Foresight Global Investors, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| STELLANTIS N.V(STLA) | 0 | 637,859 | +637,859 | 0 | 4,522,420 | 2.94% | +4,522,420 |
| NOVARTIS AG(NVS) | 172,083 | 172,053 | -30 | 23,725,083 | 26,281,096 | 17.06% | +2,556,013 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 2,168 | +2,168 | 0 | 732,676 | 0.48% | +732,676 |
| DIAGEO PLC(DEO) | 0 | 5,952 | +5,952 | 0 | 443,126 | 0.29% | +443,126 |
| RENTOKIL INITIAL PLC(RTO) | 0 | 10,552 | +10,552 | 0 | 332,177 | 0.22% | +332,177 |
| EXXON MOBIL CORP | 3,223 | 3,223 | 0 | 387,856 | 546,814 | 0.36% | +158,958 |
| ANALOG DEVICES INC(ADI) | 1,430 | 1,430 | 0 | 387,816 | 454,940 | 0.30% | +67,124 |
| MPLX LP(MPLX) | 8,464 | 8,464 | 0 | 451,724 | 483,040 | 0.31% | +31,316 |
| LABCORP HOLDINGS INC(LH) | 1,273 | 1,283 | +10 | 319,370 | 342,317 | 0.22% | +22,947 |
| BOEING CO(BA) | 1,903 | 1,903 | 0 | 413,179 | 378,754 | 0.25% | -34,425 |
| UBER TECHNOLOGIES INC(UBER) | 3,818 | 3,818 | 0 | 311,969 | 274,629 | 0.18% | -37,340 |
| VISA INC(V) | 924 | 924 | 0 | 324,056 | 279,270 | 0.18% | -44,786 |
| WELLS FARGO & CO(WFC) | 4,117 | 4,117 | 0 | 383,704 | 327,754 | 0.21% | -55,950 |
| JPMORGAN CHASE & CO(JPM) | 2,278 | 2,278 | 0 | 734,017 | 670,096 | 0.44% | -63,921 |
| ALPHABET INC(GOOG) | 2,690 | 2,690 | 0 | 841,970 | 773,536 | 0.50% | -68,434 |
| IQVIA HLDGS INC(IQV) | 1,721 | 1,851 | +130 | 387,931 | 315,670 | 0.20% | -72,261 |
| LPL FINL HLDGS INC(LPLA) | 1,459 | 1,459 | 0 | 521,111 | 438,911 | 0.28% | -82,200 |
| LAUDER ESTEE COS INC(EL) | 4,459 | 4,659 | +200 | 466,946 | 334,376 | 0.22% | -132,570 |
| CASEYS GEN STORES INC(CASY) | 1,104 | 545 | -559 | 610,192 | 396,684 | 0.26% | -213,508 |
| LOWES COS INC(LOW) | 1,192 | 0 | -1,192 | 287,463 | 0 | — | -287,463 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 865 | 0 | -865 | 303,226 | 0 | — | -303,226 |
| RIO TINTO PLC(RIO) | 163,779 | 133,534 | -30,245 | 13,107,233 | 12,457,387 | 8.09% | -649,846 |
| SAP SE(SAP) | 38,813 | 50,825 | +12,012 | 9,428,066 | 8,701,748 | 5.65% | -726,318 |
| SEADRILL LTD(SDRL) | 243,706 | 161,105 | -82,601 | 8,432,228 | 7,330,278 | 4.76% | -1,101,950 |
| STMICROELECTRONICS N V(STM) | 483,098 | 296,916 | -186,182 | 12,531,562 | 10,258,448 | 6.66% | -2,273,114 |
| SHELL PLC(SHEL) | 163,860 | 96,405 | -67,455 | 12,040,433 | 8,965,665 | 5.82% | -3,074,768 |
| NOVO-NORDISK A S(NVO) | 330,251 | 355,574 | +25,323 | 16,803,171 | 13,067,345 | 8.48% | -3,735,826 |
| HSBC HLDGS PLC(HSBC) | 293,355 | 211,095 | -82,260 | 23,078,238 | 17,413,227 | 11.31% | -5,665,011 |
| SONY GROUP CORP(SONY) | 772,116 | 407,011 | -365,105 | 19,766,170 | 8,425,128 | 5.47% | -11,341,042 |
| CANADIAN NATL RY CO(CNI) | 156,005 | 4,125 | -151,880 | 15,421,094 | 423,926 | 0.28% | -14,997,168 |
| ASTRAZENECA PLC(AZN) | 290,672 | 145,297 | -145,375 | 51,012,936 | 28,655,474 | 18.60% | -22,357,462 |