Accuvest Global Advisors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Accuvest Global Advisors reported 78 stock positions worth $160.4 million. Its top holding was Strategy (MSTR) at 14.4% of the portfolio, followed by Amazon.com (AMZN, 4.6%) and Apple (AAPL, 3.8%). Compared with Q2 2025, it opened 16 new positions, sold out of 16, added to 30 and reduced 25. The biggest buy was a new position in Intuit (INTU) and the biggest sale Strategy (MSTR, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $160.4M (Q3 2025)
- SEC Filing
- 0001754960-25-000770 ↗ filed Nov 12, 2025
Holdings Value
Holdings 78 stocks · $160.4M
| MSTR Strategy Inc. | 14.42% | 71,783 | $23.1M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 4.63% | 33,838 | $7.4M | Add +4.8% |
| AAPL Apple Inc. | 3.80% | 23,925 | $6.1M | Add +11.4% |
| MSFT Microsoft Corp. | 3.77% | 11,665 | $6.0M | Reduce -7.2% |
| WMT Walmart Inc. | 3.74% | 58,270 | $6.0M | Add +9.3% |
| UBER Uber Technologies Inc. | 3.72% | 60,973 | $6.0M | Add +70.3% |
| COST Costco Wholesale Corp. | 3.59% | 6,221 | $5.8M | Add +15.3% |
| GOOGL Alphabet Inc. Class A | 3.56% | 23,516 | $5.7M | Add +249.5% |
| NFLX Netflix Inc. | 3.37% | 4,509 | $5.4M | Add +20.0% |
| INTU Intuit Inc. | 3.29% | 7,729 | $5.3M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.04% | 33,761 | $4.9M | Reduce -3.0% |
| APO Apollo Global Management Inc. | 3.00% | 36,109 | $4.8M | Add +9.8% |
| KKR KKR & Co. Inc. | 2.87% | 35,452 | $4.6M | Add +10.6% |
| BX Blackstone Inc. | 2.83% | 26,616 | $4.5M | Add +4.4% |
| META Meta Platforms Inc. Class A | 2.82% | 6,160 | $4.5M | Reduce -14.7% |
| NOW ServiceNow Inc. | 2.74% | 4,781 | $4.4M | Add +203.4% |
| ORCL Oracle Corp. | 2.72% | 15,518 | $4.4M | New |
| MELI MercadoLibre Inc. | 2.68% | 1,842 | $4.3M | Add +21.3% |
| SPOT Spotify Technology SA | 2.68% | 6,157 | $4.3M | Reduce -7.7% |
| AXP American Express Co. | 2.34% | 11,320 | $3.8M | Add +1177.7% |
| LYV Live Nation Entertainment Inc. | 2.16% | 21,211 | $3.5M | Reduce -23.0% |
| BN Brookfield Corp. | 2.10% | 49,041 | $3.4M | Add +55.0% |
| SHOP Shopify Inc. Class A | 1.99% | 21,471 | $3.2M | Add +386.9% |
| V Visa Inc. Class A | 1.51% | 7,085 | $2.4M | Reduce -44.1% |
| GS Goldman Sachs Group Inc. | 1.45% | 2,924 | $2.3M | Add +215.8% |
| JPM JPMorgan Chase & Co. | 1.34% | 6,800 | $2.1M | Reduce -3.6% |
| APP AppLovin Corp. Class A | 0.88% | 1,969 | $1.4M | Add +64.4% |
| PLTR Palantir Technologies Inc. Class A | 0.85% | 7,490 | $1.4M | Reduce -17.1% |
| SMLR Semler Scientific Inc. | 0.78% | 41,629 | $1.2M | No change |
| BKNG Booking Holdings Inc. | 0.75% | 222 | $1.2M | Add +39.6% |
| NVDA Nvidia Corp. | 0.73% | 6,304 | $1.2M | Reduce -12.1% |
| CMG Chipotle Mexican Grill Inc. | 0.61% | 25,000 | $980K | New |
| ABBV Abbvie Inc. | 0.60% | 4,151 | $961K | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 1,627 | $818K | Reduce -44.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 2,341 | $654K | Add +10.4% |
| AON Aon PLC Class A | 0.33% | 1,500 | $535K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.33% | 2,017 | $523K | New |
| AFRM Affirm Holdings Inc. | 0.32% | 7,027 | $514K | New |
| COIN Coinbase Global Inc. Class A | 0.30% | 1,414 | $477K | Add +134.9% |
| MO Altria Group Inc. | 0.25% | 6,116 | $404K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.24% | 2,145 | $383K | Reduce -12.2% |
| SCHW Schwab (charles) Corp. | 0.22% | 3,760 | $359K | New |
| VZ Verizon Communications Inc. | 0.22% | 8,102 | $356K | Add +8.1% |
| HOOD Robinhood Markets Inc. Class A | 0.22% | 2,476 | $355K | Reduce -66.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 358 | $347K | Add +31.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.21% | 21,407 | $343K | Reduce -13.9% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.19% | 3,000 | $306K | Reduce -25.0% |
| MRK Merck & Co. Inc. | 0.18% | 3,454 | $290K | Add +25.5% |
| PDD PDD Holdings Inc. | 0.18% | 2,140 | $283K | Reduce -4.6% |
| RBLX Roblox Corp. Class A | 0.18% | 2,042 | $283K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 5,043 | $280K | Reduce -25.7% |
| SPG Simon Property Group Inc. | 0.17% | 1,479 | $278K | Reduce -5.0% |
| JNJ Johnson & Johnson | 0.17% | 1,465 | $272K | Reduce -2.3% |
| UPS United Parcel Service Class B | 0.17% | 3,207 | $268K | Add +23.2% |
| DASH DoorDash Inc. Class A | 0.17% | 981 | $267K | Reduce -19.9% |
| XOM Exxon Mobil Corp. | 0.17% | 2,368 | $267K | Add +8.9% |
| GIS General Mills Inc. | 0.16% | 5,231 | $264K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.16% | 799 | $259K | Reduce -70.6% |
| CVX Chevron Corp. | 0.16% | 1,660 | $258K | Add +4.1% |
| PSA Public Storage | 0.16% | 889 | $257K | New |
| SOFI Sofi Technologies Inc. | 0.16% | 9,739 | $257K | Reduce -52.9% |
| AZO AutoZone Inc. | 0.16% | 59 | $253K | Add +3.5% |
| ORLY O'reilly Automotive Inc. | 0.16% | 2,345 | $253K | Reduce -90.6% |
| ULTA Ulta Beauty Inc. | 0.16% | 455 | $249K | New |
| SONY Sony Group Corp. - SP ADR | 0.15% | 8,626 | $248K | Reduce -65.5% |
| MTN Vail Resorts Inc. | 0.15% | 1,604 | $240K | New |
| AMD Advanced Micro Devices | 0.14% | 1,436 | $232K | New |
| TGT Target Corp. | 0.14% | 2,616 | $230K | Add +10.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.14% | 2,945 | $226K | No change |
| CELH Celsius Holdings Inc. | 0.14% | 3,929 | $226K | New |
| EQT Eqt Corp. | 0.14% | 4,065 | $221K | New |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.14% | 13,868 | $221K | No change |
| CB Chubb Ltd. | 0.14% | 780 | $220K | No change |
| SAP Sap SE-Sponsored ADR | 0.13% | 776 | $207K | Reduce -66.9% |
| UL Unilever PLC | 0.13% | 3,458 | $205K | No change |
| BLK BlackRock Inc. | 0.13% | 172 | $201K | New |
| USA Liberty All Star Equity Fund | 0.09% | 22,455 | $143K | No change |
| ARI Apollo Commercial Real Estat | 0.07% | 11,216 | $114K | Add +0.0% |
Portfolio Sells Q2 2025 → Q3 2025
| MSTR Strategy Inc. | Reduce -0.0% | 14.42% | −4.46 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −2.63 |
| PGR Progressive Corp. | Sold out | 0.00% | −2.58 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −1.94 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.93 |
| AMT American Tower Corp. | Sold out | 0.00% | −1.72 |
| V Visa Inc. Class A | Reduce -44.1% | 1.51% | −1.42 |
| ORLY O'reilly Automotive Inc. | Reduce -90.6% | 0.16% | −1.30 |
| SPOT Spotify Technology SA | Reduce -7.7% | 2.68% | −0.65 |
| META Meta Platforms Inc. Class A | Reduce -14.7% | 2.82% | −0.65 |
| LYV Live Nation Entertainment Inc. | Reduce -23.0% | 2.16% | −0.55 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -44.5% | 0.51% | −0.42 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -70.6% | 0.16% | −0.39 |
| SAP Sap SE-Sponsored ADR | Reduce -66.9% | 0.13% | −0.33 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.33 |
| MSFT Microsoft Corp. | Reduce -7.2% | 3.77% | −0.30 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.27 |
| SONY Sony Group Corp. - SP ADR | Reduce -65.5% | 0.15% | −0.27 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.24 |
| HOOD Robinhood Markets Inc. Class A | Reduce -66.7% | 0.22% | −0.23 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.23 |
| NIO Nio Inc. - ADR | Sold out | 0.00% | −0.19 |
| RACE Ferrari NV | Sold out | 0.00% | −0.19 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.18 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −0.15 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.15 |
| IBN Icici Bank Ltd.-Spon ADR | Sold out | 0.00% | −0.15 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -25.7% | 0.17% | −0.13 |
| SOFI Sofi Technologies Inc. | Reduce -52.9% | 0.16% | −0.08 |
| IRM Iron Mountain Inc. | Reduce -25.0% | 0.19% | −0.08 |
| DASH DoorDash Inc. Class A | Reduce -19.9% | 0.17% | −0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -13.9% | 0.21% | −0.01 |
| NVDA Nvidia Corp. | Reduce -12.1% | 0.73% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.6% | 1.34% | +0.01 |
| SPG Simon Property Group Inc. | Reduce -5.0% | 0.17% | +0.01 |
| JNJ Johnson & Johnson | Reduce -2.3% | 0.17% | +0.02 |
| PDD PDD Holdings Inc. | Reduce -4.6% | 0.18% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -17.1% | 0.85% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | Reduce -12.2% | 0.24% | +0.06 |
| TJX TJX Companies Inc. | Reduce -3.0% | 3.04% | +0.24 |
Portfolio Buys Q2 2025 → Q3 2025
| INTU Intuit Inc. | New | 3.29% | +3.29 |
| GOOGL Alphabet Inc. Class A | Add +249.5% | 3.56% | +2.79 |
| ORCL Oracle Corp. | New | 2.72% | +2.72 |
| AXP American Express Co. | Add +1177.7% | 2.34% | +2.16 |
| NOW ServiceNow Inc. | Add +203.4% | 2.74% | +1.69 |
| SHOP Shopify Inc. Class A | Add +386.9% | 1.99% | +1.66 |
| UBER Uber Technologies Inc. | Add +70.3% | 3.72% | +1.55 |
| GS Goldman Sachs Group Inc. | Add +215.8% | 1.45% | +1.03 |
| AAPL Apple Inc. | Add +11.4% | 3.80% | +0.93 |
| BN Brookfield Corp. | Add +55.0% | 2.10% | +0.82 |
| CMG Chipotle Mexican Grill Inc. | New | 0.61% | +0.61 |
| APP AppLovin Corp. Class A | Add +64.4% | 0.88% | +0.61 |
| BX Blackstone Inc. | Add +4.4% | 2.83% | +0.35 |
| WMT Walmart Inc. | Add +9.3% | 3.74% | +0.35 |
| AON Aon PLC Class A | New | 0.33% | +0.33 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.33% | +0.33 |
| AFRM Affirm Holdings Inc. | New | 0.32% | +0.32 |
| SCHW Schwab (charles) Corp. | New | 0.22% | +0.22 |
| RBLX Roblox Corp. Class A | New | 0.18% | +0.18 |
| GIS General Mills Inc. | New | 0.16% | +0.16 |
| PSA Public Storage | New | 0.16% | +0.16 |
| COIN Coinbase Global Inc. Class A | Add +134.9% | 0.30% | +0.16 |
| ULTA Ulta Beauty Inc. | New | 0.16% | +0.16 |
| MTN Vail Resorts Inc. | New | 0.15% | +0.15 |
| BKNG Booking Holdings Inc. | Add +39.6% | 0.75% | +0.15 |
| AMD Advanced Micro Devices | New | 0.14% | +0.14 |
| CELH Celsius Holdings Inc. | New | 0.14% | +0.14 |
| EQT Eqt Corp. | New | 0.14% | +0.14 |
| BLK BlackRock Inc. | New | 0.13% | +0.13 |
| COST Costco Wholesale Corp. | Add +15.3% | 3.59% | +0.11 |
| ABBV Abbvie Inc. | Add +1.3% | 0.60% | +0.10 |
| MELI MercadoLibre Inc. | Add +21.3% | 2.68% | +0.10 |
| KKR KKR & Co. Inc. | Add +10.6% | 2.87% | +0.10 |
| NFLX Netflix Inc. | Add +20.0% | 3.37% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.4% | 0.41% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +31.1% | 0.22% | +0.07 |
| MRK Merck & Co. Inc. | Add +25.5% | 0.18% | +0.04 |
| AMZN Amazon.com Inc. | Add +4.8% | 4.63% | +0.02 |
| AZO AutoZone Inc. | Add +3.5% | 0.16% | +0.02 |
| XOM Exxon Mobil Corp. | Add +8.9% | 0.17% | +0.01 |
| CVX Chevron Corp. | Add +4.1% | 0.16% | +0.01 |
| VZ Verizon Communications Inc. | Add +8.1% | 0.22% | +0.01 |
| ARI Apollo Commercial Real Estat | Add +0.0% | 0.07% | +0.00 |
| UPS United Parcel Service Class B | Add +23.2% | 0.17% | −0.00 |
| TGT Target Corp. | Add +10.3% | 0.14% | −0.02 |
| APO Apollo Global Management Inc. | Add +9.8% | 3.00% | −0.03 |
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 |