SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Foresight Global Investors, Inc.

CIK 0001973323 · 2900 WESTCHESTER AVE, SUITE 104, PURCHASE, NY, 10577 · 9142538809

Reported Value
$204M
Q4 2025
Positions
26
Filings on Record
14
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Foresight Global Investors, Inc. reported $204M in U.S.-listed holdings across 26 positions for Q4 2025.

The portfolio is heavily concentrated: AZNN alone accounts for 25.0% of reported value.

Compared with Q3 2025, the fund opened 1 new position and exited 8.

Portfolio Metrics

Turnover
+10.1%
vs prior filed quarter
Top-10 Concentration
+96.5%
share of reported value
Largest Position
+25.0%
Astrazeneca
New / Exited
1 / 8
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $140MQ1 ’23Q2 ’23: $185MQ3 ’23: $180MQ3 ’23Q4 ’23: $174MQ1 ’24: $203MQ1 ’24Q2 ’24: $208MQ3 ’24: $184MQ3 ’24Q4 ’24: $137MQ1 ’25: $142MQ1 ’25Q2 ’25: $141MQ3 ’25: $168MQ3 ’25Q4 ’25: $204MQ1 ’26: $154MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ADR: 82.8%Common Stock: 10.8%NY Reg Shrs: 6.1%MLP: 0.2%
  • ADR · 82.8% · $169M
  • Common Stock · 10.8% · $22M
  • NY Reg Shrs · 6.1% · $13M
  • MLP · 0.2% · $451,724

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MPLXMPLX LPNEW+8.5K8.5K+$451,724$451,724
SEADRILL LTDSOLD OUT289.6K0$9M$0
TSMTAIWAN SEMICONDUCTOR MFG LTDSOLD OUT2.2K0$605,501$0
RTORENTOKIL INITIAL PLCSOLD OUT15.5K0$392,461$0
DGEDDIAGEO PLCSOLD OUT3.7K0$350,801$0
VANGUARD INDEX FDSSOLD OUT1.7K0$304,642$0
BAXBAXTER INTL INCSOLD OUT13.2K0$301,133$0
PROSHARES TRSOLD OUT3.4K0$292,716$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

26 positions
#IssuerClass% PortfolioValueShares
1AZNNASTRAZENECA PLChistory →SPONSORED ADR25.00%$51M290.7K
2NVSNNOVARTIS AGhistory →SPONSORED ADR11.63%$24M172.1K
3HBC2HSBC HLDGS PLChistory →SPON ADR NEW11.31%$23M293.4K
4SONYSONY GROUP CORPhistory →SPONSORED ADR9.69%$20M772.1K
5NVONOVO-NORDISK A Shistory →ADR8.23%$17M330.3K
6CNRCANADIAN NATL RY COhistory →COM7.56%$15M156.0K
7RIORIO TINTO PLChistory →SPONSORED ADR6.42%$13M163.8K
8STMSTMICROELECTRONICS N Vhistory →NY REGISTRY6.14%$13M483.1K
9SHELSHELL PLChistory →SPON ADS5.90%$12M163.9K
10SAPSAP SEhistory →SPON ADR4.62%$9M38.8K
11GOOGLALPHABET INCCAP STK CL A0.41%$841,9702.7K
12JPMJPMORGAN CHASE & CO.COM0.36%$734,0172.3K
13CASYCASEYS GEN STORES INCCOM0.30%$610,1921.1K
14LPLALPL FINL HLDGS INCCOM0.26%$521,1111.5K
15ELLAUDER ESTEE COS INCCL A0.23%$466,9464.5K
16MPLXMPLX LPCOM UNIT REP LTD0.22%$451,7248.5K
17BABOEING COCOM0.20%$413,1791.9K
18IQVIQVIA HLDGS INCCOM0.19%$387,9311.7K
19EXMOCEXXON MOBIL CORPCOM0.19%$387,8563.2K
20ADIANALOG DEVICES INCCOM0.19%$387,8161.4K
21WFCWELLS FARGO CO NEWCOM0.19%$383,7044.1K
22VVISA INCCOM CL A0.16%$324,056924
23LHLABCORP HOLDINGS INCCOM SHS0.16%$319,3701.3K
24UBERUBER TECHNOLOGIES INCCOM0.15%$311,9693.8K
25ELVELEVANCE HEALTH INC FORMERLYCOM0.15%$303,226865
26LOWLOWES COS INCCOM0.14%$287,4631.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$154M29May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$204M26Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$168M33Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$141M11Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$142M12May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$137M12Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$184M45Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$208M41Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$203M39May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$174M39Feb 7, 202413F-HRchanges · EDGAR ↗
Q3 2023$180M41Oct 23, 202313F-HRchanges · EDGAR ↗
Q2 2023$185M40Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$140M34Apr 13, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.