Latest Accuvest Global Advisors Stock Portfolio
Accuvest Global Advisors Performance:
2025 Q3: -0.92%YTD: 6.83%2024: 43.95%
Performance for 2025 Q3 is -0.92%, and YTD is 6.83%, and 2024 is 43.95%.
About Accuvest Global Advisors and 13F Hedge Fund Stock Holdings
Accuvest Global Advisors is a hedge fund based in PROVO, UT. On 20-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $476.6 Millions. In it's latest 13F Holdings report, Accuvest Global Advisors reported an equity portfolio of $160.4 Millions as of 30 Sep, 2025.
The top stock holdings of Accuvest Global Advisors are MSTR, AMZN, AAPL. The fund has invested 14.4% of it's portfolio in STRATEGY INC and 4.6% of portfolio in AMAZON COM INC.
The fund managers got completely rid off COCA COLA CO (KO), PROGRESSIVE CORP (PGR) and T-MOBILE US INC (TMUS) stocks. They significantly reduced their stock positions in OREILLY AUTOMOTIVE INC (ORLY), ROYAL CARIBBEAN GROUP (RCL) and SAP SE. Accuvest Global Advisors opened new stock positions in INTUIT (INTU), ORACLE CORP (ORCL) and CHIPOTLE MEXICAN GRILL INC (CMG). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN EXPRESS CO (AXP), SHOPIFY INC and ALPHABET INC (GOOG).
The top stock holdings of Accuvest Global Advisors are MSTR, AMZN, AAPL. The fund has invested 14.4% of it's portfolio in STRATEGY INC and 4.6% of portfolio in AMAZON COM INC.
The fund managers got completely rid off COCA COLA CO (KO), PROGRESSIVE CORP (PGR) and T-MOBILE US INC (TMUS) stocks. They significantly reduced their stock positions in OREILLY AUTOMOTIVE INC (ORLY), ROYAL CARIBBEAN GROUP (RCL) and SAP SE. Accuvest Global Advisors opened new stock positions in INTUIT (INTU), ORACLE CORP (ORCL) and CHIPOTLE MEXICAN GRILL INC (CMG). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN EXPRESS CO (AXP), SHOPIFY INC and ALPHABET INC (GOOG).
Accuvest Global Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that Accuvest Global Advisors made a return of -0.92% in the last quarter. In trailing 12 months, it's portfolio return was 25.58%.
New Buys
| Ticker | $ Bought |
|---|---|
| intuit | 5,278,000 |
| oracle corp | 4,364,000 |
| chipotle mexican grill inc | 980,000 |
| aon plc | 535,000 |
| hilton worldwide hldgs inc | 523,000 |
| affirm hldgs inc | 514,000 |
| schwab charles corp | 359,000 |
| roblox corp | 283,000 |
New stocks bought by Accuvest Global Advisors
Additions
| Ticker | % Inc. |
|---|---|
| american express co | 1,177 |
| shopify inc | 386 |
| alphabet inc | 249 |
| goldman sachs group inc | 215 |
| servicenow inc | 203 |
| coinbase global inc | 134 |
| uber technologies inc | 70.35 |
| applovin corp | 64.36 |
Additions to existing portfolio by Accuvest Global Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| oreilly automotive inc | -90.57 |
| royal caribbean group | -70.6 |
| sap se | -66.91 |
| robinhood mkts inc | -66.7 |
| sony group corp | -65.47 |
| sofi technologies inc | -52.87 |
| berkshire hathaway inc del | -44.51 |
| visa inc | -44.07 |
Accuvest Global Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nio inc | -298,000 |
| coca cola co | -4,047,000 |
| progressive corp | -3,962,000 |
| t-mobile us inc | -2,985,000 |
| american tower corp new | -2,644,000 |
| icici bank limited | -224,000 |
| colgate palmolive co | -512,000 |
| draftkings inc new | -223,000 |
Accuvest Global Advisors got rid off the above stocks
Sector Distribution
Accuvest Global Advisors has about 37.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 37.6 |
| Financial Services | 13.5 |
| Consumer Cyclical | 12.8 |
| Others | 12.6 |
| Communication Services | 12.5 |
| Consumer Defensive | 8 |
| Healthcare | 1.7 |
Market Cap. Distribution
Accuvest Global Advisors has about 85.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 48.8 |
| MEGA-CAP | 37 |
| UNALLOCATED | 12.6 |
Stocks belong to which Index?
About 74.8% of the stocks held by Accuvest Global Advisors either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 59.5 |
| Others | 25.2 |
| RUSSELL 2000 | 15.3 |
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 78 stocks in it's portfolio. About 47.9% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Accuvest Global Advisors last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.80 | 23,925 | 6,092,000 | added | 11.36 | ||
| ABBV | abbvie inc | 0.60 | 4,151 | 961,000 | added | 1.27 | ||
| AFRM | affirm hldgs inc | 0.32 | 7,027 | 514,000 | new | |||
| AMD | advanced micro devices inc | 0.14 | 1,436 | 232,000 | new | |||
| AMT | american tower corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 4.63 | 33,838 | 7,430,000 | added | 4.81 | ||
| AON | aon plc | 0.33 | 1,500 | 535,000 | new | |||
| APP | applovin corp | 0.88 | 1,969 | 1,415,000 | added | 64.36 | ||
| ARI | apollo coml real est fin inc | 0.07 | 11,216 | 114,000 | added | 0.01 | ||
| AXP | american express co | 2.34 | 11,320 | 3,760,000 | added | 1,177 | ||
| AZO | autozone inc | 0.16 | 59.00 | 253,000 | added | 3.51 | ||
| BABA | alibaba group hldg ltd | 0.24 | 2,145 | 383,000 | reduced | -12.2 | ||
| BKNG | booking holdings inc | 0.75 | 222 | 1,199,000 | added | 39.62 | ||
| BX | blackstone inc | 2.83 | 26,616 | 4,547,000 | added | 4.42 | ||
| CB | chubb limited | 0.14 | 780 | 220,000 | unchanged | 0.00 | ||
| CBRE | cbre group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CELH | celsius hldgs inc | 0.14 | 3,929 | 226,000 | new | |||
| CL | colgate palmolive co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CMG | chipotle mexican grill inc | 0.61 | 25,000 | 980,000 | new | |||
| COIN | coinbase global inc | 0.30 | 1,414 | 477,000 | added | 134 | ||