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Foresight Capital Management Advisors, Inc.

Portfolio Manager
Foresight Capital Management Advisors, Inc.
Performance
+0.48% (2026 Q1)
AUM (13F)
$179.70M
# of Holdings
96
Performance Rank
Allocation (Top 20)
58.64%

Foresight Capital Management Advisors, Inc. Holdings Map

Top 50 Foresight Capital Management Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
7.4%20.5K$13.3M
+2.00%(+401)
2025-Q1: 21.2K shares2025-Q2: 21.0K shares2025-Q3: 20.4K shares2025-Q4: 20.1K shares2026-Q1: 20.5K shares
$469.34(+54.21%)
2026-03-31
IRM
IRON MTN INC DEL
3.88%68.3K$7.0M
-19.44%(-16.47K)
2025-Q1: 88.2K shares2025-Q2: 86.7K shares2025-Q3: 82.1K shares2025-Q4: 84.8K shares2026-Q1: 68.3K shares
$50.58(+160.39%)
2026-03-31
JEPQ
J P MORGAN EXCHANGE TRADED F
3.55%114.8K$6.4M
+3.16%(+3.52K)
2025-Q1: 97.6K shares2025-Q2: 107.7K shares2025-Q3: 108.0K shares2025-Q4: 111.3K shares2026-Q1: 114.8K shares
$55.06(+7.27%)
2026-03-31
GLW
CORNING INC
3.43%45.4K$6.2M
-26.88%(-16.68K)
2025-Q1: 78.4K shares2025-Q2: 78.8K shares2025-Q3: 65.9K shares2025-Q4: 62.1K shares2026-Q1: 45.4K shares
$31.23(+418.99%)
2026-03-31
QQQ
INVESCO QQQ TR
3.09%9.6K$5.5M
-0.50%(-48)
2025-Q1: 10.5K shares2025-Q2: 10.6K shares2025-Q3: 10.0K shares2025-Q4: 9.7K shares2026-Q1: 9.6K shares
$425.38(+60.24%)
2026-03-31
ARCC
ARES CAPITAL CORP
2.96%295.2K$5.3M
-4.92%(-15.27K)
2025-Q1: 299.9K shares2025-Q2: 311.5K shares2025-Q3: 290.6K shares2025-Q4: 310.4K shares2026-Q1: 295.2K shares
$19.78(-2.16%)
2026-03-31
IDMO
INVESCO EXCH TRADED FD TR II
2.96%97.2K$5.3M
-1.90%(-1.88K)
2025-Q1: 0 shares2025-Q2: 6.8K shares2025-Q3: 46.6K shares2025-Q4: 99.1K shares2026-Q1: 97.2K shares
$53.43(+10.55%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.71%15.2K$4.9M
+0.56%(+84)
2025-Q1: 14.8K shares2025-Q2: 15.2K shares2025-Q3: 14.9K shares2025-Q4: 15.1K shares2026-Q1: 15.2K shares
$241.83(+47.62%)
2026-03-31
LVHI
LEGG MASON ETF INVT
2.61%115.8K$4.7M
-2.15%(-2.55K)
2025-Q1: 113.1K shares2025-Q2: 115.6K shares2025-Q3: 117.4K shares2025-Q4: 118.3K shares2026-Q1: 115.8K shares
$27.51(+48.32%)
2026-03-31
IVV
ISHARES TR
2.61%7.2K$4.7M
+1.44%(+102)
2025-Q1: 7.0K shares2025-Q2: 7.2K shares2025-Q3: 7.0K shares2025-Q4: 7.1K shares2026-Q1: 7.2K shares
$492.13(+47.72%)
2026-03-31

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