Fund Universe

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☆Foresight Global Investors, Inc.

CIK 0001973323 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.201
AUM ($M)
165
Positions
32
Turnover
0.35
Top-10 wt
88%
Herfindahl
0.092
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 34 positions · portfolio value $165M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NVS funds › NOVARTIS AG TRIM — 14.6% -2.5% 24.1 153,693 -18,360 5 —
☆AZN funds › ASTRAZENECA PLC NEW — 13.7% +13.7% 22.5 118,844 +118,844 1 —
☆HSBC funds › HSBC HLDGS PLC ADD — 12.3% +1.0% 20.3 213,514 +2,419 4 —
☆SONY funds › SONY GROUP CORP ADD — 9.0% +3.5% 14.9 740,300 +333,289 5 —
☆DB funds › DEUTSCHE BK AG NEW — 9.0% +9.0% 14.8 438,200 +438,200 1 —
☆ALC funds › ALCON AG NEW — 7.1% +7.1% 11.8 175,700 +175,700 1 —
☆NVO funds › NOVO-NORDISK A S TRIM — 7.1% -1.4% 11.8 245,289 -110,285 5 —
☆STM funds › STMICROELECTRONICS N V TRIM — 5.0% -1.6% 8.3 110,722 -186,194 5 —
☆RIO funds › RIO TINTO PLC TRIM — 5.0% -3.1% 8.2 86,466 -47,068 5 —
☆SAP funds › SAP SE ADD — 4.8% -0.8% 7.9 51,414 +589 5 —
☆SHEL funds › SHELL PLC ADD — 4.5% -1.3% 7.5 96,767 +362 5 —
☆SDRL funds › SEADRILL LTD TRIM — 2.2% -2.6% 3.6 94,510 -66,595 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.6% +0.2% 1.0 2,168 +0 2 —
☆GOOGL funds › ALPHABET INC TRIM — 0.6% +0.1% 1.0 2,687 -3 4 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.5% +0.0% 0.7 2,278 +0 4 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.3% +0.0% 0.6 1,406 -24 4 —
☆CNI funds › CANADIAN NATL RY CO HOLD — 0.3% +0.0% 0.5 4,125 +0 5 —
☆DEO funds › DIAGEO PLC HOLD — 0.3% +0.0% 0.5 5,952 +0 2 —
☆MPLX funds › MPLX LP HOLD — 0.3% -0.0% 0.5 8,464 +0 3 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.3% -0.1% 0.4 3,223 +0 4 —
☆CASY funds › CASEYS GEN STORES INC TRIM — 0.2% -0.0% 0.4 517 -28 4 —
☆LPLA funds › LPL FINL HLDGS INC TRIM — 0.2% -0.0% 0.4 1,436 -23 4 —
☆BA funds › BOEING CO TRIM — 0.2% -0.0% 0.4 1,838 -65 4 —
☆ABT funds › ABBOTT LABORATORIES NEW — 0.2% +0.2% 0.4 4,352 +4,352 1 —
☆EL funds › LAUDER ESTEE COS INC ADD — 0.2% +0.0% 0.4 5,000 +341 4 —
☆LH funds › LABCORP HOLDINGS INC ADD — 0.2% -0.0% 0.4 1,301 +18 4 —
☆RTO funds › RENTOKIL INITIAL PLC ADD — 0.2% -0.0% 0.4 12,343 +1,791 2 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.2% -0.0% 0.3 4,117 +0 4 —
☆GDX funds › VANECK ETF TRUST NEW — 0.2% +0.2% 0.3 4,423 +4,423 1 —
☆V funds › VISA INC ADD — 0.2% +0.0% 0.3 933 +9 4 —
☆UBER funds › UBER TECHNOLOGIES INC HOLD — 0.2% -0.0% 0.3 3,818 +0 4 —
☆STLA funds › STELLANTIS N.V TRIM — 0.1% -2.8% 0.2 29,026 -608,833 2 —
☆IQV funds › IQVIA HLDGS INC EXIT — 0.0% -0.2% 0.0 0 -1,851 0 —
☆CUSIP:046353108 funds › ASTRAZENECA PLC EXIT — 0.0% -18.6% 0.0 0 -145,297 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 165 32 0.35 88% 0.092 0.202 — in
2026Q1 154 29 0.18 92% 0.108 0.560 — in
2025Q4 204 26 0.21 97% 0.124 0.552 — in
2025Q3 168 33 0.30 90% 0.091 0.276 — in
2025Q2 141 11 0.17 98% 0.111 0.628 — entered
2025Q1 142 12 0.00 99% 0.120 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status