Foresight-Capital-Management-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "GOOGL",
  null,
  "AVGO",
  "LOW",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "HSBC",
  null,
  "META",
  null,
  null,
  "HEFA",
  null,
  null,
  "KMI",
  "MIY",
  null,
  "MRVL",
  "MSFT",
  "TMUS",
  "EVRG",
  "NVS",
  "DLN",
  "KHC",
  null,
  "PNC",
  "IRM",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "GEHC",
  "PG",
  "VZ",
  "AMGN",
  "O",
  null,
  "IBM",
  "TXN",
  "UL",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMCR",
  "SGOL",
  null,
  "AMZN",
  "SCHB",
  "VGT",
  "VUG",
  "VFH",
  "VTWO",
  "VTV",
  "WU",
  null,
  "SCHD",
  null,
  "DIA",
  null,
  null,
  "BRK-B",
  null,
  "GLW",
  "DELL",
  "QQQ",
  "IWM",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 87
Total Value: 161124641
Accession Number: 0001754960-25-000195
Form Type: 13F-HR
CIK: foresight-capital-management-advisors
Manager Name: Foresight-Capital-Management-Advisors

Data Enrichment

62% identified

54 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $161.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Kraft Heinz Co

KHC|500754106

Shares:98.8K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$161.1M)

Evergy, Inc.

EVRG|30034W106

Shares:43.5K

Value:$3.0M

% of Portfolio:1.9% ($3.0M/$161.1M)

032108409

Shares:71.7K

Value:$2.9M

% of Portfolio:1.8% ($2.9M/$161.1M)

UNILEVER PLC

UL|904767704

Shares:49.0K

Value:$2.9M

% of Portfolio:1.8% ($2.9M/$161.1M)

NOVARTIS AG

NVS|66987V109

Shares:25.6K

Value:$2.9M

% of Portfolio:1.8% ($2.9M/$161.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:62.0K

Value:$2.8M

% of Portfolio:1.7% ($2.8M/$161.1M)

032108722

Shares:85.7K

Value:$2.7M

% of Portfolio:1.7% ($2.7M/$161.1M)

AMAZON COM INC

AMZN|023135106

Shares:13.8K

Value:$2.6M

% of Portfolio:1.6% ($2.6M/$161.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:15.9K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$161.1M)

464287655

IWM|464287655

Shares:12.3K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$161.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:12.6K

Value:$2.3M

% of Portfolio:1.4% ($2.3M/$161.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:10.7K

Value:$2.2M

% of Portfolio:1.4% ($2.2M/$161.1M)

46434V803

HEFA|46434V803

Shares:56.9K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$161.1M)

46137V464

Shares:17.9K

Value:$2.0M

% of Portfolio:1.3% ($2.0M/$161.1M)

37954Y673

Shares:52.5K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$161.1M)

97717W307

DLN|97717W307

Shares:24.7K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$161.1M)

33939L845

Shares:27.8K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$161.1M)

Amcor plc

AMCR|G0250X107

Shares:188.4K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$161.1M)

46138G870

Shares:69.0K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$161.1M)

Dell Technologies Inc.

DELL|24703L202

Shares:18.1K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$161.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Kraft Heinz Co(KHCcusip500754106)	98.8K	QoQ +25.46% (+20.0K) YoY NEW(+98.8K)	All Managers (Combined)	$3.0M	1.9% ($3.0M/$161.1M)	QoQ +24.32% (+$588.0K) YoY NEW(+$3.0M)
Evergy, Inc.(EVRGcusip30034W106)	43.5K	QoQ +2.49% (+1.1K) YoY NEW(+43.5K)	All Managers (Combined)	$3.0M	1.9% ($3.0M/$161.1M)	QoQ +14.81% (+$387.6K) YoY NEW(+$3.0M)
(cusip032108409)✕	71.7K	QoQ +0.68% (+489) YoY +12.08% (+7.7K)	All Managers (Combined)	$2.9M	1.8% ($2.9M/$161.1M)	QoQ +1.40% (+$40.6K) YoY +17.51% (+$435.4K)
UNILEVER PLC(ULcusip904767704)	49.0K	QoQ +2.58% (+1.2K) YoY +14.33% (+6.2K)	All Managers (Combined)	$2.9M	1.8% ($2.9M/$161.1M)	QoQ +7.74% (+$209.9K) YoY +35.66% (+$767.9K)
NOVARTIS AG(NVScusip66987V109)	25.6K	QoQ +4.11% (+1.0K) YoY +28.37% (+5.7K)	All Managers (Combined)	$2.9M	1.8% ($2.9M/$161.1M)	QoQ +19.27% (+$461.5K) YoY +47.96% (+$925.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	62.0K	QoQ +5.32% (+3.1K) YoY +245.23% (+44.0K)	All Managers (Combined)	$2.8M	1.7% ($2.8M/$161.1M)	QoQ +19.46% (+$458.2K) YoY +273.42% (+$2.1M)
(cusip032108722)✕	85.7K	QoQ +11.68% (+9.0K) YoY NEW(+85.7K)	All Managers (Combined)	$2.7M	1.7% ($2.7M/$161.1M)	QoQ +17.71% (+$405.5K) YoY NEW(+$2.7M)
AMAZON COM INC(AMZNcusip023135106)	13.8K	QoQ +1.38% (-189) YoY +5.62% (+737)	All Managers (Combined)	$2.6M	1.6% ($2.6M/$161.1M)	QoQ -12.07% (-$361.6K) YoY +11.41% (+$269.8K)
Alphabet Inc.(GOOGLcusip02079K305)	15.9K	QoQ +0.62% (-99) YoY +3.95% (+604)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$161.1M)	QoQ -17.79% (-$531.4K) YoY +6.50% (+$149.9K)
(IWMcusip464287655)	12.3K	QoQ +3.36% (-400) YoY +13.48% (+1.5K)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$161.1M)	QoQ -6.68% (-$175.7K) YoY +7.66% (+$174.7K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$2.3M	1.4% ($2.3M/$161.1M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
AbbVie Inc.(ABBVcusip00287Y109)	10.7K	QoQ +2.89% (+301) YoY NEW(+10.7K)	All Managers (Combined)	$2.2M	1.4% ($2.2M/$161.1M)	QoQ +21.31% (+$393.8K) YoY NEW(+$2.2M)
(HEFAcusip46434V803)	56.9K	QoQ -54.11% (-67.0K) YoY -21.48% (-15.6K)	All Managers (Combined)	$2.1M	1.3% ($2.1M/$161.1M)	QoQ -52.07% (-$2.2M) YoY -18.32% (-$462.9K)
(cusip46137V464)✕	17.9K	QoQ NEW(+17.9K) YoY NEW(+17.9K)	All Managers (Combined)	$2.0M	1.3% ($2.0M/$161.1M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(cusip37954Y673)✕	52.5K	QoQ NEW(+52.5K) YoY NEW(+52.5K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$161.1M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(DLNcusip97717W307)	24.7K	QoQ NEW(+24.7K) YoY NEW(+24.7K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$161.1M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(cusip33939L845)✕	27.8K	QoQ NEW(+27.8K) YoY NEW(+27.8K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$161.1M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Amcor plc(AMCRcusipG0250X107)	188.4K	QoQ +25.67% (+38.5K) YoY NEW(+188.4K)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$161.1M)	QoQ +29.55% (+$416.8K) YoY NEW(+$1.8M)
(cusip46138G870)✕	69.0K	QoQ NEW(+69.0K) YoY NEW(+69.0K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$161.1M)	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
Dell Technologies Inc.(DELLcusip24703L202)	18.1K	QoQ +13.07% (-2.1K) YoY -29.22% (-7.5K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$161.1M)	QoQ -10.56% (-$195.0K) YoY -43.46% (-$1.3M)