Accuvest Global Advisors
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Accuvest Global Advisors reported 78 stock positions worth $116.2 million. Its top holding was Netflix (NFLX) at 9.4% of the portfolio, followed by Alphabet Class A (GOOGL, 5.7%) and Strategy (MSTR, 5.2%). Compared with Q1 2026, it opened 35 new positions, sold out of 14, added to 15 and reduced 23. The biggest buy was Netflix (NFLX, shares +170%) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $116.2M (Q2 2026)
- SEC Filing
- 0001754960-26-000754 ↗ filed Aug 11, 2026
Holdings Value
Holdings 78 stocks · $116.2M
| NFLX Netflix Inc. | 9.39% | 152,911 | $10.9M | Add +170.1% |
| GOOGL Alphabet Inc. Class A | 5.73% | 18,631 | $6.7M | Reduce -10.7% |
| MSTR Strategy Inc. | 5.25% | 70,140 | $6.1M | Add +0.0% |
| NVDA Nvidia Corp. | 5.03% | 29,192 | $5.8M | Add +3.5% |
| TSM Taiwan Semiconductor-SP ADR | 4.74% | 11,542 | $5.5M | Reduce -8.7% |
| AMZN Amazon.com Inc. | 4.74% | 23,099 | $5.5M | Reduce -12.9% |
| AAPL Apple Inc. | 4.65% | 18,667 | $5.4M | Reduce -25.8% |
| MELI MercadoLibre Inc. | 3.59% | 2,458 | $4.2M | Reduce -4.6% |
| V Visa Inc. Class A | 3.33% | 11,287 | $3.9M | Add +1531.1% |
| UBER Uber Technologies Inc. | 3.16% | 50,824 | $3.7M | Reduce -6.6% |
| LLY Eli Lilly & Co. | 3.06% | 2,984 | $3.6M | Add +102.7% |
| COST Costco Wholesale Corp. | 2.73% | 3,394 | $3.2M | Reduce -20.3% |
| APP AppLovin Corp. Class A | 2.70% | 6,095 | $3.1M | Add +11.9% |
| GE General Electric filed as GE AEROSPACE | 2.69% | 8,362 | $3.1M | Reduce -20.3% |
| WMT Walmart Inc. | 2.19% | 22,517 | $2.5M | Reduce -17.0% |
| HEI Heico Corp. | 2.07% | 6,739 | $2.4M | Reduce -11.3% |
| APO Apollo Global Management Inc. | 1.92% | 18,848 | $2.2M | Reduce -20.9% |
| AVGO Broadcom Inc. | 1.87% | 5,751 | $2.2M | Add +14.9% |
| LNG Cheniere Energy Inc. | 1.81% | 8,785 | $2.1M | New |
| BX Blackstone Inc. | 1.62% | 16,032 | $1.9M | Reduce -9.7% |
| TDG Transdigm Group Inc. | 1.51% | 1,314 | $1.8M | Add +48.3% |
| ABBV Abbvie Inc. | 1.47% | 6,775 | $1.7M | Add +182.5% |
| CBRE CBRE Group Inc. Class A | 1.41% | 12,126 | $1.6M | New |
| SPOT Spotify Technology SA | 1.34% | 3,382 | $1.6M | Reduce -63.5% |
| JPM JPMorgan Chase & Co. | 1.04% | 3,684 | $1.2M | Add +17.5% |
| PANW Palo Alto Networks Inc. | 1.03% | 3,511 | $1.2M | New |
| PLTR Palantir Technologies Inc. Class A | 0.99% | 9,822 | $1.1M | Reduce -55.5% |
| GEV GE Vernova Inc. | 0.85% | 840 | $987K | Reduce -24.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.85% | 495 | $985K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.85% | 6,495 | $984K | New |
| MSFT Microsoft Corp. | 0.70% | 2,174 | $811K | Reduce -79.2% |
| AZN Astrazeneca PLC | 0.64% | 4,006 | $749K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.63% | 15,261 | $732K | New |
| QXO Qxo Inc. | 0.58% | 38,730 | $669K | New |
| ETN Eaton Corp. PLC | 0.57% | 1,563 | $666K | New |
| AXON Axon Enterprise Inc. | 0.55% | 1,148 | $644K | New |
| BN Brookfield Corp. | 0.54% | 14,622 | $623K | Add +19.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 1,200 | $600K | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.51% | 552 | $588K | New |
| TLN Talen Energy Corp. | 0.50% | 1,508 | $579K | New |
| AON Aon PLC Class A | 0.43% | 1,500 | $498K | No change |
| VST Vistra Corp. | 0.42% | 3,100 | $492K | New |
| DASH DoorDash Inc. Class A | 0.42% | 2,639 | $487K | New |
| ASST Strive Inc. Class A | 0.42% | 44,225 | $483K | No change |
| PBR Petroleo Brasileiro-Spon ADR | 0.38% | 26,980 | $436K | No change |
| NOW ServiceNow Inc. | 0.35% | 4,112 | $408K | Reduce -87.3% |
| KKR KKR & Co. Inc. | 0.35% | 4,401 | $404K | Add +0.6% |
| MU Micron Technology Inc. | 0.35% | 350 | $404K | New |
| RTX RTX Corp. | 0.32% | 1,942 | $368K | New |
| CTVA Corteva Inc. | 0.32% | 4,295 | $367K | New |
| PEP Pepsico Inc. | 0.31% | 2,628 | $356K | Add +11.8% |
| DE Deere & Co. | 0.31% | 560 | $355K | New |
| VIK Viking Holdings Ltd. | 0.30% | 3,373 | $353K | New |
| CVX Chevron Corp. | 0.30% | 2,112 | $350K | Add +28.7% |
| TTWO Take-Two Interactive Softwre | 0.30% | 1,400 | $350K | New |
| LHX L3HARRIS Technologies Inc. | 0.30% | 1,192 | $346K | New |
| FWONK Liberty Media Corp. Class C | 0.30% | 3,629 | $345K | New |
| MAR Marriott International Class A | 0.30% | 927 | $344K | New |
| ORLY O'reilly Automotive Inc. | 0.29% | 3,673 | $338K | New |
| COF Capital One Financial Corp. | 0.28% | 1,631 | $327K | New |
| VZ Verizon Communications Inc. | 0.28% | 7,678 | $325K | Add +17.7% |
| MO Altria Group Inc. | 0.27% | 4,316 | $311K | No change |
| ADP Automatic Data Processing | 0.27% | 1,390 | $311K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.27% | 935 | $309K | New |
| SPG Simon Property Group Inc. | 0.26% | 1,352 | $302K | New |
| ULTA Ulta Beauty Inc. | 0.26% | 663 | $299K | New |
| GS Goldman Sachs Group Inc. | 0.24% | 280 | $283K | No change |
| PG The Procter & Gamble Co. | 0.24% | 1,873 | $275K | New |
| SHOP Shopify Inc. Class A | 0.23% | 2,334 | $267K | Reduce -66.5% |
| RACE Ferrari NV | 0.22% | 695 | $259K | New |
| XOM Exxon Mobil Corp. | 0.21% | 1,808 | $247K | Reduce -3.4% |
| ABT Abbott Laboratories | 0.21% | 2,678 | $243K | New |
| MA Mastercard Inc. Class A | 0.21% | 467 | $240K | New |
| SPHR Sphere Entertainment Co. | 0.18% | 1,239 | $215K | New |
| MS Morgan Stanley | 0.18% | 1,010 | $211K | New |
| EQT Eqt Corp. | 0.18% | 3,871 | $206K | Reduce -40.6% |
| HOOD Robinhood Markets Inc. Class A | 0.17% | 2,000 | $201K | Reduce -46.5% |
| ARI Apollo Commercial Real Estat | 0.10% | 11,201 | $120K | Reduce -0.2% |
Portfolio Sells Q1 2026 → Q2 2026
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −3.06 |
| MSFT Microsoft Corp. | Reduce -79.2% | 0.70% | −2.90 |
| SPOT Spotify Technology SA | Reduce -63.5% | 1.34% | −2.85 |
| NOW ServiceNow Inc. | Reduce -87.3% | 0.35% | −2.81 |
| PLTR Palantir Technologies Inc. Class A | Reduce -55.5% | 0.99% | −2.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −1.89 |
| AAPL Apple Inc. | Reduce -25.8% | 4.65% | −1.31 |
| COST Costco Wholesale Corp. | Reduce -20.3% | 2.73% | −1.23 |
| WMT Walmart Inc. | Reduce -17.0% | 2.19% | −0.95 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.88 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.84 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.60 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.58 |
| MELI MercadoLibre Inc. | Reduce -4.6% | 3.59% | −0.57 |
| APO Apollo Global Management Inc. | Reduce -20.9% | 1.92% | −0.56 |
| SHOP Shopify Inc. Class A | Reduce -66.5% | 0.23% | −0.54 |
| UBER Uber Technologies Inc. | Reduce -6.6% | 3.16% | −0.49 |
| AMZN Amazon.com Inc. | Reduce -12.9% | 4.74% | −0.42 |
| BX Blackstone Inc. | Reduce -9.7% | 1.62% | −0.28 |
| HSBC HSBC Holdings PLC-Spons ADR | Sold out | 0.00% | −0.27 |
| TGT Target Corp. | Sold out | 0.00% | −0.26 |
| CLX Clorox Company | Sold out | 0.00% | −0.22 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.22 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.21 |
| EQT Eqt Corp. | Reduce -40.6% | 0.18% | −0.21 |
| IEP Icahn Enterprises LP | Sold out | 0.00% | −0.18 |
| REAL The Realreal Inc. | Sold out | 0.00% | −0.09 |
| GE General Electric | Reduce -20.3% | 2.69% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -3.4% | 0.21% | −0.08 |
| HOOD Robinhood Markets Inc. Class A | Reduce -46.5% | 0.17% | −0.07 |
| GEV GE Vernova Inc. | Reduce -24.3% | 0.85% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 0.52% | −0.02 |
| ARI Apollo Commercial Real Estat | Reduce -0.2% | 0.10% | −0.01 |
| NAKA Nakamoto Inc. | Sold out | 0.00% | −0.00 |
| HEI Heico Corp. | Reduce -11.3% | 2.07% | +0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -10.7% | 5.73% | +0.14 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -8.7% | 4.74% | +0.76 |
Portfolio Buys Q1 2026 → Q2 2026
| NFLX Netflix Inc. | Add +170.1% | 9.39% | +4.32 |
| V Visa Inc. Class A | Add +1531.1% | 3.33% | +3.14 |
| LNG Cheniere Energy Inc. | New | 1.81% | +1.81 |
| LLY Eli Lilly & Co. | Add +102.7% | 3.06% | +1.74 |
| CBRE CBRE Group Inc. Class A | New | 1.41% | +1.41 |
| PANW Palo Alto Networks Inc. | New | 1.03% | +1.03 |
| ABBV Abbvie Inc. | Add +182.5% | 1.47% | +0.98 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.85% | +0.85 |
| TJX TJX Companies Inc. | New | 0.85% | +0.85 |
| APP AppLovin Corp. Class A | Add +11.9% | 2.70% | +0.68 |
| AZN Astrazeneca PLC | New | 0.64% | +0.64 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.63% | +0.63 |
| QXO Qxo Inc. | New | 0.58% | +0.58 |
| ETN Eaton Corp. PLC | New | 0.57% | +0.57 |
| AXON Axon Enterprise Inc. | New | 0.55% | +0.55 |
| TDG Transdigm Group Inc. | Add +48.3% | 1.51% | +0.55 |
| CAT Caterpillar Inc. | New | 0.51% | +0.51 |
| TLN Talen Energy Corp. | New | 0.50% | +0.50 |
| NVDA Nvidia Corp. | Add +3.5% | 5.03% | +0.44 |
| AVGO Broadcom Inc. | Add +14.9% | 1.87% | +0.42 |
| VST Vistra Corp. | New | 0.42% | +0.42 |
| DASH DoorDash Inc. Class A | New | 0.42% | +0.42 |
| MU Micron Technology Inc. | New | 0.35% | +0.35 |
| RTX RTX Corp. | New | 0.32% | +0.32 |
| CTVA Corteva Inc. | New | 0.32% | +0.32 |
| DE Deere & Co. | New | 0.31% | +0.31 |
| VIK Viking Holdings Ltd. | New | 0.30% | +0.30 |
| TTWO Take-Two Interactive Softwre | New | 0.30% | +0.30 |
| LHX L3HARRIS Technologies Inc. | New | 0.30% | +0.30 |
| FWONK Liberty Media Corp. Class C | New | 0.30% | +0.30 |
| MAR Marriott International Class A | New | 0.30% | +0.30 |
| ORLY O'reilly Automotive Inc. | New | 0.29% | +0.29 |
| COF Capital One Financial Corp. | New | 0.28% | +0.28 |
| ADP Automatic Data Processing | New | 0.27% | +0.27 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.27% | +0.27 |
| SPG Simon Property Group Inc. | New | 0.26% | +0.26 |
| ULTA Ulta Beauty Inc. | New | 0.26% | +0.26 |
| PG The Procter & Gamble Co. | New | 0.24% | +0.24 |
| RACE Ferrari NV | New | 0.22% | +0.22 |
| ABT Abbott Laboratories | New | 0.21% | +0.21 |
| MA Mastercard Inc. Class A | New | 0.21% | +0.21 |
| SPHR Sphere Entertainment Co. | New | 0.18% | +0.18 |
| MS Morgan Stanley | New | 0.18% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +17.5% | 1.04% | +0.18 |
| BN Brookfield Corp. | Add +19.6% | 0.54% | +0.07 |
| CVX Chevron Corp. | Add +28.7% | 0.30% | −0.02 |
| VZ Verizon Communications Inc. | Add +17.7% | 0.28% | −0.03 |
| KKR KKR & Co. Inc. | Add +0.6% | 0.35% | −0.03 |
| PEP Pepsico Inc. | Add +11.8% | 0.31% | −0.03 |
| MSTR Strategy Inc. | Add +0.0% | 5.25% | −2.91 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 78 | $116.2M | NFLX, GOOGL, MSTR, NVDA, TSM |
| Q1 2026 | 57 | $107.2M | MSTR, AAPL, GOOGL, AMZN, NFLX |
| Q4 2025 | 75 | $135.7M | MSTR, NOW, AMZN, GOOGL, AAPL |
| Q3 2025 | 78 | $160.4M | MSTR, AMZN, AAPL, MSFT, WMT |
| Q2 2025 | 78 | $153.7M | MSTR, AMZN, MSFT, COST, META |
| Q1 2025 | 64 | $117.5M | MSTR, AMZN, COST, AAPL, WMT |
| Q4 2024 | 19 | $71.4M | AMZN, MSTR, WMT, AAPL, MSFT |
| Q3 2024 | 68 | $116.4M | MSTR, AMZN, AAPL, MSFT, APO |
| Q2 2024 | 19 | $45.0M | AMZN, AAPL, GOOGL, KKR, LYV |
| Q1 2024 | 112 | $228.7M | BAUG, IAPR, SPY, AMZN, MSTR |