2026 Q2 Portfolio Activity
In 2026 Q2, Foresight Global Investors, Inc. maintained a portfolio of 34 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 13.66% of the total fund value. They heavily accumulated shares in SONY GROUP CORP, increasing the position by 81.9%. Conversely, Foresight Global Investors, Inc. completely exited their position in ASTRAZENECA PLC.
Position History
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Total Positions
34
Quarter
2026 Q2
Top Holding
NVS (14.6%)
Top 10 Concentration
87.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-34 of 34
Foresight Global Investors, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVS
NOVARTIS AG
|
Healthcare | 14.60% | 17.06% |
#1
1
Prev: #2
|
6.5 |
—
|
-18,360 | -10.7% |
P
S
|
153,693 | $24,086,767 |
$95.45
+47.8%
|
2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 13.66% | — |
#2
Prev: #—
|
9.0 |
—
|
118,844 | — |
NEW
|
118,844 | $22,535,199 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
HSBC
HSBC HLDGS PLC
|
Financial Services | 12.31% | 11.31% |
#3
Prev: #3
|
5.5 |
—
|
2,419 | 1.1% |
P
S
|
213,514 | $20,303,046 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SONY
SONY GROUP CORP
|
Technology | 9.00% | 5.47% |
#4
5
Prev: #9
|
7.1 |
—
|
333,289 | 81.9% |
P
S
|
740,300 | $14,850,418 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DB
DEUTSCHE BK AG
|
Financial Services | 8.97% | — |
#5
Prev: #—
|
7.6 |
—
|
438,200 | — |
NEW
|
438,200 | $14,793,632 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ALC
ALCON AG
|
Healthcare | 7.15% | — |
#6
Prev: #—
|
6.4 |
—
|
175,700 | — |
NEW
|
175,700 | $11,789,470 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 7.13% | 8.48% |
#7
3
Prev: #4
|
2.9 |
—
|
-110,285 | -31.0% |
P
S
|
245,289 | $11,759,155 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
STM
STMICROELECTRON...
|
Technology | 5.03% | 6.66% |
#8
2
Prev: #6
|
2.0 |
—
|
-186,194 | -62.7% |
P
S
|
110,722 | $8,291,971 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
RIO
RIO TINTO PLC
|
Basic Materials | 4.98% | 8.09% |
#9
4
Prev: #5
|
2.0 |
—
|
-47,068 | -35.2% |
P
S
|
86,466 | $8,208,217 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SAP
SAP SE
|
Technology | 4.80% | 5.65% |
#10
2
Prev: #8
|
2.4 |
—
|
589 | 1.2% |
P
S
|
51,414 | $7,923,412 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SHEL
SHELL PLC
|
Energy | 4.55% | 5.82% |
#11
4
Prev: #7
|
2.3 |
—
|
362 | 0.4% |
P
S
|
96,767 | $7,503,313 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SDRL
SEADRILL LTD
|
Energy | 2.17% | 4.76% |
#12
2
Prev: #10
|
0.9 |
—
|
-66,595 | -41.3% |
P
S
|
94,510 | $3,574,368 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.63% | 0.48% |
#13
Prev: #13
|
1.3 |
—
|
no change | no change |
P
S
|
2,168 | $1,035,372 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.58% | 0.50% |
#14
2
Prev: #12
|
0.7 |
—
|
-3 | -0.1% |
P
S
|
2,687 | $960,253 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.45% | 0.44% |
#15
1
Prev: #14
|
1.2 |
—
|
no change | no change |
P
S
|
2,278 | $745,658 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.34% | 0.30% |
#16
1
Prev: #17
|
0.6 |
—
|
-24 | -1.7% |
P
S
|
1,406 | $558,421 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 0.30% | 0.28% |
#17
3
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
4,125 | $491,865 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DEO
DIAGEO PLC
|
Consumer Defensive | 0.29% | 0.29% |
#18
Prev: #18
|
1.1 |
—
|
no change | no change |
P
S
|
5,952 | $478,422 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MPLX
MPLX LP
|
Energy | 0.29% | 0.31% |
#19
3
Prev: #16
|
1.1 |
—
|
no change | no change |
P
S
|
8,464 | $476,777 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.27% | 0.36% |
#20
5
Prev: #15
|
1.1 |
—
|
no change | no change |
P
S
|
3,223 | $440,649 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 0.25% | 0.26% |
#21
Prev: #21
|
0.6 |
—
|
-28 | -5.1% |
P
S
|
517 | $410,906 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 0.25% | 0.28% |
#22
3
Prev: #19
|
0.6 |
—
|
-23 | -1.6% |
P
S
|
1,436 | $404,492 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BA
BOEING CO
|
Industrials | 0.24% | 0.25% |
#23
1
Prev: #22
|
0.6 |
—
|
-65 | -3.4% |
P
S
|
1,838 | $397,872 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.24% | — |
#24
Prev: #—
|
3.6 |
—
|
4,352 | — |
NEW
|
4,352 | $394,900 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
EL
LAUDER ESTEE CO...
|
Consumer Defensive | 0.24% | 0.22% |
#25
1
Prev: #24
|
2.1 |
—
|
341 | 7.3% |
P
S
|
5,000 | $394,750 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 0.22% | 0.22% |
#26
3
Prev: #23
|
0.6 |
—
|
18 | 1.4% |
P
S
|
1,301 | $364,280 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
RTO
RENTOKIL INITIA...
|
Industrials | 0.21% | 0.22% |
#27
2
Prev: #25
|
2.1 |
—
|
1,791 | 17.0% |
P
S
|
12,343 | $353,133 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.21% | 0.21% |
#28
2
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
4,117 | $340,229 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.20% | — |
#29
Prev: #—
|
3.6 |
—
|
4,423 | — |
NEW
|
4,423 | $333,715 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
V
VISA INC
|
Financial Services | 0.19% | 0.18% |
#30
2
Prev: #28
|
0.6 |
—
|
9 | 1.0% |
P
S
|
933 | $320,103 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.17% | 0.18% |
#31
2
Prev: #29
|
1.1 |
—
|
no change | no change |
P
S
|
3,818 | $275,507 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
STLA
STELLANTIS N.V
|
Consumer Cyclical | 0.10% | 2.94% |
#32
21
Prev: #11
|
0.0 |
—
|
-608,833 | -95.4% |
P
S
|
29,026 | $166,609 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 0.00% | 0.20% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-1,851 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AZN
ASTRAZENECA PLC
|
Healthcare | 0.00% | 18.60% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-145,297 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-34 of 34 holdings