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Latest Accuvest Global Advisors Stock Portfolio

$107Million | No. of Holdings #57

Accuvest Global Advisors Performance

2026 Q1-8.89%
YTD-8.89%
2025-1.89%

About Accuvest Global Advisors and 13F Hedge Fund Stock Holdings

Accuvest Global Advisors is a hedge fund based in Provo, UT. On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Accuvest Global Advisors reported an equity portfolio of $107.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Accuvest Global Advisors are MSTR, AAPL, GOOG. The fund has invested 8.2% of it's portfolio in STRATEGY INC and 6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off INTUIT (INTU), TJX COS INC NEW (TJX) and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in KKR & CO INC (KKR), VISA INC (V) and GOLDMAN SACHS GROUP INC (GS). Accuvest Global Advisors opened new stock positions in BROADCOM INC (AVGO), CROWDSTRIKE HLDGS INC (CRWD) and CBOE GLOBAL MKTS INC. The fund showed a lot of confidence in some stocks as they added substantially to NU HLDGS LTD (NU), GE AEROSPACE (GE) and HEICO CORP NEW (HEI).
Accuvest Global Advisors Equity Portfolio Value
Last Reported on: 11 May, 2026
$107Million
  as of May 11, 2026

Accuvest Global Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Accuvest Global Advisors made a return of -8.89% in the last quarter. In trailing 12 months, it's portfolio return was -6.05%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
broadcom inc1,550,000
crowdstrike hldgs inc942,000
cboe global mkts inc646,000
cme group inc627,000
strive inc444,000
New stocks bought by Accuvest Global Advisors

Additions

Ticker% Inc.
nu hldgs ltd939
ge aerospace619
heico corp new342
applovin corp340
nvidia corporation303
palantir technologies inc215
alibaba group hldg ltd212
shopify inc123
Additions to existing portfolio by Accuvest Global Advisors

Reductions

Ticker% Reduced
kkr & co inc-83.56
visa inc-82.66
goldman sachs group inc-77.24
schwab charles corp-66.66
ge vernova inc-57.99
jpmorgan chase & co-47.6
abbvie inc-45.48
servicenow inc-43.11
Accuvest Global Advisors reduced stake in above stock

Sold off

Ticker$ Sold
warby parker inc-1,358,000
semler scientific inc-643,000
starbucks corp-1,884,000
tjx cos inc new-3,275,000
booking holdings inc-1,767,000
liberty media corp del-806,000
american express co-2,850,000
intuit-4,343,000
Accuvest Global Advisors got rid off the above stocks

Sector Distribution

Accuvest Global Advisors has about 36.7% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Industrials
  • Financial Services
  • Healthcare
  • Energy
Sector%
Technology36.7
Others20.1
Communication Services11
Consumer Cyclical9.6
Consumer Defensive8.2
Industrials5.7
Financial Services5.4
Healthcare1.8
Energy1.2

Market Cap. Distribution

Accuvest Global Advisors has about 79.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP48.6
LARGE-CAP30.7
UNALLOCATED20.1

Stocks belong to which Index?

About 63.2% of the stocks held by Accuvest Global Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50054.9
Others36.8
RUSSELL 20008.3
Top 5 Winners (%)%
PBR
petroleo brasileiro s a
74.7 %
XOM
exxon mobil corp
39.8 %
CVX
chevron corporation
32.5 %
ge vernova inc
23.8 %
TGT
target corp
23.0 %
Top 5 Winners ($)$
COST
costco wholesale corporation
0.6 M
WMT
walmart inc
0.5 M
ge vernova inc
0.4 M
TSM
taiwan semiconductor manufac
0.3 M
PBR
petroleo brasileiro s a
0.2 M
Top 5 Losers (%)%
REAL
the realreal inc
-40.3 %
HOOD
robinhood mkts inc
-36.9 %
APP
applovin corp
-29.9 %
nakamoto inc
-25.0 %
NOW
servicenow inc
-24.9 %
Top 5 Losers ($)$
NOW
servicenow inc
-2.2 M
MSTR
strategy inc
-1.9 M
MSFT
microsoft corp
-1.2 M
APP
applovin corp
-0.9 M
apollo global mgmt inc
-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 57 stocks in it's portfolio. About 50.8% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Accuvest Global Advisors last quarter.

$107.23MTotal Value
80.00Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Accuvest Global Advisors, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
Accuvest Global Advisors's holding in Alibaba Group Hldg Ltd over time
3.06%26,140
$3.28M
3.06%
increased 212.9 percentadded
BATRA
Liberty Media Corp Del

Liberty Media Corp Del

BATRA
Accuvest Global Advisors's holding in Liberty Media Corp Del over time
0%0.00
$0.00
0%
decreased 100 percentsold off