Foresight Global Investors, Inc.
Foresight Global Investors, Inc. reported 32 US-listed holdings worth $165.0 million in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Novartis AG (14.6%), AstraZeneca PLC (13.7%) and HSBC Holdings plc (12.3%). Against the quarter before, it opened 4 positions, added to 9, trimmed 11 and sold out of 1.
The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +30.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Deutsche Bank A G DB$14.8 million
- Alcon AG ALC$11.8 million
- Abbott Laboratories ABT$394,900
- Vaneck ETF Trust GDX$333,715
Added to 9
- AstraZeneca PLC AZN+46,196 shares · +64%
- Sony Group Corporation SONY+333,289 shares · +82%
- HSBC Holdings plc HSBC+2,419 shares · +1%
- SAP SE SAP+589 shares · +1%
- Rentokil Initial PLC RTO+1,791 shares · +17%
- Shell plc SHEL+362 shares · +0%
- Estee Lauder Companies Inc. EL+341 shares · +7%
- Labcorp Holdings Inc. LH+18 shares · +1%
and 1 more in the table below
Trimmed 11
- STMicroelectronics N.V. STM-186,194 shares · -63%
- Novo Nordisk A/S NVO-110,285 shares · -31%
- Rio Tinto plc RIO-47,068 shares · -35%
- Stellantis N.V. STLA-608,833 shares · -95%
- Novartis AG NVS-18,360 shares · -11%
- Seadrill Ltd. SDRL-66,595 shares · -41%
- Casey's General Stores, Inc. CASY-28 shares · -5%
- Boeing Co. BA-65 shares · -3%
and 3 more in the table below
Sold out of 1
- IQVIA Holdings Inc. IQV$315,670 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Novartis AG NVS | 153.7K | $24.1 million | 14.60% | -18.4K |
| AstraZeneca PLC AZN | 118.8K | $22.5 million | 13.66% | +46.2K |
| HSBC Holdings plc HSBC | 213.5K | $20.3 million | 12.31% | +2.4K |
| Sony Group Corporation SONY | 740.3K | $14.9 million | 9.00% | +333.3K |
| Deutsche Bank A G DB | 438.2K | $14.8 million | 8.97% | new |
| Alcon AG ALC | 175.7K | $11.8 million | 7.15% | new |
| Novo Nordisk A/S NVO | 245.3K | $11.8 million | 7.13% | -110.3K |
| STMicroelectronics N.V. STM | 110.7K | $8.3 million | 5.03% | -186.2K |
| Rio Tinto plc RIO | 86.5K | $8.2 million | 4.98% | -47.1K |
| SAP SE SAP | 51.4K | $7.9 million | 4.80% | +589 |
| Shell plc SHEL | 96.8K | $7.5 million | 4.55% | +362 |
| Seadrill Ltd. SDRL | 94.5K | $3.6 million | 2.17% | -66.6K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 2.2K | $1.0 million | 0.63% | no change |
| Alphabet Inc. GOOGL | 2.7K | $960,253 | 0.58% | -3 |
| JPMorgan Chase & Co. JPM | 2.3K | $745,658 | 0.45% | no change |
| Analog Devices Inc. ADI | 1.4K | $558,421 | 0.34% | -24 |
| Canadian Natl Ry Co. CNI | 4.1K | $491,865 | 0.30% | no change |
| Diageo plc DEO | 6.0K | $478,422 | 0.29% | no change |
| Mplx LP MPLX | 8.5K | $476,777 | 0.29% | no change |
| ExxonMobil Holdings Corp. XOM | 3.2K | $440,649 | 0.27% | no change |
| Casey's General Stores, Inc. CASY | 517 | $410,906 | 0.25% | -28 |
| LPL Financial Holdings Inc. LPLA | 1.4K | $404,492 | 0.25% | -23 |
| Boeing Co. BA | 1.8K | $397,872 | 0.24% | -65 |
| Abbott Laboratories ABT | 4.4K | $394,900 | 0.24% | new |
| Estee Lauder Companies Inc. EL | 5.0K | $394,750 | 0.24% | +341 |
| Labcorp Holdings Inc. LH | 1.3K | $364,280 | 0.22% | +18 |
| Rentokil Initial PLC RTO | 12.3K | $353,133 | 0.21% | +1.8K |
| Wells Fargo & Company WFC | 4.1K | $340,229 | 0.21% | no change |
| Vaneck ETF Trust GDX | 4.4K | $333,715 | 0.20% | new |
| Visa Inc. V | 933 | $320,103 | 0.19% | +9 |
| Uber Technologies, Inc. UBER | 3.8K | $275,507 | 0.17% | no change |
| Stellantis N.V. STLA | 29.0K | $166,609 | 0.10% | -608.8K |