Q2 2026 13F · SEC CIK 1630936

Foresight Capital Management Advisors, Inc.

Wealth managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $205.7M
Reported positions: 80
Top holdings a year, 3 yrs: +22.4%
Assets under management: $351.1M

Foresight Capital Management Advisors, Inc. is a wealth manager that reported 80 positions worth $205.7M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Corning Inc. (GLW, 5.1%), Iron Mountain Inc (IRM, 3.7%), Jpmorgan Nasdaq Equity Premium Income Et (JEPQ, 3.5%). A portfolio copying its top holdings returned 22.4% a year over the last 3 years, against 18.8% for the S&P 500.

Foresight Capital Management Advisors, Inc. holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Foresight Capital Management Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GLWCorning Inc.	5.1%	3.4%	40,934	-9.8%	$10.5M
IRMIron Mountain Inc	3.7%	3.9%	59,644	-12.7%	$7.5M
JEPQJpmorgan Nasdaq Equity Premium Income Et	3.5%	3.5%	117,181	+2.1%	$7.2M
QQQInvesco Qqq Tr	3.3%	3.1%	9,299	-3.4%	$6.8M
ARCCAres Capital Corp.	3.1%	3.0%	345,778	+17.2%	$6.4M
IDMOInvesco Exch Traded Fd Tr II	2.9%	3.0%	99,639	+2.5%	$6.0M
VTIVanguard Index Fds	2.7%	2.7%	15,112	-0.4%	$5.6M
AVGOBroadcom Inc	2.7%	2.6%	14,604	-2.6%	$5.5M
IVVIshares Core S&p 500 ETF	2.6%	2.6%	7,087	-1.2%	$5.3M
AAPLApple Inc	2.6%	2.6%	18,330	+0.3%	$5.3M
SPYGSpdr Series Trust	2.5%	—	42,612	—	$5.1M
FTHIFirst Tr Buy Write ETF Income	2.5%	—	211,875	—	$5.1M
DIAState Street Spdr Dow Jones Industrial A	2.4%	2.5%	9,622	-0.6%	$5.0M
IBMInternational Business Machs	2.4%	2.3%	17,603	+2.9%	$5.0M
VTWOVanguard Scottsdale Fds	2.4%	2.3%	40,172	-0.9%	$4.9M
PNCPnc Finl Svcs Group Inc	2.3%	2.2%	18,984	+0.5%	$4.7M
TXNTexas Instruments Inc	2.3%	1.8%	15,674	-4.3%	$4.7M
LVHIFranklin International Low Volatility Hi	2.3%	2.6%	114,176	-1.4%	$4.6M
FDVVFidelity High Dividend ETF Total	2.1%	2.2%	73,230	+1.2%	$4.4M
KMIKinder Morgan Inc Del Com	2.1%	2.6%	136,016	-0.5%	$4.3M
GOOGLAlphabet Inc	2.0%	1.9%	11,696	-3.9%	$4.2M
EVRGEvergy Inc	1.9%	2.1%	46,241	+1.2%	$4.0M
FDDFirst Tr Exchange-Traded Fd	1.9%	2.1%	215,059	+0.5%	$4.0M
ENBEnbridge Inc Com	1.9%	2.1%	71,367	+0.9%	$3.9M
IDVOAmplify ETF Tr	1.9%	2.0%	90,798	+0.9%	$3.8M
SPYSpdr S&p 500 ETF Tr	1.8%	7.4%	5,057	-75.3%	$3.8M
TSMTaiwan Semiconductor Manufac	1.8%	1.5%	7,863	-4.5%	$3.8M
BBEUJ P Morgan Exchange Traded F	1.8%	1.8%	46,336	+4.0%	$3.6M
NVDANvidia Corporation Com	1.7%	1.8%	17,897	-1.2%	$3.6M
JEPIJpmorgan Equity Premium Income ETF	1.7%	1.8%	60,946	+9.0%	$3.4M
ULUnilever PLC	1.6%	1.6%	54,738	+10.0%	$3.3M
VZVerizon Communications Inc Com	1.6%	2.1%	75,757	+2.5%	$3.2M
AMZNAmazon Com Inc Com	1.5%	1.6%	12,864	-7.9%	$3.1M
KMBKimberly-Clark Corporation	1.5%	1.2%	27,869	+29.9%	$3.1M
IGLDFirst Tr Exchange-Traded Fd	1.4%	1.6%	133,196	+19.7%	$2.8M
BMYBristol-Myers Squibb Co Com	1.3%	1.2%	48,144	+32.4%	$2.8M
MSFTMicrosoft Corp	1.3%	1.4%	7,233	+5.3%	$2.7M
RDVYFirst Trust Rising Dividend Achievers Et	1.2%	1.2%	31,048	-1.7%	$2.5M
RYLDGlobal X Fds	1.2%	1.1%	148,124	+7.7%	$2.4M
PAVEGlobal X Fds	1.1%	1.1%	37,538	-4.3%	$2.2M
GLTRAbrdn Precious Metals Basket	1.0%	1.2%	11,919	+16.6%	$2.2M
HSBCHsbc Hldgs PLC	0.9%	0.9%	18,850	-1.0%	$1.8M
VRPInvesco Exch Traded Fd Tr II	0.8%	0.9%	71,012	+4.6%	$1.7M
NOCNorthrop Grumman Corp	0.8%	1.1%	3,276	+11.7%	$1.7M
SPLGSpdr Series Trust	0.7%	—	16,478	—	$1.4M
XMMOInvesco S&p Midcap Momentum ETF	0.7%	0.7%	8,303	-5.1%	$1.4M
SCHBSchwb US Broad	0.7%	0.7%	47,847	+0.3%	$1.4M
ORealty Income Corp	0.7%	0.8%	22,264	-0.4%	$1.4M
SYKStryker Corporation	0.6%	0.7%	3,895	-1.8%	$1.2M
CRWDCrowdstrike Hldgs Inc Class A	0.4%	—	1,038	—	$792K

What Foresight Capital Management Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.9% /yr; S&P 500 +20.1%
3 years: +22.4% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$205.7M	80
Q1 2026	$179.7M	96
Q4 2025	$184.7M	93
Q3 2025	$177.5M	73
Q2 2025	$171.7M	71
Q1 2025	$160.7M	70
Q4 2024	$170.6M	68
Q3 2024	$168.1M	69
Q2 2024	$147.3M	60
Q1 2024	$130.8M	62
Q4 2023	$97.1M	47
Q3 2022	$57.7M	32

Questions about Foresight Capital Management Advisors, Inc.'s portfolio

What stocks does Foresight Capital Management Advisors, Inc. own?

Foresight Capital Management Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 80 positions worth $205.7M. The largest are Corning Inc. (GLW) at 5.1%, Iron Mountain Inc (IRM) at 3.7%, Jpmorgan Nasdaq Equity Premium Income Et (JEPQ) at 3.5%, Invesco Qqq Tr (QQQ) at 3.3% and Ares Capital Corp. (ARCC) at 3.1%.

What did Foresight Capital Management Advisors, Inc. buy last quarter?

In Q2 2026, Foresight Capital Management Advisors, Inc. added Bristol-Myers Squibb Co Com (BMY) (+32.4% shares), Kimberly-Clark Corporation (KMB) (+29.9% shares) and First Tr Exchange-Traded Fd (IGLD) (+19.7% shares), compared with its Q1 2026 filing.

What did Foresight Capital Management Advisors, Inc. sell last quarter?

In Q2 2026, Foresight Capital Management Advisors, Inc. cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Jpmorgan Chase & Co (JPM), cut from its top 50 Ge Vernova Inc (GEV), cut from its top 50 Vertiv Holdings Co (VRT), Spdr S&p 500 ETF Tr (SPY) (-75.3% shares), Iron Mountain Inc (IRM) (-12.7% shares) and Corning Inc. (GLW) (-9.8% shares), compared with its Q1 2026 filing.

How has Foresight Capital Management Advisors, Inc.'s portfolio performed?

A portfolio copying Foresight Capital Management Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.4% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +25.9% against +20.1%.

When is Foresight Capital Management Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Foresight Capital Management Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Foresight Capital Management Advisors, Inc. manage?

Foresight Capital Management Advisors, Inc. reported $351.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $205.7M.