Accuvest Global Advisors — 13F Holdings

2026 Q1  ·  80 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Accuvest Global Advisors maintained a portfolio of 80 distinct positions. The most significant new addition was BROADCOM INC, now representing 1.45% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 303.4%. The fund also reduced its exposure to SERVICENOW INC by 43.1%.
Position History hover any row below to update
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Accuvest Global Advisors Walnut Creek, CA Asset Manager / ETF Strategist AUM $107M
PCA Score Concentration Risk
Risk ENB
Total Positions
80
Quarter
2026 Q1
Top Holding
MSTR (8.2%)
Top 10 Concentration
50.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 80

Accuvest Global Advisors Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MSTR
STRATEGY INC
Technology 8.16% 7.77% #1
Prev: #1
5.8
687 1.0%
P
S
70,109 $8,750,000 2022 Q2 13F Filing 2026-03-31 2026-05-11
AAPL
APPLE INC
Technology 5.96% 4.37% #2 3
Prev: #5
5.9
3,365 15.4%
P
S
25,170 $6,388,000 2010 Q3 13F Filing 2026-03-31 2026-05-11
GOOGL
ALPHABET INC
Communication Services 5.59% 4.78% #3 1
Prev: #4
3.7
134 0.6%
P
S
20,858 $5,998,000 2015 Q3 13F Filing 2026-03-31 2026-05-11
AMZN
AMAZON COM INC
Consumer Cyclical 5.15% 5.76% #4 1
Prev: #3
2.6
-7,325 -21.6%
P
S
26,528 $5,525,000 2018 Q1 13F Filing 2026-03-31 2026-05-11
NFLX
NETFLIX INC.
ETF 5.08% 3.07% #5 7
Prev: #12
5.0
12,132 27.3%
P
S
56,608 $5,443,000 2017 Q1 13F Filing 2026-03-31 2026-05-11
NVDA
NVIDIA CORPORAT...
Technology 4.59% 0.96% #6 24
Prev: #30
4.8
21,205 303.4%
P
S
28,195 $4,917,000 2017 Q4 13F Filing 2026-03-31 2026-05-11
SPOT
SPOTIFY TECHNOL...
Communication Services 4.19% 3.21% #7 3
Prev: #10
4.2
1,756 23.4%
P
S
9,256 $4,488,000 2019 Q1 13F Filing 2026-03-31 2026-05-11
MELI
MERCADOLIBRE IN...
Consumer Cyclical 4.16% 3.31% #8
Prev: #8
3.7
345 15.5%
P
S
2,577 $4,456,000 2020 Q2 13F Filing 2026-03-31 2026-05-11
TSM
TAIWAN SEMICOND...
Technology 3.98% 1.43% #9 13
Prev: #22
4.6
6,249 97.7%
P
S
12,643 $4,273,000 2019 Q4 13F Filing 2026-03-31 2026-05-11
COST
COSTCO WHOLESAL...
Consumer Defensive 3.96% 3.22% #10 1
Prev: #9
2.1
-814 -16.0%
P
S
4,260 $4,245,000 2018 Q2 13F Filing 2026-03-31 2026-05-11
UBER
UBER TECHNOLOGI...
Technology 3.65% 2.54% #11 3
Prev: #14
4.0
12,191 28.9%
P
S
54,410 $3,914,000 2023 Q3 13F Filing 2026-03-31 2026-05-11
MSFT
MICROSOFT CORP
Technology 3.60% 3.82% #12 6
Prev: #6
1.9
-285 -2.7%
P
S
10,431 $3,861,000 2010 Q2 13F Filing 2026-03-31 2026-05-11
NOW
SERVICENOW INC
Technology 3.16% 6.43% #13 11
Prev: #2
1.3
-24,552 -43.1%
P
S
32,396 $3,387,000 2022 Q2 13F Filing 2026-03-31 2026-05-11
WMT
WALMART INC
Consumer Defensive 3.14% 3.70% #14 7
Prev: #7
1.3
-17,896 -39.8%
P
S
27,123 $3,371,000 2017 Q4 13F Filing 2026-03-31 2026-05-11
BABA
ALIBABA GROUP H...
Consumer Cyclical 3.06% 0.90% #15 18
Prev: #33
4.2
17,786 212.9%
P
S
26,140 $3,280,000 2018 Q2 13F Filing 2026-03-31 2026-05-11
PLTR
PALANTIR TECHNO...
Technology 3.01% 0.92% #16 16
Prev: #32
4.2
15,075 215.1%
P
S
22,084 $3,230,000 2023 Q1 13F Filing 2026-03-31 2026-05-11
GE
GE AEROSPACE
Industrials 2.78% 0.33% #17 32
Prev: #49
4.1
9,034 619.6%
P
S
10,492 $2,977,000 2010 Q2 13F Filing 2026-03-31 2026-05-11
APO
APOLLO GLOBAL M...
Financial Services 2.48% 2.70% #18 5
Prev: #13
1.5
-1,440 -5.7%
P
S
23,841 $2,656,000 2023 Q1 13F Filing 2026-03-31 2026-05-11
APP
APPLOVIN CORP
Communication Services 2.02% 0.61% #19 17
Prev: #36
3.8
4,212 340.8%
P
S
5,448 $2,168,000 2025 Q2 13F Filing 2026-03-31 2026-05-11
HEI
HEICO CORP NEW
Industrials 1.94% 0.41% #20 24
Prev: #44
3.8
5,877 342.5%
P
S
7,593 $2,082,000 2025 Q4 13F Filing 2026-03-31 2026-05-11
BX
BLACKSTONE INC
Financial Services 1.90% 2.20% #21 3
Prev: #18
1.3
-1,591 -8.2%
P
S
17,748 $2,041,000 2020 Q1 13F Filing 2026-03-31 2026-05-11
NU
NU HLDGS LTD
Financial Services 1.89% 0.17% #22 40
Prev: #62
3.8
127,383 939.4%
P
S
140,943 $2,025,000 2024 Q2 13F Filing 2026-03-31 2026-05-11
AVGO
BROADCOM INC
Technology 1.45% #23
Prev: #—
4.1
5,007
NEW
5,007 $1,550,000 2018 Q4 13F Filing 2026-03-31 2026-05-11
LLY
ELI LILLY & CO
Healthcare 1.32% 1.93% #24 3
Prev: #21
0.5
-967 -39.6%
P
S
1,472 $1,413,000 2022 Q2 13F Filing 2026-03-31 2026-05-11
TDG
TRANSDIGM GROUP...
Industrials 0.96% 1.15% #25 2
Prev: #27
0.4
-286 -24.4%
P
S
886 $1,027,000 2025 Q4 13F Filing 2026-03-31 2026-05-11
GEV
GE VERNOVA INC
Industrials 0.90% 1.27% #26
Prev: #26
0.4
-1,532 -58.0%
P
S
1,110 $969,000 2025 Q4 13F Filing 2026-03-31 2026-05-11
CRWD
CROWDSTRIKE HLD...
Technology 0.88% #27
Prev: #—
3.9
2,414
NEW
2,414 $942,000 2023 Q4 13F Filing 2026-03-31 2026-05-11
JPM
JPMORGAN CHASE ...
Financial Services 0.86% 1.42% #28 5
Prev: #23
0.3
-2,848 -47.6%
P
S
3,135 $922,000 2014 Q1 13F Filing 2026-03-31 2026-05-11
SCHW
SCHWAB CHARLES ...
Financial Services 0.84% 2.12% #29 10
Prev: #19
0.3
-19,163 -66.7%
P
S
9,584 $901,000 2017 Q1 13F Filing 2026-03-31 2026-05-11
SHOP
SHOPIFY INC
Technology 0.77% 0.37% #30 17
Prev: #47
3.3
3,850 123.8%
P
S
6,961 $826,000 2019 Q1 13F Filing 2026-03-31 2026-05-11
CBOE
CBOE GLOBAL MKT...
Financial Services 0.60% #31
Prev: #—
3.7
2,297
NEW
2,297 $646,000 2023 Q4 13F Filing 2026-03-31 2026-05-11
CME
CME GROUP INC
Financial Services 0.58% #32
Prev: #—
3.7
2,124
NEW
2,124 $627,000 2026 Q1 13F Filing 2026-03-31 2026-05-11
BRK/B
BERKSHIRE HATHA...
Financial Services 0.54% 0.52% #33 7
Prev: #40
0.7
-190 -13.6%
P
S
1,204 $577,000 2020 Q1 13F Filing 2026-03-31 2026-05-11
PBR
PETROLEO BRASIL...
Energy 0.52% 0.24% #34 21
Prev: #55
0.7
-270 -1.0%
P
S
26,980 $560,000 2023 Q1 13F Filing 2026-03-31 2026-05-11
ABBV
ABBVIE INC
Healthcare 0.49% 0.74% #35
Prev: #35
0.2
-2,000 -45.5%
P
S
2,398 $522,000 2017 Q1 13F Filing 2026-03-31 2026-05-11
BN
BROOKFIELD CORP
Financial Services 0.46% 0.28% #36 16
Prev: #52
2.7
3,945 47.7%
P
S
12,223 $495,000 2025 Q2 13F Filing 2026-03-31 2026-05-11
AON
AON PLC
Financial Services 0.45% 0.39% #37 9
Prev: #46
1.2
no change no change
P
S
1,500 $484,000 2025 Q3 13F Filing 2026-03-31 2026-05-11
N/A
STRIVE INC
Unknown 0.41% #38
Prev: #—
3.7
44,225
NEW
44,225 $444,000 13F Filing 2026-03-31 2026-05-11
EQT
EQT CORP
Energy 0.39% 0.27% #39 15
Prev: #54
0.7
-321 -4.7%
P
S
6,517 $415,000 2025 Q3 13F Filing 2026-03-31 2026-05-11
KKR
KKR & CO INC
Financial Services 0.38% 2.50% #40 25
Prev: #15
0.2
-22,231 -83.6%
P
S
4,373 $405,000 2021 Q3 13F Filing 2026-03-31 2026-05-11
PEP
PEPSICO INC
Consumer Defensive 0.34% 0.24% #41 15
Prev: #56
2.1
116 5.2%
P
S
2,350 $365,000 2013 Q4 13F Filing 2026-03-31 2026-05-11
CVX
CHEVRON CORPORA...
Energy 0.32% 0.16% #42 27
Prev: #69
2.1
231 16.4%
P
S
1,641 $340,000 2018 Q4 13F Filing 2026-03-31 2026-05-11
VZ
VERIZON COMMUNI...
Communication Services 0.30% 0.19% #43 14
Prev: #57
0.6
169 2.7%
P
S
6,523 $327,000 2010 Q2 13F Filing 2026-03-31 2026-05-11
XOM
EXXON MOBIL COR...
Energy 0.30% 0.16% #44 22
Prev: #66
0.6
72 4.0%
P
S
1,872 $318,000 2010 Q4 13F Filing 2026-03-31 2026-05-11
HSBC
HSBC HLDGS PLC
Financial Services 0.27% 0.19% #45 13
Prev: #58
2.1
289 9.0%
P
S
3,502 $289,000 2025 Q4 13F Filing 2026-03-31 2026-05-11
MO
ALTRIA GROUP IN...
Consumer Defensive 0.27% 0.18% #46 13
Prev: #59
1.1
no change no change
P
S
4,316 $285,000 2021 Q2 13F Filing 2026-03-31 2026-05-11
TGT
TARGET CORP
Consumer Defensive 0.26% 0.16% #47 20
Prev: #67
2.1
127 5.7%
P
S
2,345 $284,000 2017 Q3 13F Filing 2026-03-31 2026-05-11
HOOD
ROBINHOOD MKTS ...
Financial Services 0.24% 0.35% #48
Prev: #48
0.6
-414 -10.0%
P
S
3,741 $259,000 2025 Q1 13F Filing 2026-03-31 2026-05-11
CLX
CLOROX CO DEL
Consumer Defensive 0.22% 0.16% #49 21
Prev: #70
2.1
175 8.2%
P
S
2,301 $238,000 2021 Q3 13F Filing 2026-03-31 2026-05-11
GS
GOLDMAN SACHS G...
Financial Services 0.22% 0.80% #50 16
Prev: #34
0.1
-950 -77.2%
P
S
280 $237,000 2010 Q4 13F Filing 2026-03-31 2026-05-11
Showing 1-50 of 80 holdings

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