Visualize Group

Latest statistics and disclosures from Visualize Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are WCN, HEI.A, ICE, BX, SPY, and represent 60.70% of Visualize Group's stock portfolio.
  • Added to shares of these 8 stocks: SPY (+$24M), PWR (+$18M), NOW (+$17M), CW (+$17M), BX, ICE, HEI.A, WCN.
  • Started 3 new stock positions in CW, PWR, SPY.
  • Reduced shares in these 5 stocks: AJG (-$33M), RSG (-$16M), CSGP (-$14M), SPOT (-$5.4M), ACEL.
  • Sold out of its positions in ACEL, AJG.
  • Visualize Group was a net buyer of stock by $8.4M.
  • Visualize Group has $268M in assets under management (AUM), dropping by -10.34%.
  • Central Index Key (CIK): 0001994625

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Portfolio Holdings for Visualize Group

Visualize Group holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Waste Connections (WCN) 15.0 $40M 229k 175.36
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Heico Corp Cl A (HEI.A) 13.3 $36M 141k 252.43
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Intercontinental Exchange (ICE) 12.0 $32M +4% 199k 161.96
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Blackstone Group Inc Com Cl A (BX) 11.6 $31M +7% 201k 154.14
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.8 $24M NEW 35k 681.92
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Servicenow (NOW) 7.9 $21M +442% 139k 153.19
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Spotify Technology S A SHS (SPOT) 7.2 $19M -21% 33k 580.71
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Quanta Services (PWR) 6.5 $18M NEW 42k 422.06
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Curtiss-Wright (CW) 6.3 $17M NEW 31k 551.27
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Republic Services (RSG) 5.8 $16M -50% 74k 211.93
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CoStar (CSGP) 5.4 $14M -50% 214k 67.24
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Past Filings by Visualize Group

SEC 13F filings are viewable for Visualize Group going back to 2024