Foresight Global Investors, Inc. Diversified Active

Location: Purchase, NY

CIK: 0001973323 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Mar 19, 2026

Total Value: $212M (100.0% shares, 0.0% debt)

Holdings (27)

AZN ASTRAZENECA PLC 24.0%

Value $51.01M Shares 290,672 Est. Cost $92.86 Unrealized —

NVS NOVARTIS AG 11.2%

Value $23.73M Shares 172,083 Est. Cost $102.44 Unrealized —

HSBC HSBC HLDGS PLC 10.9%

Value $23.08M Shares 293,355 Est. Cost $73.94 Unrealized —

SONY SONY GROUP CORP 9.3%

Value $19.77M Shares 772,116 Est. Cost $35.25 Unrealized —

NVO NOVO-NORDISK A S 7.9%

Value $16.8M Shares 330,251 Est. Cost $59.96 Unrealized —

CNI CANADIAN NATL RY CO 7.3%

Value $15.42M Shares 156,005 Est. Cost $115.66 Unrealized -16.9%

RIO RIO TINTO PLC 6.2%

Value $13.11M Shares 163,779 Est. Cost $65.40 Unrealized —

STM STMICROELECTRONICS N V 5.9%

Value $12.53M Shares 483,098 Est. Cost $23.36 Unrealized —

SHEL SHELL PLC 5.7%

Value $12.04M Shares 163,860 Est. Cost $69.20 Unrealized —

SAP SAP SE 4.4%

Value $9.428M Shares 38,813 Est. Cost $147.54 Unrealized —

SDRL SEADRILL LTD 4.0%

Value $8.432M Shares 243,706 Est. Cost $46.31 Unrealized -32.7%

GOOGL ALPHABET INC 0.4%

Value $842K Shares 2,690 Est. Cost $209.20 Unrealized +36.5%

JPM JPMORGAN CHASE & CO. 0.3%

Value $734K Shares 2,278 Est. Cost $295.93 Unrealized +4.6%

CASY CASEYS GEN STORES INC 0.3%

Value $610K Shares 1,104 Est. Cost $521.89 Unrealized +5.3%

LPLA LPL FINL HLDGS INC 0.2%

Value $521K Shares 1,459 Est. Cost $362.48 Unrealized -2.4%

EL LAUDER ESTEE COS INC 0.2%

Value $467K Shares 4,459 Est. Cost $88.48 Unrealized +9.4%

MPLX MPLX LP 0.2%

Value $452K Shares 8,464 Est. Cost $53.37 Unrealized —

BA BOEING CO 0.2%

Value $413K Shares 1,903 Est. Cost $225.47 Unrealized -8.8%

IQV IQVIA HLDGS INC 0.2%

Value $388K Shares 1,721 Est. Cost $181.84 Unrealized +19.7%

XOM EXXON MOBIL CORP 0.2%

Value $388K Shares 3,223 Est. Cost $109.70 Unrealized +5.3%

ADI ANALOG DEVICES INC 0.2%

Value $388K Shares 1,430 Est. Cost $238.95 Unrealized +4.9%

WFC WELLS FARGO CO NEW 0.2%

Value $384K Shares 4,117 Est. Cost $80.47 Unrealized +7.7%

V VISA INC 0.2%

Value $324K Shares 924 Est. Cost $345.14 Unrealized -1.4%

LH LABCORP HOLDINGS INC 0.2%

Value $319K Shares 1,273 Est. Cost $266.78 Unrealized -0.6%

UBER UBER TECHNOLOGIES INC 0.1%

Value $312K Shares 3,818 Est. Cost $93.52 Unrealized -3.7%

ELV ELEVANCE HEALTH INC FORMERLY 0.1%

Value $303K Shares 865 Est. Cost $309.66 Unrealized +8.7%

LOW LOWES COS INC 0.1%

Value $287K Shares 1,192 Est. Cost $244.04 Unrealized -1.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AZN	ASTRAZENECA PLC	290,672	$51.01M	24.0%	$92.86	—	SPONSORED ADR	046353108
NVS	NOVARTIS AG	172,083	$23.73M	11.2%	$102.44	—	SPONSORED ADR	66987V109
HSBC	HSBC HLDGS PLC	293,355	$23.08M	10.9%	$73.94	—	SPON ADR NEW	404280406
SONY	SONY GROUP CORP	772,116	$19.77M	9.3%	$35.25	—	SPONSORED ADR	835699307
NVO	NOVO-NORDISK A S	330,251	$16.8M	7.9%	$59.96	—	ADR	670100205
CNI	CANADIAN NATL RY CO	156,005	$15.42M	7.3%	$115.66	-16.9%	COM	136375102
RIO	RIO TINTO PLC	163,779	$13.11M	6.2%	$65.40	—	SPONSORED ADR	767204100
STM	STMICROELECTRONICS N V	483,098	$12.53M	5.9%	$23.36	—	NY REGISTRY	861012102
SHEL	SHELL PLC	163,860	$12.04M	5.7%	$69.20	—	SPON ADS	780259305
SAP	SAP SE	38,813	$9.428M	4.4%	$147.54	—	SPON ADR	803054204
SDRL	SEADRILL LTD	243,706	$8.432M	4.0%	$46.31	-32.7%	COM	G7997W102
GOOGL	ALPHABET INC	2,690	$842K	0.4%	$209.20	+36.5%	CAP STK CL A	02079K305
JPM	JPMORGAN CHASE & CO.	2,278	$734K	0.3%	$295.93	+4.6%	COM	46625H100
CASY	CASEYS GEN STORES INC	1,104	$610K	0.3%	$521.89	+5.3%	COM	147528103
LPLA	LPL FINL HLDGS INC	1,459	$521K	0.2%	$362.48	-2.4%	COM	50212V100
EL	LAUDER ESTEE COS INC	4,459	$467K	0.2%	$88.48	+9.4%	CL A	518439104
MPLX	MPLX LP	8,464	$452K	0.2%	$53.37	—	COM UNIT REP LTD	55336V100
BA	BOEING CO	1,903	$413K	0.2%	$225.47	-8.8%	COM	097023105
IQV	IQVIA HLDGS INC	1,721	$388K	0.2%	$181.84	+19.7%	COM	46266C105
XOM	EXXON MOBIL CORP	3,223	$388K	0.2%	$109.70	+5.3%	COM	30231G102
ADI	ANALOG DEVICES INC	1,430	$388K	0.2%	$238.95	+4.9%	COM	032654105
WFC	WELLS FARGO CO NEW	4,117	$384K	0.2%	$80.47	+7.7%	COM	949746101
V	VISA INC	924	$324K	0.2%	$345.14	-1.4%	COM CL A	92826C839
LH	LABCORP HOLDINGS INC	1,273	$319K	0.2%	$266.78	-0.6%	COM SHS	504922105
UBER	UBER TECHNOLOGIES INC	3,818	$312K	0.1%	$93.52	-3.7%	COM	90353T100
ELV	ELEVANCE HEALTH INC FORMERLY	865	$303K	0.1%	$309.66	+8.7%	COM	036752103
LOW	LOWES COS INC	1,192	$287K	0.1%	$244.04	-1.7%	COM	548661107