Foresight Global Investors Portfolio
Foresight Global Investors is managed by Ajay Mehra; 13F filer (CIK 0001973323).
Q4 2025 · 26 positions · Total reported value $204.05M · Top-10 concentration 96.5%
Turnover: 48.5% · 4 new · 11 cut · 1 exited
Active Share (vs S&P 500): 97.3% · vs QQQ: 99.1% — share of the book that differs from index weights (higher = more active) · ranking
In its Q4 2025 13F filing, Foresight Global Investors disclosed 26 equity positions with a combined reported value of $204.05M. The filing implies a focused portfolio: its ten largest positions account for 96.5% of reported value. HoldingsHub classifies the profile as Small / Focused / Health Tilt / High Turnover.
The largest disclosed positions as of Q4 2025 were AZN ($51.01M), NVS ($23.73M), HSBC ($23.08M). By sector, the heaviest allocations are Health Care 45.4%, Financials 12.1%. Versus the prior quarter, allocation shifted toward Health Care (+15.0pp), Financials (+3.6pp) and away from Materials (-1.1pp), Industrials (-1.2pp).
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 74% 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 | AZN | ASTRAZENECA PLC | 290.67K | $51.01M | 25.00% | Add |
| 2 | NVS | NOVARTIS AG | 172.08K | $23.73M | 11.63% | Hold |
| 3 | HSBC | HSBC HLDGS PLC | 293.36K | $23.08M | 11.31% | Add |
| 4 | SONY | SONY GROUP CORPORATION | 772.12K | $19.77M | 9.69% | Reduce |
| 5 | NVO | NOVO-NORDISK A S | 330.25K | $16.80M | 8.23% | Add |
| 6 | CNI | CANADIAN NATL RY CO | 156.00K | $15.42M | 7.56% | Hold |
| 7 | RIO | RIO TINTO PLC | 163.78K | $13.11M | 6.42% | Reduce |
| 8 | STM | STMICROELECTRONICS N V | 483.10K | $12.53M | 6.14% | Reduce |
| 9 | SHEL | SHELL PLC | 163.86K | $12.04M | 5.90% | Hold |
| 10 | SAP | SAP SE | 38.81K | $9.43M | 4.62% | Add |
| 11 | GOOGL | ALPHABET INC | 2.69K | $841.97K | 0.41% | Hold |
| 12 | JPM | JPMORGAN CHASE & CO | 2.28K | $734.02K | 0.36% | Hold |
| 13 | CASY | CASEYS GEN STORES INC | 1.10K | $610.19K | 0.30% | Hold |
| 14 | LPLA | LPL FINL HLDGS INC | 1.46K | $521.11K | 0.26% | Hold |
| 15 | EL | LAUDER ESTEE COS INC | 4.46K | $466.95K | 0.23% | Hold |
| 16 | MPLX | MPLX LP | 8.46K | $451.72K | 0.22% | New |
| 17 | BA | BOEING CO | 1.90K | $413.18K | 0.20% | Hold |
| 18 | IQV | IQVIA HLDGS INC | 1.72K | $387.93K | 0.19% | Hold |
| 19 | XOM | EXXON MOBIL CORP | 3.22K | $387.86K | 0.19% | Hold |
| 20 | ADI | ANALOG DEVICES INC | 1.43K | $387.82K | 0.19% | Hold |
| 21 | WFC | WELLS FARGO & CO | 4.12K | $383.70K | 0.19% | Hold |
| 22 | V | VISA INC | 924 | $324.06K | 0.16% | Hold |
| 23 | LH | LABORATORY CORPORATION OF AMERICA HOLDINGS | 1.27K | $319.37K | 0.16% | Hold |
| 24 | UBER | UBER TECHNOLOGIES INC | 3.82K | $311.97K | 0.15% | Hold |
| 25 | ELV | ELEVANCE HEALTH INC FORMERLY | 865 | $303.23K | 0.15% | Add |
| 26 | LOW | LOWES COS INC | 1.19K | $287.46K | 0.14% | Add |