's ten largest holdings make up 93% of its $212M portfolio in Q4 2025.
  • Foresight Global Investors opened 1 new position and closed 7 in Q4 2025.
  • Foresight Global Investors's portfolio value rose 26% quarter-over-quarter to $212M.

Based on Foresight Global Investors's 13F filing for Q4 2025, filed 13 Feb 2026.