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Portfolio (Quarterly) Guide ↗

Foresight Global Investors, Inc.

· CIK 0001973323
13F Portfolio $165M AUM 32 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 7 Added 10 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVS NOVARTIS AG Healthcare 153,693.0 $24.1M 14.60% -18K -10.7% $156.72 -1.9%
2 NVO NOVO-NORDISK A S Healthcare 245,289.0 $11.8M 7.13% -110K -31.0% $47.94 -4.9%
3 STM STMICROELECTRONICS N V Technology 110,722.0 $8.3M 5.03% -186K -62.7% $74.89 -34.1%
4 RIO RIO TINTO PLC Basic Materials 86,466.0 $8.2M 4.98% -47K -35.2% $94.93 +8.8%
5 SEADRILL LTD 94,510.0 $3.6M 2.17% -67K -41.3% $37.82
6 ADI ANALOG DEVICES INC Technology 1,406.0 $558K 0.34% -24.0 -1.7% $397.17 -8.9%
7 CASY CASEYS GEN STORES INC Consumer Cyclical 517.0 $411K 0.25% -28.0 -5.1% $794.79 -4.9%
8 LPLA LPL FINL HLDGS INC Financial Services 1,436.0 $404K 0.24% -23.0 -1.6% $281.68 +31.6%
9 BA BOEING CO Industrials 1,838.0 $398K 0.24% -65.0 -3.4% $216.47 -3.1%
10 STLA STELLANTIS N.V Consumer Cyclical 29,026.0 $167K 0.10% -609K -95.5% $5.74 -5.6%

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
Healthcare 44.0%
Financial Services 22.9%
Technology 20.4%
Energy 5.2%
Basic Materials 5.1%
Industrials 0.8%
Communication Services 0.6%
Consumer Defensive 0.5%
Consumer Cyclical 0.4%