Foresight Capital Management Advisors, Inc. Portfolio Holdings

Foresight Capital Management Advisors, Inc.

  • $167 Million
  • Q2 2025

Foresight Capital Management Advisors, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $167 Million distributed in 87 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 $12.9M, Iron Mountain Inc with a value of $8.89M, International Business Machines Corp with a value of $8.01M, Ares Capital Corp with a value of $6.84M, and Invesco Qqq Trust, Series 1 with a value of $5.87M.

Examining the 13F form we can see an increase of $9.71M in the current position value, from $158M to 167M.

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

Portfolio value $167 Million
ETFs: $80.8 Million
Technology: $31.1 Million
Financial Services: $14.3 Million
Real Estate: $10.1 Million
Energy: $7.6 Million
Communication Services: $6.5 Million
Consumer Defensive: $6.33 Million
Consumer Cyclical: $5.27 Million
Other: $5.22 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.32B
$873,000 0.52% of portfolio
103,756
Q2 2025 Added 7.92%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $167 Million
  • Prior Value $158 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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