Portfolio (Quarterly)
Guide ↗
Foresight Global Investors, Inc.
· CIK 0001973323| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HSBC | HSBC HLDGS PLC | Financial Services | 213,514.0 | $20.3M | 12.31% | +2K | +1.1% | $95.09 | +12.6% |
| 2 | SONY | SONY GROUP CORP | Technology | 740,300.0 | $14.9M | 9.00% | +333K | +81.9% | $20.06 | +22.4% |
| 3 | SAP | SAP SE | Technology | 51,414.0 | $7.9M | 4.80% | +589.0 | +1.2% | $154.11 | +39.6% |
| 4 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 5,000.0 | $395K | 0.24% | +341.0 | +7.3% | $78.95 | +31.6% |
| 5 | LH | LABCORP HOLDINGS INC | Healthcare | 1,301.0 | $364K | 0.22% | +18.0 | +1.4% | $280.00 | +16.7% |
| 6 | RTO | RENTOKIL INITIAL PLC | Industrials | 12,343.0 | $353K | 0.21% | +2K | +17.0% | $28.61 | -16.7% |
| 7 | V | VISA INC | Financial Services | 933.0 | $320K | 0.19% | +9.0 | +1.0% | $343.09 | +9.3% |
① 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%