David Allen

Accuvest Global Advisors as of June 30, 2026

Portfolio Holdings for Accuvest Global Advisors

Accuvest Global Advisors holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Netflix (NFLX) 9.4 $11M 153k 71.40
Alphabet Cap Stk Cl A (GOOGL) 5.7 $6.7M 19k 357.36
Strategy Cl A New (MSTR) 5.2 $6.1M 70k 86.93
NVIDIA Corporation (NVDA) 5.0 $5.8M 29k 200.09
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 4.7 $5.5M 12k 477.56
Amazon (AMZN) 4.7 $5.5M 23k 238.32
Apple (AAPL) 4.6 $5.4M 19k 289.33
MercadoLibre (MELI) 3.6 $4.2M 2.5k 1697.31
Visa Com Cl A (V) 3.3 $3.9M 11k 343.05
Uber Technologies (UBER) 3.2 $3.7M 51k 72.15
Eli Lilly & Co. (LLY) 3.1 $3.6M 3.0k 1190.35
Costco Wholesale Corporation (COST) 2.7 $3.2M 3.4k 935.47
Applovin Corp Com Cl A (APP) 2.7 $3.1M 6.1k 515.18
Ge Aerospace Com New (GE) 2.7 $3.1M 8.4k 373.71
Wal-Mart Stores (WMT) 2.2 $2.5M 23k 113.20
HEICO Corporation (HEI) 2.1 $2.4M 6.7k 356.14
Apollo Global Mgmt (APO) 1.9 $2.2M 19k 118.31
Broadcom (AVGO) 1.9 $2.2M 5.8k 377.67
Cheniere Energy Com New (LNG) 1.8 $2.1M 8.8k 239.04
Blackstone Group Inc Com Cl A (BX) 1.6 $1.9M 16k 117.64
TransDigm Group Incorporated (TDG) 1.5 $1.8M 1.3k 1331.81
Abbvie (ABBV) 1.5 $1.7M 6.8k 251.66
Cbre Group Cl A (CBRE) 1.4 $1.6M 12k 134.67
Spotify Technology S A SHS (SPOT) 1.3 $1.6M 3.4k 459.20
JPMorgan Chase & Co. (JPM) 1.0 $1.2M 3.7k 327.36
Palo Alto Networks (PANW) 1.0 $1.2M 3.5k 340.93
Palantir Technologies Cl A (PLTR) 1.0 $1.1M 9.8k 116.68
Ge Vernova (GEV) 0.8 $987k 840.00 1175.00
Asml Hldg Nv N Y Registry Shs (ASML) 0.8 $985k 495.00 1989.90
TJX Companies (TJX) 0.8 $984k 6.5k 151.50
Microsoft Corporation (MSFT) 0.7 $811k 2.2k 373.05
Astrazeneca Ord (AZN) 0.6 $749k 4.0k 186.97
Novo-nordisk A S Adr (NVO) 0.6 $732k 15k 47.97
Qxo Com New (QXO) 0.6 $669k 39k 17.27
Eaton Corp SHS (ETN) 0.6 $666k 1.6k 426.10
Axon Enterprise (AXON) 0.6 $644k 1.1k 560.98
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.5 $623k 15k 42.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $600k 1.2k 500.00
Caterpillar (CAT) 0.5 $588k 552.00 1065.22
Talen Energy Corp (TLN) 0.5 $579k 1.5k 383.95
Aon Shs Cl A (AON) 0.4 $498k 1.5k 332.00
Vistra Energy (VST) 0.4 $492k 3.1k 158.71
Doordash Cl A (DASH) 0.4 $487k 2.6k 184.54
Strive Cl A Com (ASST) 0.4 $483k 44k 10.92
Petroleo Brasileiro S A Sponsored Adr (PBR) 0.4 $436k 27k 16.16
Servicenow (NOW) 0.4 $408k 4.1k 99.22
Kkr & Co (KKR) 0.3 $404k 4.4k 91.80
Micron Technology (MU) 0.3 $404k 350.00 1154.29
Raytheon Technologies Corp (RTX) 0.3 $368k 1.9k 189.50
Corteva (CTVA) 0.3 $367k 4.3k 85.45
Pepsi (PEP) 0.3 $356k 2.6k 135.46
Deere & Company (DE) 0.3 $355k 560.00 633.93
Viking Holdings Ord Shs (VIK) 0.3 $353k 3.4k 104.65
Chevron Corporation (CVX) 0.3 $350k 2.1k 165.72
Take-Two Interactive Software (TTWO) 0.3 $350k 1.4k 250.00
L3harris Technologies (LHX) 0.3 $346k 1.2k 290.27
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.3 $345k 3.6k 95.07
Marriott Intl Cl A (MAR) 0.3 $344k 927.00 371.09
O'reilly Automotive (ORLY) 0.3 $338k 3.7k 92.02
Capital One Financial (COF) 0.3 $327k 1.6k 200.49
Verizon Communications (VZ) 0.3 $325k 7.7k 42.33
Automatic Data Processing (ADP) 0.3 $311k 1.4k 223.74
Altria (MO) 0.3 $311k 4.3k 72.06
Hilton Worldwide Holdings (HLT) 0.3 $309k 935.00 330.48
Simon Property (SPG) 0.3 $302k 1.4k 223.37
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $299k 663.00 450.98
Goldman Sachs (GS) 0.2 $283k 280.00 1010.71
Procter & Gamble Company (PG) 0.2 $275k 1.9k 146.82
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $267k 2.3k 114.40
Ferrari Nv Ord (RACE) 0.2 $259k 695.00 372.66
Exxon Mobil Corporation (XOM) 0.2 $247k 1.8k 136.62
Abbott Laboratories (ABT) 0.2 $243k 2.7k 90.74
Mastercard Incorporated Cl A (MA) 0.2 $240k 467.00 513.92
Sphere Entertainment Cl A (SPHR) 0.2 $215k 1.2k 173.53
Morgan Stanley Com New (MS) 0.2 $211k 1.0k 208.91
EQT Corporation (EQT) 0.2 $206k 3.9k 53.22
Robinhood Mkts Com Cl A (HOOD) 0.2 $201k 2.0k 100.50
Apollo Commercial Real Est. Finance (ARI) 0.1 $120k 11k 10.71