Accuvest Global Advisors

CIK

1497637

Location

PROVO, UT

Portfolio Value

Small $116,251,450

Diversification

Diversified

Filing Date

Global Rank

#5,768 / 8,633 ▲ 89

Top Industry

Semiconductors 12.0%

3Y Alpha vs SPY

+49.2%

Period ended 51 days ago

Filed Aug 11, 2026 · 9d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+399.3%

SPY

+76.2%

Annualised alpha

+50.1%

Max drawdown

−24.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.4%

+1.2 pts

Top 5

30.1%

+0.2 pts

Top 10

49.6%

−1.3 pts

HHI

348

Diversified−31

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.4%	$34,220,787	14
Communication Services	20.2%	$23,503,813	8
Financial Services	11.2%	$13,063,835	14
Consumer Cyclical	11.2%	$13,050,118	10
Industrials	10.2%	$11,899,421	11
Healthcare	6.0%	$7,018,190	5
Consumer Defensive	5.7%	$6,666,283	5
Energy	2.9%	$3,338,793	5
Real Estate	1.8%	$2,055,250	3
Utilities	0.9%	$1,071,217	2
Basic Materials	0.3%	$363,743	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+96,303	152,911	$10,917,845
V	Visa Inc.	+10,595	11,287	$3,872,456
ABBV	AbbVie Inc.	+4,377	6,775	$1,704,861
BN	BROOKFIELD Corp /ON/	+2,399	14,622	$622,750
LLY	ELI LILLY & Co	+1,512	2,984	$3,579,099
VZ	Verizon Communications Inc	+1,155	7,678	$325,086
NVDA	Nvidia Corp	+997	29,192	$5,841,027
AVGO	Broadcom Inc.	+744	5,751	$2,172,440
APP	AppLovin Corp	+647	6,095	$3,140,326
JPM	Jpmorgan Chase & Co	+549	3,684	$1,205,883
CVX	Chevron Corp	+471	2,112	$350,085
TDG	TransDigm Group INC	+428	1,314	$1,750,300
PEP	Pepsico Inc	+278	2,628	$355,831
MSTR	Strategy Inc	+31	70,140	$6,097,270
KKR	KKR & Co. Inc.	+28	4,401	$403,923
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	−28,284	4,112	$408,239
PLTR	Palantir Technologies Inc.	−12,262	9,822	$1,145,932
MSFT	Microsoft Corp	−8,257	2,174	$810,945
AAPL	Apple Inc.	−6,503	18,667	$5,401,483
SPOT	Spotify Technology S.A.	−5,874	3,382	$1,552,777
APO	Apollo Global Management, Inc.	−4,993	18,848	$2,229,906
SHOP	Shopify Inc.	−4,627	2,334	$266,496
WMT	Walmart Inc.	−4,606	22,517	$2,550,275
UBER	Uber Technologies, Inc	−3,586	50,824	$3,667,459
AMZN	Amazon Com Inc	−3,429	23,099	$5,505,415
EQT	EQT Corp	−2,646	3,871	$205,821
GOOGL	Alphabet Inc.	−2,227	18,631	$6,658,160
GE	General Electric Co	−2,130	8,362	$3,125,130
HOOD	Robinhood Markets, Inc.	−1,741	2,000	$200,560
BX	Blackstone Inc.	−1,716	16,032	$1,886,485
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,101	11,542	$5,512,112
COST	Costco Wholesale Corp /New	−866	3,394	$3,174,985
HEI	Heico Corp	−854	6,739	$2,400,364
GEV	GE Vernova Inc.	−270	840	$986,882
MELI	Mercadolibre Inc	−119	2,458	$4,172,184
XOM	ExxonMobil Holdings Corp	−64	1,808	$247,189
ARI	Apollo Commercial Real Estate Finance, Inc.	−18	11,201	$119,626
BRK-B	Berkshire Hathaway Inc	−4	1,200	$600,468
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LNG	Cheniere Energy, Inc.	8,785	$2,099,702
CBRE	Cbre Group, Inc.	12,126	$1,633,250
PANW	Palo Alto Networks Inc	3,511	$1,197,321
ASML	Asml Holding NV	495	$984,772
TJX	Tjx Companies Inc /De/	6,495	$983,992
AZN	Astrazeneca PLC	4,006	$759,617
NVO	Novo Nordisk A S	15,261	$731,612
QXO	QXO, Inc.	38,730	$669,254
ETN	Eaton Corp plc	1,563	$666,025
AXON	Axon Enterprise, Inc.	1,148	$643,580
CAT	Caterpillar Inc	552	$587,824
TLN	Talen Energy Corp	1,508	$579,464
VST	Vistra Corp.	3,100	$491,753
DASH	DoorDash, Inc.	2,639	$486,974
MU	Micron Technology Inc	350	$404,001
RTX	RTX Corp	1,942	$368,455
CTVA	Corteva, Inc.	4,295	$363,743
DE	Deere & Co	560	$355,224
VIK	Viking Holdings Ltd	3,373	$353,051
TTWO	Take Two Interactive Software Inc	1,400	$349,972
LHX	L3harris Technologies, Inc. /De/	1,192	$346,383
FWONA	Liberty Media Corp	3,629	$345,263
MAR	Marriott International Inc /Md/	927	$343,536
ORLY	O Reilly Automotive Inc	3,673	$338,246
COF	Capital One Financial Corp	1,631	$327,211
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
BABA	Alibaba Group Holding Ltd	26,140	$3,279,524
NU	Nu Holdings Ltd.	140,943	$2,025,350
CRWD	CrowdStrike Holdings, Inc.	2,414	$942,449
SCHW	Schwab Charles Corp	9,584	$900,704
CBOE	Cboe Global Markets, Inc.	2,297	$645,617
CME	Cme Group Inc.	2,124	$627,323
HSBC	Hsbc Holdings PLC	3,502	$288,879
TGT	Target Corp	2,345	$284,214
CLX	Clorox Co /De/	2,301	$238,452
AMT	American Tower Corp /Ma/	1,337	$230,739
MTN	Vail Resorts Inc	1,779	$228,281
IEP	Icahn Enterprises L.P.	26,208	$197,870
REAL	TheRealReal, Inc.	11,018	$100,043
NAKA	Nakamoto Inc.	12,746	$2,816
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $116,251,450 total · filing declares 78 positions · $116,214,000 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NFLX	Netflix Inc Communication Services	Added	152,911	+96,303	$10,917,845	+100.6%	9.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,631	-2,227	$6,658,160	+11.0%	5.73%
MSTR	Strategy Inc Technology	Added	70,140	+31	$6,097,270	−30.3%	5.24%
NVDA	Nvidia Corp Technology	Added	29,192	+997	$5,841,027	+18.8%	5.02%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	11,542	-1,101	$5,512,112	+29.0%	4.74%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	23,099	-3,429	$5,505,415	−0.4%	4.74%
AAPL	Apple Inc. Technology	Reduced	18,667	-6,503	$5,401,483	−15.4%	4.65%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	2,458	-119	$4,172,184	−6.4%	3.59%
V	Visa Inc. Financial Services	Added	11,287	+10,595	$3,872,456	+1751.5%	3.33%
UBER	Uber Technologies, Inc Technology	Reduced	50,824	-3,586	$3,667,459	−6.3%	3.15%
LLY	ELI LILLY & Co Healthcare	Added	2,984	+1,512	$3,579,099	+164.4%	3.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,394	-866	$3,174,985	−25.2%	2.73%
APP	AppLovin Corp Communication Services	Added	6,095	+647	$3,140,326	+44.8%	2.70%
GE	General Electric Co Industrials	Reduced	8,362	-2,130	$3,125,130	+5.0%	2.69%
WMT	Walmart Inc. Consumer Defensive	Reduced	22,517	-4,606	$2,550,275	−24.3%	2.19%
HEI	Heico Corp Industrials	Reduced	6,739	-854	$2,400,364	+15.3%	2.06%
APO	Apollo Global Management, Inc. Financial Services	Reduced	18,848	-4,993	$2,229,906	−16.1%	1.92%
AVGO	Broadcom Inc. Technology	Added	5,751	+744	$2,172,440	+40.2%	1.87%
LNG	Cheniere Energy, Inc. Energy	NEW	8,785	NEW	$2,099,702	NEW	1.81%
BX	Blackstone Inc. Financial Services	Reduced	16,032	-1,716	$1,886,485	−7.6%	1.62%
TDG	TransDigm Group INC Industrials	Added	1,314	+428	$1,750,300	+70.5%	1.51%
ABBV	AbbVie Inc. Healthcare	Added	6,775	+4,377	$1,704,861	+226.9%	1.47%
CBRE	Cbre Group, Inc. Real Estate	NEW	12,126	NEW	$1,633,250	NEW	1.40%
SPOT	Spotify Technology S.A. Communication Services	Reduced	3,382	-5,874	$1,552,777	−65.4%	1.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,684	+549	$1,205,883	+30.8%	1.04%
PANW	Palo Alto Networks Inc Technology	NEW	3,511	NEW	$1,197,321	NEW	1.03%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,822	-12,262	$1,145,932	−64.5%	0.99%
GEV	GE Vernova Inc. Industrials	Reduced	840	-270	$986,882	+1.9%	0.85%
ASML	Asml Holding NV Technology	NEW	495	NEW	$984,772	NEW	0.85%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	6,495	NEW	$983,992	NEW	0.85%
MSFT	Microsoft Corp Technology	Reduced	2,174	-8,257	$810,945	−79.0%	0.70%
AZN	Astrazeneca PLC Healthcare	NEW	4,006	NEW	$759,617	NEW	0.65%
NVO	Novo Nordisk A S Healthcare	NEW	15,261	NEW	$731,612	NEW	0.63%
QXO	QXO, Inc. Industrials	NEW	38,730	NEW	$669,254	NEW	0.58%
ETN	Eaton Corp plc Industrials	NEW	1,563	NEW	$666,025	NEW	0.57%
AXON	Axon Enterprise, Inc. Industrials	NEW	1,148	NEW	$643,580	NEW	0.55%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	14,622	+2,399	$622,750	+25.9%	0.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,200	-4	$600,468	+4.1%	0.52%
CAT	Caterpillar Inc Industrials	NEW	552	NEW	$587,824	NEW	0.51%
TLN	Talen Energy Corp Utilities	NEW	1,508	NEW	$579,464	NEW	0.50%
AON	Aon plc Financial Services	Held	1,500	0	$497,535	+2.8%	0.43%
VST	Vistra Corp. Utilities	NEW	3,100	NEW	$491,753	NEW	0.42%
DASH	DoorDash, Inc. Consumer Cyclical	NEW	2,639	NEW	$486,974	NEW	0.42%
ASST	Strive, Inc. Financial Services	Held	44,225	0	$482,494	+8.9%	0.42%
PBR	Petrobras - Petroleo Brasileiro SA Energy	Held	26,980	0	$435,996	−22.1%	0.38%
NOW	ServiceNow, Inc. Technology	Reduced	4,112	-28,284	$408,239	−87.9%	0.35%
MU	Micron Technology Inc Technology	NEW	350	NEW	$404,001	NEW	0.35%
KKR	KKR & Co. Inc. Financial Services	Added	4,401	+28	$403,923	−0.1%	0.35%
RTX	RTX Corp Industrials	NEW	1,942	NEW	$368,455	NEW	0.32%
CTVA	Corteva, Inc. Basic Materials	NEW	4,295	NEW	$363,743	NEW	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.