Accuvest Global Advisors
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Accuvest Global Advisors reported 78 stock positions worth $153.7 million. Its top holding was Strategy (MSTR) at 18.9% of the portfolio, followed by Amazon.com (AMZN, 4.6%) and Microsoft (MSFT, 4.1%). Compared with Q1 2025, it opened 29 new positions, sold out of 15, added to 25 and reduced 23. The biggest buy was a new position in T-Mobile US (TMUS) and the biggest sale Amazon.com (AMZN, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $153.7M (Q2 2025)
- SEC Filing
- 0001754960-25-000540 ↗ filed Aug 5, 2025
Holdings Value
Holdings 78 stocks · $153.7M
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 18.88% | 71,795 | $29.0M | Reduce -15.4% |
| AMZN Amazon.com Inc. | 4.61% | 32,286 | $7.1M | Reduce -43.1% |
| MSFT Microsoft Corp. | 4.07% | 12,572 | $6.3M | Add +33.4% |
| COST Costco Wholesale Corp. | 3.48% | 5,397 | $5.3M | Add +9.6% |
| META Meta Platforms Inc. Class A | 3.47% | 7,222 | $5.3M | Add +8.7% |
| WMT Walmart Inc. | 3.39% | 53,335 | $5.2M | Add +15.3% |
| SPOT Spotify Technology SA | 3.33% | 6,667 | $5.1M | Reduce -6.4% |
| NFLX Netflix Inc. | 3.27% | 3,757 | $5.0M | Add +0.3% |
| APO Apollo Global Management Inc. | 3.03% | 32,876 | $4.7M | Add +33.8% |
| V Visa Inc. Class A | 2.93% | 12,667 | $4.5M | Add +229.7% |
| AAPL Apple Inc. | 2.87% | 21,485 | $4.4M | Add +14.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.80% | 34,824 | $4.3M | Add +11.4% |
| KKR KKR & Co. Inc. | 2.77% | 32,049 | $4.3M | Add +40.0% |
| LYV Live Nation Entertainment Inc. | 2.71% | 27,562 | $4.2M | Add +40.4% |
| KO The Coca-Cola Co. | 2.63% | 57,198 | $4.0M | Add +136.4% |
| MELI MercadoLibre Inc. | 2.58% | 1,518 | $4.0M | Add +31.3% |
| PGR Progressive Corp. | 2.58% | 14,846 | $4.0M | Add +188.7% |
| BX Blackstone Inc. | 2.48% | 25,489 | $3.8M | Add +18.6% |
| UBER Uber Technologies Inc. | 2.17% | 35,792 | $3.3M | Add +123.0% |
| TMUS T-Mobile US Inc. | 1.94% | 12,528 | $3.0M | New |
| LLY Eli Lilly & Co. | 1.93% | 3,800 | $3.0M | New |
| AMT American Tower Corp. | 1.72% | 11,963 | $2.6M | New |
| ORLY O'reilly Automotive Inc. | 1.46% | 24,860 | $2.2M | Add +135.8% |
| JPM JPMorgan Chase & Co. | 1.33% | 7,052 | $2.0M | Add +14.0% |
| BN Brookfield Corp. | 1.27% | 31,644 | $2.0M | New |
| NOW ServiceNow Inc. | 1.05% | 1,576 | $1.6M | New |
| SMLR Semler Scientific Inc. | 1.05% | 41,629 | $1.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 2,932 | $1.4M | Reduce -17.3% |
| PLTR Palantir Technologies Inc. Class A | 0.80% | 9,035 | $1.2M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.77% | 6,729 | $1.2M | Reduce -71.4% |
| NVDA Nvidia Corp. | 0.74% | 7,173 | $1.1M | Add +28.6% |
| BKNG Booking Holdings Inc. | 0.60% | 159 | $920K | Add +123.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.55% | 2,718 | $851K | Add +79.3% |
| ABBV Abbvie Inc. | 0.50% | 4,099 | $761K | Reduce -29.2% |
| SAP Sap SE-Sponsored ADR | 0.46% | 2,345 | $713K | New |
| HOOD Robinhood Markets Inc. Class A | 0.45% | 7,435 | $696K | Reduce -19.6% |
| GS Goldman Sachs Group Inc. | 0.43% | 926 | $655K | New |
| SONY Sony Group Corp. - SP ADR | 0.42% | 24,982 | $650K | New |
| CL Colgate-Palmolive Co. | 0.33% | 5,634 | $512K | New |
| SHOP Shopify Inc. Class A | 0.33% | 4,410 | $508K | Reduce -25.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 2,121 | $480K | Add +54.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.30% | 6,784 | $468K | New |
| APP AppLovin Corp. Class A | 0.27% | 1,198 | $419K | New |
| HUBS HubSpot Inc. | 0.27% | 750 | $417K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.27% | 4,000 | $410K | Reduce -16.3% |
| SOFI Sofi Technologies Inc. | 0.24% | 20,665 | $376K | Reduce -14.4% |
| FLUT Flutter Entertainment PLC-Di | 0.24% | 1,269 | $363K | New |
| MO Altria Group Inc. | 0.23% | 6,116 | $359K | No change |
| CBRE CBRE Group Inc. Class A | 0.23% | 2,520 | $353K | Reduce -2.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.22% | 24,875 | $341K | Reduce -28.7% |
| VZ Verizon Communications Inc. | 0.21% | 7,493 | $324K | Reduce -41.5% |
| DASH DoorDash Inc. Class A | 0.20% | 1,224 | $302K | New |
| NIO Nio Inc. - ADR | 0.19% | 86,739 | $298K | Reduce -0.2% |
| RACE Ferrari NV | 0.19% | 586 | $288K | New |
| AXP American Express Co. | 0.18% | 886 | $283K | New |
| BABA Alibaba Group Holding-SP ADR | 0.18% | 2,443 | $277K | New |
| LNG Cheniere Energy Inc. | 0.18% | 1,120 | $273K | Reduce -37.2% |
| UPS United Parcel Service Class B | 0.17% | 2,604 | $263K | Reduce -41.4% |
| SPG Simon Property Group Inc. | 0.16% | 1,556 | $250K | Reduce -48.1% |
| TGT Target Corp. | 0.16% | 2,371 | $246K | New |
| DRI Darden Restaurants Inc. | 0.15% | 1,076 | $235K | New |
| PDD PDD Holdings Inc. | 0.15% | 2,243 | $235K | Reduce -37.0% |
| XOM Exxon Mobil Corp. | 0.15% | 2,174 | $234K | Reduce -55.0% |
| HSY The Hershey Co. | 0.15% | 1,390 | $231K | New |
| JNJ Johnson & Johnson | 0.15% | 1,499 | $229K | Reduce -75.8% |
| CVX Chevron Corp. | 0.15% | 1,595 | $228K | Reduce -54.8% |
| CB Chubb Ltd. | 0.15% | 780 | $226K | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.15% | 6,660 | $224K | New |
| DKNG Draftkings Inc. Class A | 0.15% | 5,206 | $223K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.14% | 273 | $219K | New |
| MRK Merck & Co. Inc. | 0.14% | 2,753 | $218K | New |
| AZO AutoZone Inc. | 0.14% | 57 | $212K | Reduce -81.3% |
| UL Unilever PLC | 0.14% | 3,458 | $212K | New |
| COIN Coinbase Global Inc. Class A | 0.14% | 602 | $211K | Reduce -66.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.13% | 2,945 | $206K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.12% | 13,868 | $190K | Add +30.1% |
| USA Liberty All Star Equity Fund | 0.10% | 22,455 | $153K | New |
| ARI Apollo Commercial Real Estat | 0.07% | 11,215 | $109K | Add +0.0% |
Portfolio Sells Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Reduce -43.1% | 4.61% | −4.58 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −2.62 |
| GOOGL Alphabet Inc. Class A | Reduce -71.4% | 0.77% | −2.32 |
| MSTR Strategy Inc. | Reduce -15.4% | 18.88% | −1.93 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.61 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.92 |
| AZO AutoZone Inc. | Reduce -81.3% | 0.14% | −0.85 |
| JNJ Johnson & Johnson | Reduce -75.8% | 0.15% | −0.73 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.3% | 0.93% | −0.68 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.65 |
| ABBV Abbvie Inc. | Reduce -29.2% | 0.50% | −0.54 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.42 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.41 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.40 |
| CVX Chevron Corp. | Reduce -54.8% | 0.15% | −0.35 |
| GE General Electric | Sold out | 0.00% | −0.34 |
| XOM Exxon Mobil Corp. | Reduce -55.0% | 0.15% | −0.34 |
| VZ Verizon Communications Inc. | Reduce -41.5% | 0.21% | −0.28 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.27 |
| SPG Simon Property Group Inc. | Reduce -48.1% | 0.16% | −0.26 |
| UPS United Parcel Service Class B | Reduce -41.4% | 0.17% | −0.25 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.22 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.21 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −0.21 |
| PDD PDD Holdings Inc. | Reduce -37.0% | 0.15% | −0.21 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.20 |
| T AT&T Inc. | Sold out | 0.00% | −0.19 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.18 |
| LNG Cheniere Energy Inc. | Reduce -37.2% | 0.18% | −0.17 |
| SHOP Shopify Inc. Class A | Reduce -25.6% | 0.33% | −0.15 |
| COIN Coinbase Global Inc. Class A | Reduce -66.1% | 0.14% | −0.12 |
| NIO Nio Inc. - ADR | Reduce -0.2% | 0.19% | −0.09 |
| IRM Iron Mountain Inc. | Reduce -16.3% | 0.27% | −0.08 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -28.7% | 0.22% | −0.08 |
| CBRE CBRE Group Inc. Class A | Reduce -2.4% | 0.23% | −0.06 |
| SPOT Spotify Technology SA | Reduce -6.4% | 3.33% | −0.01 |
| SOFI Sofi Technologies Inc. | Reduce -14.4% | 0.24% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Reduce -19.6% | 0.45% | +0.13 |
Portfolio Buys Q1 2025 → Q2 2025
| TMUS T-Mobile US Inc. | New | 1.94% | +1.94 |
| LLY Eli Lilly & Co. | New | 1.93% | +1.93 |
| V Visa Inc. Class A | Add +229.7% | 2.93% | +1.78 |
| AMT American Tower Corp. | New | 1.72% | +1.72 |
| PGR Progressive Corp. | Add +188.7% | 2.58% | +1.34 |
| BN Brookfield Corp. | New | 1.27% | +1.27 |
| UBER Uber Technologies Inc. | Add +123.0% | 2.17% | +1.18 |
| KO The Coca-Cola Co. | Add +136.4% | 2.63% | +1.16 |
| MSFT Microsoft Corp. | Add +33.4% | 4.07% | +1.06 |
| NOW ServiceNow Inc. | New | 1.05% | +1.05 |
| SMLR Semler Scientific Inc. | New | 1.05% | +1.05 |
| MELI MercadoLibre Inc. | Add +31.3% | 2.58% | +0.66 |
| ORLY O'reilly Automotive Inc. | Add +135.8% | 1.46% | +0.60 |
| LYV Live Nation Entertainment Inc. | Add +40.4% | 2.71% | +0.53 |
| KKR KKR & Co. Inc. | Add +40.0% | 2.77% | +0.52 |
| SAP Sap SE-Sponsored ADR | New | 0.46% | +0.46 |
| GS Goldman Sachs Group Inc. | New | 0.43% | +0.43 |
| SONY Sony Group Corp. - SP ADR | New | 0.42% | +0.42 |
| CL Colgate-Palmolive Co. | New | 0.33% | +0.33 |
| BKNG Booking Holdings Inc. | Add +123.9% | 0.60% | +0.32 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.30% | +0.30 |
| NFLX Netflix Inc. | Add +0.3% | 3.27% | +0.30 |
| RCL Royal Caribbean Cruises Ltd. | Add +79.3% | 0.55% | +0.29 |
| APP AppLovin Corp. Class A | New | 0.27% | +0.27 |
| HUBS HubSpot Inc. | New | 0.27% | +0.27 |
| FLUT Flutter Entertainment PLC-Di | New | 0.24% | +0.24 |
| NVDA Nvidia Corp. | Add +28.6% | 0.74% | +0.22 |
| META Meta Platforms Inc. Class A | Add +8.7% | 3.47% | +0.21 |
| DASH DoorDash Inc. Class A | New | 0.20% | +0.20 |
| RACE Ferrari NV | New | 0.19% | +0.19 |
| AXP American Express Co. | New | 0.18% | +0.18 |
| BABA Alibaba Group Holding-SP ADR | New | 0.18% | +0.18 |
| APO Apollo Global Management Inc. | Add +33.8% | 3.03% | +0.17 |
| TGT Target Corp. | New | 0.16% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +0.7% | 0.80% | +0.16 |
| DRI Darden Restaurants Inc. | New | 0.15% | +0.15 |
| HSY The Hershey Co. | New | 0.15% | +0.15 |
| CB Chubb Ltd. | New | 0.15% | +0.15 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.15% | +0.15 |
| DKNG Draftkings Inc. Class A | New | 0.15% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.14% | +0.14 |
| MRK Merck & Co. Inc. | New | 0.14% | +0.14 |
| UL Unilever PLC | New | 0.14% | +0.14 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.13% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +54.7% | 0.31% | +0.12 |
| USA Liberty All Star Equity Fund | New | 0.10% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +14.0% | 1.33% | +0.04 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +30.1% | 0.12% | +0.00 |
| ARI Apollo Commercial Real Estat | Add +0.0% | 0.07% | −0.02 |
| WMT Walmart Inc. | Add +15.3% | 3.39% | −0.06 |
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 |