Visualize Group

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

  • Top 5 stock holdings are RSG, RBC, CW, CLH, SPY, and represent 57.60% of Visualize Group's stock portfolio.
  • Added to shares of these 9 stocks: RBC (+$28M), CLH (+$28M), RSP (+$23M), HLT (+$17M), LYV (+$15M), RSG (+$14M), CW (+$6.8M), SPY, PWR.
  • Started 5 new stock positions in RBC, LYV, RSP, CLH, HLT.
  • Reduced shares in these 7 stocks: WCN (-$40M), ICE (-$32M), BX (-$31M), , SPOT (-$19M), , HEI.A.
  • Sold out of its positions in BX, CSGP, ICE, NOW, WCN, SPOT.
  • Visualize Group was a net seller of stock by $-28M.
  • Visualize Group has $243M in assets under management (AUM), dropping by -9.26%.
  • Central Index Key (CIK): 0001994625

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Portfolio Holdings for Visualize Group

Visualize Group holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Republic Services (RSG) 12.4 $30M +86% 137k 219.02
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RBC Bearings Incorporated (RBC) 11.5 $28M NEW 51k 543.12
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Curtiss-Wright (CW) 11.4 $28M +32% 41k 681.12
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Clean Harbors (CLH) 11.4 $28M NEW 96k 286.73
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 10.9 $27M +17% 41k 650.34
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Heico Corp Cl A (HEI.A) 10.7 $26M -13% 123k 211.09
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Quanta Services (PWR) 9.5 $23M 42k 549.02
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.3 $23M NEW 117k 191.92
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Hilton Worldwide Holdings (HLT) 6.8 $17M NEW 54k 304.08
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Live Nation Entertainment (LYV) 6.1 $15M NEW 98k 152.51
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Past Filings by Visualize Group

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