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Latest Accuvest Global Advisors Stock Portfolio

$116Million | No. of Holdings #78

Accuvest Global Advisors Performance

2026 Q2+2.12%
YTD-6.96%
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 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Accuvest Global Advisors reported an equity portfolio of $116.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Accuvest Global Advisors are NFLX, GOOG, MSTR. The fund has invested 9.4% of it's portfolio in NETFLIX INC. and 5.7% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off ALIBABA GROUP HLDG LTD (BABA), NU HLDGS LTD (NU) and CROWDSTRIKE HLDGS INC (CRWD) stocks. They significantly reduced their stock positions in SERVICENOW INC (NOW), MICROSOFT CORP (MSFT) and SHOPIFY INC (SHOP). Accuvest Global Advisors opened new stock positions in CHENIERE ENERGY INC (LNG), CBRE GROUP INC (CBRE) and PALO ALTO NETWORKS INC (PANW). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), ABBVIE INC (ABBV) and NETFLIX INC. (NFLX).
Accuvest Global Advisors Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$116Million
  as of Aug 11, 2026

Accuvest Global Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Accuvest Global Advisors made a return of 2.12% in the last quarter. In trailing 12 months, it's portfolio return was -15.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
cheniere energy inc2,100,000
cbre group inc1,633,000
palo alto networks inc1,197,000
asml hldg nv985,000
tjx cos inc new984,000
astrazeneca plc749,000
novo-nordisk a s732,000
qxo inc669,000
New stocks bought by Accuvest Global Advisors

Additions

Ticker% Inc.
visa inc1,531
abbvie inc182
netflix inc.170
eli lilly & co102
transdigm group inc48.31
chevron corporation28.7
brookfield corp19.63
verizon communications inc17.71
Additions to existing portfolio by Accuvest Global Advisors

Reductions

Ticker% Reduced
servicenow inc-87.31
microsoft corp-79.16
shopify inc-66.47
spotify technology s a-63.46
palantir technologies inc-55.52
robinhood mkts inc-46.54
eqt corp-40.6
apple inc-25.84
Accuvest Global Advisors reduced stake in above stock

Sold off

Ticker$ Sold
nu hldgs ltd-2,025,000
icahn enterprises lp-198,000
alibaba group hldg ltd-3,280,000
nakamoto inc-3,000
the realreal inc-100,000
schwab charles corp-901,000
hsbc hldgs plc-289,000
crowdstrike hldgs inc-942,000
Accuvest Global Advisors got rid off the above stocks

Sector Distribution

Accuvest Global Advisors has about 26.8% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Others
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Consumer Defensive
  • Healthcare
  • Energy
  • Real Estate
Sector%
Technology26.8
Communication Services17.5
Others13
Consumer Cyclical10.5
Industrials9.1
Financial Services7.7
Consumer Defensive5.7
Healthcare4.7
Energy2.5
Real Estate1.8

Market Cap. Distribution

Accuvest Global Advisors has about 85.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP53.2
LARGE-CAP32.2
UNALLOCATED14.4

Stocks belong to which Index?

About 69.7% 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 50063.9
Others30.3
RUSSELL 20005.8
Top 5 Winners (%)%
TSM
taiwan semiconductor manufac
39.5 %
HOOD
robinhood mkts inc
34.6 %
ge vernova inc
30.4 %
GE
ge aerospace
28.5 %
HEI
heico corp new
28.2 %
Top 5 Winners ($)$
TSM
taiwan semiconductor manufac
1.7 M
GOOG
alphabet inc
1.4 M
GE
ge aerospace
0.8 M
AAPL
apple inc
0.8 M
AMZN
amazon com inc
0.7 M
Top 5 Losers (%)%
MSTR
strategy inc
-30.4 %
PBR
petroleo brasileiro s a
-22.1 %
XOM
exxon mobil corp
-19.2 %
NFLX
netflix inc.
-19.2 %
CVX
chevron corporation
-18.2 %
Top 5 Losers ($)$
MSTR
strategy inc
-2.7 M
NFLX
netflix inc.
-2.6 M
PLTR
palantir technologies inc
-0.5 M
WMT
walmart inc
-0.3 M
COST
costco wholesale corporation
-0.2 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 78 stocks in it's portfolio. About 49.6% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for Accuvest Global Advisors last quarter.

$116.21MTotal Value
92.00Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Accuvest Global Advisors, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Accuvest Global Advisors's holding in Asml Hldg Nv over time
0.85%495
$985.0K
0.85%
new position
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

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

Liberty Media Corp Del

BATRA
Accuvest Global Advisors's holding in Liberty Media Corp Del over time
0.3%3,629
$345.0K
0.3%
new position