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Accuvest Global Advisors — 13F Holdings & Portfolio

CIK 1497637 · latest 13F-HR filed 2026-11-04

Backtest portfolio

Accuvest Global Advisors manages $123.5M in 13F-reported U.S. long-equity assets across 63 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are MSTR (8.59%), GOOGL (7.01%), BRK.B (7.00%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 13 new positions and exited 28; 23 existing positions rose in reported value and 21 fell.

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.

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AUM
$123.5M

Long-equity book

Holdings
63

Distinct positions

Period
2026-09-30

Filed 2026-11-04

Q/Q Activity
+13 / −28 / ↑23 / ↓21

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
MSTR8.6% · -1%GOOGL7.0% · +35%BRK.B7.0% · +1348%AMZN6.5% · +40%NVDA5.6% · +4%AAPL4.8% · -5%MSFT4.7% · +416%TSM4.1% · -4%NFLX3.9% · -54%META2.7% · newLLY2.6% · -6%UBER2.6% · -8%MELI2.5% · -26%COST2.5% · -0%LNG2.0% · +4%PLTR1.9% · +29%SPOT1.8% · +36%APO1.7% · -3%MU1.7% · +456%V1.7% · -49%BX1.5% · +3%ABBV1.3% · -8%MNST1.3% · newJPM1.3% · +28%WMT1.1% · -40%AVGO1.1% · -33%ASST1.1% · -0%NOW0.9% · +104%AXON0.9% · +125%GEV0.8% · +26%PANW0.7% · -38%ETN0.7% · +28%APH0.7% · newGE0.7% · -68%DELL0.6% · newBLK0.5% · newHEI0.5% · -70%APP0.5% · -65%NET0.5% · newABNB0.5% · newPBR0.5% · 0%SPCX0.5% · newTDG0.4% · -62%PWR0.4% · newBKNG0.4% · newBN0.4% · -7%FWONK0.4% · +46%TKO0.4% · newULTA0.4% · +32%NOC0.4% · newLHX0.3% · +46%KKR0.3% · 0%CVX0.3% · -23%SHOP0.3% · -7%MO0.2% · 0%MS0.2% · +50%PEP0.2% · -24%GS0.2% · 0%VZ0.2% · -30%HOOD0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

5 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 54.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 7, 2026.

Assets Under Management
$630.5M
Discretionary
$630.5M
Employees
6
Accounts
447
Address
3575 N. 100 E.
SUITE 350
PROVO, UT 84604
Phone
(925) 930-2882
Website
Name Title / Status Ownership Type
GARFF, DAVID, JACOB ControlCCO
since Jan 2005
Less than 5%Individual
MIG INC. ControlOWNER
since Jan 2024
75% or moreDomestic Entity
GARFF, DAVID, JACOB Control
Indirect owner via MIG INC.
CEO
since Jan 2024
25–50%Individual
JENSEN, BRADLEY, STEVEN Control
Indirect owner via MIG INC.
CHAIRMAN OF THE BOARD
since Jan 2024
25–50%Individual
JENSEN, ROBERT, PATTON Control
Indirect owner via MIG INC.
BOARD MEMBER
since Jan 2024
25–50%Individual
Ownership & leadership changes · 7 filings with changes since Dec 15, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 25, 2025 filing
  • No longer listedCALHOUN, JAMES, PATRICK · CIO · Less than 5% · listed since Jan 2024
  • ChangedJENSEN, ROBERT, PATTON · indirect via MIG INC.: title COO → BOARD MEMBER
Jan 26, 2024 filing
  • AddedGARFF, DAVID, JACOB · CEO · 25–50% · indirect via MIG INC. · control person
  • AddedJENSEN, BRADLEY, STEVEN · CHAIRMAN OF THE BOARD · 25–50% · indirect via MIG INC. · control person
  • AddedJENSEN, ROBERT, PATTON · COO · 25–50% · indirect via MIG INC. · control person
  • AddedMIG INC. · OWNER · 75% or more · control person
  • ChangedCALHOUN, JAMES, PATRICK · title OWNER → CIO; ownership 25–50% → Less than 5%
  • ChangedGARFF, DAVID, JACOB · title CEO & CHIEF COMPLIANCE OFFICER → CCO; ownership 50–75% → Less than 5%
Aug 30, 2022 filing
  • No longer listedHEYMAN, CHRISTOPHER, SCOTT · OWNER · 25–50% · listed since Dec 2021
Mar 18, 2022 filing
  • No longer listedJENSEN, BRADLEY, STEVEN · OWNER · 50–75% · listed since Sep 2013
  • AddedCALHOUN, JAMES, PATRICK · OWNER · 25–50%
  • AddedHEYMAN, CHRISTOPHER, SCOTT · OWNER · 25–50%
Mar 30, 2016 filing
  • No longer listedALLEN, DAVID, MATTHEW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2010
  • ChangedGARFF, DAVID, JACOB · title CEO → CEO & CHIEF COMPLIANCE OFFICER
Sep 18, 2013 filing
  • ChangedGARFF, DAVID, JACOB · ownership 75% or more → 50–75%
  • ChangedJENSEN, BRADLEY, STEVEN · no longer a control person
Sep 10, 2013 filing
  • AddedJENSEN, BRADLEY, STEVEN · OWNER · 50–75% · control person
Dec 15, 2011 filing (earliest on record)
  • ListedALLEN, DAVID, MATTHEW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedGARFF, DAVID, JACOB · CEO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 23 →

Top Trims

Show all 21 →

New Positions

Show all 13 →

Exited Positions

Show all 28 →

Accuvest Global Advisors Holdings (2026-09-30)

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 $10.6M 8.59% 69,300 SH
2 ALPHABET INC GOOGL 02079K305 $8.7M 7.01% 25,163 SH
3 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.7M 7.00% 17,373 SH
4 AMAZON COM INC AMZN 023135106 $8.1M 6.55% 32,450 SH
5 NVIDIA CORPORATION NVDA 67066G104 $6.9M 5.59% 30,254 SH
6 APPLE INC AAPL 037833100 $5.9M 4.77% 17,695 SH
7 MICROSOFT CORP MSFT 594918104 $5.8M 4.66% 11,227 SH
8 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $5.1M 4.09% 11,076 SH
9 NETFLIX INC. NFLX 64110L106 $4.8M 3.92% 69,536 SH
10 META PLATFORMS INC META 30303M102 $3.4M 2.74% 4,660 SH
11 ELI LILLY & CO LLY 532457108 $3.2M 2.60% 2,803 SH
12 UBER TECHNOLOGIES INC UBER 90353T100 $3.2M 2.59% 46,704 SH
13 MERCADOLIBRE INC MELI 58733R102 $3.1M 2.55% 1,819 SH
14 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.1M 2.49% 3,380 SH
15 CHENIERE ENERGY INC LNG 16411R208 $2.5M 1.99% 9,156 SH
16 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.4M 1.92% 12,680 SH
17 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $2.2M 1.81% 4,590 SH
18 APOLLO GLOBAL MGMT INC APO 03769M106 $2.1M 1.73% 18,357 SH
19 MICRON TECHNOLOGY INC MU 595112103 $2.1M 1.68% 1,946 SH
20 VISA INC V 92826C839 $2.1M 1.67% 5,733 SH
21 BLACKSTONE INC BX 09260D107 $1.8M 1.50% 16,491 SH
22 ABBVIE INC ABBV 00287Y109 $1.6M 1.32% 6,241 SH
23 MONSTER BEVERAGE CORP NEW MNST 61174X109 $1.6M 1.32% 39,203 SH
24 JPMORGAN CHASE & CO JPM 46625H100 $1.6M 1.26% 4,706 SH
25 WALMART INC WMT 931142103 $1.4M 1.14% 13,560 SH
26 BROADCOM INC AVGO 11135F101 $1.3M 1.09% 3,833 SH
27 STRIVE INC ASST 862945300 $1.3M 1.05% 44,040 SH
28 SERVICENOW INC NOW 81762P102 $1.1M 0.91% 8,403 SH
29 AXON ENTERPRISE INC AXON 05464C101 $1.1M 0.88% 2,581 SH
30 GE VERNOVA INC GEV 36828A101 $1.0M 0.81% 1,054 SH
31 PALO ALTO NETWORKS INC PANW 697435105 $870.0K 0.70% 2,189 SH
32 EATON CORP PLC ETN G29183103 $863.0K 0.70% 2,009 SH
33 AMPHENOL CORP APH 032095101 $839.0K 0.68% 9,958 SH
34 GE AEROSPACE GE 369604301 $824.0K 0.67% 2,638 SH
35 DELL TECHNOLOGIES INC DELL 24703L202 $735.0K 0.60% 1,367 SH
36 BLACKROCK INC BLK 09290D101 $669.0K 0.54% 632 SH
37 HEICO CORP NEW HEI 422806109 $619.0K 0.50% 2,042 SH
38 APPLOVIN CORP APP 03831W108 $615.0K 0.50% 2,119 SH
39 CLOUDFLARE INC NET 18915M107 $594.0K 0.48% 1,711 SH
40 AIRBNB INC ABNB 009066101 $568.0K 0.46% 3,535 SH
41 PETROLEO BRASILEIRO S A PBR 71654V408 $563.0K 0.46% 26,980 SH
42 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $557.0K 0.45% 3,690 SH
43 TRANSDIGM GROUP INC TDG 893641100 $543.0K 0.44% 502 SH
44 QUANTA SVCS INC PWR 74762E102 $513.0K 0.42% 784 SH
45 BOOKING HOLDINGS INC BKNG 09857L108 $499.0K 0.40% 3,066 SH
46 BROOKFIELD CORP BN 11271J107 $494.0K 0.40% 13,555 SH
47 LIBERTY MEDIA CORP DEL FWONK 531229755 $491.0K 0.40% 5,310 SH
48 TKO GROUP HOLDINGS INC TKO 87256C101 $485.0K 0.39% 2,697 SH
49 ULTA BEAUTY INC ULTA 90384S303 $478.0K 0.39% 875 SH
50 NORTHROP GRUMMAN CORP NOC 666807102 $450.0K 0.36% 931 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-04 $123.5M 63 0001754960-26-000976
2026-06-30 2026-08-11 $116.2M 78 0001754960-26-000754
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
Filer Information
Address
3575 N 100 E, SUITE 350
PROVO, UT 84604
Phone
(925) 930-2882
Filing Manager
Accuvest Global Advisors
PROVO, UT
Signatory
Aryn Sands
Agent