Foresight Global Investors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Foresight Global Investors, Inc. reported 45 stock positions worth $184.4 million. Its top holding was Sap SE-Sponsored ADR (SAP) at 14.3% of the portfolio, followed by Novartis AG-Sponsored ADR (NVS, 14.0%) and Sony Group Corp. - SP ADR (SONY, 12.2%). Compared with Q2 2024, it opened 10 new positions, sold out of 6, added to 13 and reduced 17. The biggest buy was Novartis AG-Sponsored ADR (NVS, shares +31%) and the biggest sale an exit from Novo-Nordisk A/S-Spons ADR (NVO).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001973323
- Portfolio Value
- $184.4M (Q3 2024)
- SEC Filing
- 0001754960-24-000562 ↗ filed Nov 12, 2024
Holdings Value
Holdings 45 stocks · $184.4M
| SAP Sap SE-Sponsored ADR | 14.29% | 115,026 | $26.4M | Reduce -3.7% |
| NVS Novartis AG-Sponsored ADR | 14.03% | 224,816 | $25.9M | Add +31.2% |
| SONY Sony Group Corp. - SP ADR | 12.15% | 232,044 | $22.4M | Reduce -14.4% |
| CNI Canadian Natl Railway Co. | 10.63% | 167,213 | $19.6M | Add +7.8% |
| HDB HDFC Bank Ltd.-ADR | 8.70% | 256,311 | $16.0M | Add +5.3% |
| SDRL Seadrill Limited | 8.00% | 371,077 | $14.7M | Add +5.3% |
| SHEL Shell PLC-ADR | 3.87% | 108,194 | $7.1M | Add +430.5% |
| ABEV Ambev SA-ADR | 3.31% | 2,500,000 | $6.1M | New |
| BP BP PLC-Spons ADR | 1.47% | 86,349 | $2.7M | Reduce -71.9% |
| BAX Baxter International Inc. | 1.23% | 59,850 | $2.3M | Add +7.2% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.92% | 25,544 | $1.7M | Add +9.5% |
| V Visa Inc. Class A | 0.89% | 5,955 | $1.6M | Add +7.2% |
| XOM Exxon Mobil Corp. | 0.85% | 13,341 | $1.6M | No change |
| ELV Elevance Health Inc. | 0.84% | 2,995 | $1.6M | Add +13.2% |
| CASY Casey's General Stores Inc. | 0.84% | 4,120 | $1.5M | Reduce -11.8% |
| LPLA LPL Financial Holdings Inc. | 0.84% | 6,649 | $1.5M | Add +19.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 3,356 | $1.5M | No change |
| PFE Pfizer Inc. | 0.82% | 51,950 | $1.5M | New |
| PDD PDD Holdings Inc. | 0.81% | 11,100 | $1.5M | New |
| GOOGL Alphabet Inc. Class A | 0.81% | 8,972 | $1.5M | No change |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.77% | 138,749 | $1.4M | Reduce -68.1% |
| LH Labcorp Holdings Inc. | 0.74% | 6,075 | $1.4M | Add +11.0% |
| META Meta Platforms Inc. Class A | 0.68% | 2,175 | $1.2M | Add +8.8% |
| DE Deere & Co. | 0.67% | 2,975 | $1.2M | New |
| WFC Wells Fargo & Co. | 0.67% | 21,820 | $1.2M | No change |
| IQV Iqvia Holdings Inc. | 0.65% | 5,063 | $1.2M | Reduce -6.5% |
| FIS Fidelity National Info Serv | 0.65% | 14,265 | $1.2M | Reduce -18.8% |
| UNP Union Pacific Corp. | 0.64% | 4,815 | $1.2M | Reduce -15.4% |
| JPM JPMorgan Chase & Co. | 0.62% | 5,445 | $1.1M | Reduce -32.5% |
| RIO Rio Tinto PLC-Spon ADR | 0.62% | 15,995 | $1.1M | Reduce -10.2% |
| ADI Analog Devices Inc. | 0.61% | 4,926 | $1.1M | Reduce -23.3% |
| RTO Rentokil Initial PLC-SP ADR | 0.60% | 44,521 | $1.1M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.60% | 6,320 | $1.1M | Reduce -32.2% |
| BA The Boeing Co. | 0.58% | 7,050 | $1.1M | Reduce -6.9% |
| BLCO Bausch + Lomb Corp. | 0.52% | 50,000 | $965K | New |
| MTCH Match Group Inc. | 0.50% | 24,350 | $921K | New |
| USB US Bancorp | 0.50% | 20,000 | $915K | New |
| MUR Murphy Oil Corp. | 0.49% | 26,910 | $908K | Add +24.8% |
| EXPE Expedia Group Inc. | 0.48% | 5,920 | $876K | Reduce -39.4% |
| GE General Electric filed as GE AEROSPACE | 0.47% | 4,550 | $858K | Reduce -30.5% |
| GEV GE Vernova Inc. | 0.44% | 3,149 | $803K | Reduce -43.3% |
| TECK Teck Resources Ltd.-CLS B | 0.38% | 13,499 | $705K | Reduce -93.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.36% | 800 | $667K | New |
| CX Cemex Sab-Spons ADR Part Cer | 0.33% | 100,000 | $610K | New |
| NTR Nutrien Ltd. | 0.31% | 12,000 | $577K | New |
Portfolio Sells Q2 2024 → Q3 2024
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −6.98 |
| TS Tenaris SA-ADR | Sold out | 0.00% | −5.16 |
| TECK Teck Resources Ltd.-CLS B | Reduce -93.9% | 0.38% | −4.69 |
| BP BP PLC-Spons ADR | Reduce -71.9% | 1.47% | −3.87 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -68.1% | 0.77% | −1.49 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.67 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.58 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.25 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.23 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -32.2% | 0.60% | −0.18 |
| JPM JPMorgan Chase & Co. | Reduce -32.5% | 0.62% | −0.16 |
| EXPE Expedia Group Inc. | Reduce -39.4% | 0.48% | −0.12 |
| ADI Analog Devices Inc. | Reduce -23.3% | 0.61% | −0.09 |
| BA The Boeing Co. | Reduce -6.9% | 0.58% | −0.08 |
| GE General Electric | Reduce -30.5% | 0.47% | −0.04 |
| GEV GE Vernova Inc. | Reduce -43.3% | 0.44% | −0.02 |
| CASY Casey's General Stores Inc. | Reduce -11.8% | 0.84% | −0.02 |
| FIS Fidelity National Info Serv | Reduce -18.8% | 0.65% | +0.01 |
| UNP Union Pacific Corp. | Reduce -15.4% | 0.64% | +0.02 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -10.2% | 0.62% | +0.05 |
| IQV Iqvia Holdings Inc. | Reduce -6.5% | 0.65% | +0.10 |
| SONY Sony Group Corp. - SP ADR | Reduce -14.4% | 12.15% | +1.08 |
| SAP Sap SE-Sponsored ADR | Reduce -3.7% | 14.29% | +2.72 |
Portfolio Buys Q2 2024 → Q3 2024
| NVS Novartis AG-Sponsored ADR | Add +31.2% | 14.03% | +5.26 |
| ABEV Ambev SA-ADR | New | 3.31% | +3.31 |
| SHEL Shell PLC-ADR | Add +430.5% | 3.87% | +3.16 |
| CNI Canadian Natl Railway Co. | Add +7.8% | 10.63% | +1.82 |
| HDB HDFC Bank Ltd.-ADR | Add +5.3% | 8.70% | +1.17 |
| PFE Pfizer Inc. | New | 0.82% | +0.82 |
| PDD PDD Holdings Inc. | New | 0.81% | +0.81 |
| DE Deere & Co. | New | 0.67% | +0.67 |
| BLCO Bausch + Lomb Corp. | New | 0.52% | +0.52 |
| MTCH Match Group Inc. | New | 0.50% | +0.50 |
| USB US Bancorp | New | 0.50% | +0.50 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.36% | +0.36 |
| BAX Baxter International Inc. | Add +7.2% | 1.23% | +0.33 |
| CX Cemex Sab-Spons ADR Part Cer | New | 0.33% | +0.33 |
| NTR Nutrien Ltd. | New | 0.31% | +0.31 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +9.5% | 0.92% | +0.27 |
| LH Labcorp Holdings Inc. | Add +11.0% | 0.74% | +0.20 |
| META Meta Platforms Inc. Class A | Add +8.8% | 0.68% | +0.19 |
| V Visa Inc. Class A | Add +7.2% | 0.89% | +0.19 |
| ELV Elevance Health Inc. | Add +13.2% | 0.84% | +0.16 |
| LPLA LPL Financial Holdings Inc. | Add +19.8% | 0.84% | +0.09 |
| MUR Murphy Oil Corp. | Add +24.8% | 0.49% | +0.07 |
| SDRL Seadrill Limited | Add +5.3% | 8.00% | −0.72 |
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 |