Visualize Group

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

  • Top 5 stock holdings are RSP, SPY, RBC, CW, PWR, and represent 60.15% of Visualize Group's stock portfolio.
  • Added to shares of these 5 stocks: AMZN (+$17M), RSP (+$17M), BKR (+$16M), XPO (+$7.9M), SPY (+$7.9M).
  • Started 3 new stock positions in AMZN, XPO, BKR.
  • Reduced shares in these 3 stocks: HEI.A (-$26M), LYV (-$15M), RSG.
  • Sold out of its positions in HEI.A, LYV.
  • Visualize Group was a net buyer of stock by $24M.
  • Visualize Group has $291M in assets under management (AUM), dropping by 19.60%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 14.5 $42M +68% 198k 212.77
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 13.2 $38M +25% 51k 746.77
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RBC Bearings Incorporated (RBC) 11.4 $33M 51k 644.06
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Curtiss-Wright (CW) 10.6 $31M 41k 757.76
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Quanta Services (PWR) 10.4 $30M 42k 720.04
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Clean Harbors (CLH) 9.9 $29M 96k 298.75
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Republic Services (RSG) 9.7 $28M -3% 132k 213.08
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Hilton Worldwide Holdings (HLT) 6.2 $18M 54k 330.46
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Amazon (AMZN) 5.9 $17M NEW 73k 238.34
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Baker Hughes Company Cl A (BKR) 5.5 $16M NEW 285k 55.50
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Xpo Logistics Inc equity (XPO) 2.7 $7.9M NEW 38k 205.29
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Past Filings by Visualize Group

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