Accuvest Global Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Accuvest Global Advisors reported 75 stock positions worth $135.7 million. Its top holding was Strategy (MSTR) at 7.8% of the portfolio, followed by ServiceNow (NOW, 6.4%) and Amazon.com (AMZN, 5.8%). Compared with Q3 2025, it opened 24 new positions, sold out of 27, added to 18 and reduced 32. The biggest buy was ServiceNow (NOW, shares +138%) and the biggest sale Strategy (MSTR, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $135.7M (Q4 2025)
- SEC Filing
- 0001754960-26-000168 ↗ filed Feb 11, 2026
Holdings Value
Holdings 75 stocks · $135.7M
| MSTR Strategy Inc. | 7.77% | 69,422 | $10.5M | Reduce -3.3% |
| NOW ServiceNow Inc. | 6.43% | 56,948 | $8.7M | Add +138.2% |
| AMZN Amazon.com Inc. | 5.76% | 33,853 | $7.8M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 4.78% | 20,724 | $6.5M | Reduce -11.9% |
| AAPL Apple Inc. | 4.37% | 21,805 | $5.9M | Reduce -8.9% |
| MSFT Microsoft Corp. | 3.82% | 10,716 | $5.2M | Reduce -8.1% |
| WMT Walmart Inc. | 3.70% | 45,019 | $5.0M | Reduce -22.7% |
| MELI MercadoLibre Inc. | 3.31% | 2,232 | $4.5M | Add +21.2% |
| COST Costco Wholesale Corp. | 3.22% | 5,074 | $4.4M | Reduce -18.4% |
| SPOT Spotify Technology SA | 3.21% | 7,500 | $4.4M | Add +21.8% |
| INTU Intuit Inc. | 3.20% | 6,557 | $4.3M | Reduce -15.2% |
| NFLX Netflix Inc. | 3.07% | 44,476 | $4.2M | Reduce -1.4% |
| APO Apollo Global Management Inc. | 2.70% | 25,281 | $3.7M | Reduce -30.0% |
| UBER Uber Technologies Inc. | 2.54% | 42,219 | $3.5M | Reduce -30.8% |
| KKR KKR & Co. Inc. | 2.50% | 26,604 | $3.4M | Reduce -25.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.41% | 21,317 | $3.3M | Reduce -36.9% |
| META Meta Platforms Inc. Class A | 2.28% | 4,690 | $3.1M | Reduce -23.9% |
| BX Blackstone Inc. | 2.20% | 19,339 | $3.0M | Reduce -27.3% |
| SCHW Schwab (charles) Corp. | 2.12% | 28,747 | $2.9M | Add +664.5% |
| AXP American Express Co. | 2.10% | 7,705 | $2.9M | Reduce -31.9% |
| LLY Eli Lilly & Co. | 1.93% | 2,439 | $2.6M | New |
| TSM Taiwan Semiconductor-SP ADR | 1.43% | 6,394 | $1.9M | Add +173.1% |
| JPM JPMorgan Chase & Co. | 1.42% | 5,983 | $1.9M | Reduce -12.0% |
| SBUX Starbucks Corp. | 1.39% | 22,373 | $1.9M | New |
| BKNG Booking Holdings Inc. | 1.30% | 330 | $1.8M | Add +48.6% |
| GEV GE Vernova Inc. | 1.27% | 2,642 | $1.7M | New |
| TDG Transdigm Group Inc. | 1.15% | 1,172 | $1.6M | New |
| V Visa Inc. Class A | 1.03% | 3,991 | $1.4M | Reduce -43.7% |
| WRBY Warby Parker Inc. Class A | 1.00% | 62,300 | $1.4M | New |
| NVDA Nvidia Corp. | 0.96% | 6,990 | $1.3M | Add +10.9% |
| CRM Salesforce Inc. | 0.92% | 4,715 | $1.2M | New |
| PLTR Palantir Technologies Inc. Class A | 0.92% | 7,009 | $1.2M | Reduce -6.4% |
| BABA Alibaba Group Holding-SP ADR | 0.90% | 8,354 | $1.2M | Add +289.5% |
| GS Goldman Sachs Group Inc. | 0.80% | 1,230 | $1.1M | Reduce -57.9% |
| ABBV Abbvie Inc. | 0.74% | 4,398 | $1.0M | Add +6.0% |
| APP AppLovin Corp. Class A | 0.61% | 1,236 | $833K | Reduce -37.2% |
| FWONK Liberty Media Corp. Class C | 0.59% | 8,178 | $806K | New |
| TSLA Tesla Inc. | 0.59% | 1,783 | $802K | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.56% | 1 | $755K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 1,394 | $701K | Reduce -14.3% |
| UNH Unitedhealth Group Inc. | 0.49% | 2,000 | $660K | New |
| SMLR Semler Scientific Inc. | 0.47% | 42,021 | $643K | Add +0.9% |
| CBRE CBRE Group Inc. Class A | 0.45% | 3,826 | $615K | New |
| HEI Heico Corp. | 0.41% | 1,716 | $555K | New |
| ISRG Intuitive Surgical Inc. | 0.39% | 939 | $532K | New |
| AON Aon PLC Class A | 0.39% | 1,500 | $529K | No change |
| SHOP Shopify Inc. Class A | 0.37% | 3,111 | $501K | Reduce -85.5% |
| HOOD Robinhood Markets Inc. Class A | 0.35% | 4,155 | $470K | Add +67.8% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 1,458 | $449K | New |
| CAT Caterpillar Inc. | 0.30% | 719 | $412K | New |
| COIN Coinbase Global Inc. Class A | 0.29% | 1,740 | $393K | Add +23.1% |
| BN Brookfield Corp. | 0.28% | 8,278 | $380K | Reduce -88.8% |
| ORLY O'reilly Automotive Inc. | 0.27% | 4,066 | $371K | Add +73.4% |
| EQT Eqt Corp. | 0.27% | 6,838 | $367K | Add +68.2% |
| PBR Petroleo Brasileiro-Spon ADR | 0.24% | 27,250 | $323K | New |
| PEP Pepsico Inc. | 0.24% | 2,234 | $321K | New |
| VZ Verizon Communications Inc. | 0.19% | 6,354 | $259K | Reduce -21.6% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.19% | 3,213 | $253K | New |
| MO Altria Group Inc. | 0.18% | 4,316 | $249K | Reduce -29.4% |
| MRK Merck & Co. Inc. | 0.18% | 2,322 | $244K | Reduce -32.8% |
| CELH Celsius Holdings Inc. | 0.17% | 4,991 | $228K | Add +27.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.17% | 13,560 | $227K | Reduce -36.7% |
| CART Maplebear Inc. | 0.17% | 5,029 | $226K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.16% | 800 | $223K | Add +0.1% |
| IEP Icahn Enterprises LP | 0.16% | 28,851 | $218K | New |
| XOM Exxon Mobil Corp. | 0.16% | 1,800 | $217K | Reduce -24.0% |
| TGT Target Corp. | 0.16% | 2,218 | $217K | Reduce -15.2% |
| AMT American Tower Corp. | 0.16% | 1,223 | $215K | New |
| CVX Chevron Corp. | 0.16% | 1,410 | $215K | Reduce -15.1% |
| CLX Clorox Company | 0.16% | 2,126 | $214K | New |
| GIS General Mills Inc. | 0.16% | 4,609 | $214K | Reduce -11.9% |
| MTN Vail Resorts Inc. | 0.16% | 1,601 | $213K | Reduce -0.2% |
| REAL The Realreal Inc. filed as THE REALREAL INC | 0.14% | 12,392 | $196K | New |
| ARI Apollo Commercial Real Estat | 0.12% | 16,967 | $164K | Add +51.3% |
| NAKA Nakamoto Inc. filed as KINDLY MD INC | 0.00% | 12,746 | $4K | New |
Portfolio Sells Q3 2025 → Q4 2025
| MSTR Strategy Inc. | Reduce -3.3% | 7.77% | −6.64 |
| ORCL Oracle Corp. | Sold out | 0.00% | −2.72 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −2.16 |
| BN Brookfield Corp. | Reduce -88.8% | 0.28% | −1.82 |
| SHOP Shopify Inc. Class A | Reduce -85.5% | 0.37% | −1.62 |
| UBER Uber Technologies Inc. | Reduce -30.8% | 2.54% | −1.18 |
| GS Goldman Sachs Group Inc. | Reduce -57.9% | 0.80% | −0.66 |
| BX Blackstone Inc. | Reduce -27.3% | 2.20% | −0.64 |
| TJX TJX Companies Inc. | Reduce -36.9% | 2.41% | −0.63 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.61 |
| META Meta Platforms Inc. Class A | Reduce -23.9% | 2.28% | −0.54 |
| V Visa Inc. Class A | Reduce -43.7% | 1.03% | −0.48 |
| KKR KKR & Co. Inc. | Reduce -25.0% | 2.50% | −0.37 |
| COST Costco Wholesale Corp. | Reduce -18.4% | 3.22% | −0.36 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.33 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.32 |
| APO Apollo Global Management Inc. | Reduce -30.0% | 2.70% | −0.30 |
| NFLX Netflix Inc. | Reduce -1.4% | 3.07% | −0.30 |
| APP AppLovin Corp. Class A | Reduce -37.2% | 0.61% | −0.27 |
| AXP American Express Co. | Reduce -31.9% | 2.10% | −0.24 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.22 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.19 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.18 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.18 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.17 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.17 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.17 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.17 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.17 |
| PSA Public Storage | Sold out | 0.00% | −0.16 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.16 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.16 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.16 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.15 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.14 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.14 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Sold out | 0.00% | −0.14 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.14 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.13 |
| UL Unilever PLC | Sold out | 0.00% | −0.13 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.13 |
| INTU Intuit Inc. | Reduce -15.2% | 3.20% | −0.09 |
| USA Liberty All Star Equity Fund | Sold out | 0.00% | −0.09 |
| MO Altria Group Inc. | Reduce -29.4% | 0.18% | −0.07 |
| WMT Walmart Inc. | Reduce -22.7% | 3.70% | −0.05 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -36.7% | 0.17% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -21.6% | 0.19% | −0.03 |
| GIS General Mills Inc. | Reduce -11.9% | 0.16% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -24.0% | 0.16% | −0.01 |
| CVX Chevron Corp. | Reduce -15.1% | 0.16% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| NOW ServiceNow Inc. | Add +138.2% | 6.43% | +3.69 |
| LLY Eli Lilly & Co. | New | 1.93% | +1.93 |
| SCHW Schwab (charles) Corp. | Add +664.5% | 2.12% | +1.89 |
| SBUX Starbucks Corp. | New | 1.39% | +1.39 |
| GEV GE Vernova Inc. | New | 1.27% | +1.27 |
| TDG Transdigm Group Inc. | New | 1.15% | +1.15 |
| AMZN Amazon.com Inc. | Add +0.0% | 5.76% | +1.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +173.1% | 1.43% | +1.02 |
| WRBY Warby Parker Inc. Class A | New | 1.00% | +1.00 |
| CRM Salesforce Inc. | New | 0.92% | +0.92 |
| BABA Alibaba Group Holding-SP ADR | Add +289.5% | 0.90% | +0.66 |
| MELI MercadoLibre Inc. | Add +21.2% | 3.31% | +0.63 |
| FWONK Liberty Media Corp. Class C | New | 0.59% | +0.59 |
| TSLA Tesla Inc. | New | 0.59% | +0.59 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.56% | +0.56 |
| BKNG Booking Holdings Inc. | Add +48.6% | 1.30% | +0.55 |
| SPOT Spotify Technology SA | Add +21.8% | 3.21% | +0.53 |
| UNH Unitedhealth Group Inc. | New | 0.49% | +0.49 |
| CBRE CBRE Group Inc. Class A | New | 0.45% | +0.45 |
| HEI Heico Corp. | New | 0.41% | +0.41 |
| ISRG Intuitive Surgical Inc. | New | 0.39% | +0.39 |
| GE General Electric | New | 0.33% | +0.33 |
| CAT Caterpillar Inc. | New | 0.30% | +0.30 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.24% | +0.24 |
| PEP Pepsico Inc. | New | 0.24% | +0.24 |
| NVDA Nvidia Corp. | Add +10.9% | 0.96% | +0.23 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.19% | +0.19 |
| CART Maplebear Inc. | New | 0.17% | +0.17 |
| IEP Icahn Enterprises LP | New | 0.16% | +0.16 |
| AMT American Tower Corp. | New | 0.16% | +0.16 |
| CLX Clorox Company | New | 0.16% | +0.16 |
| REAL The Realreal Inc. | New | 0.14% | +0.14 |
| ABBV Abbvie Inc. | Add +6.0% | 0.74% | +0.14 |
| EQT Eqt Corp. | Add +68.2% | 0.27% | +0.13 |
| HOOD Robinhood Markets Inc. Class A | Add +67.8% | 0.35% | +0.13 |
| ORLY O'reilly Automotive Inc. | Add +73.4% | 0.27% | +0.12 |
| ARI Apollo Commercial Real Estat | Add +51.3% | 0.12% | +0.05 |
| CELH Celsius Holdings Inc. | Add +27.0% | 0.17% | +0.03 |
| NAKA Nakamoto Inc. | New | 0.00% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Add +0.1% | 0.16% | +0.00 |
| COIN Coinbase Global Inc. Class A | Add +23.1% | 0.29% | −0.01 |
| SMLR Semler Scientific Inc. | Add +0.9% | 0.47% | −0.30 |
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 |