Vault-13

Foresight Global Investors, Inc.

PURCHASE, NY · CIK 1973323 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$165.0m reported value +7.1% vs Q1 2026
32positions
87.6%in top 10
5 new 8 added 11 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NOVARTIS AG SPONSORED ADR NVS NVS 153,693 $24.1m14.60% 14.60% ReducedShares held: Q3 2025 171.7k, Q4 2025 172.1k, Q1 2026 172.1k, Q2 2026 153.7k -18.4k -18,360 -10.7%
2 ASTRAZENECA PLC ORD AZN AZN 118,844 $22.5m13.66% 13.66% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 118.8k
3 HSBC HLDGS PLC SPON ADR NEW HSBC HSBC 213,514 $20.3m12.31% 12.31% AddedShares held: Q3 2025 180.5k, Q4 2025 293.4k, Q1 2026 211.1k, Q2 2026 213.5k +2.4k +2,419 1.1%
4 SONY GROUP CORP SPONSORED ADR SONY SONY 740,300 $14.9m9.00% 9.00% AddedShares held: Q3 2025 813.1k, Q4 2025 772.1k, Q1 2026 407.0k, Q2 2026 740.3k +333.3k +333,289 81.9%
5 DEUTSCHE BANK A G NAMEN AKT DB DB 438,200 $14.8m8.97% 8.97% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 438.2k
6 ALCON AG ORD SHS ALC ALC 175,700 $11.8m7.15% 7.15% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 175.7k
7 NOVO-NORDISK A S ADR NVO NVO 245,289 $11.8m7.13% 7.13% ReducedShares held: Q3 2025 165.3k, Q4 2025 330.3k, Q1 2026 355.6k, Q2 2026 245.3k -110.3k -110,285 -31.0%
8 STMICROELECTRONICS N V NY REGISTRY STM STM 110,722 $8.3m5.03% 5.03% ReducedShares held: Q3 2025 552.0k, Q4 2025 483.1k, Q1 2026 296.9k, Q2 2026 110.7k -186.2k -186,194 -62.7%
9 RIO TINTO PLC SPONSORED ADR RIO RIO 86,466 $8.2m4.98% 4.98% ReducedShares held: Q3 2025 193.0k, Q4 2025 163.8k, Q1 2026 133.5k, Q2 2026 86.5k -47.1k -47,068 -35.2%
10 SAP SE SPON ADR SAP SAP 51,414 $7.9m4.80% 4.80% AddedShares held: Q3 2025 37.9k, Q4 2025 38.8k, Q1 2026 50.8k, Q2 2026 51.4k +589 +589 1.2%
11 SHELL PLC SPON ADS SHEL SHEL 96,767 $7.5m4.55% 4.55% AddedShares held: Q3 2025 163.9k, Q4 2025 163.9k, Q1 2026 96.4k, Q2 2026 96.8k +362 +362 0.4%
12 SEADRILL LTD COM SDRL SDRL 94,510 $3.6m2.17% 2.17% ReducedShares held: Q3 2025 289.6k, Q4 2025 243.7k, Q1 2026 161.1k, Q2 2026 94.5k -66.6k -66,595 -41.3%
13 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 2,168 $1.0m0.63% 0.63% UnchangedShares held: Q3 2025 2.2k, Q4 2025 0, Q1 2026 2.2k, Q2 2026 2.2k
14 ALPHABET INC CAP STK CL A GOOGL GOOGL 2,687 $960.3k0.58% 0.58% ReducedShares held: Q3 2025 2.7k, Q4 2025 2.7k, Q1 2026 2.7k, Q2 2026 2.7k -3 -3 -0.1%
15 JPMORGAN CHASE & CO COM JPM JPM 2,278 $745.7k0.45% 0.45% UnchangedShares held: Q3 2025 2.3k, Q4 2025 2.3k, Q1 2026 2.3k, Q2 2026 2.3k
16 ANALOG DEVICES INC COM ADI ADI 1,406 $558.4k0.34% 0.34% ReducedShares held: Q3 2025 1.4k, Q4 2025 1.4k, Q1 2026 1.4k, Q2 2026 1.4k -24 -24 -1.7%
17 CANADIAN NATL RY CO COM CNI CNI 4,125 $491.9k0.30% 0.30% UnchangedShares held: Q3 2025 155.6k, Q4 2025 156.0k, Q1 2026 4.1k, Q2 2026 4.1k
18 DIAGEO PLC SPON ADR NEW DEO DEO 5,952 $478.4k0.29% 0.29% UnchangedShares held: Q3 2025 3.7k, Q4 2025 0, Q1 2026 6.0k, Q2 2026 6.0k
19 MPLX LP COM UNIT REP LTD MPLX MPLX 8,464 $476.8k0.29% 0.29% UnchangedShares held: Q3 2025 0, Q4 2025 8.5k, Q1 2026 8.5k, Q2 2026 8.5k
20 EXXON MOBIL CORP COM XOM XOM 3,223 $440.6k0.27% 0.27% UnchangedShares held: Q3 2025 3.2k, Q4 2025 3.2k, Q1 2026 3.2k, Q2 2026 3.2k
21 CASEYS GEN STORES INC COM CASY CASY 517 $410.9k0.25% 0.25% ReducedShares held: Q3 2025 1.1k, Q4 2025 1.1k, Q1 2026 545, Q2 2026 517 -28 -28 -5.1%
22 LPL FINL HLDGS INC COM LPLA LPLA 1,436 $404.5k0.25% 0.25% ReducedShares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.5k, Q2 2026 1.4k -23 -23 -1.6%
23 BOEING CO COM BA BA 1,838 $397.9k0.24% 0.24% ReducedShares held: Q3 2025 1.9k, Q4 2025 1.9k, Q1 2026 1.9k, Q2 2026 1.8k -65 -65 -3.4%
24 ABBOTT LABS COM ABT ABT 4,352 $394.9k0.24% 0.24% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.4k
25 LAUDER ESTEE COS INC CL A EL EL 5,000 $394.8k0.24% 0.24% AddedShares held: Q3 2025 4.5k, Q4 2025 4.5k, Q1 2026 4.7k, Q2 2026 5.0k +341 +341 7.3%
26 LABCORP HOLDINGS INC COM SHS LH LH 1,301 $364.3k0.22% 0.22% AddedShares held: Q3 2025 1.3k, Q4 2025 1.3k, Q1 2026 1.3k, Q2 2026 1.3k +18 +18 1.4%
27 RENTOKIL INITIAL PLC SPONSORED ADR RTO RTO 12,343 $353.1k0.21% 0.21% AddedShares held: Q3 2025 15.5k, Q4 2025 0, Q1 2026 10.6k, Q2 2026 12.3k +1.8k +1,791 17.0%
28 WELLS FARGO CO NEW COM WFC WFC 4,117 $340.2k0.21% 0.21% UnchangedShares held: Q3 2025 4.1k, Q4 2025 4.1k, Q1 2026 4.1k, Q2 2026 4.1k
29 VANECK ETF TRUST GOLD MINERS ETF GDX GDX 4,423 $333.7k0.20% 0.20% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.4k
30 VISA INC COM CL A V V 933 $320.1k0.19% 0.19% AddedShares held: Q3 2025 924, Q4 2025 924, Q1 2026 924, Q2 2026 933 +9 +9 1.0%
31 UBER TECHNOLOGIES INC COM UBER UBER 3,818 $275.5k0.17% 0.17% UnchangedShares held: Q3 2025 3.8k, Q4 2025 3.8k, Q1 2026 3.8k, Q2 2026 3.8k
32 STELLANTIS N.V SHS STLA STLA 29,026 $166.6k0.10% 0.10% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 637.9k, Q2 2026 29.0k -608.8k -608,833 -95.5%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
ASTRAZENECA PLC 145,297 $28.7m145.3k shares
IQVIA HLDGS INC IQV IQV 1,851 $315.7k1.9k shares