Foresight Global Investors, Inc.

Q4 2025 13F-HR/A Holdings

Location
Purchase, NY
Holdings as of
12/31/2025
Date filed
3/19/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
27
Total value ($000)
$212,479
Net value change ($000)
+44,031 (26.1%)
New positions
1
Sold out positions
7
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 32,356 173.4%
HSBC 10,268 80.2%
NVO 7,631 83.2%
NVS 1,708 7.8%
CNI 748 5.1%
MPLX 452 NEW
RIO 366 2.9%
SHEL 319 2.7%
GOOGL 188 28.7%
EL 74 18.8%
Top Reduces (Value $000, Stocks/ETFs)
SONY -3,642 -15.6%
STM -3,068 -19.7%
SAP -709 -7.0%
TSM -606 -100.0%
RTO -392 -100.0%
DEO -351 -100.0%
SDRL -317 -3.6%
VOE -305 -100.0%
BAX -301 -100.0%
REGL -293 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type