Foresight Global Investors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Foresight Global Investors, Inc. reported 12 stock positions worth $142.2 million. Its top holding was Sony Group Corp. - SP ADR (SONY) at 18.6% of the portfolio, followed by Novartis AG-Sponsored ADR (NVS, 14.7%) and Sap SE-Sponsored ADR (SAP, 13.8%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 7. The biggest buy was a new position in Stmicroelectronics NV-NY SHS (STM) and the biggest sale Sap SE-Sponsored ADR (SAP, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001973323
- Portfolio Value
- $142.2M (Q1 2025)
- SEC Filing
- 0001754960-25-000291 ↗ filed May 12, 2025
Holdings Value
Holdings 12 stocks · $142.2M
| SONY Sony Group Corp. - SP ADR | 18.65% | 1,044,627 | $26.5M | Reduce -6.7% |
| NVS Novartis AG-Sponsored ADR | 14.72% | 187,825 | $20.9M | Reduce -19.2% |
| SAP Sap SE-Sponsored ADR | 13.84% | 73,325 | $19.7M | Reduce -30.9% |
| CNI Canadian Natl Railway Co. | 11.29% | 164,818 | $16.1M | Add +2.6% |
| HDB HDFC Bank Ltd.-ADR | 10.29% | 220,353 | $14.6M | Reduce -4.9% |
| SHEL Shell PLC-ADR | 8.68% | 168,435 | $12.3M | Add +52.9% |
| STM Stmicroelectronics NV-NY SHS | 7.84% | 507,944 | $11.2M | New |
| SDRL Seadrill Limited | 5.96% | 339,180 | $8.5M | Reduce -2.1% |
| ABEV Ambev SA-ADR | 5.78% | 3,528,050 | $8.2M | No change |
| RIO Rio Tinto PLC-Spon ADR | 1.49% | 35,195 | $2.1M | Add +11.2% |
| NTR Nutrien Ltd. | 1.02% | 29,089 | $1.4M | Reduce -8.3% |
| FNV Franco-Nevada Corp. | 0.44% | 4,000 | $630K | Reduce -27.3% |
Portfolio Sells Q4 2024 → Q1 2025
| SAP Sap SE-Sponsored ADR | Reduce -30.9% | 13.84% | −5.24 |
| SDRL Seadrill Limited | Reduce -2.1% | 5.96% | −3.89 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −1.86 |
| NVS Novartis AG-Sponsored ADR | Reduce -19.2% | 14.72% | −1.79 |
| HDB HDFC Bank Ltd.-ADR | Reduce -4.9% | 10.29% | −0.52 |
| FNV Franco-Nevada Corp. | Reduce -27.3% | 0.44% | −0.03 |
| NTR Nutrien Ltd. | Reduce -8.3% | 1.02% | −0.02 |
| SONY Sony Group Corp. - SP ADR | Reduce -6.7% | 18.65% | +1.35 |
Portfolio Buys Q4 2024 → Q1 2025
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 |