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CIK: 0001497637
Total reported value
$116.2M
$116.2M
78 檔
41.9%
According to the latest 13F quarterly dataset, Accuvest Global Advisors managed an equity portfolio of $116.2M at the end of Q3 2025, spanning 78 distinct U.S. exchange-listed positions.
In Q3 2025, Accuvest Global Advisors displayed an active expansion posture, initiating 13 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 14.42% | -2.91% | -0.02% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.63% | -0.41% | +4.81% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.80% | -1.31% | +11.36% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -2.90% | -7.21% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.74% | -0.95% | +9.25% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 3.72% | -0.49% | +70.35% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.59% | -1.23% | +15.27% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.56% | +0.14% | +249.47% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 3.37% | +4.31% | +20.02% | |
| 10 | INTU | Intuit Inc | Stock-Tech | 3.29% | — | — | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.04% | +0.85% | NEW | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 3.00% | -0.56% | +9.83% | |
| 13 | KKR | Kkr & Co Inc | Stock-Financials | 2.87% | -0.03% | +10.62% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 2.83% | -0.28% | +4.42% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.82% | — | -14.71% | |
| 16 | NOW | Servicenow Inc | Stock-Tech | 2.74% | -2.81% | +203.36% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 2.72% | — | — | |
| 18 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.68% | -0.57% | +21.34% | |
| 19 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.68% | -2.85% | -7.65% | |
| 20 | AXP | American Express Co | Stock-Financials | 2.34% | — | +1177.65% | |
| 21 | LYV | Live Nation Entertainment In | Stock-Comm Services | 2.16% | — | -23.04% | |
| 22 | BN | Brookfield CORP | Stock-Financials | 2.10% | +0.08% | +54.98% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.99% | -0.54% | +386.87% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.51% | +3.14% | -44.07% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.45% | +0.02% | +215.77% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.18% | -3.57% | |
| 27 | APP | Applovin Corp-class A | Stock-Tech | 0.88% | +0.68% | +64.36% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.85% | -2.02% | -17.10% | |
| 29 | SMLR | Semler Scientific Inc | Stock-Other | 0.78% | — | — | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.75% | — | +39.62% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.44% | -12.11% | |
| 32 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.61% | — | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.60% | +0.98% | +1.27% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | -44.51% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | +0.76% | +10.37% | |
| 36 | AON | Aon plc | Stock-Financials | 0.33% | -0.02% | — | |
| 37 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.33% | +0.27% | NEW | |
| 38 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.32% | — | — | |
| 39 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.30% | — | +134.88% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.25% | — | — | |
| 41 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.24% | -3.06% | EXIT | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.22% | -0.84% | EXIT | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | -0.02% | +8.13% | |
| 44 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.22% | -0.07% | -66.70% | |
| 45 | ASML | ASML Holding N.V. | Stock-Tech | 0.22% | +0.85% | NEW | |
| 46 | NU | Nu Holdings Ltd. | Stock-Financials | 0.21% | -1.89% | EXIT | |
| 47 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.19% | — | -25.00% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.18% | — | +25.46% | |
| 49 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.18% | — | — | |
| 50 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.18% | — | -4.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +2.7% | +70.35% | Add |
| 2 | SHOP | Shopify Inc - Class A | +1.5% | +386.87% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | -7.21% | Add |
| 4 | MELI | Mercadolibre Inc | +0.8% | +21.34% | Add |
| 5 | KKR | Kkr & Co Inc | +0.6% | +10.62% | Add |
| 6 | BKNG | Booking Holdings Inc | +0.5% | +39.62% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +249.47% | Unchanged |
| 8 | NFLX | Netflix Inc | +0.4% | +20.02% | Add |
| 9 | V | Visa Inc-class A Shares | +0.4% | -44.07% | Add |
| 10 | WMT | Walmart Inc | +0.3% | +9.25% | Add |
| 11 | BX | Blackstone Inc | +0.3% | +4.42% | Add |
| 12 | AAPL | Apple Inc | +0.3% | +11.36% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +10.37% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | -17.10% | Trim |
| 15 | NVDA | Nvidia CORP | +0.2% | -12.11% | Add |
| 16 | APO | Apollo Global Management Inc | +0.1% | +9.83% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -3.57% | Add |
| 18 | LYV | Live Nation Entertainment In | 0% | -23.04% | Add |
| 19 | TJX | Tjx Companies Inc | -0.2% | -3.05% | Add |
| 20 | CVX | Chevron CORP | -0.3% | +4.08% | Trim |
| 21 | COST | Costco Wholesale CORP | -0.4% | +15.27% | Add |
| 22 | META | Meta Platforms Inc-class A | -0.4% | -14.71% | Trim |
| 23 | SPOT | Spotify Technology S.A. | -0.7% | -7.65% | Trim |
| 24 | ORLY | O'reilly Automotive Inc | -0.7% | -90.57% | Add |
| 25 | JNJ | Johnson & Johnson | -0.7% | -2.27% | Trim |
| 26 | AZO | Autozone Inc | -0.8% | +3.51% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | -44.51% | Trim |
| 28 | AMZN | Amazon.com Inc | -4.6% | +4.81% | Trim |
| 29 | MSTR | Strategy Inc | -6.4% | -0.02% | Trim |
| 30 | INTU | Intuit Inc | — | NEW | New buy |
| 31 | NOW | Servicenow Inc | — | NEW | New buy |
| 32 | ORCL | Oracle CORP | — | NEW | New buy |
| 33 | AXP | American Express Co | — | NEW | New buy |
| 34 | BN | Brookfield CORP | — | NEW | New buy |
| 35 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 36 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 37 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 38 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 39 | PGR | Progressive CORP | — | EXIT | Sold out |
| 40 | APP | Applovin Corp-class A | — | NEW | New buy |
| 41 | SMLR | Semler Scientific Inc | — | NEW | New buy |
| 42 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 43 | AON | Aon plc | — | NEW | New buy |
| 44 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
| 45 | LNG | Cheniere Energy Inc | — | EXIT | Sold out |
| 46 | GE | General Electric | — | EXIT | Sold out |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 48 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 49 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 50 | CBRE | Cbre Group Inc - A | — | EXIT | Sold out |
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 Q3 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, AAPL) accounted for 41.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
INTU
市值: $5.3M
Top Position Liquidated / Trimmed
NEE
前期市值: $3.1M
During Q3 2025, Accuvest Global Advisors's top holdings by market value included MSTR (14.4%)、AMZN (4.6%)、AAPL (3.8%). The largest single position, MSTR, represented 14.4% of total portfolio value.
In Q3 2025, Accuvest Global Advisors made 49 total portfolio adjustments, initiating 13 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 8 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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