Foresight Capital Management Advisors, Inc. has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $11.3M, Spdr S&P 500 ETF Trust with a value of $10.6M, Iron Mountain Inc with a value of $8.49M, Broadcom Inc. with a value of $6.01M, and Ares Capital Corp with a value of $5.44M.

Examining the 13F form we can see an increase of $15.7M in the current position value, from $129M to 145M.

Below you can find more details about Foresight Capital Management Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
ETFs: $72.9 Million
Technology: $30.2 Million
Real Estate: $9.4 Million
Financial Services: $9.22 Million
Consumer Cyclical: $5.5 Million
Consumer Defensive: $5.34 Million
Healthcare: $3.9 Million
Communication Services: $3.58 Million
Other: $5.17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $145 Million
  • Prior Value $129 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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