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Foresight Global Investors Portfolio

Foresight Global Investors is managed by Ajay Mehra; 13F filer (CIK 0001973323).

SmallFocusedHigh Turnover how tags are computed

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

Q2 2023 · 40 positions · Total reported value $185.33M · Top-10 concentration 75.8%

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 Q2 2023 13F filing, Foresight Global Investors disclosed 40 equity positions with a combined reported value of $185.33M. The filing implies a focused portfolio: its ten largest positions account for 75.8% of reported value. HoldingsHub classifies the profile as Small / Focused / High Turnover.

The largest disclosed positions as of Q2 2023 were AZN ($18.16M), SONY ($17.59M), SAP ($16.94M). By sector, the heaviest allocations are Health Care 20.5%, Consumer Staples 19.8%. Versus the prior quarter, allocation shifted toward Financials (+10.1pp), Technology (+4.1pp) and away from Consumer Discretionary (-0.6pp), Other (-1.4pp).

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 68% 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

Health Care 20.5%
Consumer Staples 19.8%
Industrials 14.5%
Financials 13.7%
Technology 13.6%
Energy 11.1%
Consumer Discretionary 4.6%
Materials 1.1%
Other 1.0%
Sort by: Value Shares Weight Sector Change · CSV
# Symbol Company Shares Value Weight Change
1 AZN ASTRAZENECA PLC 253.75K $18.16M 9.80% Reduce
2 SONY SONY GROUP CORPORATION 195.37K $17.59M 9.49% Add
3 SAP SAP SE 123.85K $16.94M 9.14% Add
4 CM CANADIAN IMPERIAL BANK OF CO 387.32K $16.56M 8.93% New
5 DEO DIAGEO PLC 91.94K $15.95M 8.61% Reduce
6 TS TENARIS S A 474.52K $14.21M 7.67% Reduce
7 SNN SMITH & NEPHEW PLC 391.87K $12.64M 6.82% Add
8 BP BP PLC 300.18K $10.59M 5.72% Reduce
9 CNH CNH INDL N V 652.52K $9.40M 5.07% New
10 SU SUNCOR ENERGY INC NEW 288.30K $8.47M 4.57% New
11 HDB HDFC BANK LTD 47.48K $3.31M 1.79% New
12 JNJ JOHNSON & JOHNSON 17.45K $2.89M 1.56% Hold
13 JPM JPMORGAN CHASE & CO 14.13K $2.06M 1.11% Hold
14 GOOGL ALPHABET INC 16.68K $2.00M 1.08% Add
15 LHX L3HARRIS TECHNOLOGIES INC 10.16K $1.99M 1.07% Add
16 CASY CASEYS GEN STORES INC 7.89K $1.92M 1.04% Hold
17 BRKB BERKSHIRE HATHAWAY INC DEL 5.60K $1.91M 1.03% Hold
18 CVS CVS HEALTH CORP 27.08K $1.87M 1.01% Add
19 ABT ABBOTT LABORATORIES 16.05K $1.75M 0.94% Hold
20 UBER UBER TECHNOLOGIES INC 38.00K $1.64M 0.89% New
21 XOM EXXON MOBIL CORP 14.33K $1.54M 0.83% Hold
22 ELV ELEVANCE HEALTH INC FORMERLY 3.46K $1.54M 0.83% Hold
23 WTW WILLIS TOWERS WATSON PLC LTD 6.45K $1.52M 0.82% Hold
24 V VISA INC 6.23K $1.48M 0.80% Reduce
25 AMZN AMAZON COM INC 11.10K $1.45M 0.78% New
26 WFC WELLS FARGO & CO 32.06K $1.37M 0.74% Hold
27 RIO RIO TINTO PLC 21.37K $1.36M 0.74% Hold
28 SSNC SS&C TECH HLDGS 22.14K $1.34M 0.72% Hold
29 ADI ANALOG DEVICES INC 6.54K $1.27M 0.69% Hold
30 BUD ANHEUSER BUSCH INBEV SA NV 21.70K $1.23M 0.66% New
31 CCK CROWN HLDGS INC 13.97K $1.21M 0.66% Hold
32 TSM TAIWAN SEMICONDUCTOR MANUFAC 11.80K $1.19M 0.64% Hold
33 JD JD.COM INC 34.03K $1.16M 0.63% Add
34 IQV IQVIA HLDGS INC 4.62K $1.04M 0.56% New
35 ADBE ADOBE INC 2.05K $1.00M 0.54% Reduce
36 FIS FIDELITY NATL INFORMATION SV 17.60K $962.72K 0.52% Hold
37 INFY INFOSYS LTD 53.31K $856.69K 0.46% Reduce
38 CCJ CAMECO CORP 21.03K $659.39K 0.36% New
39 QRVO QORVO INC 6.45K $658.09K 0.35% New
40 LPLA LPL FINL HLDGS INC 2.96K $643.59K 0.35% Hold