Foresight Global Investors Portfolio
Foresight Global Investors is managed by Ajay Mehra; 13F filer (CIK 0001973323).
Q2 2026 · 32 positions · Total reported value $164.96M · Top-10 concentration 87.6%
Turnover: 48.5% · 4 new · 11 cut · 1 exited
In its Q2 2026 13F filing, Foresight Global Investors disclosed 32 equity positions with a combined reported value of $164.96M. The filing implies a focused portfolio: its ten largest positions account for 87.6% of reported value. HoldingsHub classifies the profile as Small / Focused / Health Tilt / High Turnover.
The largest disclosed positions as of Q2 2026 were NVS ($24.09M), AZN ($22.54M), HSBC ($20.30M). By sector, the heaviest allocations are Health Care 43.0%, Financials 22.2%. Versus the prior quarter, allocation shifted toward Financials (+9.9pp), Consumer Staples (+3.5pp) and away from Health Care (-1.6pp), Technology (-2.2pp).
Versus the prior quarter, Foresight Global Investors opened 4 new positions, trimmed 11 and fully exited 1, a turnover rate of 48.5% of positions. The portfolio's overlap with the prior quarter was 85% of names.
Figures come from the fund's SEC Form 13F filing. 13F reports are filed within 45 days of quarter end and cover long positions of $100,000 or more; they exclude short positions and non-13F asset classes, so treat this page as a quarter-end snapshot rather than the fund's live book.
Sector Allocation
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | NVS | NOVARTIS AG | 153.69K | $24.09M | 14.60% | Reduce |
| 2 | AZN | ASTRAZENECA PLC | 118.84K | $22.54M | 13.66% | Reduce |
| 3 | HSBC | HSBC HLDGS PLC | 213.51K | $20.30M | 12.31% | Add |
| 4 | SONY | SONY GROUP CORPORATION | 740.30K | $14.85M | 9.00% | Add |
| 5 | DB | DEUTSCHE BK AG | 438.20K | $14.79M | 8.97% | New |
| 6 | ALC | ALCON AG | 175.70K | $11.79M | 7.15% | New |
| 7 | NVO | NOVO-NORDISK A S | 245.29K | $11.76M | 7.13% | Reduce |
| 8 | STM | STMICROELECTRONICS N V | 110.72K | $8.29M | 5.03% | Reduce |
| 9 | RIO | RIO TINTO PLC | 86.47K | $8.21M | 4.98% | Reduce |
| 10 | SAP | SAP SE | 51.41K | $7.92M | 4.80% | Add |
| 11 | SHEL | SHELL PLC | 96.77K | $7.50M | 4.55% | Hold |
| 12 | SDRL | SEADRILL LTD | 94.51K | $3.57M | 2.17% | Reduce |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.17K | $1.04M | 0.63% | Hold |
| 14 | GOOGL | ALPHABET INC | 2.69K | $960.25K | 0.58% | Hold |
| 15 | JPM | JPMORGAN CHASE & CO | 2.28K | $745.66K | 0.45% | Hold |
| 16 | ADI | ANALOG DEVICES INC | 1.41K | $558.42K | 0.34% | Reduce |
| 17 | CNI | CANADIAN NATL RY CO | 4.12K | $491.87K | 0.30% | Hold |
| 18 | DEO | DIAGEO PLC | 5.95K | $478.42K | 0.29% | Hold |
| 19 | MPLX | MPLX LP | 8.46K | $476.78K | 0.29% | Hold |
| 20 | XOM | EXXON MOBIL CORP | 3.22K | $440.65K | 0.27% | Hold |
| 21 | CASY | CASEYS GEN STORES INC | 517 | $410.91K | 0.25% | Reduce |
| 22 | LPLA | LPL FINL HLDGS INC | 1.44K | $404.49K | 0.24% | Reduce |
| 23 | BA | BOEING CO | 1.84K | $397.87K | 0.24% | Reduce |
| 24 | ABT | ABBOTT LABORATORIES | 4.35K | $394.90K | 0.24% | New |
| 25 | EL | LAUDER ESTEE COS INC | 5.00K | $394.75K | 0.24% | Add |
| 26 | LH | LABORATORY CORPORATION OF AMERICA HOLDINGS | 1.30K | $364.28K | 0.22% | Add |
| 27 | RTO | RENTOKIL INITIAL PLC | 12.34K | $353.13K | 0.21% | Add |
| 28 | WFC | WELLS FARGO & CO | 4.12K | $340.23K | 0.21% | Hold |
| 29 | GDX | VANECK ETF TRUST | 4.42K | $333.71K | 0.20% | New |
| 30 | V | VISA INC | 933 | $320.10K | 0.19% | Add |
| 31 | UBER | UBER TECHNOLOGIES INC | 3.82K | $275.51K | 0.17% | Hold |
| 32 | STLA | STELLANTIS N.V | 29.03K | $166.61K | 0.10% | Reduce |