Foresight Global Investors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Foresight Global Investors, Inc. reported 11 stock positions worth $140.8 million. Its top holding was Sony Group Corp. - SP ADR (SONY) at 15.0% of the portfolio, followed by Novartis AG-Sponsored ADR (NVS, 14.2%) and Stmicroelectronics NV-NY SHS (STM, 13.1%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 3 and reduced 7. The biggest buy was a new position in Novo-Nordisk A/S-Spons ADR (NVO) and the biggest sale HDFC Bank Ltd.-ADR (HDB, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- PURCHASE, NY
- CIK
- 0001973323
- Portfolio Value
- $140.8M (Q2 2025)
- SEC Filing
- 0001754960-25-000592 ↗ filed Aug 13, 2025
Holdings Value
Holdings 11 stocks · $140.8M
| SONY Sony Group Corp. - SP ADR | 14.97% | 809,885 | $21.1M | Reduce -22.5% |
| NVS Novartis AG-Sponsored ADR | 14.17% | 164,924 | $20.0M | Reduce -12.2% |
| STM Stmicroelectronics NV-NY SHS | 13.14% | 608,539 | $18.5M | Add +19.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 11.87% | 242,166 | $16.7M | New |
| CNI Canadian Natl Railway Co. | 11.42% | 154,495 | $16.1M | Reduce -6.3% |
| SAP Sap SE-Sponsored ADR | 10.01% | 46,340 | $14.1M | Reduce -36.8% |
| SHEL Shell PLC-ADR | 8.45% | 168,990 | $11.9M | Add +0.3% |
| SDRL Seadrill Limited | 5.56% | 298,382 | $7.8M | Reduce -12.0% |
| ABEV Ambev SA-ADR | 5.27% | 3,077,365 | $7.4M | Reduce -12.8% |
| HDB HDFC Bank Ltd.-ADR | 3.64% | 66,806 | $5.1M | Reduce -69.7% |
| RIO Rio Tinto PLC-Spon ADR | 1.50% | 36,255 | $2.1M | Add +3.0% |
Portfolio Sells Q1 2025 → Q2 2025
| HDB HDFC Bank Ltd.-ADR | Reduce -69.7% | 3.64% | −6.66 |
| SAP Sap SE-Sponsored ADR | Reduce -36.8% | 10.01% | −3.83 |
| SONY Sony Group Corp. - SP ADR | Reduce -22.5% | 14.97% | −3.68 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −1.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -12.2% | 14.17% | −0.55 |
| ABEV Ambev SA-ADR | Reduce -12.8% | 5.27% | −0.51 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.44 |
| SDRL Seadrill Limited | Reduce -12.0% | 5.56% | −0.40 |
| CNI Canadian Natl Railway Co. | Reduce -6.3% | 11.42% | +0.12 |
Portfolio Buys Q1 2025 → Q2 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 |