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Accuvest Global Advisors Top Holdings and 13F Report (2025)

About Accuvest Global Advisors

Investment Activity

  • Accuvest Global Advisors has $153.72 million in total holdings as of June 30, 2025.
  • Accuvest Global Advisors owns shares of 78 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 28.96% of the portfolio was purchased this quarter.
  • About 18.95% of the portfolio was sold this quarter.
  • This quarter, Accuvest Global Advisors has purchased 64 new stocks and bought additional shares in 25 stocks.
  • Accuvest Global Advisors sold shares of 23 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

MicroStrategy
$29,022,000
Amazon.com
$7,083,000
Microsoft
$6,253,000
Costco Wholesale
$5,343,000
Meta Platforms
$5,330,000

Largest New Holdings this Quarter

872590104 - T-Mobile US
$2,985,000 Holding
532457108 - Eli Lilly and Company
$2,962,000 Holding
03027X100 - American Tower
$2,644,000 Holding
11271J107 - Brookfield
$1,957,000 Holding
81762P102 - ServiceNow
$1,620,000 Holding

Largest Purchases this Quarter

Visa
8,825 shares (about $3.13M)
T-Mobile US
12,528 shares (about $2.99M)
Eli Lilly and Company
3,800 shares (about $2.96M)
American Tower
11,963 shares (about $2.64M)
Progressive
9,703 shares (about $2.59M)

Largest Sales this Quarter

Amazon.com
24,421 shares (about $5.36M)
MicroStrategy
13,027 shares (about $5.27M)
Alphabet
16,787 shares (about $2.96M)
AutoZone
248 shares (about $922.39K)
Johnson & Johnson
4,704 shares (about $718.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAccuvest Global Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$29,022,000$5,265,960 -15.4%71,79518.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,083,000$5,357,553 -43.1%32,2864.6%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$6,253,000$1,566,732 33.4%12,5724.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,343,000$468,267 9.6%5,3973.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,330,000$427,315 8.7%7,2223.5%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$5,215,000$690,607 15.3%53,3353.4%Retail/Wholesale
Spotify Technology stock logo
SPOT
Spotify Technology
$5,116,000$348,382 -6.4%6,6673.3%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$5,031,000$17,408 0.3%3,7573.3%Consumer Discretionary
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$4,664,000$1,178,768 33.8%32,8763.0%Finance
Visa Inc. stock logo
V
Visa
$4,497,000$3,133,025 229.7%12,6672.9%Business Services
Apple Inc. stock logo
AAPL
Apple
$4,408,000$551,282 14.3%21,4852.9%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,300,000$440,570 11.4%34,8242.8%Retail/Wholesale
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$4,263,000$1,217,221 40.0%32,0492.8%Finance
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$4,170,000$1,200,528 40.4%27,5622.7%Consumer Discretionary
CocaCola Company (The) stock logo
KO
CocaCola
$4,047,000$2,335,102 136.4%57,1982.6%Consumer Staples
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$3,967,000$946,017 31.3%1,5182.6%Retail/Wholesale
The Progressive Corporation stock logo
PGR
Progressive
$3,962,000$2,589,471 188.7%14,8462.6%Finance
Blackstone Inc. stock logo
BX
Blackstone
$3,813,000$598,525 18.6%25,4892.5%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,339,000$1,841,805 123.0%35,7922.2%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$2,985,000$2,985,000 New Holding12,5281.9%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,962,000$2,962,000 New Holding3,8001.9%Medical
American Tower Corporation stock logo
AMT
American Tower
$2,644,000$2,644,000 New Holding11,9631.7%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$2,241,000$2,177,628 3,436.3%24,8601.5%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,044,000$251,587 14.0%7,0521.3%Finance
Brookfield Corporation stock logo
BN
Brookfield
$1,957,000$1,957,000 New Holding31,6441.3%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,620,000$1,620,000 New Holding1,5761.1%Computer and Technology
Semler Scientific Inc. stock logo
SMLR
Semler Scientific
$1,613,000$1,613,000 New Holding41,6291.0%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,424,000$297,719 -17.3%2,9320.9%Finance
PALANTIR TECHNOLOGIES INC
$1,232,000$8,591 0.7%9,0350.8%CL A
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,186,000$2,958,743 -71.4%6,7290.8%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,133,000$251,778 28.6%7,1730.7%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$920,000$509,182 123.9%1590.6%Retail/Wholesale
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$851,000$376,344 79.3%2,7180.6%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$761,000$313,757 -29.2%4,0990.5%Medical
SAP SE stock logo
SAP
SAP
$713,000$713,000 New Holding2,3450.5%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$696,000$169,717 -19.6%7,4350.5%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$655,000$655,000 New Holding9260.4%Finance
Sony Corporation stock logo
SONY
Sony
$650,000$650,000 New Holding24,9820.4%Consumer Discretionary
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$512,000$512,000 New Holding5,6340.3%Consumer Staples
Shopify Inc. stock logo
SHOP
Shopify
$508,000$174,978 -25.6%4,4100.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$480,000$169,731 54.7%2,1210.3%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$468,000$468,000 New Holding6,7840.3%Medical
APPLOVIN CORP
$419,000$419,000 New Holding1,1980.3%COM CL A
HubSpot, Inc. stock logo
HUBS
HubSpot
$417,000$417,000 New Holding7500.3%Computer and Technology
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$410,000$79,540 -16.2%4,0000.3%Business Services
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$376,000$63,082 -14.4%20,6650.2%Finance
FLUTTER ENTMT PLC
$363,000$363,000 New Holding1,2690.2%SHS
Altria Group, Inc. stock logo
MO
Altria Group
$359,0000.0%6,1160.2%Consumer Staples
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$353,000$8,545 -2.4%2,5200.2%Finance
Nu Holdings Ltd. stock logo
NU
NU
$341,000$136,962 -28.7%24,8750.2%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$324,000$229,779 -41.5%7,4930.2%Computer and Technology
DOORDASH INC
$302,000$302,000 New Holding1,2240.2%CL A
NIO Inc. stock logo
NIO
NIO
$298,000$687 -0.2%86,7390.2%Auto/Tires/Trucks
Ferrari N.V. stock logo
RACE
Ferrari
$288,000$288,000 New Holding5860.2%Auto/Tires/Trucks
American Express Company stock logo
AXP
American Express
$283,000$283,000 New Holding8860.2%Finance
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$277,000$277,000 New Holding2,4430.2%Retail/Wholesale
CHENIERE ENERGY INC
$273,000$161,850 -37.2%1,1200.2%COM NEW
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$263,000$185,635 -41.4%2,6040.2%Transportation
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$250,000$231,684 -48.1%1,5560.2%Finance
Target Corporation stock logo
TGT
Target
$246,000$246,000 New Holding2,3710.2%Retail/Wholesale
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$235,000$137,773 -37.0%2,2430.2%Retail/Wholesale
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$235,000$235,000 New Holding1,0760.2%Retail/Wholesale
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$234,000$285,450 -55.0%2,1740.2%Energy
Hershey Company (The) stock logo
HSY
Hershey
$231,000$231,000 New Holding1,3900.2%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$229,000$718,623 -75.8%1,4990.1%Medical
Chevron Corporation stock logo
CVX
Chevron
$228,000$275,887 -54.8%1,5950.1%Energy
Chubb Limited stock logo
CB
Chubb
$226,000$226,000 New Holding7800.1%Finance
ICICI Bank Limited stock logo
IBN
ICICI Bank
$224,000$224,000 New Holding6,6600.1%Finance
DraftKings Inc. stock logo
DKNG
DraftKings
$223,000$223,000 New Holding5,2060.1%Consumer Discretionary
ASML Holding N.V. stock logo
ASML
ASML
$219,000$219,000 New Holding2730.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$218,000$218,000 New Holding2,7530.1%Medical
AutoZone, Inc. stock logo
AZO
AutoZone
$212,000$922,386 -81.3%570.1%Retail/Wholesale
Unilever PLC stock logo
UL
Unilever
$212,000$212,000 New Holding3,4580.1%Consumer Staples
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$211,000$411,135 -66.1%6020.1%Finance
AstraZeneca PLC stock logo
AZN
AstraZeneca
$206,000$206,000 New Holding2,9450.1%Medical
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$190,000$43,952 30.1%13,8680.1%Finance
Liberty All-Star Equity Fund stock logo
USA
Liberty All-Star Equity Fund
$153,000$153,000 New Holding22,4550.1%Finance
Apollo Commercial Real Estate Finance stock logo
ARI
Apollo Commercial Real Estate Finance
$109,000$10 0.0%11,2150.1%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$3,081,000 -100.0%00.0%Utilities
McDonald's Corporation stock logo
MCD
McDonald's
$0$1,896,000 -100.0%00.0%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$0$1,082,000 -100.0%00.0%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$0$763,000 -100.0%00.0%Medical
General Mills, Inc. stock logo
GIS
General Mills
$0$488,000 -100.0%00.0%Consumer Staples
Celsius Holdings Inc. stock logo
CELH
Celsius
$0$485,000 -100.0%00.0%Consumer Staples
Vail Resorts, Inc. stock logo
MTN
Vail Resorts
$0$469,000 -100.0%00.0%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$0$396,000 -100.0%00.0%Aerospace
NIKE, Inc. stock logo
NKE
NIKE
$0$317,000 -100.0%00.0%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$257,000 -100.0%00.0%Computer and Technology
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$0$245,000 -100.0%00.0%Computer and Technology
Warby Parker Inc. stock logo
WRBY
Warby Parker
$0$244,000 -100.0%00.0%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$0$231,000 -100.0%00.0%Auto/Tires/Trucks
AT&T Inc. stock logo
T
AT&T
$0$219,000 -100.0%00.0%Computer and Technology
REDDIT INC
$0$215,000 -100.0%00.0%CL A

Showing largest 100 holdings. View all holdings.
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