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Portfolio (Quarterly) Guide ↗

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

· CIK 0001630936
13F Portfolio $206M AUM 80 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 80 New
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 11,696.0 $4.2M 2.03% NEW $357.36 -6.3%
22 EVRG EVERGY INC Utilities 46,241.0 $4.0M 1.94% NEW $86.43 -5.7%
23 FDD FIRST TR EXCHANGE-TRADED FD 215,059.0 $4.0M 1.94% NEW $18.55 +10.1%
24 ENB ENBRIDGE INC Energy 71,367.0 $3.9M 1.88% NEW $54.21 -6.4%
25 IDVO AMPLIFY ETF TR 90,798.0 $3.8M 1.85% NEW $42.00 +1.0%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,057.0 $3.8M 1.84% NEW $746.78 +2.0%
27 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,863.0 $3.8M 1.83% NEW $477.57 -13.3%
28 BBEU J P MORGAN EXCHANGE TRADED F 46,336.0 $3.6M 1.75% NEW $77.77 +1.7%
29 NVDA NVIDIA CORPORATION Technology 17,897.0 $3.6M 1.74% NEW $200.09 +8.7%
30 JEPI J P MORGAN EXCHANGE TRADED F 60,946.0 $3.4M 1.67% NEW $56.48 +0.9%
31 UNILEVER PLC 54,738.0 $3.3M 1.60% NEW $60.12
32 VZ VERIZON COMMUNICATIONS INC Communication Services 75,757.0 $3.2M 1.56% NEW $42.34 +18.8%
33 AMZN AMAZON COM INC Consumer Cyclical 12,864.0 $3.1M 1.49% NEW $238.34 +7.0%
34 KMB KIMBERLY-CLARK CORP Consumer Defensive 27,869.0 $3.1M 1.49% NEW $109.77 -2.5%
35 IGLD FIRST TR EXCHANGE-TRADED FD 133,196.0 $2.8M 1.36% NEW $21.06 -0.1%
36 BMY BRISTOL-MYERS SQUIBB CO Healthcare 48,144.0 $2.8M 1.35% NEW $57.62 +16.1%
37 MSFT MICROSOFT CORP Technology 7,233.0 $2.7M 1.31% NEW $373.01 +34.3%
38 RDVY FIRST TR EXCHANGE TRADED FD 31,048.0 $2.5M 1.22% NEW $81.00 -0.5%
39 RYLD GLOBAL X FDS 148,124.0 $2.4M 1.15% NEW $15.99 +0.1%
40 PAVE GLOBAL X FDS 37,538.0 $2.2M 1.07% NEW $58.88 -8.4%
Page 2 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 26.9%
Real Estate 7.5%
Energy 6.9%
Communication Services 6.7%
Utilities 3.9%
Healthcare 3.4%
Consumer Defensive 3.0%
Consumer Cyclical 2.9%
Industrials 2.2%