Q2 2026 13F · SEC CIK 1497637

Accuvest Global Advisors

Asset managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $116.2M
Reported positions: 78
Top holdings a year, 3 yrs: +6.3%
Assets under management: $630.5M

Accuvest Global Advisors is an asset manager that reported 78 positions worth $116.2M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Netflix Inc. (NFLX, 9.4%), Alphabet Inc (GOOGL, 5.7%), Strategy Inc (MSTR, 5.2%). A portfolio copying its top holdings returned 6.3% a year over the last 3 years, against 20.4% for the S&P 500.

Accuvest Global Advisors holdings largest 50 of 78 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Accuvest Global Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NFLXNetflix Inc.	9.4%	5.1%	152,911	+170.1%	$10.9M
GOOGLAlphabet Inc	5.7%	5.6%	18,631	-10.7%	$6.7M
MSTRStrategy Inc	5.2%	8.2%	70,140	+0.0%	$6.1M
NVDANvidia Corporation	5.0%	4.6%	29,192	+3.5%	$5.8M
TSMTaiwan Semiconductor Manufac	4.7%	4.0%	11,542	-8.7%	$5.5M
AMZNAmazon Com Inc	4.7%	5.2%	23,099	-12.9%	$5.5M
AAPLApple Inc	4.6%	6.0%	18,667	-25.8%	$5.4M
MELIMercadolibre Inc	3.6%	4.2%	2,458	-4.6%	$4.2M
VVisa Inc	3.3%	—	11,287	—	$3.9M
UBERUber Technologies Inc	3.2%	3.6%	50,824	-6.6%	$3.7M
LLYEli Lilly & Co	3.1%	1.3%	2,984	+102.7%	$3.6M
COSTCostco Wholesale Corporation	2.7%	4.0%	3,394	-20.3%	$3.2M
APPApplovin Corp	2.7%	2.0%	6,095	+11.9%	$3.1M
GEGe Aerospace	2.7%	2.8%	8,362	-20.3%	$3.1M
WMTWalmart Inc	2.2%	3.1%	22,517	-17.0%	$2.5M
HEIHeico Corp New	2.1%	1.9%	6,739	-11.2%	$2.4M
APOApollo Global Management Inc	1.9%	2.5%	18,848	-20.9%	$2.2M
AVGOBroadcom Inc	1.9%	1.4%	5,751	+14.9%	$2.2M
LNGCheniere Energy Inc	1.8%	—	8,785	—	$2.1M
BXBlackstone Inc	1.6%	1.9%	16,032	-9.7%	$1.9M
TDGTransdigm Group Inc	1.5%	1.0%	1,314	+48.3%	$1.8M
ABBVAbbvie Inc	1.5%	0.5%	6,775	+182.5%	$1.7M
CBRECbre Group Inc	1.4%	—	12,126	—	$1.6M
SPOTSpotify Technology SA	1.3%	4.2%	3,382	-63.5%	$1.6M
JPMJpmorgan Chase & Co	1.0%	0.9%	3,684	+17.5%	$1.2M
PANWPalo Alto Networks Inc	1.0%	—	3,511	—	$1.2M
PLTRPalantir Technologies Inc	1.0%	3.0%	9,822	-55.5%	$1.1M
GEVGe Vernova Inc	0.8%	0.9%	840	-24.3%	$987K
ASMLAsml Hldg NV	0.8%	—	495	—	$985K
TJXTjx Cos Inc New	0.8%	—	6,495	—	$984K
MSFTMicrosoft Corp	0.7%	3.6%	2,174	-79.2%	$811K
AZNAstrazeneca PLC	0.6%	—	4,006	—	$749K
NVONovo-Nordisk A S	0.6%	—	15,261	—	$732K
QXOQxo Inc	0.6%	—	38,730	—	$669K
ETNEaton Corp PLC	0.6%	—	1,563	—	$666K
AXONAxon Enterprise Inc	0.6%	—	1,148	—	$644K
BNBrookfield Corp	0.5%	0.5%	14,622	+19.6%	$623K
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,200	-0.3%	$600K
CATCaterpillar Inc	0.5%	—	552	—	$588K
TLNTalen Energy Corp	0.5%	—	1,508	—	$579K
AONAon PLC	0.4%	0.5%	1,500	+0.0%	$498K
VSTVistra Corp	0.4%	—	3,100	—	$492K
DASHDoordash Inc	0.4%	—	2,639	—	$487K
ASSTStrive Inc	0.4%	0.4%	44,225	+0.0%	$483K
PBRPetroleo Brasileiro S A Sponsored ADR (b	0.4%	0.5%	26,980	+0.0%	$436K
NOWServicenow Inc	0.4%	3.2%	4,112	-87.3%	$408K
KKRKkr & Co Inc	0.3%	0.4%	4,401	+0.6%	$404K
MUMicron Technology Inc	0.3%	—	350	—	$404K
RTXRtx Corporation	0.3%	—	1,942	—	$368K
CTVACorteva Inc	0.3%	—	4,295	—	$367K

What Accuvest Global Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ABBV Abbvie Inc+182.5% shares
NFLX Netflix Inc.+170.1% shares
LLY Eli Lilly & Co+102.7% shares
TDG Transdigm Group Inc+48.3% shares
BN Brookfield Corp+19.6% shares
JPM Jpmorgan Chase & Co+17.5% shares
AVGO Broadcom Inc+14.9% shares
APP Applovin Corp+11.9% shares

Reduced

NOW Servicenow Inc-87.3% shares
MSFT Microsoft Corp-79.2% shares
SPOT Spotify Technology SA-63.5% shares
PLTR Palantir Technologies Inc-55.5% shares
AAPL Apple Inc-25.8% shares
GEV Ge Vernova Inc-24.3% shares
APO Apollo Global Management Inc-20.9% shares
COST Costco Wholesale Corporation-20.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -24.6% /yr; S&P 500 +20.1%
3 years: +6.3% /yr; S&P 500 +20.4%
5 years: +0.2% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$116.2M	78
Q1 2026	$107.2M	57
Q4 2025	$135.7M	75
Q3 2025	$160.4M	78
Q2 2025	$153.7M	78
Q1 2025	$117.5M	64
Q4 2024	$71.4M	19
Q3 2024	$116.4M	68
Q2 2024	$45.0M	19
Q1 2024	$228.7M	112
Q4 2023	$93.8M	75
Q3 2023	$182.4M	105

Questions about Accuvest Global Advisors's portfolio

What stocks does Accuvest Global Advisors own?

Accuvest Global Advisors's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 78 positions worth $116.2M. The largest are Netflix Inc. (NFLX) at 9.4%, Alphabet Inc (GOOGL) at 5.7%, Strategy Inc (MSTR) at 5.2%, Nvidia Corporation (NVDA) at 5.0% and Taiwan Semiconductor Manufac (TSM) at 4.7%.

What did Accuvest Global Advisors buy last quarter?

In Q2 2026, Accuvest Global Advisors added Abbvie Inc (ABBV) (+182.5% shares), Netflix Inc. (NFLX) (+170.1% shares) and Eli Lilly & Co (LLY) (+102.7% shares), compared with its Q1 2026 filing.

What did Accuvest Global Advisors sell last quarter?

In Q2 2026, Accuvest Global Advisors cut from its top 50 Alibaba Group Hldg Ltd (BABA), cut from its top 50 Nu Hldgs Ltd (NU), cut from its top 50 Crowdstrike Hldgs Inc (CRWD), cut from its top 50 Charles Schwab Corp (the) (SCHW), cut from its top 50 Shopify Inc (SHOP), Servicenow Inc (NOW) (-87.3% shares), Microsoft Corp (MSFT) (-79.2% shares) and Spotify Technology SA (SPOT) (-63.5% shares), compared with its Q1 2026 filing.

How has Accuvest Global Advisors's portfolio performed?

A portfolio copying Accuvest Global Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -24.6% against +20.1%. Over 5 years: +0.2% a year against +11.2%.

When is Accuvest Global Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Accuvest Global Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Accuvest Global Advisors manage?

Accuvest Global Advisors reported $630.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $116.2M.