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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
SONY icon
1
Sony
SONY
$123B
$23.4M 13.9%
813,066
+3,181
+0.4% +$85.5K
NVS icon
2
Novartis
NVS
$295B
$22M 13.07%
171,683
+6,759
+4% +$825K
AZN icon
3
AstraZeneca
AZN
$263B
$18.7M 11.08%
+121,589
New +$18.4M
STM icon
4
STMicroelectronics
STM
$46B
$15.6M 9.26%
552,008
-56,531
-9% -$1.58M
CNI icon
5
Canadian National Railway
CNI
$78.3B
$14.7M 8.71%
155,604
+1,109
+0.7% +$107K
HSBC icon
6
HSBC
HSBC
$355B
$12.8M 7.6%
+180,475
New +$11.7M
RIO icon
7
Rio Tinto
RIO
$148B
$12.7M 7.56%
193,014
+156,759
+432% +$9.69M
SHEL icon
8
Shell
SHEL
$245B
$11.7M 6.96%
163,860
-5,130
-3% -$369K
SAP icon
9
SAP
SAP
$187B
$10.1M 6.02%
37,938
-8,402
-18% -$2.36M
NVO
10
Novo Nordisk
NVO
$216B
$9.17M 5.45%
165,294
-76,872
-32% -$4.5M
SDRL icon
11
Seadrill
SDRL
$2.81B
$8.75M 5.19%
289,606
-8,776
-3% -$267K
JPM icon
12
JPMorgan Chase
JPM
$939B
$719K 0.43%
+2,278
New +$678K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.91T
$654K 0.39%
+2,690
New +$563K
CASY icon
14
Casey's General Stores
CASY
$31.9B
$624K 0.37%
+1,104
New +$578K
TSM icon
15
TSMC
TSM
$2.09T
$606K 0.36%
+2,168
New +$530K
LPLA icon
16
LPL Financial
LPLA
$26.3B
$485K 0.29%
+1,459
New +$529K
BA icon
17
Boeing
BA
$165B
$411K 0.24%
+1,903
New +$429K
EL icon
18
Estee Lauder
EL
$29B
$393K 0.23%
+4,459
New +$397K
RTO icon
19
Rentokil
RTO
$14.3B
$392K 0.23%
+15,543
New +$379K
UBER icon
20
Uber
UBER
$134B
$374K 0.22%
+3,818
New +$357K
LH icon
21
Labcorp
LH
$24.3B
$365K 0.22%
+1,273
New +$341K
XOM icon
22
ExxonMobil
XOM
$651B
$363K 0.22%
+3,223
New +$358K
ADI icon
23
Analog Devices
ADI
$181B
$351K 0.21%
+1,430
New +$344K
DEO icon
24
Diageo
DEO
$46.2B
$351K 0.21%
+3,676
New +$386K
WFC icon
25
Wells Fargo
WFC
$261B
$345K 0.2%
+4,117
New +$334K
1
2

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CPCP
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PWA
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PWC
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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.