Foresight Capital Management Advisors, Inc. Top Holdings and 13F Report (2026) About Foresight Capital Management Advisors, Inc.Investment ActivityForesight Capital Management Advisors, Inc. has $179.70 million in total holdings as of March 31, 2026.Foresight Capital Management Advisors, Inc. owns shares of 96 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 8.81% of the portfolio was purchased this quarter.About 12.47% of the portfolio was sold this quarter.This quarter, Foresight Capital Management Advisors, Inc. has purchased 93 new stocks and bought additional shares in 26 stocks.Foresight Capital Management Advisors, Inc. sold shares of 34 stocks and completely divested from 17 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $13,304,040Iron Mountain $6,974,993JPMorgan Nasdaq Equity Premium Income ETF $6,374,085Corning $6,169,652Invesco QQQ $5,548,481 Largest New Holdings this Quarter 33733E856 - FT Vest Gold Strategy Target Income ETF $2,840,672 Holding003263100 - abrdn Physical Precious Metals Basket Shares ETF $2,224,511 Holding110122108 - Bristol Myers Squibb $2,205,841 Holding33738R506 - First Trust Rising Dividend Achievers ETF $2,150,163 Holding494368103 - KIMBERLY-CLARK CORP $2,069,764 Holding Largest Purchases this Quarter FT Vest Gold Strategy Target Income ETF 111,268 shares (about $2.84M)abrdn Physical Precious Metals Basket Shares ETF 10,220 shares (about $2.22M)Bristol Myers Squibb 36,370 shares (about $2.21M)First Trust Rising Dividend Achievers ETF 31,579 shares (about $2.15M)KIMBERLY-CLARK CORP 21,455 shares (about $2.07M) Largest Sales this Quarter Corning 16,683 shares (about $2.27M)International Business Machines 8,898 shares (about $2.16M)Iron Mountain 16,474 shares (about $1.68M)Alphabet 2,717 shares (about $781.33K)Broadcom 1,576 shares (about $487.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForesight Capital Management Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$13,304,040$260,787 ▲2.0%20,4577.4%FinanceIRMIron Mountain$6,974,993$1,682,643 ▼-19.4%68,2893.9%Business ServicesJEPQJPMorgan Nasdaq Equity Premium Income ETF$6,374,085$195,153 ▲3.2%114,8073.5%ETFGLWCorning$6,169,652$2,268,392 ▼-26.9%45,3753.4%Computer and TechnologyQQQInvesco QQQ$5,548,481$27,679 ▼-0.5%9,6223.1%FinanceARCCAres Capital$5,318,669$275,093 ▼-4.9%295,1543.0%FinanceIDMOInvesco S&P International Developed Momentum ETF$5,313,162$102,848 ▼-1.9%97,2253.0%ETFVTIVanguard Total Stock Market ETF$4,865,985$26,948 ▲0.6%15,1682.7%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$4,694,043$103,377 ▼-2.2%115,7882.6%ETFIVViShares Core S&P 500 ETF$4,686,278$66,630 ▲1.4%7,1742.6%ETFAVGOBroadcom$4,639,051$487,800 ▼-9.5%14,9882.6%Computer and TechnologyAAPLApple$4,637,641$167,497 ▼-3.5%18,2742.6%Computer and TechnologyKMIKinder Morgan$4,584,738$208,624 ▼-4.4%136,7352.6%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$4,484,447$92,635 ▲2.1%9,6822.5%FinanceIBMInternational Business Machines$4,146,298$2,156,773 ▼-34.2%17,1062.3%Computer and TechnologyVTWOVanguard Russell 2000 ETF$4,061,921$48,282 ▼-1.2%40,5502.3%ETFFDVVFidelity High Dividend ETF$3,995,742$22,538 ▼-0.6%72,3342.2%ETFPNCThe PNC Financial Services Group$3,931,855$110,288 ▼-2.7%18,8952.2%FinanceENBEnbridge$3,827,590$72,331 ▼-1.9%70,6982.1%EnergyFDDFirst Trust STOXX European Select Dividend Index Fund$3,812,569$51,809 ▼-1.3%214,0692.1%ETFEVERGY INC$3,741,730$83,231 ▼-2.2%45,6752.1%COMVZVerizon Communications$3,710,783$74,346 ▼-2.0%73,9202.1%Computer and TechnologyIDVOAmplify CWP International Enhanced Dividend Income ETF$3,642,900$112,871 ▼-3.0%90,0152.0%ETFGOOGLAlphabet$3,500,291$781,325 ▼-18.2%12,1721.9%Computer and TechnologyBBEUJPMorgan BetaBuilders Europe ETF$3,226,879$28,819 ▲0.9%44,5641.8%ETFTXNTexas Instruments$3,180,588$25,432 ▼-0.8%16,3831.8%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$3,169,772$161,311 ▲5.4%55,9241.8%ETFNVDANVIDIA$3,158,053$6,976 ▼-0.2%18,1081.8%Computer and TechnologyAMZNAmazon.com$2,907,449$78,518 ▼-2.6%13,9601.6%Retail/WholesaleIGLDFT Vest Gold Strategy Target Income ETF$2,840,672$2,840,672 ▲New Holding111,2681.6%ETFUNILEVER PLC$2,835,511$69,332 ▲2.5%49,7721.6%SPON ADR NEWTSMTaiwan Semiconductor Manufacturing$2,783,694$79,756 ▼-2.8%8,2371.5%Computer and TechnologyMSFTMicrosoft$2,542,998$234,681 ▲10.2%6,8701.4%Computer and TechnologyGLTRabrdn Physical Precious Metals Basket Shares ETF$2,224,511$2,224,511 ▲New Holding10,2201.2%ETFBMYBristol Myers Squibb$2,205,841$2,205,841 ▲New Holding36,3701.2%MedicalRDVYFirst Trust Rising Dividend Achievers ETF$2,150,163$2,150,163 ▲New Holding31,5791.2%ManufacturingKIMBERLY-CLARK CORP$2,069,764$2,069,764 ▲New Holding21,4551.2%COMRYLDGlobal X Russell 2000 Covered Call ETF$2,057,000$96,039 ▲4.9%137,5921.1%ETFNOCNorthrop Grumman$2,001,010$76,411 ▲4.0%2,9331.1%AerospacePAVEGlobal X U.S. Infrastructure Development ETF$1,986,718$71,433 ▼-3.5%39,2431.1%ETFVRPInvesco Variable Rate Preferred ETF$1,626,696$55,405 ▲3.5%67,8800.9%ETFHSBCHSBC$1,571,022$320,886 ▼-17.0%19,0450.9%FinanceORealty Income$1,367,802$19,761 ▼-1.4%22,3570.8%FinanceSYKStryker$1,303,496$314,456 ▲31.8%3,9670.7%MedicalXMMOInvesco S&P MidCap Momentum ETF$1,263,647$114,365 ▼-8.3%8,7510.7%ETFSCHBSchwab US Broad Market ETF$1,197,901$3,263 ▲0.3%47,7250.7%ETFBRK.BBerkshire Hathaway$809,369$12,938 ▲1.6%1,6890.5%FinanceJPMJPMorgan Chase & Co.$589,497$2,059 ▲0.4%2,0040.3%FinanceGE VERNOVA INC$505,409$13,093 ▼-2.5%5790.3%COMVRTVertiv$490,134$490,134 ▲New Holding1,9560.3%Computer and TechnologyNFLXNetflix$437,002$437,002 ▲New Holding4,5450.2%Consumer DiscretionaryMIYBlackRock MuniYield Michigan Quality Fund$436,775$28,096 ▼-6.0%36,7660.2%FinanceXARSPDR S&P Aerospace & Defense ETF$417,543$13,969 ▼-3.2%1,6440.2%ETFASMLASML$406,816$406,816 ▲New Holding3080.2%Computer and TechnologyPHParker-Hannifin$406,439$4,476 ▼-1.1%4540.2%IndustrialsSCHWCharles Schwab$403,855$25,376 ▲6.7%4,2970.2%FinanceSPINNAKER ETF SERIES$385,034$4,115 ▲1.1%9,4510.2%SELECT STOXX EURCRWDCrowdStrike$361,910$23,034 ▲6.8%9270.2%Computer and TechnologyMETAMeta Platforms$355,293$89,824 ▲33.8%6210.2%Computer and TechnologyAVDVAvantis International Small Cap Value ETF$349,111$349,111 ▲New Holding3,4960.2%ETFVUGVanguard Growth ETF$314,076$4,368 ▼-1.4%7190.2%ETFPGProcter & Gamble$301,369$1,011 ▲0.3%2,0860.2%Consumer StaplesUTESVirtus Reaves Utilities ETF$287,001$1,678 ▼-0.6%3,5920.2%ETFLOWLowe's Companies$249,262$1,181 ▲0.5%1,0550.1%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$245,461$8,317 ▼-3.3%1,0330.1%ETFMCDMcDonald's$237,388$621 ▲0.3%7640.1%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$230,159$123 ▲0.1%7,5020.1%ETFVTVVanguard Value ETF$227,5920.0%1,1600.1%ETFDFNLDavis Select Financial ETF$227,563$227,563 ▲New Holding5,0750.1%ETFVFHVanguard Financials ETF$227,3640.0%1,8820.1%ETFIWNiShares Russell 2000 Value ETF$225,6120.0%1,1900.1%ETFKLACKLA$216,562$216,562 ▲New Holding1470.1%Computer and TechnologyXOMExxonMobil$200,877$200,877 ▲New Holding1,1840.1%EnergyAKAMAI TECHNOLOGIES INC$34,4210.0%30,0000.0%NOTE 0.375% 9/0GUIDEWIRE SOFTWARE INC$33,587$33,587 ▲New Holding34,0000.0%NOTE 1.250%11/0ITRON INC$32,1270.0%32,0000.0%NOTE 1.375% 7/1DATADOG INC$30,880$13,510 ▲77.8%32,0000.0%NOTE 12/0ENVISTA HOLDINGS CORPORATION$29,910$29,910 ▲New Holding30,0000.0%NOTE 1.750% 8/1SYNAPTICS INC$29,5290.0%29,0000.0%NOTE 0.750%12/0BLACKLINE INC$29,124$1,879 ▲6.9%31,0000.0%NOTE 1.000% 6/0GREENBRIER COS INC$27,7190.0%24,0000.0%NOTE 2.875% 4/1BOX INC$27,4600.0%30,0000.0%NOTE 1.500% 9/1HAEMONETICS CORP MASS$25,7180.0%27,0000.0%NOTE 2.500% 6/0PG&E CORP$22,8730.0%22,0000.0%NOTE 4.250%12/0MICROCHIP TECHNOLOGY INC.$21,587$21,587 ▲New Holding22,0000.0%NOTE 0.750% 6/0LIVANOVA PLC$20,8600.0%18,0000.0%NOTE 2.500% 3/1ON SEMICONDUCTOR CORP$18,4850.0%19,0000.0%NOTE 0.500% 3/0CMS ENERGY CORP$18,080$18,080 ▲New Holding16,0000.0%NOTE 3.375% 5/0OMNICELL COM$16,586$16,586 ▲New Holding17,0000.0%NOTE 1.000%12/0LANTHEUS HLDGS INC$15,5130.0%13,0000.0%NOTE 2.625%12/1PPL CAP FDG INC$15,1320.0%13,0000.0%NOTE 2.875% 3/1PARSONS CORP DEL$14,7960.0%15,0000.0%NOTE 2.625% 3/0LEMAITRE VASCULAR INC$13,500$13,500 ▲New Holding12,0000.0%NOTE 2.500% 2/0DROPBOX INC$13,208$13,208 ▲New Holding14,0000.0%NOTE 3/0SHIFT4 PMTS INC$13,1570.0%14,0000.0%NOTE 0.500% 8/0PROGRESS SOFTWARE CORP$11,472$11,472 ▲New Holding13,0000.0%NOTE 3.500% 3/0DLNWisdomTree U.S. LargeCap Dividend Fund$0$2,484,041 ▼-100.0%00.0%FinanceSGOLabrdn Physical Gold Shares ETF$0$2,137,285 ▼-100.0%00.0%ETFQDEFFlexShares Quality Dividend Defensive Index Fund$0$1,884,615 ▼-100.0%00.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$0$1,565,190 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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