Accuvest Global Advisors

CIK

1497637

Location

PROVO, UT

Portfolio Value

Micro $8,788,046

Diversification

Diversified

Filing Date

Global Rank

#5,208 / 8,232 ▼ 178

Top Industry

Software - Application 15.7%

3Y Alpha vs SPY

-10.5%

Period ended 2 months ago

Filed May 11, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.1%

SPY

+76.3%

Annualised alpha

-10.5%

Max drawdown

−25.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.2%

+0.3 pts

Top 5

30.0%

+0.4 pts

Top 10

50.8%

+3.7 pts

HHI

379

Diversified+42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.2%	$42,037,686	11
Communication Services	17.2%	$18,424,869	5
Consumer Cyclical	12.7%	$13,588,518	5
Financial Services	12.3%	$13,218,790	17
Consumer Defensive	8.2%	$8,788,046	6
Industrials	6.6%	$7,055,071	4
Healthcare	1.8%	$1,875,442	2
Energy	1.7%	$1,829,571	5
Real Estate	0.3%	$349,211	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+127,383	140,943	$2,025,350
NVDA	Nvidia Corp	+21,205	28,195	$4,917,208
BABA	Alibaba Group Holding Ltd	+17,786	26,140	$3,279,524
PLTR	Palantir Technologies Inc.	+15,075	22,084	$3,230,447
UBER	Uber Technologies, Inc	+12,191	54,410	$3,913,711
NFLX	Netflix Inc	+12,132	56,608	$5,442,859
GE	General Electric Co	+9,034	10,492	$2,977,314
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+6,249	12,643	$4,272,701
HEI	Heico Corp	+5,877	7,593	$2,082,000
APP	AppLovin Corp	+4,212	5,448	$2,168,304
BN	BROOKFIELD Corp /ON/	+3,945	12,223	$494,664
SHOP	Shopify Inc.	+3,850	6,961	$825,713
AAPL	Apple Inc.	+3,365	25,170	$6,387,894
SPOT	Spotify Technology S.A.	+1,756	9,256	$4,488,326
MSTR	Strategy Inc	+687	70,109	$8,749,603
MELI	Mercadolibre Inc	+345	2,577	$4,455,684
HSBC	Hsbc Holdings PLC	+289	3,502	$288,879
CVX	Chevron Corp	+231	1,641	$339,522
MTN	Vail Resorts Inc	+178	1,779	$228,281
CLX	Clorox Co /De/	+175	2,301	$238,452
VZ	Verizon Communications Inc	+169	6,523	$327,454
GOOGL	Alphabet Inc.	+134	20,858	$5,997,926
TGT	Target Corp	+127	2,345	$284,214
PEP	Pepsico Inc	+116	2,350	$364,931
AMT	American Tower Corp /Ma/	+114	1,337	$230,739
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	−24,552	32,396	$3,387,001
KKR	KKR & Co. Inc.	−22,231	4,373	$404,502
SCHW	Schwab Charles Corp	−19,163	9,584	$900,704
WMT	Walmart Inc.	−17,896	27,123	$3,370,846
AMZN	Amazon Com Inc	−7,325	26,528	$5,524,986
ARI	Apollo Commercial Real Estate Finance, Inc.	−5,748	11,219	$118,472
V	Visa Inc.	−3,299	692	$209,150
JPM	Jpmorgan Chase & Co	−2,848	3,135	$922,191
IEP	Icahn Enterprises L.P.	−2,643	26,208	$197,870
ABBV	AbbVie Inc.	−2,000	2,398	$521,541
BX	Blackstone Inc.	−1,591	17,748	$2,040,842
GEV	GE Vernova Inc.	−1,532	1,110	$968,919
APO	Apollo Global Management, Inc.	−1,440	23,841	$2,656,364
REAL	TheRealReal, Inc.	−1,374	11,018	$100,043
LLY	ELI LILLY & Co	−967	1,472	$1,353,901
GS	Goldman Sachs Group Inc	−950	280	$236,877
COST	Costco Wholesale Corp /New	−814	4,260	$4,244,791
HOOD	Robinhood Markets, Inc.	−414	3,741	$259,251
EQT	EQT Corp	−321	6,517	$414,741
TDG	TransDigm Group INC	−286	886	$1,026,838
MSFT	Microsoft Corp	−285	10,431	$3,861,243
PBR	Petrobras - Petroleo Brasileiro SA	−270	26,980	$559,835
BRK-B	Berkshire Hathaway Inc	−190	1,204	$576,956
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	5,007	$1,549,716
CRWD	CrowdStrike Holdings, Inc.	2,414	$942,449
CBOE	Cboe Global Markets, Inc.	2,297	$645,617
CME	Cme Group Inc.	2,124	$627,323
ASST	Strive, Inc.	44,225	$443,134
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	6,557	$4,343,487
TJX	Tjx Companies Inc /De/	21,317	$3,274,504
META	Meta Platforms, Inc.	4,690	$3,095,822
AXP	American Express Co	7,705	$2,850,464
SBUX	Starbucks Corp	22,373	$1,884,030
BKNG	Booking Holdings Inc.	330	$1,767,258
WRBY	Warby Parker Inc.	62,300	$1,357,517
CRM	Salesforce, Inc.	4,715	$1,249,050
TSLA	Tesla, Inc.	1,783	$801,850
UNH	Unitedhealth Group Inc	2,000	$660,220
CBRE	Cbre Group, Inc.	3,826	$615,182
ISRG	Intuitive Surgical Inc	939	$531,812
CAT	Caterpillar Inc	719	$411,893
COIN	Coinbase Global, Inc.	1,740	$393,483
ORLY	O Reilly Automotive Inc	4,066	$370,859
MRK	Merck & Co., Inc.	2,322	$244,413
CELH	Celsius Holdings, Inc.	4,991	$228,288
CART	Maplebear Inc.	5,029	$226,204
RCL	Royal Caribbean Cruises Ltd	800	$223,136
GIS	General Mills Inc	4,609	$214,318
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $8,788,046 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,260	-814	$4,244,791	−3.0%	48.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	27,123	-17,896	$3,370,846	−32.8%	38.36%
PEP	Pepsico Inc Consumer Defensive	Added	2,350	+116	$364,931	+13.8%	4.15%
MO	Altria Group, Inc. Consumer Defensive	Held	4,316	0	$284,812	+14.4%	3.24%
TGT	Target Corp Consumer Defensive	Added	2,345	+127	$284,214	+31.1%	3.23%
CLX	Clorox Co /De/ Consumer Defensive	Added	2,301	+175	$238,452	+11.2%	2.71%