Foresight Capital Management Advisors, Inc. Portfolio Holdings

Foresight Capital Management Advisors, Inc.

  • $158 Million
  • Q1 2025

Foresight Capital Management Advisors, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 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 $11.8M, Iron Mountain Inc with a value of $7.59M, International Business Machines Corp with a value of $6.88M, Ares Capital Corp with a value of $6.65M, and J P Morgan ETF Tr Nasdaq Equit with a value of $5.06M.

Examining the 13F form we can see an decrease of $10.4M in the current position value, from $168M to 158M.

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

Portfolio value $158 Million
ETFs: $71.1 Million
Technology: $30.3 Million
Financial Services: $14 Million
Real Estate: $8.82 Million
Energy: $7.3 Million
Consumer Defensive: $6.73 Million
Communication Services: $5.94 Million
Healthcare: $5.4 Million
Other: $8.14 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.34B
$1.02 Million 0.65% of portfolio
96,142
Q1 2025 Added 10.59%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $158 Million
  • Prior Value $168 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Foresight Capital Management Advisors, Inc. Portfolio

Follow Foresight Capital Management Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foresight Capital Management Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Foresight Capital Management Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email