David Allen

Accuvest Global Advisors as of Dec. 31, 2025

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 69k 151.95
Servicenow (NOW) 6.4 $8.7M 57k 153.19
Amazon (AMZN) 5.8 $7.8M 34k 230.82
Alphabet Cap Stk Cl A (GOOGL) 4.8 $6.5M 21k 313.02
Apple (AAPL) 4.4 $5.9M 22k 271.86
Microsoft Corporation (MSFT) 3.8 $5.2M 11k 483.58
Wal-Mart Stores (WMT) 3.7 $5.0M 45k 111.42
MercadoLibre (MELI) 3.3 $4.5M 2.2k 2014.34
Costco Wholesale Corporation (COST) 3.2 $4.4M 5.1k 862.44
Spotify Technology S A SHS (SPOT) 3.2 $4.4M 7.5k 580.67
Intuit (INTU) 3.2 $4.3M 6.6k 662.35
Netflix (NFLX) 3.1 $4.2M 45k 93.76
Apollo Global Mgmt (APO) 2.7 $3.7M 25k 144.77
Uber Technologies (UBER) 2.5 $3.5M 42k 81.72
Kkr & Co (KKR) 2.5 $3.4M 27k 127.46
TJX Companies (TJX) 2.4 $3.3M 21k 153.63
Meta Platforms Cl A (META) 2.3 $3.1M 4.7k 660.13
Blackstone Group Inc Com Cl A (BX) 2.2 $3.0M 19k 154.14
Charles Schwab Corporation (SCHW) 2.1 $2.9M 29k 99.91
American Express Company (AXP) 2.1 $2.9M 7.7k 369.89
Eli Lilly & Co. (LLY) 1.9 $2.6M 2.4k 1074.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $1.9M 6.4k 303.88
JPMorgan Chase & Co. (JPM) 1.4 $1.9M 6.0k 322.25
Starbucks Corporation (SBUX) 1.4 $1.9M 22k 84.21
Booking Holdings (BKNG) 1.3 $1.8M 330.00 5354.55
Ge Vernova (GEV) 1.3 $1.7M 2.6k 653.67
TransDigm Group Incorporated (TDG) 1.1 $1.6M 1.2k 1330.20
Visa Com Cl A (V) 1.0 $1.4M 4.0k 350.79
Warby Parker Cl A Com (WRBY) 1.0 $1.4M 62k 21.80
NVIDIA Corporation (NVDA) 1.0 $1.3M 7.0k 186.55
salesforce (CRM) 0.9 $1.2M 4.7k 264.90
Palantir Technologies Cl A (PLTR) 0.9 $1.2M 7.0k 177.77
Alibaba Group Hldg Sponsored Ads (BABA) 0.9 $1.2M 8.4k 146.64
Goldman Sachs (GS) 0.8 $1.1M 1.2k 878.86
Abbvie (ABBV) 0.7 $1.0M 4.4k 228.51
Applovin Corp Com Cl A (APP) 0.6 $833k 1.2k 673.95
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.6 $806k 8.2k 98.56
Tesla Motors (TSLA) 0.6 $802k 1.8k 449.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $755k 1.00 755000.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $701k 1.4k 502.87
UnitedHealth (UNH) 0.5 $660k 2.0k 330.00
Semler Scientific 0.5 $643k 42k 15.30
Cbre Group Cl A (CBRE) 0.5 $615k 3.8k 160.74
HEICO Corporation (HEI) 0.4 $555k 1.7k 323.43
Intuitive Surgical Com New (ISRG) 0.4 $532k 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 3.1k 161.04
Robinhood Mkts Com Cl A (HOOD) 0.3 $470k 4.2k 113.12
Ge Aerospace Com New (GE) 0.3 $449k 1.5k 307.96
Caterpillar (CAT) 0.3 $412k 719.00 573.02
Coinbase Global Com Cl A (COIN) 0.3 $393k 1.7k 225.86
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $380k 8.3k 45.90
O'reilly Automotive (ORLY) 0.3 $371k 4.1k 91.24
EQT Corporation (EQT) 0.3 $367k 6.8k 53.67
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.2 $323k 27k 11.85
Pepsi (PEP) 0.2 $321k 2.2k 143.69
Verizon Communications (VZ) 0.2 $259k 6.4k 40.76
HSBC HLDGS Spon Adr New (HSBC) 0.2 $253k 3.2k 78.74
Altria (MO) 0.2 $249k 4.3k 57.69
Merck & Co (MRK) 0.2 $244k 2.3k 105.08
Celsius Hldgs Com New (CELH) 0.2 $228k 5.0k 45.68
Nu Hldgs Ord Shs Cl A (NU) 0.2 $227k 14k 16.74
Maplebear (CART) 0.2 $226k 5.0k 44.94
Royal Caribbean Cruises (RCL) 0.2 $223k 800.00 278.75
Icahn Enterprises Depositary Unit (IEP) 0.2 $218k 29k 7.56
Exxon Mobil Corporation (XOM) 0.2 $217k 1.8k 120.56
Target Corporation (TGT) 0.2 $217k 2.2k 97.84
American Tower Reit (AMT) 0.2 $215k 1.2k 175.80
Chevron Corporation (CVX) 0.2 $215k 1.4k 152.48
General Mills (GIS) 0.2 $214k 4.6k 46.43
Clorox Company (CLX) 0.2 $214k 2.1k 100.66
Vail Resorts (MTN) 0.2 $213k 1.6k 133.04
Realreal (REAL) 0.1 $196k 12k 15.82
Apollo Commercial Real Est. Finance (ARI) 0.1 $164k 17k 9.67
Kindly Md (NAKA) 0.0 $4.0k 13k 0.31