Accuvest Global Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Accuvest Global Advisors reported 64 stock positions worth $117.5 million. Its top holding was Strategy (MSTR) at 20.8% of the portfolio, followed by Amazon.com (AMZN, 9.2%) and Costco Wholesale (COST, 4.0%). Compared with Q4 2024, it opened 49 new positions, sold out of 4, added to 5 and reduced 10. The biggest buy was Strategy (MSTR, shares +248%) and the biggest sale Amazon.com (AMZN, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $117.5M (Q1 2025)
- SEC Filing
- 0001754960-25-000292 ↗ filed May 12, 2025
Holdings Value
Holdings 64 stocks · $117.5M
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 20.81% | 84,822 | $24.5M | Add +248.3% |
| AMZN Amazon.com Inc. | 9.18% | 56,707 | $10.8M | Reduce -5.1% |
| COST Costco Wholesale Corp. | 3.96% | 4,924 | $4.7M | New |
| AAPL Apple Inc. | 3.55% | 18,798 | $4.2M | Reduce -10.9% |
| WMT Walmart Inc. | 3.46% | 46,272 | $4.1M | Reduce -25.3% |
| SPOT Spotify Technology SA | 3.33% | 7,121 | $3.9M | New |
| META Meta Platforms Inc. Class A | 3.26% | 6,643 | $3.8M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.24% | 31,256 | $3.8M | New |
| GOOGL Alphabet Inc. Class A | 3.10% | 23,516 | $3.6M | Add +8.7% |
| MSFT Microsoft Corp. | 3.01% | 9,422 | $3.5M | Reduce -6.7% |
| NFLX Netflix Inc. | 2.97% | 3,744 | $3.5M | New |
| APO Apollo Global Management Inc. | 2.86% | 24,567 | $3.4M | Add +9.7% |
| NEE Nextera Energy Inc. | 2.62% | 43,459 | $3.1M | New |
| BX Blackstone Inc. | 2.56% | 21,488 | $3.0M | Reduce -7.0% |
| KKR KKR & Co. Inc. | 2.25% | 22,898 | $2.6M | Reduce -10.1% |
| LYV Live Nation Entertainment Inc. | 2.18% | 19,627 | $2.6M | Reduce -20.4% |
| MELI MercadoLibre Inc. | 1.92% | 1,156 | $2.3M | New |
| MCD McDonald's Corp. | 1.61% | 6,070 | $1.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.61% | 3,545 | $1.9M | New |
| KO The Coca-Cola Co. | 1.48% | 24,195 | $1.7M | New |
| JPM JPMorgan Chase & Co. | 1.29% | 6,184 | $1.5M | New |
| PGR Progressive Corp. | 1.24% | 5,143 | $1.5M | Reduce -64.3% |
| V Visa Inc. Class A | 1.15% | 3,842 | $1.3M | New |
| ABBV Abbvie Inc. | 1.03% | 5,789 | $1.2M | New |
| UBER Uber Technologies Inc. | 0.99% | 16,049 | $1.2M | New |
| AZO AutoZone Inc. | 0.99% | 305 | $1.2M | New |
| CMG Chipotle Mexican Grill Inc. | 0.92% | 21,546 | $1.1M | Reduce -58.3% |
| JNJ Johnson & Johnson | 0.88% | 6,203 | $1.0M | New |
| ORLY O'reilly Automotive Inc. | 0.86% | 703 | $1.0M | New |
| ISRG Intuitive Surgical Inc. | 0.65% | 1,540 | $763K | New |
| PLTR Palantir Technologies Inc. Class A | 0.64% | 8,972 | $757K | New |
| NVDA Nvidia Corp. | 0.52% | 5,579 | $605K | Reduce -72.0% |
| CVX Chevron Corp. | 0.50% | 3,525 | $590K | New |
| VZ Verizon Communications Inc. | 0.49% | 12,807 | $581K | New |
| XOM Exxon Mobil Corp. | 0.49% | 4,826 | $574K | New |
| SHOP Shopify Inc. Class A | 0.48% | 5,929 | $566K | New |
| SPG Simon Property Group Inc. | 0.42% | 2,998 | $498K | New |
| UPS United Parcel Service Class B | 0.42% | 4,442 | $489K | New |
| GIS General Mills Inc. | 0.42% | 8,163 | $488K | New |
| CELH Celsius Holdings Inc. | 0.41% | 13,627 | $485K | Add +19.9% |
| MTN Vail Resorts Inc. | 0.40% | 2,934 | $469K | New |
| PDD PDD Holdings Inc. | 0.36% | 3,558 | $421K | New |
| LNG Cheniere Energy Inc. | 0.35% | 1,784 | $413K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.35% | 4,776 | $411K | New |
| GE General Electric filed as GE AEROSPACE | 0.34% | 1,981 | $396K | New |
| HOOD Robinhood Markets Inc. Class A | 0.33% | 9,248 | $385K | New |
| MO Altria Group Inc. | 0.31% | 6,116 | $367K | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.30% | 34,866 | $357K | Add +4.3% |
| CBRE CBRE Group Inc. Class A | 0.29% | 2,581 | $338K | New |
| NIO Nio Inc. - ADR | 0.28% | 86,939 | $331K | New |
| BKNG Booking Holdings Inc. | 0.28% | 71 | $327K | New |
| NKE Nike Inc. Class B | 0.27% | 4,991 | $317K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.26% | 1,516 | $311K | New |
| COIN Coinbase Global Inc. Class A | 0.26% | 1,775 | $306K | New |
| SOFI Sofi Technologies Inc. | 0.24% | 24,132 | $281K | New |
| AMD Advanced Micro Devices | 0.22% | 2,500 | $257K | New |
| AFRM Affirm Holdings Inc. | 0.21% | 5,431 | $245K | New |
| WRBY Warby Parker Inc. Class A | 0.21% | 13,406 | $244K | New |
| TSLA Tesla Inc. | 0.20% | 890 | $231K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 1,371 | $228K | New |
| T AT&T Inc. | 0.19% | 7,757 | $219K | New |
| RDDT Reddit Inc. Class A | 0.18% | 2,046 | $215K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.12% | 10,660 | $145K | New |
| ARI Apollo Commercial Real Estat | 0.09% | 11,214 | $107K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Reduce -5.1% | 9.18% | −9.36 |
| CRM Salesforce Inc. | Sold out | 0.00% | −5.22 |
| WMT Walmart Inc. | Reduce -25.3% | 3.46% | −4.42 |
| AAPL Apple Inc. | Reduce -10.9% | 3.55% | −3.90 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −3.83 |
| PGR Progressive Corp. | Reduce -64.3% | 1.24% | −3.62 |
| CMG Chipotle Mexican Grill Inc. | Reduce -58.3% | 0.92% | −3.49 |
| NVDA Nvidia Corp. | Reduce -72.0% | 0.52% | −3.23 |
| KKR KKR & Co. Inc. | Reduce -10.1% | 2.25% | −3.07 |
| BX Blackstone Inc. | Reduce -7.0% | 2.56% | −3.07 |
| MSFT Microsoft Corp. | Reduce -6.7% | 3.01% | −2.99 |
| LYV Live Nation Entertainment Inc. | Reduce -20.4% | 2.18% | −2.33 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.67 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.09 |
Portfolio Buys Q4 2024 → Q1 2025
| MSTR Strategy Inc. | Add +248.3% | 20.81% | +10.94 |
| COST Costco Wholesale Corp. | New | 3.96% | +3.96 |
| SPOT Spotify Technology SA | New | 3.33% | +3.33 |
| META Meta Platforms Inc. Class A | New | 3.26% | +3.26 |
| TJX TJX Companies Inc. | New | 3.24% | +3.24 |
| NFLX Netflix Inc. | New | 2.97% | +2.97 |
| NEE Nextera Energy Inc. | New | 2.62% | +2.62 |
| MELI MercadoLibre Inc. | New | 1.92% | +1.92 |
| MCD McDonald's Corp. | New | 1.61% | +1.61 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 1.61% | +1.61 |
| KO The Coca-Cola Co. | New | 1.48% | +1.48 |
| JPM JPMorgan Chase & Co. | New | 1.29% | +1.29 |
| V Visa Inc. Class A | New | 1.15% | +1.15 |
| ABBV Abbvie Inc. | New | 1.03% | +1.03 |
| UBER Uber Technologies Inc. | New | 0.99% | +0.99 |
| AZO AutoZone Inc. | New | 0.99% | +0.99 |
| JNJ Johnson & Johnson | New | 0.88% | +0.88 |
| ORLY O'reilly Automotive Inc. | New | 0.86% | +0.86 |
| ISRG Intuitive Surgical Inc. | New | 0.65% | +0.65 |
| PLTR Palantir Technologies Inc. Class A | New | 0.64% | +0.64 |
| CVX Chevron Corp. | New | 0.50% | +0.50 |
| VZ Verizon Communications Inc. | New | 0.49% | +0.49 |
| XOM Exxon Mobil Corp. | New | 0.49% | +0.49 |
| SHOP Shopify Inc. Class A | New | 0.48% | +0.48 |
| SPG Simon Property Group Inc. | New | 0.42% | +0.42 |
| UPS United Parcel Service Class B | New | 0.42% | +0.42 |
| GIS General Mills Inc. | New | 0.42% | +0.42 |
| MTN Vail Resorts Inc. | New | 0.40% | +0.40 |
| PDD PDD Holdings Inc. | New | 0.36% | +0.36 |
| LNG Cheniere Energy Inc. | New | 0.35% | +0.35 |
| IRM Iron Mountain Inc. | New | 0.35% | +0.35 |
| GE General Electric | New | 0.34% | +0.34 |
| HOOD Robinhood Markets Inc. Class A | New | 0.33% | +0.33 |
| MO Altria Group Inc. | New | 0.31% | +0.31 |
| CBRE CBRE Group Inc. Class A | New | 0.29% | +0.29 |
| NIO Nio Inc. - ADR | New | 0.28% | +0.28 |
| BKNG Booking Holdings Inc. | New | 0.28% | +0.28 |
| NKE Nike Inc. Class B | New | 0.27% | +0.27 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.26% | +0.26 |
| COIN Coinbase Global Inc. Class A | New | 0.26% | +0.26 |
| SOFI Sofi Technologies Inc. | New | 0.24% | +0.24 |
| AMD Advanced Micro Devices | New | 0.22% | +0.22 |
| AFRM Affirm Holdings Inc. | New | 0.21% | +0.21 |
| WRBY Warby Parker Inc. Class A | New | 0.21% | +0.21 |
| TSLA Tesla Inc. | New | 0.20% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.19% | +0.19 |
| T AT&T Inc. | New | 0.19% | +0.19 |
| RDDT Reddit Inc. Class A | New | 0.18% | +0.18 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | New | 0.12% | +0.12 |
| ARI Apollo Commercial Real Estat | New | 0.09% | +0.09 |
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 |