David Allen

Accuvest Global Advisors as of June 30, 2025

Portfolio Holdings for Accuvest Global Advisors

Accuvest Global Advisors holds 78 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microstrategy Cl A New (MSTR) 18.9 $29M 72k 404.23
Amazon (AMZN) 4.6 $7.1M 32k 219.38
Microsoft Corporation (MSFT) 4.1 $6.3M 13k 497.38
Costco Wholesale Corporation (COST) 3.5 $5.3M 5.4k 989.99
Meta Platforms Cl A (META) 3.5 $5.3M 7.2k 738.02
Wal-Mart Stores (WMT) 3.4 $5.2M 53k 97.78
Spotify Technology S A SHS (SPOT) 3.3 $5.1M 6.7k 767.36
Netflix (NFLX) 3.3 $5.0M 3.8k 1339.10
Apollo Global Mgmt (APO) 3.0 $4.7M 33k 141.87
Visa Com Cl A (V) 2.9 $4.5M 13k 355.02
Apple (AAPL) 2.9 $4.4M 22k 205.17
TJX Companies (TJX) 2.8 $4.3M 35k 123.48
Kkr & Co (KKR) 2.8 $4.3M 32k 133.02
Live Nation Entertainment (LYV) 2.7 $4.2M 28k 151.30
Coca-Cola Company (KO) 2.6 $4.0M 57k 70.75
MercadoLibre (MELI) 2.6 $4.0M 1.5k 2613.31
Progressive Corporation (PGR) 2.6 $4.0M 15k 266.87
Blackstone Group Inc Com Cl A (BX) 2.5 $3.8M 26k 149.59
Uber Technologies (UBER) 2.2 $3.3M 36k 93.29
Metropcs Communications (TMUS) 1.9 $3.0M 13k 238.27
Eli Lilly & Co. (LLY) 1.9 $3.0M 3.8k 779.47
American Tower Reit (AMT) 1.7 $2.6M 12k 221.01
O'reilly Automotive (ORLY) 1.5 $2.2M 25k 90.14
JPMorgan Chase & Co. (JPM) 1.3 $2.0M 7.1k 289.85
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.3 $2.0M 32k 61.84
Servicenow (NOW) 1.1 $1.6M 1.6k 1027.92
Semler Scientific 1.0 $1.6M 42k 38.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.4M 2.9k 485.68
Palantir Technologies Cl A (PLTR) 0.8 $1.2M 9.0k 136.36
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.2M 6.7k 176.25
NVIDIA Corporation (NVDA) 0.7 $1.1M 7.2k 157.95
Booking Holdings (BKNG) 0.6 $920k 159.00 5786.16
Royal Caribbean Cruises (RCL) 0.6 $851k 2.7k 313.10
Abbvie (ABBV) 0.5 $761k 4.1k 185.66
Sap Se Spon Adr (SAP) 0.5 $713k 2.3k 304.05
Robinhood Mkts Com Cl A (HOOD) 0.5 $696k 7.4k 93.61
Goldman Sachs (GS) 0.4 $655k 926.00 707.34
Sony Group Corp Sponsored Adr (SONY) 0.4 $650k 25k 26.02
Colgate-Palmolive Company (CL) 0.3 $512k 5.6k 90.88
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $508k 4.4k 115.19
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $480k 2.1k 226.31
Novo-nordisk A S Adr (NVO) 0.3 $468k 6.8k 68.99
Applovin Corp Com Cl A (APP) 0.3 $419k 1.2k 349.75
Hubspot (HUBS) 0.3 $417k 750.00 556.00
Iron Mountain (IRM) 0.3 $410k 4.0k 102.50
Sofi Technologies (SOFI) 0.2 $376k 21k 18.20
Flutter Entmt SHS (FLUT) 0.2 $363k 1.3k 286.05
Altria (MO) 0.2 $359k 6.1k 58.70
Cbre Group Cl A (CBRE) 0.2 $353k 2.5k 140.08
Nu Hldgs Ord Shs Cl A (NU) 0.2 $341k 25k 13.71
Verizon Communications (VZ) 0.2 $324k 7.5k 43.24
Doordash Cl A (DASH) 0.2 $302k 1.2k 246.73
Nio Spon Ads (NIO) 0.2 $298k 87k 3.44
Ferrari Nv Ord (RACE) 0.2 $288k 586.00 491.47
American Express Company (AXP) 0.2 $283k 886.00 319.41
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $277k 2.4k 113.39
Cheniere Energy Com New (LNG) 0.2 $273k 1.1k 243.75
United Parcel Service CL B (UPS) 0.2 $263k 2.6k 101.00
Simon Property (SPG) 0.2 $250k 1.6k 160.67
Target Corporation (TGT) 0.2 $246k 2.4k 103.75
Pdd Holdings Sponsored Ads (PDD) 0.2 $235k 2.2k 104.77
Darden Restaurants (DRI) 0.2 $235k 1.1k 218.40
Exxon Mobil Corporation (XOM) 0.2 $234k 2.2k 107.64
Hershey Company (HSY) 0.2 $231k 1.4k 166.19
Johnson & Johnson (JNJ) 0.1 $229k 1.5k 152.77
Chevron Corporation (CVX) 0.1 $228k 1.6k 142.95
Chubb (CB) 0.1 $226k 780.00 289.74
Icici Bank Adr (IBN) 0.1 $224k 6.7k 33.63
Draftkings Com Cl A (DKNG) 0.1 $223k 5.2k 42.84
Asml Holding N V N Y Registry Shs (ASML) 0.1 $219k 273.00 802.20
Merck & Co (MRK) 0.1 $218k 2.8k 79.19
AutoZone (AZO) 0.1 $212k 57.00 3719.30
Unilever Spon Adr New 0.1 $212k 3.5k 61.31
Coinbase Global Com Cl A (COIN) 0.1 $211k 602.00 350.50
Astrazeneca Sponsored Adr 0.1 $206k 2.9k 69.95
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $190k 14k 13.70
Liberty All Star Equity Sh Ben Int (USA) 0.1 $153k 23k 6.81
Apollo Commercial Real Est. Finance (ARI) 0.1 $109k 11k 9.72