Accuvest Global Advisors
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Accuvest Global Advisors reported 57 stock positions worth $107.2 million. Its top holding was Strategy (MSTR) at 8.2% of the portfolio, followed by Apple (AAPL, 6.0%) and Alphabet Class A (GOOGL, 5.6%). Compared with Q4 2025, it opened 5 new positions, sold out of 23, added to 26 and reduced 23. The biggest buy was Nvidia (NVDA, shares +303%) and the biggest sale ServiceNow (NOW, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- PROVO, UT
- CIK
- 0001497637
- Portfolio Value
- $107.2M (Q1 2026)
- SEC Filing
- 0001754960-26-000372 ↗ filed May 11, 2026
Holdings Value
Holdings 57 stocks · $107.2M
| MSTR Strategy Inc. | 8.16% | 70,109 | $8.8M | Add +1.0% |
| AAPL Apple Inc. | 5.96% | 25,170 | $6.4M | Add +15.4% |
| GOOGL Alphabet Inc. Class A | 5.59% | 20,858 | $6.0M | Add +0.7% |
| AMZN Amazon.com Inc. | 5.15% | 26,528 | $5.5M | Reduce -21.6% |
| NFLX Netflix Inc. | 5.08% | 56,608 | $5.4M | Add +27.3% |
| NVDA Nvidia Corp. | 4.59% | 28,195 | $4.9M | Add +303.4% |
| SPOT Spotify Technology SA | 4.19% | 9,256 | $4.5M | Add +23.4% |
| MELI MercadoLibre Inc. | 4.16% | 2,577 | $4.5M | Add +15.5% |
| TSM Taiwan Semiconductor-SP ADR | 3.98% | 12,643 | $4.3M | Add +97.7% |
| COST Costco Wholesale Corp. | 3.96% | 4,260 | $4.2M | Reduce -16.0% |
| UBER Uber Technologies Inc. | 3.65% | 54,410 | $3.9M | Add +28.9% |
| MSFT Microsoft Corp. | 3.60% | 10,431 | $3.9M | Reduce -2.7% |
| NOW ServiceNow Inc. | 3.16% | 32,396 | $3.4M | Reduce -43.1% |
| WMT Walmart Inc. | 3.14% | 27,123 | $3.4M | Reduce -39.8% |
| BABA Alibaba Group Holding-SP ADR | 3.06% | 26,140 | $3.3M | Add +212.9% |
| PLTR Palantir Technologies Inc. Class A | 3.01% | 22,084 | $3.2M | Add +215.1% |
| GE General Electric filed as GE AEROSPACE | 2.78% | 10,492 | $3.0M | Add +619.6% |
| APO Apollo Global Management Inc. | 2.48% | 23,841 | $2.7M | Reduce -5.7% |
| APP AppLovin Corp. Class A | 2.02% | 5,448 | $2.2M | Add +340.8% |
| HEI Heico Corp. | 1.94% | 7,593 | $2.1M | Add +342.5% |
| BX Blackstone Inc. | 1.90% | 17,748 | $2.0M | Reduce -8.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.89% | 140,943 | $2.0M | Add +939.4% |
| AVGO Broadcom Inc. | 1.45% | 5,007 | $1.6M | New |
| LLY Eli Lilly & Co. | 1.32% | 1,472 | $1.4M | Reduce -39.6% |
| TDG Transdigm Group Inc. | 0.96% | 886 | $1.0M | Reduce -24.4% |
| GEV GE Vernova Inc. | 0.90% | 1,110 | $969K | Reduce -58.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.88% | 2,414 | $942K | New |
| JPM JPMorgan Chase & Co. | 0.86% | 3,135 | $922K | Reduce -47.6% |
| SCHW Schwab (charles) Corp. | 0.84% | 9,584 | $901K | Reduce -66.7% |
| SHOP Shopify Inc. Class A | 0.77% | 6,961 | $826K | Add +123.8% |
| CBOE Cboe Global Markets Inc. | 0.60% | 2,297 | $646K | New |
| CME Cme Group Inc. | 0.58% | 2,124 | $627K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 1,204 | $577K | Reduce -13.6% |
| PBR Petroleo Brasileiro-Spon ADR | 0.52% | 26,980 | $560K | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.49% | 2,398 | $522K | Reduce -45.5% |
| BN Brookfield Corp. | 0.46% | 12,223 | $495K | Add +47.7% |
| AON Aon PLC Class A | 0.45% | 1,500 | $484K | No change |
| ASST Strive Inc. Class A | 0.41% | 44,225 | $444K | New |
| EQT Eqt Corp. | 0.39% | 6,517 | $415K | Reduce -4.7% |
| KKR KKR & Co. Inc. | 0.38% | 4,373 | $405K | Reduce -83.6% |
| PEP Pepsico Inc. | 0.34% | 2,350 | $365K | Add +5.2% |
| CVX Chevron Corp. | 0.32% | 1,641 | $340K | Add +16.4% |
| VZ Verizon Communications Inc. | 0.30% | 6,523 | $327K | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.30% | 1,872 | $318K | Add +4.0% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.27% | 3,502 | $289K | Add +9.0% |
| MO Altria Group Inc. | 0.27% | 4,316 | $285K | No change |
| TGT Target Corp. | 0.26% | 2,345 | $284K | Add +5.7% |
| HOOD Robinhood Markets Inc. Class A | 0.24% | 3,741 | $259K | Reduce -10.0% |
| CLX Clorox Company | 0.22% | 2,301 | $238K | Add +8.2% |
| GS Goldman Sachs Group Inc. | 0.22% | 280 | $237K | Reduce -77.2% |
| AMT American Tower Corp. | 0.22% | 1,337 | $231K | Add +9.3% |
| MTN Vail Resorts Inc. | 0.21% | 1,779 | $228K | Add +11.1% |
| V Visa Inc. Class A | 0.19% | 692 | $209K | Reduce -82.7% |
| IEP Icahn Enterprises LP | 0.18% | 26,208 | $198K | Reduce -9.2% |
| ARI Apollo Commercial Real Estat | 0.11% | 11,219 | $118K | Reduce -33.9% |
| REAL The Realreal Inc. filed as THE REALREAL INC | 0.09% | 11,018 | $100K | Reduce -11.1% |
| NAKA Nakamoto Inc. | 0.00% | 12,746 | $3K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| NOW ServiceNow Inc. | Reduce -43.1% | 3.16% | −3.27 |
| INTU Intuit Inc. | Sold out | 0.00% | −3.20 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −2.41 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −2.28 |
| KKR KKR & Co. Inc. | Reduce -83.6% | 0.38% | −2.12 |
| AXP American Express Co. | Sold out | 0.00% | −2.10 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −1.39 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −1.30 |
| SCHW Schwab (charles) Corp. | Reduce -66.7% | 0.84% | −1.28 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −1.00 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.92 |
| V Visa Inc. Class A | Reduce -82.7% | 0.19% | −0.84 |
| LLY Eli Lilly & Co. | Reduce -39.6% | 1.32% | −0.61 |
| AMZN Amazon.com Inc. | Reduce -21.6% | 5.15% | −0.60 |
| FWONK Liberty Media Corp. Class C | Sold out | 0.00% | −0.59 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.59 |
| GS Goldman Sachs Group Inc. | Reduce -77.2% | 0.22% | −0.58 |
| JPM JPMorgan Chase & Co. | Reduce -47.6% | 0.86% | −0.56 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.56 |
| WMT Walmart Inc. | Reduce -39.8% | 3.14% | −0.55 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.49 |
| SMLR Semler Scientific Inc. | Sold out | 0.00% | −0.47 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.45 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.39 |
| GEV GE Vernova Inc. | Reduce -58.0% | 0.90% | −0.37 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.30 |
| BX Blackstone Inc. | Reduce -8.2% | 1.90% | −0.29 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.29 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.27 |
| ABBV Abbvie Inc. | Reduce -45.5% | 0.49% | −0.25 |
| APO Apollo Global Management Inc. | Reduce -5.7% | 2.48% | −0.22 |
| MSFT Microsoft Corp. | Reduce -2.7% | 3.60% | −0.22 |
| TDG Transdigm Group Inc. | Reduce -24.4% | 0.96% | −0.19 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.18 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.17 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.17 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.16 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.16 |
| HOOD Robinhood Markets Inc. Class A | Reduce -10.0% | 0.24% | −0.10 |
| REAL The Realreal Inc. | Reduce -11.1% | 0.09% | −0.05 |
| ARI Apollo Commercial Real Estat | Reduce -33.9% | 0.11% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.6% | 0.54% | +0.02 |
| IEP Icahn Enterprises LP | Reduce -9.2% | 0.18% | +0.02 |
| EQT Eqt Corp. | Reduce -4.7% | 0.39% | +0.12 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -1.0% | 0.52% | +0.28 |
| COST Costco Wholesale Corp. | Reduce -16.0% | 3.96% | +0.73 |
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Add +303.4% | 4.59% | +3.62 |
| TSM Taiwan Semiconductor-SP ADR | Add +97.7% | 3.98% | +2.55 |
| GE General Electric | Add +619.6% | 2.78% | +2.45 |
| BABA Alibaba Group Holding-SP ADR | Add +212.9% | 3.06% | +2.16 |
| PLTR Palantir Technologies Inc. Class A | Add +215.1% | 3.01% | +2.09 |
| NFLX Netflix Inc. | Add +27.3% | 5.08% | +2.00 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +939.4% | 1.89% | +1.72 |
| AAPL Apple Inc. | Add +15.4% | 5.96% | +1.59 |
| HEI Heico Corp. | Add +342.5% | 1.94% | +1.53 |
| AVGO Broadcom Inc. | New | 1.45% | +1.45 |
| APP AppLovin Corp. Class A | Add +340.8% | 2.02% | +1.41 |
| UBER Uber Technologies Inc. | Add +28.9% | 3.65% | +1.11 |
| SPOT Spotify Technology SA | Add +23.4% | 4.19% | +0.98 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.88% | +0.88 |
| MELI MercadoLibre Inc. | Add +15.5% | 4.16% | +0.84 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 5.59% | +0.81 |
| CBOE Cboe Global Markets Inc. | New | 0.60% | +0.60 |
| CME Cme Group Inc. | New | 0.58% | +0.58 |
| ASST Strive Inc. Class A | New | 0.41% | +0.41 |
| SHOP Shopify Inc. Class A | Add +123.8% | 0.77% | +0.40 |
| MSTR Strategy Inc. | Add +1.0% | 8.16% | +0.39 |
| BN Brookfield Corp. | Add +47.7% | 0.46% | +0.18 |
| CVX Chevron Corp. | Add +16.4% | 0.32% | +0.16 |
| XOM Exxon Mobil Corp. | Add +4.0% | 0.30% | +0.14 |
| VZ Verizon Communications Inc. | Add +2.7% | 0.30% | +0.11 |
| TGT Target Corp. | Add +5.7% | 0.26% | +0.10 |
| PEP Pepsico Inc. | Add +5.2% | 0.34% | +0.10 |
| HSBC HSBC Holdings PLC-Spons ADR | Add +9.0% | 0.27% | +0.08 |
| CLX Clorox Company | Add +8.2% | 0.22% | +0.06 |
| AMT American Tower Corp. | Add +9.3% | 0.22% | +0.06 |
| MTN Vail Resorts Inc. | Add +11.1% | 0.21% | +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 |