Foresight Group Ltd Liability Partnership holds a diversified book of 62 stocks worth $555.8M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Smurfit Westrock PLC and trimmed Ecolab Inc. Their largest long position is Ecolab Inc at 4% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+5.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Foresight Group Ltd Liability Partnership's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Foresight Group Ltd Liability Partnership's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Foresight Group Ltd Liability Partnership
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 74 / 62 | $59.7B |
| MORGAN STANLEY | 74 / 62 | $46.8B |
| UBS Group AG | 74 / 62 | $18.6B |
| OSAIC HOLDINGS, INC. | 74 / 62 | $614.7M |
| BlackRock, Inc. | 73 / 62 | $241.6B |
| JPMORGAN CHASE & CO | 73 / 62 | $52.5B |
| BANK OF AMERICA CORP /DE/ | 73 / 62 | $33.8B |
| GOLDMAN SACHS GROUP INC | 73 / 62 | $24.0B |
Ranked by how many of Foresight Group Ltd Liability Partnership's top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ecolab Inc COM | $24.7M | 88.7K | 4.5% | ▼−11% Reduced · −11K sh | |
| 2 | Xylem Inc COM | $23.9M | 202.1K | 4.3% | ▲+2.4% Added · +5K sh | |
| 3 | American WTR WKS Co Inc New COM | $23.1M | 174.2K | 4.2% | ▼−5.3% Reduced · −10K sh | |
| 4 | Agilent Technologies Inc COM | $22.3M | 170.8K | 4.0% | ▼−13% Reduced · −24K sh | |
| 5 | Aptiv PLC COM SHS | $22.3M | 369.8K | 4.0% | ▼−4.9% Reduced · −19K sh | |
| 6 | Thermo Fisher Scientific Inc COM | $21.7M | 43.4K | 3.9% | ▼−11% Reduced · −5K sh | |
| 7 | Te Connectivity PLC ORD SHS | $21.3M | 105.9K | 3.8% | ▼−11% Reduced · −14K sh | |
| 8 | Icon Pub Ltd Co SHS | $20.6M | 119.2K | 3.7% | ▲+48% Added · +39K sh | |
| 9 | Globus Med Inc CL A | $19.8M | 254.0K | 3.6% | ▼−14% Reduced · −40K sh | |
| 10 | Steris PLC SHS USD | $18.8M | 89.7K | 3.4% | ▼−12% Reduced · −12K sh | |
| 11 | Digital Rlty TR Inc COM | $18.2M | 100.8K | 3.3% | ▼−7.0% Reduced · −8K sh | |
| 12 | Healthpeak Properties Inc COM | $17.5M | 808.5K | 3.2% | ▲+0.6% Added · +5K sh | |
| 13 | Trimble Inc COM | $17.0M | 336.4K | 3.1% | ▼−9.5% Reduced · −35K sh | |
| 14 | Autodesk Inc COM | $16.8M | 86.5K | 3.0% | ▼−10% Reduced · −10K sh | |
| 15 | Equinix Inc COM | $16.3M | 15.5K | 2.9% | ▼−13% Reduced · −2K sh | |
| 16 | American Tower Corp COM | $16.1M | 97.8K | 2.9% | ▲+1.7% Added · +2K sh | |
| 17 | Rockwell Automation Inc COM | $13.5M | 27.4K | 2.4% | ▼−9.9% Reduced · −3K sh | |
| 18 | First Solar Inc COM | $12.6M | 53.6K | 2.3% | ▼−51% Reduced · −57K sh | |
| 19 | Trane Technologies PLC SHS | $12.6M | 25.6K | 2.3% | ▼−9.3% Reduced · −3K sh | |
| 20 | Smurfit Westrock PLC SHS | $12.4M | 270.9K | 2.2% | ▲New New position | |
| 21 | Synopsys Inc COM | $12.2M | 27.6K | 2.2% | ▼−17% Reduced · −6K sh | |
| 22 | Clearway Energy Inc CL C | $11.5M | 330.5K | 2.1% | ▲+16% Added · +45K sh | |
| 23 | Ventas Inc COM | $11.3M | 126.0K | 2.0% | ▲+8.1% Added · +9K sh | |
| 24 | Veralto Corp COM SHS | $11.2M | 127.3K | 2.0% | ▼−8.5% Reduced · −12K sh | |
| 25 | Versigent PLC ORDINARY SHARES | $10.6M | 262.3K | 1.9% | ▲New New position | |
| 26 | Covista Inc COM | $9.6M | 77.3K | 1.7% | ▲New New position | |
| 27 | Brookfield Renewable Corp CL A EX SUB VTG | $9.5M | 253.4K | 1.7% | ▲New New position | |
| 28 | Msa Safety Inc COM | $9.4M | 54.2K | 1.7% | ▼−11% Reduced · −7K sh | |
| 29 | Exelon Corp COM | $9.3M | 198.4K | 1.7% | ▲+21% Added · +35K sh | |
| 30 | Grand Canyon Ed Inc COM | $9.1M | 63.5K | 1.6% | ▲+15% Added · +8K sh | |
| 31 | Bentley Sys Inc COM CL B | $8.7M | 293.8K | 1.6% | ▼−10% Reduced · −33K sh | |
| 32 | Nextpower Inc CLASS A COM | $8.2M | 71.3K | 1.5% | ▼−11% Reduced · −9K sh | |
| 33 | Tetra Tech Inc New COM | $7.7M | 269.6K | 1.4% | ▲New New position | |
| 34 | Sunbelt Rentals Holdings Inc SHS | $6.7M | 92.2K | 1.2% | ▲New New position | |
| 35 | Crown Castle Inc COM | $5.7M | 75.7K | 1.0% | ▲+1.6% Added · +1K sh | |
| 36 | Boston Scientific Corp COM | $5.4M | 126.5K | 1.0% | ▲+42% Added · +37K sh | |
| 37 | Novo-Nordisk A S ADR | $5.3M | 109.9K | 0.9% | ▲New New position | |
| 38 | Easterly Govt Pptys Inc COM SHS | $5.0M | 198.3K | 0.9% | ▼−0.4% Reduced · −734 sh | |
| 39 | Vertiv Holdings Co COM CL A | $2.2M | 6.7K | 0.4% | ▼−26% Reduced · −2K sh | |
| 40 | Prologis Inc. COM | $2.2M | 16.0K | 0.4% | ▼−23% Reduced · −5K sh | |
| 41 | Cheniere Energy Inc COM NEW | $2.1M | 8.9K | 0.4% | ▼−18% Reduced · −2K sh | |
| 42 | Rayonier Inc COM | $1.9M | 92.0K | 0.3% | ▼−12% Reduced · −13K sh | |
| 43 | Digitalbridge Group Inc CL A NEW | $1.9M | 121.4K | 0.3% | —Held | |
| 44 | Weyerhaeuser Co COM NEW | $1.5M | 64.7K | 0.3% | ▲+9.8% Added · +6K sh | |
| 45 | Johnson Controls Internation SHS | $1.5M | 10.4K | 0.3% | —Held | |
| 46 | CSX Corp COM | $1.3M | 26.8K | 0.2% | ▼−43% Reduced · −21K sh | |
| 47 | Deere & Co COM | $1.2M | 2.0K | 0.2% | —Held | |
| 48 | Agree Rlty Corp COM | $1.2M | 15.9K | 0.2% | ▼−12% Reduced · −2K sh | |
| 49 | Owens Corning New COM | $1.1M | 7.1K | 0.2% | ▲+20% Added · +1K sh | |
| 50 | Stag Industrial Inc COM | $1.1M | 28.8K | 0.2% | ▼−19% Reduced · −7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 62 | $555.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 59 | $566.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 58 | $664.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 58 | $669.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 60 | $704.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 28, 2025 | 62 | $709.4M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 35 | $645.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.