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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PH PARKER-HANNIFIN CORP Industrials 378.0 $370K 0.18% NEW $978.12 -2.7%
62 SCHW SCHWAB CHARLES CORP Financial Services 3,815.0 $352K 0.17% NEW $92.27 +17.4%
63 IWN ISHARES TR 1,590.0 $352K 0.17% NEW $221.20 -0.5%
64 EUAD SPINNAKER ETF SERIES 8,089.0 $341K 0.17% NEW $42.18 +3.1%
65 META META PLATFORMS INC Communication Services 600.0 $338K 0.16% NEW $563.29 +2.7%
66 QQQM INVESCO EXCH TRADED FD TR II 1,024.0 $310K 0.15% NEW $302.97 -3.8%
67 AVDV AMERICAN CENTY ETF TR 2,963.0 $305K 0.15% NEW $103.05 +8.1%
68 UTES ETFIS SER TR I 3,647.0 $298K 0.14% NEW $81.74 -9.5%
69 PG PROCTER & GAMBLE CO Consumer Defensive 1,985.0 $291K 0.14% NEW $146.67 -0.3%
70 DELL DELL TECHNOLOGIES INC Technology 663.0 $286K 0.14% NEW $431.46 -1.5%
71 NFLX NETFLIX INC. Communication Services 3,855.0 $275K 0.13% NEW $71.40 +13.2%
72 DFNL DAVIS FUNDAMENTAL ETF TR 5,164.0 $255K 0.12% NEW $49.37 +3.5%
73 VTV VANGUARD INDEX FDS 1,160.0 $253K 0.12% NEW $217.93 +2.8%
74 VFH VANGUARD WORLD FD 1,882.0 $248K 0.12% NEW $131.60 +6.1%
75 SCHD SCHWAB STRATEGIC TR 7,506.0 $238K 0.12% NEW $31.71 +9.8%
76 LOW LOWES COS INC Consumer Cyclical 1,060.0 $234K 0.11% NEW $220.58 -9.3%
77 PM PHILIP MORRIS INTL INC Consumer Defensive 1,193.0 $216K 0.10% NEW $180.88 +3.5%
78 MCD MCDONALDS CORP Consumer Cyclical 766.0 $207K 0.10% NEW $270.40 -3.4%
79 PANW PALO ALTO NETWORKS INC Technology 592.0 $202K 0.10% NEW $341.02 +6.2%
80 GERN GERON CORP Healthcare 62,500.0 $80K 0.04% NEW $1.28 +15.6%
Page 4 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%