Foresight Global Investors, Inc.

Q3 2025 13F-HR Holdings

Location
Purchase, NY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
33
Total value ($000)
$168,448
Net value change ($000)
+27,639 (19.6%)
New positions
24
Sold out positions
2
Turnover %
31.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 3/19/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AZN 18,657 NEW
HSBC 12,810 NEW
RIO 10,626 502.4%
SONY 2,327 11.0%
NVS 2,060 10.3%
SDRL 916 11.7%
JPM 719 NEW
GOOGL 654 NEW
CASY 624 NEW
TSM 606 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVO -7,542 -45.1%
ABEV -7,416 -100.0%
HDB -5,122 -100.0%
SAP -3,955 -28.1%
STM -2,906 -15.7%
CNI -1,401 -8.7%
SHEL -178 -1.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type