Foresight Capital Management Q2 Portfolio Shifts: Focus on ETF Buys & Sells
Foresight Capital Management Advisors, Inc., as of June 30, 2026, adjusted its portfolio with notable purchases and sales across various sectors.
As of June 30, 2026, Foresight Capital Management Advisors, Inc. has made significant adjustments to its investment strategy this quarter. The firm's holdings reflect a dynamic approach to capital allocation, with notable increases in certain Exchange-Traded Funds (ETFs) and reductions or exits from others.
The most prominent activity involves substantial purchases of ETFs:
- FTHI experienced a full 100% increase in shares, adding approximately 211,875 units.
- The investment trust SPYG saw its holdings jump by 100%, acquiring around 42,612 new shares.
- SPLG allocation increased dramatically by 100% with the addition of roughly 16,478 shares.
- ARES CAPITAL CORP (ARCC), tracked via ARCC ETF, increased by about 50,624 shares or roughly 17.15%.
- IGLD allocation rose significantly by approximately 21,928 shares (19.71%).
In contrast to these strategic buys, Foresight Capital Management also divested a substantial position in the SPDR S&P 500 ETF:
- The firm sold approximately 15,400 shares of SPY, representing an almost 75.28% reduction in its allocation.
Additionally, there were notable changes within specific sectors during this period:
- In the Technology sector, holdings like GLW and AVGO saw slight reductions (-9.79% and -2.56%, respectively), while others like AAPL maintained a stable allocation.
- Real Estate ETFs (IRM) experienced share decreases but remained allocated at around 3.66% of the portfolio.
The overall portfolio value stood at $202,041,146 as of June 30, 2026. The investor's full profile and performance can be explored on InsiderSet.
For more detailed information about Foresight Capital Management Advisors, Inc.'s portfolio holdings as of this date, please visit their page on InsiderSet.