Foresight Global Investors, Inc.

Q1 2026 13F-HR Holdings

Location
Purchase, NY
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
29
Total value ($000)
$154,027
Net value change ($000)
-58,452 (-27.5%)
New positions
4
Sold out positions
2
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/19/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
STLA 4,522 NEW
NVS 2,556 10.8%
TSM 733 NEW
DEO 443 NEW
RTO 332 NEW
XOM 159 41.0%
ADI 67 17.3%
MPLX 31 6.9%
LH 23 7.2%
Top Reduces (Value $000, Stocks/ETFs)
AZN -22,358 -43.8%
CNI -14,997 -97.3%
SONY -11,341 -57.4%
HSBC -5,665 -24.5%
NVO -3,736 -22.2%
SHEL -3,074 -25.5%
STM -2,274 -18.1%
SDRL -1,102 -13.1%
SAP -726 -7.7%
RIO -650 -5.0%
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.
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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