AG

Accuvest Global Advisors

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$107.2M

Reporting period: 2026-03-31 · Number of holdings: 57

Accuvest Global Advisors disclosed 57 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $107.2M and a quarterly turnover rate of 64.6%.

Personality snowflake

Concentration
15.13
Portfolio Stability
64.56
Momentum/Contrarian
100
Sector conviction
64.69
Diversification
100
Sizing Uniformity
89.15

Recent moves

  • Add NVDA

    +303.4%　$3.6M

  • Trim NOW

    -43.1%　-$5.3M

  • Add TSM

    +97.7%　$2.3M

  • Add GE

    +619.6%　$2.5M

  • Add BABA

    +212.9%　$2.1M

  • Trim KKR

    -83.6%　-$3.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1MSTRStrategy INCStock-Tech8.16%+0.39%+0.99%
2AAPLApple INCStock-Tech5.96%+1.59%+15.43%
3GOOGLAlphabet Inc-cl AStock-Comm Services5.59%+0.81%+0.65%
4AMZNAmazon.com INCStock-Consumer Disc5.15%-0.61%-21.64%
5NFLXNetflix INCStock-Comm Services5.08%+2.01%+27.28%
6NVDANvidia CORPStock-Tech4.59%+3.63%+303.36%
7SPOTSpotify Technology S.A.Stock-Comm Services4.19%—+23.41%
8MELIMercadolibre INCStock-Consumer Disc4.16%—+15.46%
9TSMTaiwan Semiconductor-sp AdrStock-Tech3.98%+2.55%+97.73%
10COSTCostco Wholesale CORPStock-Consumer Staples3.96%—-16.04%
11UBERUber Technologies INCStock-Industrials3.65%+1.11%+28.88%
12MSFTMicrosoft CORPStock-Tech3.60%-0.22%-2.66%
13NOWServicenow INCStock-Tech3.16%-3.27%-43.11%
14WMTWalmart INCStock-Consumer Staples3.14%-0.56%-39.75%
15BABAAlibaba Group Holding-sp AdrStock-Consumer Disc3.06%+2.16%+212.90%
16PLTRPalantir Technologies Inc-aStock-Tech3.01%+2.09%+215.08%
17GEGeneral ElectricStock-Industrials2.78%+2.45%+619.62%
18APOApollo Global Management INCStock-Financials2.48%-0.22%-5.70%
19APPApplovin Corp-class AStock-Tech2.02%+1.41%+340.78%
20HEIHeico CORPStock-Industrials1.94%+1.53%+342.48%
21BXBlackstone INCStock-Financials1.90%-0.30%-8.23%
22NUNu Holdings Ltd.Stock-Financials1.89%+1.72%+939.40%
23AVGOBroadcom INCStock-Tech1.45%+1.45%NEW
24LLYEli Lilly & CoStock-Healthcare1.32%-0.61%-39.65%
25TDGTransdigm Group INCStock-Industrials0.96%-0.19%-24.40%
26GEVGE Vernova INCStock-Industrials0.90%-0.37%-57.99%
27CRWDCrowdstrike Holdings INC - AStock-Tech0.88%+0.88%NEW
28JPMJpmorgan Chase & CoStock-Financials0.86%-0.56%-47.60%
29SCHWSchwab (charles) CORPStock-Financials0.84%-1.28%-66.66%
30SHOPShopify INC - Class AStock-Tech0.77%—+123.75%
31CBOECboe Global Markets INCStock-Financials0.60%+0.60%NEW
32CMECme Group INCStock-Financials0.58%+0.58%NEW
33BRK-BBerkshire Hathaway Inc-cl BStock-Other0.54%—-13.63%
34PBRPetroleo Brasileiro-spon AdrStock-Energy0.52%—-0.99%
35ABBVAbbvie INCStock-Healthcare0.49%-0.25%-45.48%
36BNBrookfield CORPStock-Financials0.46%—+47.66%
37AONAon plcStock-Financials0.45%——
38ASSTStrive Inc-aStock-Other0.41%+0.41%NEW
39EQTEqt CORPStock-Energy0.39%—-4.69%
40KKRKkr & Co INCStock-Financials0.38%-2.12%-83.56%
41PEPPepsico INCStock-Consumer Staples0.34%—+5.19%
42CVXChevron CORPStock-Energy0.32%—+16.38%
43VZVerizon Communications INCStock-Comm Services0.30%—+2.66%
44XOMExxon Mobil CORPStock-Energy0.30%—+4.00%
45HSBCHsbc Holdings Plc-spons AdrStock-Financials0.27%—+8.99%
46MOAltria Group INCStock-Consumer Staples0.27%——
47TGTTarget CORPStock-Consumer Disc0.26%—+5.73%
48HOODRobinhood Markets INC - AStock-Financials0.24%—-9.96%
49CLXClorox CompanyStock-Consumer Staples0.22%—+8.23%
50GSGoldman Sachs Group INCStock-Financials0.22%-0.58%-77.24%
1–50 of 57

Holding changes this quarter

Accuvest Global Advisors's most significant position changes for 2026-03-31: Sold out: Intuit INC (INTU); Sold out: Tjx Companies INC (TJX); Sold out: Meta Platforms Inc-class A (META); Sold out: American Express Co (AXP); Sold out: Starbucks CORP (SBUX).

Position changes disclosed by Accuvest Global Advisors for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NVDANvidia CORP+3.6%+303.36%Add
2TSMTaiwan Semiconductor-sp Adr+2.6%+97.73%Add
3GEGeneral Electric+2.5%+619.62%Add
4BABAAlibaba Group Holding-sp Adr+2.2%+212.90%Add
5PLTRPalantir Technologies Inc-a+2.1%+215.08%Add
6NFLXNetflix INC+2%+27.28%Add
7NUNu Holdings Ltd.+1.7%+939.40%Add
8AAPLApple INC+1.6%+15.43%Add
9HEIHeico CORP+1.5%+342.48%Add
10APPApplovin Corp-class A+1.4%+340.78%Add
11UBERUber Technologies INC+1.1%+28.88%Add
12GOOGLAlphabet Inc-cl A+0.8%+0.65%Add
13MSTRStrategy INC+0.4%+0.99%Add
14TDGTransdigm Group INC-0.2%-24.40%Trim
15MSFTMicrosoft CORP-0.2%-2.66%Trim
16APOApollo Global Management INC-0.2%-5.70%Trim
17ABBVAbbvie INC-0.3%-45.48%Trim
18BXBlackstone INC-0.3%-8.23%Trim
19GEVGE Vernova INC-0.4%-57.99%Trim
20WMTWalmart INC-0.6%-39.75%Trim
21JPMJpmorgan Chase & Co-0.6%-47.60%Trim
22GSGoldman Sachs Group INC-0.6%-77.24%Trim
23AMZNAmazon.com INC-0.6%-21.64%Trim
24LLYEli Lilly & Co-0.6%-39.65%Trim
25VVisa Inc-class A Shares-0.8%-82.66%Trim
26SCHWSchwab (charles) CORP-1.3%-66.66%Trim
27KKRKkr & Co INC-2.1%-83.56%Trim
28NOWServicenow INC-3.3%-43.11%Trim
29INTUIntuit INC—EXITSold out
30TJXTjx Companies INC—EXITSold out
31METAMeta Platforms Inc-class A—EXITSold out
32AXPAmerican Express Co—EXITSold out
33SBUXStarbucks CORP—EXITSold out
34BKNGBooking Holdings INC—EXITSold out
35AVGOBroadcom INC—NEWNew buy
36WRBYWarby Parker Inc-class A—EXITSold out
37CRMSalesforce INC—EXITSold out
38CRWDCrowdstrike Holdings INC - A—NEWNew buy
39FWONKLiberty Media Corp-formula-c—EXITSold out
40TSLATesla INC—EXITSold out
41BRK-ABerkshire Hathaway Inc-cl A—EXITSold out
42UNHUnitedhealth Group INC—EXITSold out
43CBOECboe Global Markets INC—NEWNew buy
44SMLRSemler Scientific INC—EXITSold out
45CMECme Group INC—NEWNew buy
46CBRECbre Group INC - A—EXITSold out
47ISRGIntuitive Surgical INC—EXITSold out
48ASSTStrive Inc-a—NEWNew buy
49CATCaterpillar INC—EXITSold out
50COINCoinbase Global INC -class A—EXITSold out

FAQ

What is Accuvest Global Advisors and what type of investor is it?
Accuvest Global Advisors is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $107.2M, spread across 57 disclosed positions.
What are Accuvest Global Advisors's largest equity positions?
Based on the latest 13F filing, Accuvest Global Advisors's top holdings by market value are: 1. Strategy INC (MSTR) — $8.8M (8.2%) 2. Apple INC (AAPL) — $6.4M (6.0%) 3. Alphabet Inc-cl A (GOOGL) — $6.0M (5.6%) 4. Amazon.com INC (AMZN) — $5.5M (5.2%) 5. Netflix INC (NFLX) — $5.4M (5.1%)
What changes did Accuvest Global Advisors make in its most recent portfolio filing?
In the latest reported quarter, Accuvest Global Advisors made 50 notable position adjustments: 5 new positions were initiated, 13 existing holdings were added to, 15 positions were partially reduced, and 17 were completely exited. The largest of these moves: Sold out: Intuit INC (INTU); Sold out: Tjx Companies INC (TJX); Sold out: Meta Platforms Inc-class A (META); Sold out: American Express Co (AXP); Sold out: Starbucks CORP (SBUX)
What sectors does Accuvest Global Advisors focus on?
Accuvest Global Advisors is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.9% • Communication Services: 15.3% • Consumer Discretionary: 12.9% • Financials: 12.0% • Industrials: 10.3% • Consumer Staples: 8.0%