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CIK: 0001497637
Total reported value
$116.2M
$116.2M
57 檔
27.6%
At the close of Q1 2026, Accuvest Global Advisors disclosed equity holdings valued at approximately $116.2M, spread across 57 reported holdings.
In Q1 2026, Accuvest Global Advisors adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 23 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 8.16% | -2.91% | +0.99% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.96% | -1.31% | +15.43% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.59% | +0.14% | +0.65% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.15% | -0.41% | -21.64% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 5.08% | +4.31% | +27.28% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.59% | +0.44% | +303.36% | |
| 7 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 4.19% | -2.85% | +23.41% | |
| 8 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.16% | -0.57% | +15.46% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.98% | +0.76% | +97.73% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.96% | -1.23% | -16.04% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 3.65% | -0.49% | +28.88% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -2.90% | -2.66% | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 3.16% | -2.81% | -43.11% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 3.14% | -0.95% | -39.75% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 3.06% | -3.06% | EXIT | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.01% | -2.02% | +215.08% | |
| 17 | GE | General Electric | Stock-Industrials | 2.78% | -0.09% | +619.62% | |
| 18 | APO | Apollo Global Management Inc | Stock-Financials | 2.48% | -0.56% | -5.70% | |
| 19 | APP | Applovin Corp-class A | Stock-Tech | 2.02% | +0.68% | +340.78% | |
| 20 | HEI | Heico CORP | Stock-Industrials | 1.94% | +0.13% | +342.48% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.90% | -0.28% | -8.23% | |
| 22 | NU | Nu Holdings Ltd. | Stock-Financials | 1.89% | -1.89% | EXIT | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.42% | — | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +1.74% | -39.65% | |
| 25 | TDG | Transdigm Group Inc | Stock-Industrials | 0.96% | +0.55% | -24.40% | |
| 26 | GEV | GE Vernova Inc | Stock-Industrials | 0.90% | -0.05% | -57.99% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.88% | -0.88% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.18% | -47.60% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.84% | -0.84% | EXIT | |
| 30 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.77% | -0.54% | +123.75% | |
| 31 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.60% | -0.60% | EXIT | |
| 32 | CME | Cme Group Inc | Stock-Financials | 0.58% | -0.58% | EXIT | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | -13.63% | |
| 34 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.52% | -0.14% | -0.99% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.98% | -45.48% | |
| 36 | BN | Brookfield CORP | Stock-Financials | 0.46% | +0.08% | +47.66% | |
| 37 | AON | Aon plc | Stock-Financials | 0.45% | -0.02% | — | |
| 38 | ASST | Strive Inc-a | Stock-Other | 0.41% | +0.01% | — | |
| 39 | EQT | Eqt CORP | Stock-Energy | 0.39% | -0.21% | -4.69% | |
| 40 | KKR | Kkr & Co Inc | Stock-Financials | 0.38% | -0.03% | -83.56% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.03% | +5.19% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.02% | +16.38% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.02% | +2.66% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.30% | -0.09% | +4.00% | |
| 45 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.27% | -0.27% | EXIT | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.27% | — | — | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.26% | -0.26% | EXIT | |
| 48 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.24% | -0.07% | -9.96% | |
| 49 | CLX | Clorox Company | Stock-Consumer Staples | 0.22% | -0.22% | EXIT | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | +0.02% | -77.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.6% | +303.36% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +2.6% | +97.73% | Add |
| 3 | GE | General Electric | +2.5% | +619.62% | Add |
| 4 | BABA | Alibaba Group Holding-sp Adr | +2.2% | +212.90% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +2.1% | +215.08% | Add |
| 6 | NFLX | Netflix Inc | +2% | +27.28% | Add |
| 7 | NU | Nu Holdings Ltd. | +1.7% | +939.40% | Add |
| 8 | AAPL | Apple Inc | +1.6% | +15.43% | Add |
| 9 | HEI | Heico CORP | +1.5% | +342.48% | Add |
| 10 | APP | Applovin Corp-class A | +1.4% | +340.78% | Add |
| 11 | UBER | Uber Technologies Inc | +1.1% | +28.88% | Add |
| 12 | SPOT | Spotify Technology S.A. | +1% | +23.41% | Add |
| 13 | MELI | Mercadolibre Inc | +0.9% | +15.46% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.8% | +0.65% | Add |
| 15 | COST | Costco Wholesale CORP | +0.7% | -16.04% | Trim |
| 16 | SHOP | Shopify Inc - Class A | +0.4% | +123.75% | Add |
| 17 | MSTR | Strategy Inc | +0.4% | +0.99% | Add |
| 18 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | -0.99% | Trim |
| 19 | BN | Brookfield CORP | +0.2% | +47.66% | Add |
| 20 | CVX | Chevron CORP | +0.2% | +16.38% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +4.00% | Add |
| 22 | EQT | Eqt CORP | +0.1% | -4.69% | Trim |
| 23 | VZ | Verizon Communications Inc | +0.1% | +2.66% | Add |
| 24 | TGT | Target CORP | +0.1% | +5.73% | Add |
| 25 | PEP | Pepsico Inc | +0.1% | +5.19% | Add |
| 26 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 27 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +8.99% | Add |
| 28 | AON | Aon plc | +0.1% | — | Unchanged |
| 29 | CLX | Clorox Company | +0.1% | +8.23% | Add |
| 30 | AMT | American Tower CORP | +0.1% | +9.32% | Add |
| 31 | MTN | Vail Resorts Inc | +0.1% | +11.12% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -13.63% | Trim |
| 33 | IEP | Icahn Enterprises LP | 0% | -9.16% | Trim |
| 34 | ✓ | Kindly Md Inc | — | — | Unchanged |
| 35 | ARI | Apollo Commercial Real Estat | 0% | -33.88% | Trim |
| 36 | REAL | Realreal Inc/the | -0.1% | -11.09% | Trim |
| 37 | HOOD | Robinhood Markets Inc - A | -0.1% | -9.96% | Trim |
| 38 | TDG | Transdigm Group Inc | -0.2% | -24.40% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | -2.66% | Trim |
| 40 | APO | Apollo Global Management Inc | -0.2% | -5.70% | Trim |
| 41 | ABBV | Abbvie Inc | -0.3% | -45.48% | Trim |
| 42 | BX | Blackstone Inc | -0.3% | -8.23% | Trim |
| 43 | GEV | GE Vernova Inc | -0.4% | -57.99% | Trim |
| 44 | WMT | Walmart Inc | -0.6% | -39.75% | Trim |
| 45 | JPM | Jpmorgan Chase & Co | -0.6% | -47.60% | Trim |
| 46 | GS | Goldman Sachs Group Inc | -0.6% | -77.24% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.6% | -21.64% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.6% | -39.65% | Trim |
| 49 | V | Visa Inc-class A Shares | -0.8% | -82.66% | Trim |
| 50 | SCHW | Schwab (charles) CORP | -1.3% | -66.66% | Trim |
According to official SEC Form 13F filings, Accuvest Global Advisors reported a total U.S. public equity portfolio value of $116.2M across 57 disclosed positions in Q1 2026.
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, AAPL, GOOGL) accounted for 27.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVGO
市值: $1.6M
Top Position Liquidated / Trimmed
INTU
前期市值: $4.3M
During Q1 2026, Accuvest Global Advisors's top holdings by market value included MSTR (8.2%)、AAPL (6.0%)、GOOGL (5.6%). The largest single position, MSTR, represented 8.2% of total portfolio value.
In Q1 2026, Accuvest Global Advisors made 77 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 23 holdings, and fully liquidating 23 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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