Foresight Global Investors — Position History

Quarter-by-quarter 13F position matrix. Each cell shows the reported share count; New marks a fresh position, a dash means the position was fully exited that quarter.

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SymbolCompany Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
NVS NOVARTIS AG — — 97.50K New 131.97K Add 197.38K Add 171.30K Reduce 224.82K Add 232.37K Add 187.82K Reduce 164.92K Reduce 171.68K Add 172.08K 172.05K 153.69K Reduce
AZN ASTRAZENECA PLC 286.87K New 253.75K Reduce 267.73K Add 258.03K Reduce — — — — — — 243.18K New 290.67K Add 145.30K Reduce 118.84K Reduce
HSBC HSBC HLDGS PLC — — — — — — — — — — 180.47K New 293.36K Add 211.09K Reduce 213.51K Add
SONY SONY GROUP CORPORATION 190.69K New 195.37K Add 194.79K 193.15K Reduce 241.32K Add 271.20K Add 232.04K Reduce 1.12M Add 1.04M Reduce 809.88K Reduce 813.07K 772.12K Reduce 407.01K Reduce 740.30K Add
DB DEUTSCHE BK AG — — — — — — — — — — — — — 438.20K New
ALC ALCON AG — — — — — — — — — — — — — 175.70K New
NVO NOVO-NORDISK A S — — — — 148.85K New 101.70K Reduce — — — 242.17K New 165.29K Reduce 330.25K Add 355.57K Add 245.29K Reduce
STM STMICROELECTRONICS N V — — — — — — — — 507.94K New 608.54K Add 552.01K Reduce 483.10K Reduce 296.92K Reduce 110.72K Reduce
RIO RIO TINTO PLC 21.37K New 21.37K 17.95K Reduce 20.67K Add 30.67K Add 17.82K Reduce 15.99K Reduce 31.64K Add 35.20K Add 36.26K Add 193.01K Add 163.78K Reduce 133.53K Reduce 86.47K Reduce
SAP SAP SE 27.21K New 123.85K Add 115.71K Reduce 98.78K Reduce 113.33K Add 119.41K Add 115.03K Reduce 106.09K Reduce 73.33K Reduce 46.34K Reduce 37.94K Reduce 38.81K Add 50.83K Add 51.41K Add
SHEL SHELL PLC — — — — — 20.39K New 108.19K Add 110.19K Add 168.44K Add 168.99K 163.86K Reduce 163.86K 96.41K Reduce 96.77K
SDRL SEADRILL LTD — — 303.38K New 318.01K Add 347.36K Add 352.24K Add 371.08K Add 346.38K Reduce 339.18K Reduce 298.38K Reduce 289.61K Reduce — 161.10K New 94.51K Reduce
TSM TAIWAN SEMICONDUCTOR MANUFAC 11.80K New 11.80K 15.00K Add 12.87K Reduce 9.32K Reduce 9.32K 6.32K Reduce — — — 2.17K New — 2.17K New 2.17K
GOOGL ALPHABET INC 14.68K New 16.68K Add 16.14K Reduce 12.90K Reduce 7.85K Reduce 8.97K Add 8.97K — — — 2.69K New 2.69K 2.69K 2.69K
JPM JPMORGAN CHASE & CO 14.13K New 14.13K 10.71K Reduce 8.07K Reduce 8.07K 8.07K 5.45K Reduce — — — 2.28K New 2.28K 2.28K 2.28K
ADI ANALOG DEVICES INC 6.54K New 6.54K 8.54K Add 6.43K Reduce 6.43K 6.43K 4.93K Reduce — — — 1.43K New 1.43K 1.43K 1.41K Reduce
CNI CANADIAN NATL RY CO — — 4.15K New 63.42K Add 58.90K Reduce 155.09K Add 167.21K Add 160.56K Reduce 164.82K Add 154.50K Reduce 155.60K Add 156.00K 4.12K Reduce 4.12K
DEO DIAGEO PLC 111.08K New 91.94K Reduce 97.07K Add 24.66K Reduce — — — — — — 3.68K New — 5.95K New 5.95K
MPLX MPLX LP — — — — — — — — — — — 8.46K New 8.46K 8.46K
XOM EXXON MOBIL CORP 14.33K New 14.33K 15.83K Add 11.92K Reduce 13.34K Add 13.34K 13.34K — — — 3.22K New 3.22K 3.22K 3.22K
CASY CASEYS GEN STORES INC 7.89K New 7.89K 4.97K Reduce 4.52K Reduce 4.67K Add 4.67K 4.12K Reduce — — — 1.10K New 1.10K 545 Reduce 517 Reduce
LPLA LPL FINL HLDGS INC 2.96K New 2.96K 7.22K Add 5.55K Reduce 5.55K 5.55K 6.65K Add — — — 1.46K New 1.46K 1.46K 1.44K Reduce
BA BOEING CO — — — — — 7.58K New 7.05K Reduce — — — 1.90K New 1.90K 1.90K 1.84K Reduce
ABT ABBOTT LABORATORIES 16.05K New 16.05K 12.36K Reduce 11.83K Reduce — — — — — — — — — 4.35K New
EL LAUDER ESTEE COS INC — — — — — — — — — — 4.46K New 4.46K 4.66K Add 5.00K Add
LH LABORATORY CORPORATION OF AMERICA HOLDINGS — — — — — 5.47K New 6.08K Add — — — 1.27K New 1.27K 1.28K Add 1.30K Add
RTO RENTOKIL INITIAL PLC — — 34.48K New 44.52K Add 44.52K 44.52K 44.52K — — — 15.54K New — 10.55K New 12.34K Add
WFC WELLS FARGO & CO 32.06K New 32.06K 22.44K Reduce 19.02K Reduce 21.82K Add 21.82K 21.82K — — — 4.12K New 4.12K 4.12K 4.12K
GDX VANECK ETF TRUST — — — — — — — — — — — — — 4.42K New
V VISA INC 8.36K New 6.23K Reduce 6.03K Reduce 4.92K Reduce 5.55K Add 5.55K 5.96K Add — — — 924 New 924 924 933 Add
UBER UBER TECHNOLOGIES INC — 38.00K New 21.62K Reduce 16.23K Reduce — — — — — — 3.82K New 3.82K 3.82K 3.82K
STLA STELLANTIS N.V — — — — — — — — — — — — 637.86K New 29.03K Reduce
IQV IQVIA HLDGS INC — 4.62K New 6.17K Add 5.41K Reduce 5.41K 5.41K 5.06K Reduce — — — 1.72K New 1.72K 1.85K Add —
VOE VANGUARD MID-CAP VALUE ETF — — — — — — — — — — 1.75K New — — —
BAX BAXTER INTL INC — — — 23.20K New 31.80K Add 55.85K Add 59.85K Add — — — 13.22K New — — —
REGL PRSHRS S&P MID 400 DVD ARIST — — — — — — — — — — 3.43K New — — —
LOW LOWES COS INC — — — — — — — — — — 1.15K New 1.19K Add — —
ELV ELEVANCE HEALTH INC FORMERLY 3.46K New 3.46K 3.35K Reduce 2.65K Reduce 2.65K 2.65K 3.00K Add — — — 819 New 865 Add — —
KHC KRAFT HEINZ CO — — — — — — — — — — 9.04K New — — —
FNV FRANCO NEV CORP — — — — — — — 5.50K New 4.00K Reduce — — — — —
NTR NUTRIEN LTD — — — — — — 12.00K New 31.74K Add 29.09K Reduce — — — — —
ABEV AMBEV SA — — — — — — 2.50M New 3.53M Add 3.53M 3.08M Reduce — — — —
HDB HDFC BANK LTD — 47.48K New 159.89K Add 154.36K Reduce 203.29K Add 243.46K Add 256.31K Add 231.74K Reduce 220.35K Reduce 66.81K Reduce — — — —
FRCB FIRST REP BK SAN FRANCISCO C 12.45K New — — — — — — — — — — — — —
FIS FIDELITY NATL INFORMATION SV 17.60K New 17.60K 16.89K Reduce 14.69K Reduce 17.57K Add 17.57K 14.27K Reduce — — — — — — —
CCK CROWN HLDGS INC 13.97K New 13.97K 11.39K Reduce — — — — — — — — — — —
JD JD.COM INC 26.79K New 34.03K Add 31.67K Reduce 36.19K Add 36.19K 18.54K Reduce — — — — — — — —
CRL CHARLES RIV LABS INTL INC 5.88K New — — — — — — — — — — — — —
IBM INTERNATIONAL BUSINESS MACHS 9.46K New — — — 6.58K New — — — — — — — — —
SSNC SS&C TECH HLDGS 22.14K New 22.14K 19.96K Reduce 15.02K Reduce — — — — — — — — — —
ADBE ADOBE INC 3.46K New 2.05K Reduce 1.98K Reduce 1.50K Reduce — — — — — — — — — —
CVS CVS HEALTH CORP 19.58K New 27.08K Add 23.90K Reduce — — — — — — — — — — —
WTW WILLIS TOWERS WATSON PLC LTD 6.45K New 6.45K — — — — — — — — — — — —
ASH ASHLAND INC 16.15K New — — — — — — — — — — — — —
BRKB BERKSHIRE HATHAWAY INC DEL 5.60K New 5.60K 5.42K Reduce 4.08K Reduce 4.08K 3.36K Reduce 3.36K — — — — — — —
LHX L3HARRIS TECHNOLOGIES INC 9.16K New 10.16K Add 7.51K Reduce 6.69K Reduce — — — — — — — — — —
INFY INFOSYS LTD 118.48K New 53.31K Reduce — — — — — — — — — — — —
JNJ JOHNSON & JOHNSON 17.45K New 17.45K 16.89K Reduce 7.60K Reduce 8.90K Add — — — — — — — — —
SNN SMITH & NEPHEW PLC 339.65K New 391.87K Add 88.70K Reduce — — — — — — — — — — —
BP BP PLC 368.98K New 300.18K Reduce 300.18K 272.57K Reduce 307.65K Add 307.65K 86.35K Reduce 86.35K — — — — — —
TS TENARIS S A 580.97K New 474.52K Reduce 460.31K Reduce 415.86K Reduce 352.41K Reduce 351.95K — — — — — — — —
QRVO QORVO INC — 6.45K New — — — — — — — — — — — —
CCJ CAMECO CORP — 21.03K New 26.04K Add — — — — — — — — — — —
BUD ANHEUSER BUSCH INBEV SA NV — 21.70K New 28.56K Add 20.02K Reduce 23.32K Add 23.32K 25.54K Add — — — — — — —
AMZN AMAZON COM INC — 11.10K New — — — — — — — — — — — —
SU SUNCOR ENERGY INC NEW — 288.30K New — — — — — — — — — — — —
CNH CNH INDL N V — 652.52K New — — — — — — — — — — — —
CM CANADIAN IMPERIAL BANK OF CO — 387.32K New 387.32K 310.04K Reduce 298.19K Reduce — — — — — — — — —
TGT TARGET CORP — — 9.60K New 7.54K Reduce 6.00K Reduce — — — — — — — — —
CTVA CORTEVA INC — — 24.78K New 25.97K Add 25.97K 25.97K — — — — — — — —
UNP UNION PAC CORP — — 7.56K New 5.69K Reduce 5.69K 5.69K 4.82K Reduce — — — — — — —
KVUE KENVUE INC — — — 53.75K New — — — — — — — — — —
MU MICRON TECHNOLOGY INC — — — — 9.65K New 4.03K Reduce — — — — — — — —
GE GE AEROSPACE — — — — 8.20K New 6.55K Reduce 4.55K Reduce — — — — — — —
MRK MERCK & CO INC — — — — 9.68K New 9.68K — — — — — — — —
RTX RTX CORPORATION — — — — 14.00K New — — — — — — — — —
MUFG MITSUBISHI UFJ FINANCIAL GRO — — — — 363.90K New 434.93K Add 138.75K Reduce — — — — — — —
TECK TECK RESOURCES LTD — — — — 92.30K New 220.38K Add 13.50K Reduce — — — — — — —
MUR MURPHY OIL CORPORATION — — — — — 21.56K New 26.91K Add — — — — — — —
GEV GE VERNOVA INC — — — — — 5.55K New 3.15K Reduce — — — — — — —
META META PLATFORMS INC. CLASS A — — — — — 2.00K New 2.17K Add — — — — — — —
EXPE EXPEDIA GROUP INC — — — — — 9.77K New 5.92K Reduce — — — — — — —
CX CEMEX SA EURO MTN BE 144A — — — — — — 100.00K New — — — — — — —
ASML ASML HLDG NV — — — — — — 800 New — — — — — — —
USB US BANCORP — — — — — — 20.00K New — — — — — — —
MTCH MATCH GROUP INC NEW — — — — — — 24.35K New — — — — — — —
BLCO BAUSCH PLUS LOMB CORP — — — — — — 50.00K New — — — — — — —
DE DEERE & CO — — — — — — 2.98K New — — — — — — —
PDD PDD HOLDINGS INC — — — — — — 11.10K New — — — — — — —
PFE PFIZER INC — — — — — — 51.95K New — — — — — — —