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%

Performance for 2026 Q1 is -8.89%, and YTD is -8.89%, and 2025 is -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.

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.

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

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 inc	1,550,000
crowdstrike hldgs inc	942,000
cboe global mkts inc	646,000
cme group inc	627,000
strive inc	444,000

New stocks bought by Accuvest Global Advisors

Additions

Ticker	% Inc.
nu hldgs ltd	939
ge aerospace	619
heico corp new	342
applovin corp	340
nvidia corporation	303
palantir technologies inc	215
alibaba group hldg ltd	212
shopify inc	123

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	%
Technology	36.7
Others	20.1
Communication Services	11
Consumer Cyclical	9.6
Consumer Defensive	8.2
Industrials	5.7
Financial Services	5.4
Healthcare	1.8
Energy	1.2

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-CAP	48.6
LARGE-CAP	30.7
UNALLOCATED	20.1

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 500	54.9
Others	36.8
RUSSELL 2000	8.3

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.

Last Reported on: 11 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.96	25,170	6,388,000	added	15.43

ABBV	abbvie inc	0.49	2,398	522,000	reduced	-45.48

AMT	american tower corp	0.22	1,337	231,000	added	9.32

AMZN	amazon com inc	5.15	26,528	5,525,000	reduced	-21.64

AON	aon plc	0.45	1,500	484,000	unchanged	0.00

APP	applovin corp	2.02	5,448	2,168,000	added	340

ARI	apollo coml real estate fin	0.11	11,219	118,000	reduced	-33.88

AVGO	broadcom inc	1.45	5,007	1,550,000	new

AXP	american express co	0.00	0.00	0.00	sold off	-100

BABA	alibaba group hldg ltd	3.06	26,140	3,280,000	added	212

BATRA	liberty media corp del	0.00	0.00	0.00	sold off	-100

BKNG	booking holdings inc	0.00	0.00	0.00	sold off	-100

BX	blackstone inc	1.90	17,748	2,041,000	reduced	-8.23

CAT	caterpillar inc	0.00	0.00	0.00	sold off	-100

CBRE	cbre group inc	0.00	0.00	0.00	sold off	-100

CELH	celsius hldgs inc	0.00	0.00	0.00	sold off	-100

CLX	clorox co del	0.22	2,301	238,000	added	8.23

CME	cme group inc	0.58	2,124	627,000	new

COIN	coinbase global inc	0.00	0.00	0.00	sold off	-100

COST	costco wholesale corporation	3.96	4,260	4,245,000	reduced	-16.04