FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
SEC Form 13F institutional filer · CIK 0001630936
13F-HR · 45 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
53.3%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. — $119M AUM allocation strategy
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. files SEC Form 13F and reports $119M of long US equity value across 45 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.7%, followed by Financials 10.2% and Communication Services 6.1%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$119M
total across 45 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SYK +957 sh · +$246K+$MSFT +634 sh · −$473K+$SCHW +404 sh · −$24.5K
Biggest trims (shares)
−$GLW −16.7K sh · +$736K−$IRM −16.5K sh · −$56.1K−$IBM −8.9K sh · −$3.56M
Exited to nil (held last quarter, gone now)
$MS ($587K last qtr)$MRVL ($429K last qtr)$GEHC ($418K last qtr)$APO ($415K last qtr)$TMUS ($362K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.2%—
- Asset Management & Custody Banks6.9%—
- Other Specialized REITs5.8%—
- Electronic Components5.1%—
- Technology Hardware, Storage & Peripherals3.9%—
- Oil & Gas Storage & Transportation3.9%—
- IT Consulting & Other Services3.4%—
- Diversified Banks3.3%—
- Other holdings58.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 174K | $8.2M | -362 | 6.9% |
| $IRM | Iron Mountain Incorporated Common Stock REIT | 68.3K | $6.97M | -16.5K | 5.8% |
| $GLW | Corning Incorporated | 45.4K | $6.17M | -16.7K | 5.2% |
| $AVGO | Broadcom Inc | 15K | $4.64M | -1.58K | 3.9% |
| $AAPL | Apple Inc | 18.3K | $4.64M | -660 | 3.9% |
| $KMI | Kinder Morgan Inc | 137K | $4.58M | -6.22K | 3.8% |
…and 39 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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