David Allen

Accuvest Global Advisors as of Sept. 30, 2025

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 34k 219.58
Apple (AAPL) 3.8 $6.1M 24k 254.63
Microsoft Corporation (MSFT) 3.8 $6.0M 12k 517.96
Wal-Mart Stores (WMT) 3.7 $6.0M 58k 103.05
Uber Technologies (UBER) 3.7 $6.0M 61k 97.98
Costco Wholesale Corporation (COST) 3.6 $5.8M 6.2k 925.57
Alphabet Cap Stk Cl A (GOOGL) 3.6 $5.7M 24k 243.11
Netflix (NFLX) 3.4 $5.4M 4.5k 1198.94
Intuit (INTU) 3.3 $5.3M 7.7k 682.88
TJX Companies (TJX) 3.0 $4.9M 34k 144.55
Apollo Global Mgmt (APO) 3.0 $4.8M 36k 133.26
Kkr & Co (KKR) 2.9 $4.6M 36k 129.95
Blackstone Group Inc Com Cl A (BX) 2.8 $4.5M 27k 170.84
Meta Platforms Cl A (META) 2.8 $4.5M 6.2k 734.42
Servicenow (NOW) 2.7 $4.4M 4.8k 920.31
Oracle Corporation (ORCL) 2.7 $4.4M 16k 281.22
MercadoLibre (MELI) 2.7 $4.3M 1.8k 2337.13
Spotify Technology S A SHS (SPOT) 2.7 $4.3M 6.2k 698.07
American Express Company (AXP) 2.3 $3.8M 11k 332.16
Live Nation Entertainment (LYV) 2.2 $3.5M 21k 163.41
Brookfield Corp Cl A Ltd Vt Sh (BN) 2.1 $3.4M 49k 68.58
Shopify Cl A Sub Vtg Shs (SHOP) 2.0 $3.2M 22k 148.57
Visa Com Cl A (V) 1.5 $2.4M 7.1k 341.43
Goldman Sachs (GS) 1.5 $2.3M 2.9k 796.51
JPMorgan Chase & Co. (JPM) 1.3 $2.1M 6.8k 315.44
Applovin Corp Com Cl A (APP) 0.9 $1.4M 2.0k 718.64
Palantir Technologies Cl A (PLTR) 0.9 $1.4M 7.5k 182.38
Semler Scientific (SMLR) 0.8 $1.2M 42k 30.00
Booking Holdings (BKNG) 0.7 $1.2M 222.00 5400.90
NVIDIA Corporation (NVDA) 0.7 $1.2M 6.3k 186.55
Chipotle Mexican Grill (CMG) 0.6 $980k 25k 39.20
Abbvie (ABBV) 0.6 $961k 4.2k 231.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $818k 1.6k 502.77
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $654k 2.3k 279.37
Aon Shs Cl A (AON) 0.3 $535k 1.5k 356.67
Hilton Worldwide Holdings (HLT) 0.3 $523k 2.0k 259.30
Affirm Hldgs Com Cl A (AFRM) 0.3 $514k 7.0k 73.15
Coinbase Global Com Cl A (COIN) 0.3 $477k 1.4k 337.34
Altria (MO) 0.3 $404k 6.1k 66.06
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $383k 2.1k 178.55
Charles Schwab Corporation (SCHW) 0.2 $359k 3.8k 95.48
Verizon Communications (VZ) 0.2 $356k 8.1k 43.94
Robinhood Mkts Com Cl A (HOOD) 0.2 $355k 2.5k 143.38
Asml Holding N V N Y Registry Shs (ASML) 0.2 $347k 358.00 969.27
Nu Hldgs Ord Shs Cl A (NU) 0.2 $343k 21k 16.02
Iron Mountain (IRM) 0.2 $306k 3.0k 102.00
Merck & Co (MRK) 0.2 $290k 3.5k 83.96
Pdd Holdings Sponsored Ads (PDD) 0.2 $283k 2.1k 132.24
Roblox Corp Cl A (RBLX) 0.2 $283k 2.0k 138.59
Novo-nordisk A S Adr (NVO) 0.2 $280k 5.0k 55.52
Simon Property (SPG) 0.2 $278k 1.5k 187.96
Johnson & Johnson (JNJ) 0.2 $272k 1.5k 185.67
United Parcel Service CL B (UPS) 0.2 $268k 3.2k 83.57
Exxon Mobil Corporation (XOM) 0.2 $267k 2.4k 112.75
Doordash Cl A (DASH) 0.2 $267k 981.00 272.17
General Mills (GIS) 0.2 $264k 5.2k 50.47
Royal Caribbean Cruises (RCL) 0.2 $259k 799.00 324.16
Chevron Corporation (CVX) 0.2 $258k 1.7k 155.42
Sofi Technologies (SOFI) 0.2 $257k 9.7k 26.39
Public Storage (PSA) 0.2 $257k 889.00 289.09
O'reilly Automotive (ORLY) 0.2 $253k 2.3k 107.89
AutoZone (AZO) 0.2 $253k 59.00 4288.14
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $249k 455.00 547.25
Sony Group Corp Sponsored Adr (SONY) 0.2 $248k 8.6k 28.75
Vail Resorts (MTN) 0.1 $240k 1.6k 149.63
Advanced Micro Devices (AMD) 0.1 $232k 1.4k 161.56
Target Corporation (TGT) 0.1 $230k 2.6k 87.92
Astrazeneca Sponsored Adr (AZN) 0.1 $226k 2.9k 76.74
Celsius Hldgs Com New (CELH) 0.1 $226k 3.9k 57.52
EQT Corporation (EQT) 0.1 $221k 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 776.00 266.75
Unilever Spon Adr New (UL) 0.1 $205k 3.5k 59.28
Blackrock (BLK) 0.1 $201k 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