Foresight Global Investors, Inc. holds a focused book of 32 stocks worth $165.0M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Novartis AG-Sponsored ADR. Their largest long position is Novartis AG-Sponsored ADR at 15% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Foresight Global Investors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 24 / 32 | $42.5B |
| 7G Capital Management, LLC | 3 / 32 | $121.4M |
| HughesLittle Investment Management Ltd. | 4 / 32 | $261.9M |
| Troy Asset Management Ltd | 5 / 32 | $1.6B |
| Promethos Capital, LLC | 4 / 32 | $139.4M |
| Doliver Advisors, LP | 12 / 32 | $166.6M |
| Grafton Street Partners Management Company, LLC | 3 / 32 | $62.8M |
| Lansdowne Partners (UK) LLP | 3 / 32 | $672.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Foresight Global Investors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Novartis AG SPONSORED ADR | $24.1M | 153.7K | 14.6% | ▼−11% Reduced · −18K sh | |
| 2 | AstraZeneca PLC ORD | $22.5M | 118.8K | 13.7% | ▲New New position | |
| 3 | HSBC Hldgs PLC SPON ADR NEW | $20.3M | 213.5K | 12.3% | ▲+1.1% Added · +2K sh | |
| 4 | Sony Group Corp SPONSORED ADR | $14.9M | 740.3K | 9.0% | ▲+82% Added · +333K sh | |
| 5 | Deutsche BK AG NAMEN AKT | $14.8M | 438.2K | 9.0% | ▲New New position | |
| 6 | Alcon AG ORD SHS | $11.8M | 175.7K | 7.1% | ▲New New position | |
| 7 | Novo-Nordisk A S ADR | $11.8M | 245.3K | 7.1% | ▼−31% Reduced · −110K sh | |
| 8 | Stmicroelectronics N V NY REGISTRY | $8.3M | 110.7K | 5.0% | ▼−63% Reduced · −186K sh | |
| 9 | Rio Tinto PLC SPONSORED ADR | $8.2M | 86.5K | 5.0% | ▼−35% Reduced · −47K sh | |
| 10 | Sap SE SPON ADR | $7.9M | 51.4K | 4.8% | ▲+1.1% Added · +589 sh | |
| 11 | Shell PLC SPON ADS | $7.5M | 96.8K | 4.5% | ▲+0.4% Added · +362 sh | |
| 12 | Seadrill Ltd COM | $3.6M | 94.5K | 2.2% | ▼−41% Reduced · −67K sh | |
| 13 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.0M | 2.2K | 0.6% | —Held | |
| 14 | Alphabet Inc CAP STK CL A | $960K | 2.7K | 0.6% | ▼−0.1% Reduced · −3 sh | |
| 15 | JPMorgan Chase & Co COM | $746K | 2.3K | 0.5% | —Held | |
| 16 | Analog Devices Inc COM | $558K | 1.4K | 0.3% | ▼−1.7% Reduced · −24 sh | |
| 17 | Canadian Natl Ry Co COM | $492K | 4.1K | 0.3% | —Held | |
| 18 | Diageo PLC SPON ADR NEW | $478K | 6.0K | 0.3% | —Held | |
| 19 | MPLX LP COM UNIT REP LTD | $477K | 8.5K | 0.3% | —Held | |
| 20 | Exxon Mobil Corp COM | $441K | 3.2K | 0.3% | —Held | |
| 21 | Caseys Gen Stores Inc COM | $411K | 517 | 0.2% | ▼−5.1% Reduced · −28 sh | |
| 22 | LPL Finl Hldgs Inc COM | $404K | 1.4K | 0.2% | ▼−1.6% Reduced · −23 sh | |
| 23 | Boeing Co COM | $398K | 1.8K | 0.2% | ▼−3.4% Reduced · −65 sh | |
| 24 | Abbott Laboratories COM | $395K | 4.4K | 0.2% | ▲New New position | |
| 25 | Lauder Estee Cos Inc CL A | $395K | 5.0K | 0.2% | ▲+7.3% Added · +341 sh | |
| 26 | Labcorp Holdings Inc COM SHS | $364K | 1.3K | 0.2% | ▲+1.4% Added · +18 sh | |
| 27 | Rentokil Initial PLC SPONSORED ADR | $353K | 12.3K | 0.2% | ▲+17% Added · +2K sh | |
| 28 | Wells Fargo & Co COM | $340K | 4.1K | 0.2% | —Held | |
| 29 | Vaneck ETF Trust GOLD MINERS ETF | $334K | 4.4K | 0.2% | ▲New New position | |
| 30 | Visa Inc COM CL A | $320K | 933 | 0.2% | ▲+1.0% Added · +9 sh | |
| 31 | Uber Technologies Inc COM | $276K | 3.8K | 0.2% | —Held | |
| 32 | Stellantis N.V SHS | $167K | 29.0K | 0.1% | ▼−95% Reduced · −609K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Foresight Global Investors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 42d | 32 | $165.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 29 | $154.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Mar 19, 2026 | 78d | 27 | $212.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.