Foresight Global Investors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Foresight Global Investors, Inc. reported 39 stock positions worth $203.1 million. Its top holding was Sap SE-Sponsored ADR (SAP) at 10.9% of the portfolio, followed by Sony Group Corp. - SP ADR (SONY, 10.2%) and Novo-Nordisk A/S-Spons ADR (NVO, 9.4%). Compared with Q4 2023, it opened 8 new positions, sold out of 8, added to 15 and reduced 6. The biggest buy was a new position in Novo-Nordisk A/S-Spons ADR (NVO) and the biggest sale an exit from Astrazeneca PLC-Spons ADR (AZN).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001973323
- Portfolio Value
- $203.1M (Q1 2024)
- SEC Filing
- 0001754960-24-000205 ↗ filed May 10, 2024
Holdings Value
Holdings 39 stocks · $203.1M
| SAP Sap SE-Sponsored ADR | 10.88% | 113,328 | $22.1M | Add +14.7% |
| SONY Sony Group Corp. - SP ADR | 10.19% | 241,318 | $20.7M | Add +24.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 9.41% | 148,850 | $19.1M | New |
| NVS Novartis AG-Sponsored ADR | 9.40% | 197,375 | $19.1M | Add +49.5% |
| SDRL Seadrill Limited | 8.60% | 347,360 | $17.5M | Add +9.2% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO | 7.45% | 298,191 | $15.1M | Reduce -3.8% |
| TS Tenaris SA-ADR | 6.81% | 352,412 | $13.8M | Reduce -15.3% |
| BP BP PLC-Spons ADR | 5.71% | 307,647 | $11.6M | Add +12.9% |
| HDB HDFC Bank Ltd.-ADR | 5.60% | 203,291 | $11.4M | Add +31.7% |
| CNI Canadian Natl Railway Co. | 3.82% | 58,900 | $7.8M | Reduce -7.1% |
| TECK Teck Resources Ltd.-CLS B | 2.08% | 92,300 | $4.2M | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 1.83% | 363,900 | $3.7M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.96% | 30,670 | $2.0M | Add +48.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 4,081 | $1.7M | No change |
| JPM JPMorgan Chase & Co. | 0.80% | 8,070 | $1.6M | No change |
| XOM Exxon Mobil Corp. | 0.76% | 13,341 | $1.6M | Add +12.0% |
| V Visa Inc. Class A | 0.76% | 5,555 | $1.6M | Add +12.9% |
| CTVA Corteva Inc. | 0.74% | 25,968 | $1.5M | No change |
| CASY Casey's General Stores Inc. | 0.73% | 4,670 | $1.5M | Add +3.3% |
| LPLA LPL Financial Holdings Inc. | 0.72% | 5,549 | $1.5M | No change |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.70% | 23,319 | $1.4M | Add +16.5% |
| JNJ Johnson & Johnson | 0.69% | 8,898 | $1.4M | Add +17.1% |
| UNP Union Pacific Corp. | 0.69% | 5,690 | $1.4M | No change |
| ELV Elevance Health Inc. | 0.68% | 2,645 | $1.4M | No change |
| IQV Iqvia Holdings Inc. | 0.67% | 5,413 | $1.4M | No change |
| RTX RTX Corp. | 0.67% | 14,000 | $1.4M | New |
| BAX Baxter International Inc. | 0.67% | 31,800 | $1.4M | Add +37.1% |
| RTO Rentokil Initial PLC-SP ADR | 0.66% | 44,521 | $1.3M | No change |
| FIS Fidelity National Info Serv | 0.64% | 17,565 | $1.3M | Add +19.6% |
| MRK Merck & Co. Inc. | 0.63% | 9,675 | $1.3M | New |
| ADI Analog Devices Inc. | 0.63% | 6,426 | $1.3M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.62% | 9,320 | $1.3M | Reduce -27.6% |
| WFC Wells Fargo & Co. | 0.62% | 21,820 | $1.3M | Add +14.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 6,575 | $1.3M | New |
| GOOGL Alphabet Inc. Class A | 0.58% | 7,847 | $1.2M | Reduce -39.2% |
| GE General Electric | 0.57% | 8,200 | $1.1M | New |
| MU Micron Technology Inc. | 0.56% | 9,650 | $1.1M | New |
| TGT Target Corp. | 0.52% | 5,995 | $1.1M | Reduce -20.5% |
| JD Jd.com Inc.-ADR | 0.49% | 36,187 | $991K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −9.96 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −2.06 |
| TS Tenaris SA-ADR | Reduce -15.3% | 6.81% | −1.48 |
| CM Can Imperial BK of Commerce | Reduce -3.8% | 7.45% | −1.11 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.81 |
| CNI Canadian Natl Railway Co. | Reduce -7.1% | 3.82% | −0.75 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.75 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.66 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.57 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −0.53 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -39.2% | 0.58% | −0.45 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -27.6% | 0.62% | −0.14 |
| TGT Target Corp. | Reduce -20.5% | 0.52% | −0.09 |
Portfolio Buys Q4 2023 → Q1 2024
| NVO Novo-Nordisk A/S-Spons ADR | New | 9.41% | +9.41 |
| SAP Sap SE-Sponsored ADR | Add +14.7% | 10.88% | +2.13 |
| TECK Teck Resources Ltd.-CLS B | New | 2.08% | +2.08 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | New | 1.83% | +1.83 |
| NVS Novartis AG-Sponsored ADR | Add +49.5% | 9.40% | +1.76 |
| RTX RTX Corp. | New | 0.67% | +0.67 |
| MRK Merck & Co. Inc. | New | 0.63% | +0.63 |
| IBM Intl Business Machines Corp. | New | 0.62% | +0.62 |
| GE General Electric | New | 0.57% | +0.57 |
| MU Micron Technology Inc. | New | 0.56% | +0.56 |
| BP BP PLC-Spons ADR | Add +12.9% | 5.71% | +0.17 |
| BAX Baxter International Inc. | Add +37.1% | 0.67% | +0.15 |
| FIS Fidelity National Info Serv | Add +19.6% | 0.64% | +0.14 |
| WFC Wells Fargo & Co. | Add +14.7% | 0.62% | +0.09 |
| XOM Exxon Mobil Corp. | Add +12.0% | 0.76% | +0.08 |
| RIO Rio Tinto PLC-Spon ADR | Add +48.4% | 0.96% | +0.08 |
| V Visa Inc. Class A | Add +12.9% | 0.76% | +0.03 |
| CASY Casey's General Stores Inc. | Add +3.3% | 0.73% | +0.02 |
| JNJ Johnson & Johnson | Add +17.1% | 0.69% | +0.01 |
| SDRL Seadrill Limited | Add +9.2% | 8.60% | −0.02 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +16.5% | 0.70% | −0.04 |
| SONY Sony Group Corp. - SP ADR | Add +24.9% | 10.19% | −0.30 |
| HDB HDFC Bank Ltd.-ADR | Add +31.7% | 5.60% | −0.34 |
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 |