David Allen
Latest statistics and disclosures from Accuvest Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSTR, NOW, AMZN, GOOGL, AAPL, and represent 29.10% of Accuvest Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$8.0M), NFLX, LLY, SCHW, SBUX, GEV, TDG, WRBY, CRM, TSM.
- Started 24 new stock positions in LLY, CAT, SBUX, GEV, ISRG, TDG, UNH, GE, IEP, HEI. WRBY, CART, REAL, PBR, BRK.A, NAKA, TSLA, HSBC, FWONK, PEP, AMT, CBRE, CRM, CLX.
- Reduced shares in these 10 stocks: , LYV, SHOP, TJX, BN, APO, UBER, GS, WMT, AXP.
- Sold out of its positions in AMD, AFRM, AstraZeneca, AZO, BLK, CMG, DASH, HLT, IRM, JNJ.
- Accuvest Global Advisors was a net seller of stock by $-2.0M.
- Accuvest Global Advisors has $136M in assets under management (AUM), dropping by -15.40%.
- Central Index Key (CIK): 0001497637
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Portfolio Holdings for Accuvest Global Advisors
Accuvest Global Advisors holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Strategy Cl A New (MSTR) | 7.8 | $11M | -3% | 69k | 151.95 |
|
| Servicenow (NOW) | 6.4 | $8.7M | +1091% | 57k | 153.19 |
|
| Amazon (AMZN) | 5.8 | $7.8M | 34k | 230.82 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $6.5M | -11% | 21k | 313.02 |
|
| Apple (AAPL) | 4.4 | $5.9M | -8% | 22k | 271.86 |
|
| Microsoft Corporation (MSFT) | 3.8 | $5.2M | -8% | 11k | 483.58 |
|
| Wal-Mart Stores (WMT) | 3.7 | $5.0M | -22% | 45k | 111.42 |
|
| MercadoLibre (MELI) | 3.3 | $4.5M | +21% | 2.2k | 2014.34 |
|
| Costco Wholesale Corporation (COST) | 3.2 | $4.4M | -18% | 5.1k | 862.44 |
|
| Spotify Technology S A SHS (SPOT) | 3.2 | $4.4M | +21% | 7.5k | 580.67 |
|
| Intuit (INTU) | 3.2 | $4.3M | -15% | 6.6k | 662.35 |
|
| Netflix (NFLX) | 3.1 | $4.2M | +886% | 45k | 93.76 |
|
| Apollo Global Mgmt (APO) | 2.7 | $3.7M | -29% | 25k | 144.77 |
|
| Uber Technologies (UBER) | 2.5 | $3.5M | -30% | 42k | 81.72 |
|
| Kkr & Co (KKR) | 2.5 | $3.4M | -24% | 27k | 127.46 |
|
| TJX Companies (TJX) | 2.4 | $3.3M | -36% | 21k | 153.63 |
|
| Meta Platforms Cl A (META) | 2.3 | $3.1M | -23% | 4.7k | 660.13 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.2 | $3.0M | -27% | 19k | 154.14 |
|
| Charles Schwab Corporation (SCHW) | 2.1 | $2.9M | +664% | 29k | 99.91 |
|
| American Express Company (AXP) | 2.1 | $2.9M | -31% | 7.7k | 369.89 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $2.6M | NEW | 2.4k | 1074.62 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $1.9M | +173% | 6.4k | 303.88 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $1.9M | -12% | 6.0k | 322.25 |
|
| Starbucks Corporation (SBUX) | 1.4 | $1.9M | NEW | 22k | 84.21 |
|
| Booking Holdings (BKNG) | 1.3 | $1.8M | +48% | 330.00 | 5354.55 |
|
| Ge Vernova (GEV) | 1.3 | $1.7M | NEW | 2.6k | 653.67 |
|
| TransDigm Group Incorporated (TDG) | 1.1 | $1.6M | NEW | 1.2k | 1330.20 |
|
| Visa Com Cl A (V) | 1.0 | $1.4M | -43% | 4.0k | 350.79 |
|
| Warby Parker Cl A Com (WRBY) | 1.0 | $1.4M | NEW | 62k | 21.80 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.3M | +10% | 7.0k | 186.55 |
|
| salesforce (CRM) | 0.9 | $1.2M | NEW | 4.7k | 264.90 |
|
| Palantir Technologies Cl A (PLTR) | 0.9 | $1.2M | -6% | 7.0k | 177.77 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $1.2M | +289% | 8.4k | 146.64 |
|
| Goldman Sachs (GS) | 0.8 | $1.1M | -57% | 1.2k | 878.86 |
|
| Abbvie (ABBV) | 0.7 | $1.0M | +5% | 4.4k | 228.51 |
|
| Applovin Corp Com Cl A (APP) | 0.6 | $833k | -37% | 1.2k | 673.95 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.6 | $806k | NEW | 8.2k | 98.56 |
|
| Tesla Motors (TSLA) | 0.6 | $802k | NEW | 1.8k | 449.80 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $755k | NEW | 1.00 | 755000.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $701k | -14% | 1.4k | 502.87 |
|
| UnitedHealth (UNH) | 0.5 | $660k | NEW | 2.0k | 330.00 |
|
| Semler Scientific | 0.5 | $643k | 42k | 15.30 |
|
|
| Cbre Group Cl A (CBRE) | 0.5 | $615k | NEW | 3.8k | 160.74 |
|
| HEICO Corporation (HEI) | 0.4 | $555k | NEW | 1.7k | 323.43 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $532k | NEW | 939.00 | 566.56 |
|
| Aon Shs Cl A (AON) | 0.4 | $529k | 1.5k | 352.67 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $501k | -85% | 3.1k | 161.04 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $470k | +67% | 4.2k | 113.12 |
|
| Ge Aerospace Com New (GE) | 0.3 | $449k | NEW | 1.5k | 307.96 |
|
| Caterpillar (CAT) | 0.3 | $412k | NEW | 719.00 | 573.02 |
|
| Coinbase Global Com Cl A (COIN) | 0.3 | $393k | +23% | 1.7k | 225.86 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $380k | -83% | 8.3k | 45.90 |
|
| O'reilly Automotive (ORLY) | 0.3 | $371k | +73% | 4.1k | 91.24 |
|
| EQT Corporation (EQT) | 0.3 | $367k | +68% | 6.8k | 53.67 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $323k | NEW | 27k | 11.85 |
|
| Pepsi (PEP) | 0.2 | $321k | NEW | 2.2k | 143.69 |
|
| Verizon Communications (VZ) | 0.2 | $259k | -21% | 6.4k | 40.76 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $253k | NEW | 3.2k | 78.74 |
|
| Altria (MO) | 0.2 | $249k | -29% | 4.3k | 57.69 |
|
| Merck & Co (MRK) | 0.2 | $244k | -32% | 2.3k | 105.08 |
|
| Celsius Hldgs Com New (CELH) | 0.2 | $228k | +27% | 5.0k | 45.68 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $227k | -36% | 14k | 16.74 |
|
| Maplebear (CART) | 0.2 | $226k | NEW | 5.0k | 44.94 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $223k | 800.00 | 278.75 |
|
|
| Icahn Enterprises Depositary Unit (IEP) | 0.2 | $218k | NEW | 29k | 7.56 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $217k | -23% | 1.8k | 120.56 |
|
| Target Corporation (TGT) | 0.2 | $217k | -15% | 2.2k | 97.84 |
|
| American Tower Reit (AMT) | 0.2 | $215k | NEW | 1.2k | 175.80 |
|
| Chevron Corporation (CVX) | 0.2 | $215k | -15% | 1.4k | 152.48 |
|
| General Mills (GIS) | 0.2 | $214k | -11% | 4.6k | 46.43 |
|
| Clorox Company (CLX) | 0.2 | $214k | NEW | 2.1k | 100.66 |
|
| Vail Resorts (MTN) | 0.2 | $213k | 1.6k | 133.04 |
|
|
| Realreal (REAL) | 0.1 | $196k | NEW | 12k | 15.82 |
|
| Apollo Commercial Real Est. Finance (ARI) | 0.1 | $164k | +51% | 17k | 9.67 |
|
| Kindly Md (NAKA) | 0.0 | $4.0k | NEW | 13k | 0.31 |
|
Past Filings by Accuvest Global Advisors
SEC 13F filings are viewable for Accuvest Global Advisors going back to 2010
- Accuvest Global Advisors 2025 Q4 filed Feb. 11, 2026
- 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