Latest Accuvest Global Advisors Stock Portfolio

Accuvest Global Advisors Performance:

2025 Q4: -28.7%YTD: -30.86%2024: 31.2%

Performance for 2025 Q4 is -28.7%, and YTD is -30.86%, and 2024 is 31.2%.

About Accuvest Global Advisors and 13F Hedge Fund Stock Holdings

Accuvest Global Advisors is a hedge fund based in Provo, UT. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Accuvest Global Advisors reported an equity portfolio of $135.7 Millions as of 31 Dec, 2025.

The top stock holdings of Accuvest Global Advisors are MSTR, NOW, AMZN. The fund has invested 7.8% of it's portfolio in STRATEGY INC and 6.4% of portfolio in SERVICENOW INC.

The fund managers got completely rid off ORACLE CORP (ORCL), LIVE NATION ENTERTAINMENT IN (LYV) and CHIPOTLE MEXICAN GRILL INC (CMG) stocks. They significantly reduced their stock positions in SHOPIFY INC, GOLDMAN SACHS GROUP INC (GS) and VISA INC (V). Accuvest Global Advisors opened new stock positions in ELI LILLY & CO (LLY), STARBUCKS CORP (SBUX) and GE VERNOVA INC. The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), NETFLIX INC (NFLX) and SCHWAB CHARLES CORP (SCHW).

Accuvest Global Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Accuvest Global Advisors made a return of -28.7% in the last quarter. In trailing 12 months, it's portfolio return was -30.86%.

Performance
S&P 500

New Buys

Ticker	$ Bought
eli lilly & co	2,621,000
starbucks corp	1,884,000
ge vernova inc	1,727,000
transdigm group inc	1,559,000
warby parker inc	1,358,000
salesforce inc	1,249,000
liberty media corp del	806,000
tesla inc	802,000

New stocks bought by Accuvest Global Advisors

Additions

Ticker	% Inc.
servicenow inc	1,091
netflix inc	886
schwab charles corp	664
alibaba group hldg ltd	289
taiwan semiconductor mfg ltd	173
oreilly automotive inc	73.39
eqt corp	68.22
robinhood mkts inc	67.81

Additions to existing portfolio by Accuvest Global Advisors

Reductions

Ticker	% Reduced
shopify inc	-85.51
brookfield corp	-83.12
goldman sachs group inc	-57.93
visa inc	-43.67
applovin corp	-37.23
tjx cos inc new	-36.86
nu hldgs ltd	-36.66
merck & co inc	-32.77

Accuvest Global Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
chipotle mexican grill inc	-980,000
liberty all star equity fd	-143,000
live nation entertainment in	-3,466,000
oracle corp	-4,364,000
mitsubishi ufj finl group in	-221,000
sofi technologies inc	-257,000
sony group corp	-248,000
affirm hldgs inc	-514,000

Accuvest Global Advisors got rid off the above stocks

Sector Distribution

Accuvest Global Advisors has about 31.9% of it's holdings in Technology sector.

Sector	%
Technology	31.9
Consumer Cyclical	15.5
Financial Services	12.8
Others	12.6
Communication Services	10.3
Consumer Defensive	8
Healthcare	5.2
Industrials	2.2

Market Cap. Distribution

Accuvest Global Advisors has about 85.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	45.4
MEGA-CAP	39.8
UNALLOCATED	12.6
SMALL-CAP	1.3

Stocks belong to which Index?

About 76.5% of the stocks held by Accuvest Global Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	66.5
Others	23.6
RUSSELL 2000	10

Top 5 Winners (%)		%
GOOG	alphabet inc	27.1 %
MRK	merck & co inc	21.0 %
TGT	target corp	10.4 %
AXP	american express co	9.6 %
GS	goldman sachs group inc	7.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.5 M
WMT	walmart inc	0.4 M
AAPL	apple inc	0.4 M
AMZN	amazon com inc	0.4 M
AXP	american express co	0.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-73.1 %
MSTR	strategy inc	-52.0 %
SMLR	semler scientific inc	-48.9 %
COIN	coinbase global inc	-30.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-27.1 M
NOW	servicenow inc	-23.7 M
MSTR	strategy inc	-12.0 M
UBER	uber technologies inc	-0.8 M
	spotify technology s a	-0.8 M

Accuvest Global Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Accuvest Global Advisors

Accuvest Global Advisors has 75 stocks in it's portfolio. About 46.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Accuvest Global Advisors last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.37	21,805	5,928,000	reduced	-8.86

ABBV	abbvie inc	0.74	4,398	1,005,000	added	5.95

AFRM	affirm hldgs inc	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMT	american tower corp new	0.16	1,223	215,000	new

AMZN	amazon com inc	5.76	33,853	7,814,000	added	0.04

AON	aon plc	0.39	1,500	529,000	unchanged	0.00

APP	applovin corp	0.61	1,236	833,000	reduced	-37.23

ARI	apollo coml real est fin inc	0.12	16,967	164,000	added	51.27

AXP	american express co	2.10	7,705	2,850,000	reduced	-31.93

AZO	autozone inc	0.00	0.00	0.00	sold off	-100

BABA	alibaba group hldg ltd	0.90	8,354	1,225,000	added	289

BATRA	liberty media corp del	0.59	8,178	806,000	new

BKNG	booking holdings inc	1.30	330	1,767,000	added	48.65

BX	blackstone inc	2.20	19,339	2,981,000	reduced	-27.34

CAT	caterpillar inc	0.30	719	412,000	new

CB	chubb limited	0.00	0.00	0.00	sold off	-100

CBRE	cbre group inc	0.45	3,826	615,000	new

CELH	celsius hldgs inc	0.17	4,991	228,000	added	27.03

CLX	clorox co del	0.16	2,126	214,000	new