David Allen
Latest statistics and disclosures from Accuvest Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSTR, AMZN, AAPL, MSFT, WMT, and represent 30.35% of Accuvest Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: INTU (+$5.3M), ORCL, GOOGL, AXP, NOW, SHOP, UBER, GS, BN, CMG.
- Started 16 new stock positions in AON, PSA, RBLX, GIS, BLK, SCHW, ORCL, INTU, HLT, AFRM. CMG, CELH, MTN, AMD, EQT, ULTA.
- Reduced shares in these 10 stocks: KO, PGR, TMUS, LLY, , ORLY, V, LYV, META, HOOD.
- Sold out of its positions in AMT, CBRE, LNG, KO, CL, DRI, DKNG, HSY, HUBS, IBN. LLY, NIO, PGR, TMUS, FLUT, RACE.
- Accuvest Global Advisors was a net buyer of stock by $8.2M.
- Accuvest Global Advisors has $160M in assets under management (AUM), dropping by 4.37%.
- Central Index Key (CIK): 0001497637
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Portfolio Holdings for Accuvest Global Advisors
Accuvest Global Advisors holds 78 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Strategy Cl A New (MSTR) | 14.4 | $23M | 72k | 322.21 |
|
|
| Amazon (AMZN) | 4.6 | $7.4M | +4% | 34k | 219.58 |
|
| Apple (AAPL) | 3.8 | $6.1M | +11% | 24k | 254.63 |
|
| Microsoft Corporation (MSFT) | 3.8 | $6.0M | -7% | 12k | 517.96 |
|
| Wal-Mart Stores (WMT) | 3.7 | $6.0M | +9% | 58k | 103.05 |
|
| Uber Technologies (UBER) | 3.7 | $6.0M | +70% | 61k | 97.98 |
|
| Costco Wholesale Corporation (COST) | 3.6 | $5.8M | +15% | 6.2k | 925.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $5.7M | +249% | 24k | 243.11 |
|
| Netflix (NFLX) | 3.4 | $5.4M | +20% | 4.5k | 1198.94 |
|
| Intuit (INTU) | 3.3 | $5.3M | NEW | 7.7k | 682.88 |
|
| TJX Companies (TJX) | 3.0 | $4.9M | -3% | 34k | 144.55 |
|
| Apollo Global Mgmt (APO) | 3.0 | $4.8M | +9% | 36k | 133.26 |
|
| Kkr & Co (KKR) | 2.9 | $4.6M | +10% | 36k | 129.95 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.8 | $4.5M | +4% | 27k | 170.84 |
|
| Meta Platforms Cl A (META) | 2.8 | $4.5M | -14% | 6.2k | 734.42 |
|
| Servicenow (NOW) | 2.7 | $4.4M | +203% | 4.8k | 920.31 |
|
| Oracle Corporation (ORCL) | 2.7 | $4.4M | NEW | 16k | 281.22 |
|
| MercadoLibre (MELI) | 2.7 | $4.3M | +21% | 1.8k | 2337.13 |
|
| Spotify Technology S A SHS (SPOT) | 2.7 | $4.3M | -7% | 6.2k | 698.07 |
|
| American Express Company (AXP) | 2.3 | $3.8M | +1177% | 11k | 332.16 |
|
| Live Nation Entertainment (LYV) | 2.2 | $3.5M | -23% | 21k | 163.41 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.1 | $3.4M | +54% | 49k | 68.58 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.0 | $3.2M | +386% | 22k | 148.57 |
|
| Visa Com Cl A (V) | 1.5 | $2.4M | -44% | 7.1k | 341.43 |
|
| Goldman Sachs (GS) | 1.5 | $2.3M | +215% | 2.9k | 796.51 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.1M | -3% | 6.8k | 315.44 |
|
| Applovin Corp Com Cl A (APP) | 0.9 | $1.4M | +64% | 2.0k | 718.64 |
|
| Palantir Technologies Cl A (PLTR) | 0.9 | $1.4M | -17% | 7.5k | 182.38 |
|
| Semler Scientific (SMLR) | 0.8 | $1.2M | 42k | 30.00 |
|
|
| Booking Holdings (BKNG) | 0.7 | $1.2M | +39% | 222.00 | 5400.90 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.2M | -12% | 6.3k | 186.55 |
|
| Chipotle Mexican Grill (CMG) | 0.6 | $980k | NEW | 25k | 39.20 |
|
| Abbvie (ABBV) | 0.6 | $961k | 4.2k | 231.51 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $818k | -44% | 1.6k | 502.77 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $654k | +10% | 2.3k | 279.37 |
|
| Aon Shs Cl A (AON) | 0.3 | $535k | NEW | 1.5k | 356.67 |
|
| Hilton Worldwide Holdings (HLT) | 0.3 | $523k | NEW | 2.0k | 259.30 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $514k | NEW | 7.0k | 73.15 |
|
| Coinbase Global Com Cl A (COIN) | 0.3 | $477k | +134% | 1.4k | 337.34 |
|
| Altria (MO) | 0.3 | $404k | 6.1k | 66.06 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $383k | -12% | 2.1k | 178.55 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $359k | NEW | 3.8k | 95.48 |
|
| Verizon Communications (VZ) | 0.2 | $356k | +8% | 8.1k | 43.94 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $355k | -66% | 2.5k | 143.38 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $347k | +31% | 358.00 | 969.27 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $343k | -13% | 21k | 16.02 |
|
| Iron Mountain (IRM) | 0.2 | $306k | -25% | 3.0k | 102.00 |
|
| Merck & Co (MRK) | 0.2 | $290k | +25% | 3.5k | 83.96 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $283k | -4% | 2.1k | 132.24 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $283k | NEW | 2.0k | 138.59 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $280k | -25% | 5.0k | 55.52 |
|
| Simon Property (SPG) | 0.2 | $278k | -4% | 1.5k | 187.96 |
|
| Johnson & Johnson (JNJ) | 0.2 | $272k | -2% | 1.5k | 185.67 |
|
| United Parcel Service CL B (UPS) | 0.2 | $268k | +23% | 3.2k | 83.57 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $267k | +8% | 2.4k | 112.75 |
|
| Doordash Cl A (DASH) | 0.2 | $267k | -19% | 981.00 | 272.17 |
|
| General Mills (GIS) | 0.2 | $264k | NEW | 5.2k | 50.47 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $259k | -70% | 799.00 | 324.16 |
|
| Chevron Corporation (CVX) | 0.2 | $258k | +4% | 1.7k | 155.42 |
|
| Sofi Technologies (SOFI) | 0.2 | $257k | -52% | 9.7k | 26.39 |
|
| Public Storage (PSA) | 0.2 | $257k | NEW | 889.00 | 289.09 |
|
| O'reilly Automotive (ORLY) | 0.2 | $253k | -90% | 2.3k | 107.89 |
|
| AutoZone (AZO) | 0.2 | $253k | +3% | 59.00 | 4288.14 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $249k | NEW | 455.00 | 547.25 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $248k | -65% | 8.6k | 28.75 |
|
| Vail Resorts (MTN) | 0.1 | $240k | NEW | 1.6k | 149.63 |
|
| Advanced Micro Devices (AMD) | 0.1 | $232k | NEW | 1.4k | 161.56 |
|
| Target Corporation (TGT) | 0.1 | $230k | +10% | 2.6k | 87.92 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $226k | 2.9k | 76.74 |
|
|
| Celsius Hldgs Com New (CELH) | 0.1 | $226k | NEW | 3.9k | 57.52 |
|
| EQT Corporation (EQT) | 0.1 | $221k | NEW | 4.1k | 54.37 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $221k | 14k | 15.94 |
|
|
| Chubb (CB) | 0.1 | $220k | 780.00 | 282.05 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $207k | -66% | 776.00 | 266.75 |
|
| Unilever Spon Adr New (UL) | 0.1 | $205k | 3.5k | 59.28 |
|
|
| Blackrock (BLK) | 0.1 | $201k | NEW | 172.00 | 1168.60 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $143k | 23k | 6.37 |
|
|
| Apollo Commercial Real Est. Finance (ARI) | 0.1 | $114k | 11k | 10.16 |
|
Past Filings by Accuvest Global Advisors
SEC 13F filings are viewable for Accuvest Global Advisors going back to 2010
- Accuvest Global Advisors 2025 Q3 filed Nov. 12, 2025
- Accuvest Global Advisors 2025 Q2 filed Aug. 5, 2025
- Accuvest Global Advisors 2025 Q1 filed May 12, 2025
- Accuvest Global Advisors 2024 Q4 filed Feb. 3, 2025
- Accuvest Global Advisors 2024 Q3 filed Nov. 12, 2024
- Accuvest Global Advisors 2024 Q1 filed May 14, 2024
- Accuvest Global Advisors 2023 Q4 filed Feb. 13, 2024
- Accuvest Global Advisors 2023 Q3 filed Nov. 13, 2023
- Accuvest Global Advisors 2023 Q2 filed Aug. 14, 2023
- Accuvest Global Advisors 2023 Q1 filed May 12, 2023
- Accuvest Global Advisors 2022 Q4 filed Jan. 12, 2023
- Accuvest Global Advisors 2022 Q3 filed Oct. 20, 2022
- Accuvest Global Advisors 2022 Q2 filed Aug. 12, 2022
- Accuvest Global Advisors 2022 Q1 filed May 6, 2022
- Accuvest Global Advisors 2021 Q4 filed Jan. 28, 2022
- Accuvest Global Advisors 2021 Q3 filed Nov. 3, 2021