Foresight Global Investors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Foresight Global Investors, Inc. reported 32 stock positions worth $165.0 million. Its top holding was Novartis AG-Sponsored ADR (NVS) at 14.6% of the portfolio, followed by Astrazeneca (AZN, 13.7%) and HSBC Holdings PLC-Spons ADR (HSBC, 12.3%). Compared with Q1 2026, it opened 5 new positions, sold out of 2, added to 8 and reduced 11. The biggest buy was a new position in Astrazeneca (AZN) and the biggest sale an exit from Astrazeneca PLC-Spons ADR (AZN).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001973323
- Portfolio Value
- $165.0M (Q2 2026)
- SEC Filing
- 0001754960-26-000729 ↗ filed Aug 11, 2026
Holdings Value
Holdings 32 stocks · $165.0M
| NVS Novartis AG-Sponsored ADR | 14.60% | 153,693 | $24.1M | Reduce -10.7% |
| AZN Astrazeneca PLC | 13.66% | 118,844 | $22.5M | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 12.31% | 213,514 | $20.3M | Add +1.1% |
| SONY Sony Group Corp. - SP ADR | 9.00% | 740,300 | $14.9M | Add +81.9% |
| DB Deutsche Bank AG-Registered | 8.97% | 438,200 | $14.8M | New |
| ALC Alcon Inc. filed as ALCON AG | 7.15% | 175,700 | $11.8M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 7.13% | 245,289 | $11.8M | Reduce -31.0% |
| STM Stmicroelectronics NV-NY SHS | 5.03% | 110,722 | $8.3M | Reduce -62.7% |
| RIO Rio Tinto PLC-Spon ADR | 4.98% | 86,466 | $8.2M | Reduce -35.3% |
| SAP Sap SE-Sponsored ADR | 4.80% | 51,414 | $7.9M | Add +1.2% |
| SHEL Shell PLC-ADR | 4.55% | 96,767 | $7.5M | Add +0.4% |
| SDRL Seadrill Limited | 2.17% | 94,510 | $3.6M | Reduce -41.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.63% | 2,168 | $1.0M | No change |
| GOOGL Alphabet Inc. Class A | 0.58% | 2,687 | $960K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.45% | 2,278 | $746K | No change |
| ADI Analog Devices Inc. | 0.34% | 1,406 | $558K | Reduce -1.7% |
| CNI Canadian Natl Railway Co. | 0.30% | 4,125 | $492K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.29% | 5,952 | $478K | No change |
| MPLX MPLX LP | 0.29% | 8,464 | $477K | No change |
| XOM Exxon Mobil Corp. | 0.27% | 3,223 | $441K | No change |
| CASY Casey's General Stores Inc. | 0.25% | 517 | $411K | Reduce -5.1% |
| LPLA LPL Financial Holdings Inc. | 0.25% | 1,436 | $404K | Reduce -1.6% |
| BA The Boeing Co. | 0.24% | 1,838 | $398K | Reduce -3.4% |
| ABT Abbott Laboratories | 0.24% | 4,352 | $395K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.24% | 5,000 | $395K | Add +7.3% |
| LH Labcorp Holdings Inc. | 0.22% | 1,301 | $364K | Add +1.4% |
| RTO Rentokil Initial PLC-SP ADR | 0.21% | 12,343 | $353K | Add +17.0% |
| WFC Wells Fargo & Co. | 0.21% | 4,117 | $340K | No change |
| GDX Vaneck Gold Miners ETF | 0.20% | 4,423 | $334K | New |
| V Visa Inc. Class A | 0.19% | 933 | $320K | Add +1.0% |
| UBER Uber Technologies Inc. | 0.17% | 3,818 | $276K | No change |
| STLA Stellantis NV | 0.10% | 29,026 | $167K | Reduce -95.5% |
Portfolio Sells Q1 2026 → Q2 2026
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −18.60 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -35.3% | 4.98% | −3.11 |
| STLA Stellantis NV | Reduce -95.5% | 0.10% | −2.84 |
| SDRL Seadrill Limited | Reduce -41.3% | 2.17% | −2.59 |
| NVS Novartis AG-Sponsored ADR | Reduce -10.7% | 14.60% | −2.46 |
| STM Stmicroelectronics NV-NY SHS | Reduce -62.7% | 5.03% | −1.63 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -31.0% | 7.13% | −1.36 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.20 |
| LPLA LPL Financial Holdings Inc. | Reduce -1.6% | 0.25% | −0.04 |
| CASY Casey's General Stores Inc. | Reduce -5.1% | 0.25% | −0.01 |
| BA The Boeing Co. | Reduce -3.4% | 0.24% | −0.00 |
| ADI Analog Devices Inc. | Reduce -1.7% | 0.34% | +0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.58% | +0.08 |
Portfolio Buys Q1 2026 → Q2 2026
| AZN Astrazeneca PLC | New | 13.66% | +13.66 |
| DB Deutsche Bank AG-Registered | New | 8.97% | +8.97 |
| ALC Alcon Inc. | New | 7.15% | +7.15 |
| SONY Sony Group Corp. - SP ADR | Add +81.9% | 9.00% | +3.53 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +1.1% | 12.31% | +1.00 |
| ABT Abbott Laboratories | New | 0.24% | +0.24 |
| GDX Vaneck Gold Miners ETF | New | 0.20% | +0.20 |
| EL Estee Lauder Companies Class A | Add +7.3% | 0.24% | +0.02 |
| V Visa Inc. Class A | Add +1.0% | 0.19% | +0.01 |
| LH Labcorp Holdings Inc. | Add +1.4% | 0.22% | −0.00 |
| RTO Rentokil Initial PLC-SP ADR | Add +17.0% | 0.21% | −0.00 |
| SAP Sap SE-Sponsored ADR | Add +1.2% | 4.80% | −0.85 |
| SHEL Shell PLC-ADR | Add +0.4% | 4.55% | −1.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $165.0M | NVS, AZN, HSBC, SONY, DB |
| Q1 2026 | 29 | $154.0M | AZN, NVS, HSBC, NVO, RIO |
| Q4 2025Amended | 27 | $212.5M | AZN, NVS, HSBC, SONY, NVO |
| Q3 2025 | 33 | $168.4M | SONY, NVS, AZN, STM, CNI |
| Q2 2025 | 11 | $140.8M | SONY, NVS, STM, NVO, CNI |
| Q1 2025 | 12 | $142.2M | SONY, NVS, SAP, CNI, HDB |
| Q4 2024 | 12 | $136.9M | SAP, SONY, NVS, CNI, HDB |
| Q3 2024 | 45 | $184.4M | SAP, NVS, SONY, CNI, HDB |
| Q2 2024 | 41 | $208.0M | SAP, SONY, CNI, NVS, SDRL |
| Q1 2024 | 39 | $203.1M | SAP, SONY, NVO, NVS, SDRL |