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Foresight Group

Foresight Group Portfolio holdings

AUM $556M Turnover 16.67%
1-Year Est. Return 8.6%
This Fund
S&P 500
This Quarter Est. Return
+6.63%
1 Year Est. Return
+8.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$670M
AUM Growth
-$35M
Cap. Flow
-$47.9M
Cap. Flow %
-7.15%
Top 10 Hldgs %
43.87%
Holding
60
New
–
Increased
16
Reduced
31
Closed
2
Avg Time Held
1.1 years
Top 10 Avg Time Held
0.3 years
Top 20 Avg Time Held
0.7 years

Top Buys

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$15M
2
FSLR icon
First Solar
FSLR
+$7.86M
3
PLD icon
Prologis
PLD
+$3.47M
4
AMT icon
American Tower
AMT
+$2.4M
5
CCI icon
Crown Castle
CCI
+$2.14M

Top Sells

Rank Stock Value
1
LIN icon
Linde
LIN
+$24.8M
2
WMS icon
Advanced Drainage Systems
WMS
+$14.2M
3
TEL icon
TE Connectivity
TEL
+$7.02M
4
LNTH icon
Lantheus
LNTH
+$5.61M
5
DHR icon
Danaher
DHR
+$5.48M

Sector Composition

Rank Sector Weight
1 Technology 24.71%
2 Healthcare 21.49%
3 Real Estate 19.43%
4 Industrials 17.55%
5 Utilities 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
XYL icon
1
Xylem
XYL
$22.3B
$34.9M 5.22%
236,865
-2,143
-0.9% -$297K
2023 Q4
7 quarters
TEL icon
2
TE Connectivity
TEL
$62.8B
$34.2M 5.1%
155,690
-35,030
-18% -$7.02M
2025 Q1
2 quarters
ADSK icon
3
Autodesk
ADSK
$54.2B
$31.4M 4.69%
98,997
-8,062
-8% -$2.46M
2025 Q1
2 quarters
TRMB icon
4
Trimble
TRMB
$12.5B
$31.2M 4.65%
381,852
-35,801
-9% -$2.92M
2025 Q1
2 quarters
ECL icon
5
Ecolab
ECL
$85.7B
$30.8M 4.6%
112,506
-994
-0.9% -$270K
2025 Q1
2 quarters
STE icon
6
Steris
STE
$24.6B
$28M 4.18%
113,189
+86
+0.1% +$20.6K
2025 Q1
2 quarters
MSA icon
7
Mine Safety
MSA
$6.68B
$27.9M 4.17%
162,226
-11,658
-7% -$2.02M
2025 Q1
2 quarters
A icon
8
Agilent Technologies
A
$50B
$25.4M 3.79%
197,718
-474
-0.2% -$57.3K
2025 Q1
2 quarters
TMO icon
9
Thermo Fisher Scientific
TMO
$266B
$25.1M 3.75%
51,786
-607
-1% -$283K
2024 Q2
5 quarters
FSLR icon
10
First Solar
FSLR
$19.7B
$24.9M 3.72%
113,112
+40,950
+57% +$7.86M
2025 Q1
2 quarters
AMT icon
11
American Tower
AMT
$87B
$24.5M 3.66%
127,378
+11,524
+10% +$2.4M
2023 Q4
7 quarters
GMED icon
12
Globus Medical
GMED
$9.9B
$24.1M 3.6%
421,541
+259,870
+161% +$15M
2025 Q1
2 quarters
DLR icon
13
Digital Realty Trust
DLR
$69.2B
$21.6M 3.22%
124,682
+2,398
+2% +$410K
2023 Q4
7 quarters
SW icon
14
Smurfit Westrock
SW
$23B
$21.4M 3.19%
502,569
-68,199
-12% -$3.09M
2025 Q1
2 quarters
EQIX icon
15
Equinix
EQIX
$105B
$20.4M 3.05%
26,139
+2,378
+10% +$1.86M
2023 Q4
7 quarters
NXT icon
16
Nextpower Inc. Common Stock
NXT
$15.5B
$20.4M 3.05%
275,713
-8,139
-3% -$524K
2025 Q1
2 quarters
DOC icon
17
Healthpeak Properties
DOC
$14B
$17.8M 2.65%
934,955
-213,982
-19% -$3.84M
2023 Q4
7 quarters
AWK icon
18
American Water Works
AWK
$29.5B
$15.4M 2.3%
110,802
-8,033
-7% -$1.14M
2025 Q1
2 quarters
VLTO icon
19
Veralto
VLTO
$28.6B
$15M 2.24%
140,595
+94
+0.1% +$9.9K
2025 Q1
2 quarters
LOPE icon
20
Grand Canyon Education
LOPE
$2.91B
$14.7M 2.2%
67,139
-8,376
-11% -$1.61M
2025 Q1
2 quarters
SLAB icon
21
Silicon Laboratories
SLAB
$7.39B
$14.5M 2.16%
110,214
+72
+0.1% +$9.8K
2025 Q1
2 quarters
ICLR icon
22
Icon
ICLR
$15.1B
$14.3M 2.14%
81,751
+1,549
+2% +$259K
2024 Q4
3 quarters
AZN icon
23
AstraZeneca
AZN
$289B
$13.1M 1.96%
85,543
-12,403
-13% -$1.88M
2025 Q1
2 quarters
TT icon
24
Trane Technologies
TT
$92.6B
$12.2M 1.83%
28,975
-397
-1% -$170K
2023 Q4
7 quarters
CWEN icon
25
Clearway Energy Class C
CWEN
$4.2B
$11.8M 1.76%
418,235
+65,522
+19% +$1.98M
2023 Q4
7 quarters
1
2 3

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Foresight Group's Q3 2025 Portfolio in Review

As of Q3 2025, Foresight Group held 60 positions worth $670M, down 5% from $705M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Foresight Group withdrew a net $47.9M in Q3 2025, closing 2 positions and reducing 31 holdings. Its most notable exit was Linde, an estimated $24.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 22% a quarter earlier, followed by Healthcare and Real Estate.

Against the trend, Foresight Group added an estimated $15M to Globus Medical.

  • Foresight Group added most to Globus Medical in Q3 2025, an estimated $15M increase.
  • Foresight Group's biggest Q3 2025 reduction was Advanced Drainage Systems, cutting an estimated $14.2M.
  • Foresight Group fully exited Linde in Q3 2025, selling an estimated $24.8M.
  • Foresight Group's ten largest holdings make up 44% of its $670M portfolio in Q3 2025.
  • Foresight Group opened 0 new positions and closed 2 in Q3 2025.
  • Foresight Group's portfolio value fell 5% quarter-over-quarter to $670M.

Based on Foresight Group's 13F filing for Q3 2025, filed 6 Nov 2025.