Accuvest Global Advisors
Holdings as of 2026-06-30, filed 2026-08-11
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 42 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
78
Value reported by manager
$116.2M
Sum of our stored positions
$116.2M
should match the line above
Disclosure lag
42 d
quarter end to filing
Top 5 concentration
30.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
78 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NETFLIX INC. | COM | $10.9M | 152,911 | — | 64110L106 |
| ALPHABET INC | CAP STK CL A | $6.7M | 18,631 | — | 02079K305 |
| STRATEGY INC | CL A NEW | $6.1M | 70,140 | — | 594972408 |
| NVIDIA CORPORATION | COM | $5.8M | 29,192 | — | 67066G104 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $5.5M | 11,542 | — | 874039100 |
| AMAZON COM INC | COM | $5.5M | 23,099 | — | 023135106 |
| APPLE INC | COM | $5.4M | 18,667 | — | 037833100 |
| MERCADOLIBRE INC | COM | $4.2M | 2,458 | — | 58733R102 |
| VISA INC | COM CL A | $3.9M | 11,287 | — | 92826C839 |
| UBER TECHNOLOGIES INC | COM | $3.7M | 50,824 | — | 90353T100 |
| ELI LILLY & CO | COM | $3.6M | 2,984 | — | 532457108 |
| COSTCO WHOLESALE CORPORATION | COM | $3.2M | 3,394 | — | 22160K105 |
| APPLOVIN CORP | COM CL A | $3.1M | 6,095 | — | 03831W108 |
| GE AEROSPACE | COM NEW | $3.1M | 8,362 | — | 369604301 |
| WALMART INC | COM | $2.5M | 22,517 | — | 931142103 |
| HEICO CORP NEW | COM | $2.4M | 6,739 | — | 422806109 |
| APOLLO GLOBAL MGMT INC | COM | $2.2M | 18,848 | — | 03769M106 |
| BROADCOM INC | COM | $2.2M | 5,751 | — | 11135F101 |
| CHENIERE ENERGY INC | COM NEW | $2.1M | 8,785 | — | 16411R208 |
| BLACKSTONE INC | COM | $1.9M | 16,032 | — | 09260D107 |
| TRANSDIGM GROUP INC | COM | $1.8M | 1,314 | — | 893641100 |
| ABBVIE INC | COM | $1.7M | 6,775 | — | 00287Y109 |
| CBRE GROUP INC | CL A | $1.6M | 12,126 | — | 12504L109 |
| SPOTIFY TECHNOLOGY S A | SHS | $1.6M | 3,382 | — | L8681T102 |
| JPMORGAN CHASE & CO | COM | $1.2M | 3,684 | — | 46625H100 |
| PALO ALTO NETWORKS INC | COM | $1.2M | 3,511 | — | 697435105 |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 9,822 | — | 69608A108 |
| GE VERNOVA INC | COM | $987K | 840 | — | 36828A101 |
| ASML HLDG NV | N Y REGISTRY SHS | $985K | 495 | — | N07059210 |
| TJX COS INC NEW | COM | $984K | 6,495 | — | 872540109 |
| MICROSOFT CORP | COM | $811K | 2,174 | — | 594918104 |
| ASTRAZENECA PLC | ORD | $749K | 4,006 | — | G0593M107 |
| NOVO-NORDISK A S | ADR | $732K | 15,261 | — | 670100205 |
| QXO INC | COM NEW | $669K | 38,730 | — | 82846H405 |
| EATON CORP PLC | SHS | $666K | 1,563 | — | G29183103 |
| AXON ENTERPRISE INC | COM | $644K | 1,148 | — | 05464C101 |
| BROOKFIELD CORP | CL A LTD VT SH | $623K | 14,622 | — | 11271J107 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $600K | 1,200 | — | 084670702 |
| CATERPILLAR INC | COM | $588K | 552 | — | 149123101 |
| TALEN ENERGY CORP | COM | $579K | 1,508 | — | 87422Q109 |
| AON PLC | SHS CL A | $498K | 1,500 | — | G0403H108 |
| VISTRA CORP | COM | $492K | 3,100 | — | 92840M102 |
| DOORDASH INC | CL A | $487K | 2,639 | — | 25809K105 |
| STRIVE INC | CL A COM | $483K | 44,225 | — | 862945300 |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | $436K | 26,980 | — | 71654V408 |
| SERVICENOW INC | COM | $408K | 4,112 | — | 81762P102 |
| KKR & CO INC | COM | $404K | 4,401 | — | 48251W104 |
| MICRON TECHNOLOGY INC | COM | $404K | 350 | — | 595112103 |
| RTX CORPORATION | COM | $368K | 1,942 | — | 75513E101 |
| CORTEVA INC | COM | $367K | 4,295 | — | 22052L104 |
| PEPSICO INC | COM | $356K | 2,628 | — | 713448108 |
| DEERE & CO | COM | $355K | 560 | — | 244199105 |
| VIKING HOLDINGS LTD | ORD SHS | $353K | 3,373 | — | G93A5A101 |
| CHEVRON CORPORATION | COM | $350K | 2,112 | — | 166764100 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $350K | 1,400 | — | 874054109 |
| L3HARRIS TECHNOLOGIES INC | COM | $346K | 1,192 | — | 502431109 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $345K | 3,629 | — | 531229755 |
| MARRIOTT INTL INC NEW | CL A | $344K | 927 | — | 571903202 |
| OREILLY AUTOMOTIVE INC | COM | $338K | 3,673 | — | 67103H107 |
| CAPITAL ONE FINL CORP | COM | $327K | 1,631 | — | 14040H105 |
| VERIZON COMMUNICATIONS INC | COM | $325K | 7,678 | — | 92343V104 |
| ALTRIA GROUP INC | COM | $311K | 4,316 | — | 02209S103 |
| AUTOMATIC DATA PROCESSING IN | COM | $311K | 1,390 | — | 053015103 |
| HILTON WORLDWIDE HLDGS INC | COM | $309K | 935 | — | 43300A203 |
| SIMON PPTY GROUP INC NEW | COM | $302K | 1,352 | — | 828806109 |
| ULTA BEAUTY INC | COM | $299K | 663 | — | 90384S303 |
| GOLDMAN SACHS GROUP INC | COM | $283K | 280 | — | 38141G104 |
| PROCTER & GAMBLE CO | COM | $275K | 1,873 | — | 742718109 |
| SHOPIFY INC | CL A SUB VTG SHS | $267K | 2,334 | — | 82509L107 |
| FERRARI N V | COM | $259K | 695 | — | N3167Y103 |
| EXXON MOBIL CORP | COM | $247K | 1,808 | — | 30231G102 |
| ABBOTT LABORATORIES | COM | $243K | 2,678 | — | 002824100 |
| MASTERCARD INCORPORATED | CL A | $240K | 467 | — | 57636Q104 |
| SPHERE ENTERTAINMENT CO | CL A | $215K | 1,239 | — | 55826T102 |
| MORGAN STANLEY | COM NEW | $211K | 1,010 | — | 617446448 |
| EQT CORP | COM | $206K | 3,871 | — | 26884L109 |
| ROBINHOOD MKTS INC | COM CL A | $201K | 2,000 | — | 770700102 |
| APOLLO COML REAL ESTATE FIN | COM | $120K | 11,201 | — | 03762U105 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-11