account_balance
Investment manager · 13F filer · SEC CIK 1749333
Infusive Asset Management Inc.
Reported value$220Mas of Jun 30, 2026
Positions30 6 new, 8 sold out
Top 10 weight56.2%MSFT alone is 8%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
7.7%Added +20%
WMTWalmart Inc.
6.7%Added +26%
AMZNAmazon.com Inc
6.5%Trimmed −9%
GOOGLAlphabet Inc.
6.5%Trimmed −8%
NVDANVIDIA Corp
5.6%Added +134%
COSTCostco Wholesale Corp
5.2%Added +23%
AXPAmerican Express Co
4.7%Added +36%
VVisa Inc.
4.6%Added +14%
MAMastercard Inc
4.5%Added +12%
BKNGBooking Holdings Inc.
4.2%Trimmed −11%
MCDMcDonald's Corp
4.2%Added +160%
AAPLApple Inc.
4.1%
MSFTMicrosoft Corp
7.7%+20%
WMTWalmart Inc.
6.7%
AMZNAmazon.com Inc
6.5%
GOOGLAlphabet Inc.
6.5%−8%
NVDANVIDIA Corp
5.6%+134%
COSTCostco Wholesale Corp
5.2%+23%
AXPAmerican Express Co
4.7%
VVisa Inc.
4.6%
MAMastercard Inc
4.5%
BKNGBooking Holdings Inc.
4.2%
MCDMcDonald's Corp
4.2%
AAPLApple Inc.
4.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 7.7% Added +20%WMT Walmart Inc. 6.7% Added +26%AMZN Amazon.com Inc 6.5% Trimmed −9%GOOGL Alphabet Inc. 6.5% Trimmed −8%NVDA NVIDIA Corp 5.6% Added +134%COST Costco Wholesale Corp 5.2% Added +23%AXP American Express Co 4.7% Added +36%V Visa Inc. 4.6% Added +14%MA Mastercard Inc 4.5% Added +12%BKNG Booking Holdings Inc. 4.2% Trimmed −11%MCD McDonald's Corp 4.2% Added +160%AAPL Apple Inc. 4.1% Trimmed −17%
What changed
Biggest moves since Mar 31, 2026
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