Accuvest Global Advisors — 13F Holdings & Portfolio
CIK 1497637 · latest 13F-HR filed 2026-05-11
Accuvest Global Advisors manages $107.2M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MSTR (8.16%), AAPL (5.96%), GOOGL (5.59%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 23, added to 25, and trimmed 24.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$107.2M
Long-equity book
57
Distinct positions
2026-03-31
Filed 2026-05-11
+5 / −23 / ↑25 / ↓24
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$3.6M +277.1%
- GE AEROSPACE$2.5M +563.0%
- TAIWAN SEMICONDUCTOR MANUFAC$2.3M +119.9%
- ALIBABA GROUP HLDG LTD$2.1M +167.8%
- PALANTIR TECHNOLOGIES INC$2.0M +159.2%
Top Trims
- SERVICENOW INC-$5.3M -61.2%
- KKR & CO INC-$3.0M -88.1%
- AMAZON COM INC-$2.3M -29.3%
- SCHWAB CHARLES CORP-$2.0M -68.6%
- STRATEGY INC-$1.8M -17.1%
New Positions
- BROADCOM INC$1.6M
- CROWDSTRIKE HLDGS INC$942.0K
- CBOE GLOBAL MKTS INC$646.0K
- CME GROUP INC$627.0K
- STRIVE INC$444.0K
Exited Positions
- INTUIT$4.3M
- TJX COS INC NEW$3.3M
- META PLATFORMS INC$3.1M
- AMERICAN EXPRESS CO$2.9M
- STARBUCKS CORP$1.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STRATEGY INC | MSTR | 594972408 | $8.8M | 8.16% | 70,109 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $6.4M | 5.96% | 25,170 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $6.0M | 5.59% | 20,858 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $5.5M | 5.15% | 26,528 | SH |
| 5 | NETFLIX INC. | NFLX | 64110L106 | $5.4M | 5.08% | 56,608 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.9M | 4.59% | 28,195 | SH |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $4.5M | 4.19% | 9,256 | SH |
| 8 | MERCADOLIBRE INC | MELI | 58733R102 | $4.5M | 4.16% | 2,577 | SH |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $4.3M | 3.98% | 12,643 | SH |
| 10 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.2M | 3.96% | 4,260 | SH |
| 11 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $3.9M | 3.65% | 54,410 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $3.9M | 3.60% | 10,431 | SH |
| 13 | SERVICENOW INC | NOW | 81762P102 | $3.4M | 3.16% | 32,396 | SH |
| 14 | WALMART INC | WMT | 931142103 | $3.4M | 3.14% | 27,123 | SH |
| 15 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $3.3M | 3.06% | 26,140 | SH |
| 16 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $3.2M | 3.01% | 22,084 | SH |
| 17 | GE AEROSPACE | GE | 369604301 | $3.0M | 2.78% | 10,492 | SH |
| 18 | APOLLO GLOBAL MGMT INC | APO | 03769M106 | $2.7M | 2.48% | 23,841 | SH |
| 19 | APPLOVIN CORP | APP | 03831W108 | $2.2M | 2.02% | 5,448 | SH |
| 20 | HEICO CORP NEW | HEI | 422806109 | $2.1M | 1.94% | 7,593 | SH |
| 21 | BLACKSTONE INC | BX | 09260D107 | $2.0M | 1.90% | 17,748 | SH |
| 22 | NU HLDGS LTD | NU | G6683N103 | $2.0M | 1.89% | 140,943 | SH |
| 23 | BROADCOM INC | AVGO | 11135F101 | $1.6M | 1.45% | 5,007 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $1.4M | 1.32% | 1,472 | SH |
| 25 | TRANSDIGM GROUP INC | TDG | 893641100 | $1.0M | 0.96% | 886 | SH |
| 26 | GE VERNOVA INC | GEV | 36828A101 | $969.0K | 0.90% | 1,110 | SH |
| 27 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $942.0K | 0.88% | 2,414 | SH |
| 28 | JPMORGAN CHASE & CO | JPM | 46625H100 | $922.0K | 0.86% | 3,135 | SH |
| 29 | SCHWAB CHARLES CORP | SCHW | 808513105 | $901.0K | 0.84% | 9,584 | SH |
| 30 | SHOPIFY INC | SHOP | 82509L107 | $826.0K | 0.77% | 6,961 | SH |
| 31 | CBOE GLOBAL MKTS INC | CBOE | 12503M108 | $646.0K | 0.60% | 2,297 | SH |
| 32 | CME GROUP INC | CME | 12572Q105 | $627.0K | 0.58% | 2,124 | SH |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $577.0K | 0.54% | 1,204 | SH |
| 34 | PETROLEO BRASILEIRO S A | PBR | 71654V408 | $560.0K | 0.52% | 26,980 | SH |
| 35 | ABBVIE INC | ABBV | 00287Y109 | $522.0K | 0.49% | 2,398 | SH |
| 36 | BROOKFIELD CORP | BN | 11271J107 | $495.0K | 0.46% | 12,223 | SH |
| 37 | AON PLC | AON | G0403H108 | $484.0K | 0.45% | 1,500 | SH |
| 38 | STRIVE INC | ASST | 862945300 | $444.0K | 0.41% | 44,225 | SH |
| 39 | EQT CORP | EQT | 26884L109 | $415.0K | 0.39% | 6,517 | SH |
| 40 | KKR & CO INC | KKR | 48251W104 | $405.0K | 0.38% | 4,373 | SH |
| 41 | PEPSICO INC | PEP | 713448108 | $365.0K | 0.34% | 2,350 | SH |
| 42 | CHEVRON CORPORATION | CVX | 166764100 | $340.0K | 0.32% | 1,641 | SH |
| 43 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $327.0K | 0.30% | 6,523 | SH |
| 44 | EXXON MOBIL CORP | XOM | 30231G102 | $318.0K | 0.30% | 1,872 | SH |
| 45 | HSBC HLDGS PLC | HSBC | 404280406 | $289.0K | 0.27% | 3,502 | SH |
| 46 | ALTRIA GROUP INC | MO | 02209S103 | $285.0K | 0.27% | 4,316 | SH |
| 47 | TARGET CORP | TGT | 87612E106 | $284.0K | 0.26% | 2,345 | SH |
| 48 | ROBINHOOD MKTS INC | HOOD | 770700102 | $259.0K | 0.24% | 3,741 | SH |
| 49 | CLOROX CO DEL | CLX | 189054109 | $238.0K | 0.22% | 2,301 | SH |
| 50 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $237.0K | 0.22% | 280 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $107.2M | 57 | 0001754960-26-000372 |
| 2025-12-31 | 2026-02-11 | $135.7M | 75 | 0001754960-26-000168 |
| 2025-09-30 | 2025-11-12 | $160.4M | 78 | 0001754960-25-000770 |