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CIK: 0001497637
Total reported value
$116.2M
$116.2M
78 檔
45.6%
In Q2 2025, Accuvest Global Advisors's U.S. equity holdings reached a combined market value of $116.2M, distributed across 78 disclosed stock positions.
During Q2 2025, Accuvest Global Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 18.88% | -2.91% | -15.36% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.61% | -0.41% | -43.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.07% | -2.90% | +33.43% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.48% | -1.23% | +9.61% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.47% | — | +8.72% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 3.39% | -0.95% | +15.26% | |
| 7 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.33% | -2.85% | -6.38% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 3.27% | +4.31% | +0.35% | |
| 9 | APO | Apollo Global Management Inc | Stock-Financials | 3.03% | -0.56% | +33.82% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.93% | +3.14% | +229.70% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.87% | -1.31% | +14.29% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.80% | +0.85% | NEW | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 2.77% | -0.03% | +39.96% | |
| 14 | LYV | Live Nation Entertainment In | Stock-Comm Services | 2.71% | — | +40.43% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.63% | — | +136.40% | |
| 16 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.58% | -0.57% | +31.31% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 2.58% | — | +188.66% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 2.48% | -0.28% | +18.62% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 2.17% | -0.49% | +123.02% | |
| 20 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.94% | — | — | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.93% | +1.74% | — | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.72% | -0.22% | EXIT | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.46% | +0.29% | NEW | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | +0.18% | +14.04% | |
| 25 | BN | Brookfield CORP | Stock-Financials | 1.27% | +0.08% | — | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 1.05% | -2.81% | — | |
| 27 | SMLR | Semler Scientific Inc | Stock-Other | 1.05% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.02% | -17.29% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.80% | -2.02% | +0.70% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.14% | -71.39% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.44% | +28.57% | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | — | +123.94% | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.55% | — | +79.29% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.98% | -29.19% | |
| 35 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.46% | — | — | |
| 36 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.45% | -0.07% | -19.60% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.02% | — | |
| 38 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.42% | — | — | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.33% | — | — | |
| 40 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.33% | -0.54% | -25.62% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.31% | +0.76% | +54.70% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.30% | +0.63% | NEW | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.27% | +0.68% | — | |
| 44 | HUBS | Hubspot Inc | Stock-Tech | 0.27% | — | — | |
| 45 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.27% | — | -16.25% | |
| 46 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.24% | — | -14.37% | |
| 47 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.24% | — | — | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.23% | — | — | |
| 49 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.23% | +1.41% | NEW | |
| 50 | NU | Nu Holdings Ltd. | Stock-Financials | 0.22% | -1.89% | EXIT |
According to official SEC Form 13F filings, Accuvest Global Advisors reported a total U.S. public equity portfolio value of $116.2M across 78 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSTR, AMZN, MSFT) accounted for 45.6% of total reported equity market value during Q2 2025.
During Q2 2025, Accuvest Global Advisors's top holdings by market value included MSTR (18.9%)、AMZN (4.6%)、MSFT (4.1%). The largest single position, MSTR, represented 18.9% of total portfolio value.
In Q2 2025, Accuvest Global Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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