Foresight Capital Management Advisors, Inc. Portfolio Holdings

Foresight Capital Management Advisors, Inc.

  • $165 Million
  • Q3 2024

Foresight Capital Management Advisors, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $165 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.7M, Iron Mountain Inc with a value of $11.3M, Invesco Qqq Trust, Series 1 with a value of $9.98M, International Business Machines Corp with a value of $6.17M, and Ares Capital Corp with a value of $5.88M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $145M to 165M.

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

Portfolio value $165 Million
ETFs: $78.8 Million
Technology: $28 Million
Real Estate: $12.5 Million
Financial Services: $10.8 Million
Consumer Defensive: $9.17 Million
Energy: $5.92 Million
Healthcare: $5.76 Million
Communication Services: $5.24 Million
Other: $9.26 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $165 Million
  • Prior Value $145 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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