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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
AZN icon
1
AstraZeneca
AZN
$263B
$51M 24.01%
145,336
+23,747
+20% +$4.16M
NVS icon
2
Novartis
NVS
$295B
$23.7M 11.17%
172,083
+400
+0.2% +$52.4K
HSBC icon
3
HSBC
HSBC
$355B
$23.1M 10.86%
293,355
+112,880
+63% +$8.07M
SONY icon
4
Sony
SONY
$123B
$19.8M 9.3%
772,116
-40,950
-5% -$1.15M
NVO
5
Novo Nordisk
NVO
$216B
$16.8M 7.91%
330,251
+164,957
+100% +$8.44M
CNI icon
6
Canadian National Railway
CNI
$78.3B
$15.4M 7.26%
156,005
+401
+0.3% +$38.6K
RIO icon
7
Rio Tinto
RIO
$148B
$13.1M 6.17%
163,779
-29,235
-15% -$2.1M
STM icon
8
STMicroelectronics
STM
$46B
$12.5M 5.9%
483,098
-68,910
-12% -$1.77M
SHEL icon
9
Shell
SHEL
$245B
$12M 5.67%
163,860
– –
SAP icon
10
SAP
SAP
$187B
$9.43M 4.44%
38,813
+875
+2% +$223K
SDRL icon
11
Seadrill
SDRL
$2.81B
$8.43M 3.97%
243,706
-45,900
-16% -$1.43M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.91T
$842K 0.4%
2,690
– –
JPM icon
13
JPMorgan Chase
JPM
$939B
$734K 0.35%
2,278
– –
CASY icon
14
Casey's General Stores
CASY
$31.9B
$610K 0.29%
1,104
– –
LPLA icon
15
LPL Financial
LPLA
$26.3B
$521K 0.25%
1,459
– –
EL icon
16
Estee Lauder
EL
$29B
$467K 0.22%
4,459
– –
MPLX icon
17
MPLX
MPLX
$59.5B
$452K 0.21%
+8,464
New +$441K
BA icon
18
Boeing
BA
$165B
$413K 0.19%
1,903
– –
IQV icon
19
IQVIA
IQV
$34.7B
$388K 0.18%
1,721
– –
XOM icon
20
ExxonMobil
XOM
$651B
$388K 0.18%
3,223
– –
ADI icon
21
Analog Devices
ADI
$181B
$388K 0.18%
1,430
– –
WFC icon
22
Wells Fargo
WFC
$261B
$384K 0.18%
4,117
– –
V icon
23
Visa
V
$677B
$324K 0.15%
924
– –
LH icon
24
Labcorp
LH
$24.3B
$319K 0.15%
1,273
– –
UBER icon
25
Uber
UBER
$134B
$312K 0.15%
3,818
– –
1
2

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AFC
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SOWAS
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CPCP
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CCA
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PWA
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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.