Portfolio (Quarterly)
Guide ↗
Foresight Global Investors, Inc.
· CIK 0001973323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | ADI | ANALOG DEVICES INC | Technology | 1,430.0 | $388K | 0.18% | NEW | — | $271.20 | +54.8% |
| 22 | WFC | WELLS FARGO CO NEW | Financial Services | 4,117.0 | $384K | 0.18% | NEW | — | $93.20 | -16.8% |
| 23 | V | VISA INC | Financial Services | 924.0 | $324K | 0.15% | NEW | — | $350.71 | -6.9% |
| 24 | LH | LABCORP HOLDINGS INC | Healthcare | 1,273.0 | $319K | 0.15% | NEW | — | $250.88 | +3.0% |
| 25 | UBER | UBER TECHNOLOGIES INC | Technology | 3,818.0 | $312K | 0.15% | NEW | — | $81.71 | -14.2% |
| 26 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 865.0 | $303K | 0.14% | NEW | — | $350.55 | +10.6% |
| 27 | LOW | LOWES COS INC | Consumer Cyclical | 1,192.0 | $287K | 0.14% | NEW | — | $241.16 | -12.0% |
① 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
27.8%
Healthcare
27.0%
Financial Services
16.4%
Industrials
10.4%
Basic Materials
8.6%
Energy
8.4%
Communication Services
0.6%
Consumer Cyclical
0.6%
Consumer Defensive
0.3%