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Portfolio (Quarterly) Guide ↗

Foresight Group Ltd Liability Partnership

· CIK 0001943441
13F Portfolio $566.2B AUM 59 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 6 Added 23 Reduced 6 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADC AGREE RLTY CORP Real Estate 18,056.0 $1.4M 0.24% -1K -6.0% $74.95 +1.1%
22 STAG STAG INDUSTRIAL INC Real Estate 35,500.0 $1.3M 0.23% -372.0 -1.0% $36.07 +5.4%
23 PECO PHILLIPS EDISON & CO INC Real Estate 27,446.0 $1.0M 0.18% -6K -17.6% $37.39 +6.3%
Page 2 of 2  ·  23 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 25.3%
Real Estate 19.7%
Healthcare 16.6%
Industrials 15.5%
Utilities 10.5%
Basic Materials 5.4%
Energy 5.0%
Consumer Defensive 1.9%
Consumer Cyclical 0.1%