David Allen
Latest statistics and disclosures from Accuvest Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSTR, AAPL, GOOGL, AMZN, NFLX, and represent 29.94% of Accuvest Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, GE, BABA, PLTR, TSM, NU, APP, HEI, AVGO, NFLX.
- Started 5 new stock positions in ASST, AVGO, CBOE, CRWD, CME.
- Reduced shares in these 10 stocks: INTU, TJX, , AXP, NOW, WMT, KKR, SBUX, SCHW, BKNG.
- Sold out of its positions in AXP, BRK.A, BKNG, CBRE, CAT, CELH, COIN, META, GIS, INTU. ISRG, FWONK, CART, MRK, ORLY, CRM, Semler Scientific, SBUX, TJX, TSLA, UNH, WRBY, RCL.
- Accuvest Global Advisors was a net seller of stock by $-17M.
- Accuvest Global Advisors has $107M in assets under management (AUM), dropping by -21.00%.
- Central Index Key (CIK): 0001497637
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Portfolio Holdings for Accuvest Global Advisors
Accuvest Global Advisors holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Strategy Cl A New (MSTR) | 8.2 | $8.8M | 70k | 124.81 |
|
|
| Apple (AAPL) | 6.0 | $6.4M | +15% | 25k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $6.0M | 21k | 287.56 |
|
|
| Amazon (AMZN) | 5.2 | $5.5M | -21% | 27k | 208.27 |
|
| Netflix (NFLX) | 5.1 | $5.4M | +27% | 57k | 96.15 |
|
| NVIDIA Corporation (NVDA) | 4.6 | $4.9M | +303% | 28k | 174.39 |
|
| Spotify Technology S A SHS (SPOT) | 4.2 | $4.5M | +23% | 9.3k | 484.87 |
|
| MercadoLibre (MELI) | 4.2 | $4.5M | +15% | 2.6k | 1729.14 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.0 | $4.3M | +97% | 13k | 337.97 |
|
| Costco Wholesale Corporation (COST) | 4.0 | $4.2M | -16% | 4.3k | 996.48 |
|
| Uber Technologies (UBER) | 3.7 | $3.9M | +28% | 54k | 71.94 |
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| Microsoft Corporation (MSFT) | 3.6 | $3.9M | -2% | 10k | 370.15 |
|
| Servicenow (NOW) | 3.2 | $3.4M | -43% | 32k | 104.55 |
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| Wal-Mart Stores (WMT) | 3.1 | $3.4M | -39% | 27k | 124.29 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 3.1 | $3.3M | +212% | 26k | 125.48 |
|
| Palantir Technologies Cl A (PLTR) | 3.0 | $3.2M | +215% | 22k | 146.26 |
|
| Ge Aerospace Com New (GE) | 2.8 | $3.0M | +619% | 11k | 283.74 |
|
| Apollo Global Mgmt (APO) | 2.5 | $2.7M | -5% | 24k | 111.40 |
|
| Applovin Corp Com Cl A (APP) | 2.0 | $2.2M | +340% | 5.4k | 397.94 |
|
| HEICO Corporation (HEI) | 1.9 | $2.1M | +342% | 7.6k | 274.20 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.9 | $2.0M | -8% | 18k | 115.00 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.9 | $2.0M | +939% | 141k | 14.37 |
|
| Broadcom (AVGO) | 1.4 | $1.5M | NEW | 5.0k | 309.57 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $1.4M | -39% | 1.5k | 959.92 |
|
| TransDigm Group Incorporated (TDG) | 1.0 | $1.0M | -24% | 886.00 | 1159.14 |
|
| Ge Vernova (GEV) | 0.9 | $969k | -57% | 1.1k | 872.97 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $942k | NEW | 2.4k | 390.22 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $922k | -47% | 3.1k | 294.10 |
|
| Charles Schwab Corporation (SCHW) | 0.8 | $901k | -66% | 9.6k | 94.01 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.8 | $826k | +123% | 7.0k | 118.66 |
|
| CBOE Holdings (CBOE) | 0.6 | $646k | NEW | 2.3k | 281.24 |
|
| Cme (CME) | 0.6 | $627k | NEW | 2.1k | 295.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $577k | -13% | 1.2k | 479.24 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.5 | $560k | 27k | 20.76 |
|
|
| Abbvie (ABBV) | 0.5 | $522k | -45% | 2.4k | 217.68 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.5 | $495k | +47% | 12k | 40.50 |
|
| Aon Shs Cl A (AON) | 0.5 | $484k | 1.5k | 322.67 |
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|
| Strive Cl A Com (ASST) | 0.4 | $444k | NEW | 44k | 10.04 |
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| EQT Corporation (EQT) | 0.4 | $415k | -4% | 6.5k | 63.68 |
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| Kkr & Co (KKR) | 0.4 | $405k | -83% | 4.4k | 92.61 |
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| Pepsi (PEP) | 0.3 | $365k | +5% | 2.4k | 155.32 |
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| Chevron Corporation (CVX) | 0.3 | $340k | +16% | 1.6k | 207.19 |
|
| Verizon Communications (VZ) | 0.3 | $327k | +2% | 6.5k | 50.13 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $318k | +4% | 1.9k | 169.87 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.3 | $289k | +8% | 3.5k | 82.52 |
|
| Altria (MO) | 0.3 | $285k | 4.3k | 66.03 |
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|
| Target Corporation (TGT) | 0.3 | $284k | +5% | 2.3k | 121.11 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $259k | -9% | 3.7k | 69.23 |
|
| Clorox Company (CLX) | 0.2 | $238k | +8% | 2.3k | 103.43 |
|
| Goldman Sachs (GS) | 0.2 | $237k | -77% | 280.00 | 846.43 |
|
| American Tower Reit (AMT) | 0.2 | $231k | +9% | 1.3k | 172.77 |
|
| Vail Resorts (MTN) | 0.2 | $228k | +11% | 1.8k | 128.16 |
|
| Visa Com Cl A (V) | 0.2 | $209k | -82% | 692.00 | 302.02 |
|
| Icahn Enterprises Depositary Unit (IEP) | 0.2 | $198k | -9% | 26k | 7.55 |
|
| Apollo Commercial Real Est. Finance (ARI) | 0.1 | $118k | -33% | 11k | 10.52 |
|
| Realreal (REAL) | 0.1 | $100k | -11% | 11k | 9.08 |
|
| Kindly Md (NAKA) | 0.0 | $3.0k | 13k | 0.24 |
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Past Filings by Accuvest Global Advisors
SEC 13F filings are viewable for Accuvest Global Advisors going back to 2010
- Accuvest Global Advisors 2026 Q1 filed May 11, 2026
- 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