Accuvest Global Advisors

PROVO, UT · CIK 1497637 · 13F filing filed 2026-08-11

SEC-registered investment adviser since 2008 · corporation

Assets managed$630.5m
Staff6 · 4 in investment roles
Main clients (by assets)Mutual funds and ETFs 14%, Companies 12%, High net worth individuals 7%
Private funds1 · $18.0m gross assets
Form ADV · 2026-04-07SEC adviser record

Others nearbyProvo, UT, Pleasant Hill, CA

As an employer

Offices in1 country
Private fundsother private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Provo, UT (main office)United States	United States	about 3
Pleasant Hill, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$116.2m reported value +8.4% vs Q1 2026

78positions

49.6%in top 10

35 new 15 added 23 reduced 14 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NETFLIX INC COM NFLX	NFLX	152,911	$10.9m9.39%	9.39%	Added +96.3k	+96,303 170.1%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	18,631	$6.7m5.73%	5.73%	Reduced -2.2k	-2,227 -10.7%
3	MICROSTRATEGY INC CL A NEW MSTR	MSTR	70,140	$6.1m5.25%	5.25%	Added +31	+31 0.0%
4	NVIDIA CORPORATION COM NVDA	NVDA	29,192	$5.8m5.03%	5.03%	Added +997	+997 3.5%
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	11,542	$5.5m4.74%	4.74%	Reduced -1.1k	-1,101 -8.7%
6	AMAZON COM INC COM AMZN	AMZN	23,099	$5.5m4.74%	4.74%	Reduced -3.4k	-3,429 -12.9%
7	APPLE INC COM AAPL	AAPL	18,667	$5.4m4.65%	4.65%	Reduced -6.5k	-6,503 -25.8%
8	MERCADOLIBRE INC COM MELI	MELI	2,458	$4.2m3.59%	3.59%	Reduced -119	-119 -4.6%
9	VISA INC COM CL A V	V	11,287	$3.9m3.33%	3.33%	Added +10.6k	+10,595 1531.1%
10	UBER TECHNOLOGIES INC COM UBER	UBER	50,824	$3.7m3.16%	3.16%	Reduced -3.6k	-3,586 -6.6%
11	ELI LILLY & CO COM LLY	LLY	2,984	$3.6m3.06%	3.06%	Added +1.5k	+1,512 102.7%
12	COSTCO WHSL CORP NEW COM COST	COST	3,394	$3.2m2.73%	2.73%	Reduced -866	-866 -20.3%
13	APPLOVIN CORP COM CL A APP	APP	6,095	$3.1m2.70%	2.70%	Added +647	+647 11.9%
14	GE AEROSPACE COM NEW GE	GE	8,362	$3.1m2.69%	2.69%	Reduced -2.1k	-2,130 -20.3%
15	WALMART INC COM WMT	WMT	22,517	$2.5m2.19%	2.19%	Reduced -4.6k	-4,606 -17.0%
16	HEICO CORP NEW COM HEI	HEI	6,739	$2.4m2.07%	2.07%	Reduced -854	-854 -11.2%
17	APOLLO GLOBAL MGMT INC COM APO	APO	18,848	$2.2m1.92%	1.92%	Reduced -5.0k	-4,993 -20.9%
18	BROADCOM INC COM AVGO	AVGO	5,751	$2.2m1.87%	1.87%	Added +744	+744 14.9%
19	CHENIERE ENERGY INC COM NEW LNG	LNG	8,785	$2.1m1.81%	1.81%	New
20	BLACKSTONE INC COM BX	BX	16,032	$1.9m1.62%	1.62%	Reduced -1.7k	-1,716 -9.7%
21	TRANSDIGM GROUP INC COM TDG	TDG	1,314	$1.8m1.51%	1.51%	Added +428	+428 48.3%
22	ABBVIE INC COM ABBV	ABBV	6,775	$1.7m1.47%	1.47%	Added +4.4k	+4,377 182.5%
23	CBRE GROUP INC CL A CBRE	CBRE	12,126	$1.6m1.41%	1.41%	New
24	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	3,382	$1.6m1.34%	1.34%	Reduced -5.9k	-5,874 -63.5%
25	JPMORGAN CHASE & CO COM JPM	JPM	3,684	$1.2m1.04%	1.04%	Added +549	+549 17.5%
26	PALO ALTO NETWORKS INC COM PANW	PANW	3,511	$1.2m1.03%	1.03%	New
27	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	9,822	$1.1m0.99%	0.99%	Reduced -12.3k	-12,262 -55.5%
28	GE VERNOVA INC COM GEV	GEV	840	$987.0k0.85%	0.85%	Reduced -270	-270 -24.3%
29	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	495	$985.0k0.85%	0.85%	New
30	TJX COS INC NEW COM TJX	TJX	6,495	$984.0k0.85%	0.85%	New
31	MICROSOFT CORP COM MSFT	MSFT	2,174	$811.0k0.70%	0.70%	Reduced -8.3k	-8,257 -79.2%
32	ASTRAZENECA PLC ORD AZN	AZN	4,006	$749.0k0.64%	0.64%	New
33	NOVO-NORDISK A S ADR NVO	NVO	15,261	$732.0k0.63%	0.63%	New
34	QXO INC COM NEW QXO	QXO	38,730	$669.0k0.58%	0.58%	New
35	EATON CORP PLC SHS ETN	ETN	1,563	$666.0k0.57%	0.57%	New
36	AXON ENTERPRISE INC COM AXON	AXON	1,148	$644.0k0.55%	0.55%	New
37	BROOKFIELD CORP CL A LTD VT SH BN	BN	14,622	$623.0k0.54%	0.54%	Added +2.4k	+2,399 19.6%
38	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,200	$600.0k0.52%	0.52%	Reduced -4	-4 -0.3%
39	CATERPILLAR INC COM CAT	CAT	552	$588.0k0.51%	0.51%	New
40	TALEN ENERGY CORP COM TLN	TLN	1,508	$579.0k0.50%	0.50%	New
41	AON PLC SHS CL A AON	AON	1,500	$498.0k0.43%	0.43%	Unchanged
42	VISTRA CORP COM VST	VST	3,100	$492.0k0.42%	0.42%	New
43	DOORDASH INC CL A DASH	DASH	2,639	$487.0k0.42%	0.42%	New
44	STRIVE INC CL A COM ASST	ASST	44,225	$483.0k0.42%	0.42%	Unchanged
45	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	26,980	$436.0k0.38%	0.38%	Unchanged
46	SERVICENOW INC COM NOW	NOW	4,112	$408.0k0.35%	0.35%	Reduced -28.3k	-28,284 -87.3%
47	KKR & CO INC COM KKR	KKR	4,401	$404.0k0.35%	0.35%	Added +28	+28 0.6%
48	MICRON TECHNOLOGY INC COM MU	MU	350	$404.0k0.35%	0.35%	New
49	RTX CORPORATION COM RTX	RTX	1,942	$368.0k0.32%	0.32%	New
50	CORTEVA INC COM CTVA	CTVA	4,295	$367.0k0.32%	0.32%	New
51	PEPSICO INC COM PEP	PEP	2,628	$356.0k0.31%	0.31%	Added +278	+278 11.8%
52	DEERE & CO COM DE	DE	560	$355.0k0.31%	0.31%	New
53	VIKING HOLDINGS LTD ORD SHS VIK	VIK	3,373	$353.0k0.30%	0.30%	New
54	CHEVRON CORP NEW COM CVX	CVX	2,112	$350.0k0.30%	0.30%	Added +471	+471 28.7%
55	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	1,400	$350.0k0.30%	0.30%	New
56	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,192	$346.0k0.30%	0.30%	New
57	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	3,629	$345.0k0.30%	0.30%	New
58	MARRIOTT INTL INC NEW CL A MAR	MAR	927	$344.0k0.30%	0.30%	New
59	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	3,673	$338.0k0.29%	0.29%	New
60	CAPITAL ONE FINL CORP COM COF	COF	1,631	$327.0k0.28%	0.28%	New
61	VERIZON COMMUNICATIONS INC COM VZ	VZ	7,678	$325.0k0.28%	0.28%	Added +1.2k	+1,155 17.7%
62	ALTRIA GROUP INC COM MO	MO	4,316	$311.0k0.27%	0.27%	Unchanged
63	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,390	$311.0k0.27%	0.27%	New
64	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	935	$309.0k0.27%	0.27%	New
65	SIMON PPTY GROUP INC NEW COM SPG	SPG	1,352	$302.0k0.26%	0.26%	New
66	ULTA BEAUTY INC COM ULTA	ULTA	663	$299.0k0.26%	0.26%	New
67	GOLDMAN SACHS GROUP INC COM GS	GS	280	$283.0k0.24%	0.24%	Unchanged
68	PROCTER AND GAMBLE CO COM PG	PG	1,873	$275.0k0.24%	0.24%	New
69	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	2,334	$267.0k0.23%	0.23%	Reduced -4.6k	-4,627 -66.5%
70	FERRARI N V COM RACE	RACE	695	$259.0k0.22%	0.22%	New
71	EXXON MOBIL CORP COM XOM	XOM	1,808	$247.0k0.21%	0.21%	Reduced -64	-64 -3.4%
72	ABBOTT LABS COM ABT	ABT	2,678	$243.0k0.21%	0.21%	New
73	MASTERCARD INCORPORATED CL A MA	MA	467	$240.0k0.21%	0.21%	New
74	SPHERE ENTERTAINMENT CO CL A SPHR	SPHR	1,239	$215.0k0.19%	0.19%	New
75	MORGAN STANLEY COM NEW MS	MS	1,010	$211.0k0.18%	0.18%	New
76	EQT CORP COM EQT	EQT	3,871	$206.0k0.18%	0.18%	Reduced -2.6k	-2,646 -40.6%
77	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	2,000	$201.0k0.17%	0.17%	Reduced -1.7k	-1,741 -46.5%
78	APOLLO COML REAL EST FIN INC COM ARI	ARI	11,201	$120.0k0.10%	0.10%	Reduced -18	-18 -0.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ALIBABA GROUP HLDG LTD BABA	BABA	26,140	$3.3m26.1k shares
NU HLDGS LTD NU	NU	140,943	$2.0m140.9k shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	2,414	$942.0k2.4k shares
SCHWAB CHARLES CORP SCHW	SCHW	9,584	$901.0k9.6k shares
CBOE GLOBAL MKTS INC CBOE	CBOE	2,297	$646.0k2.3k shares
CME GROUP INC CME	CME	2,124	$627.0k2.1k shares
HSBC HLDGS PLC HSBC	HSBC	3,502	$289.0k3.5k shares
TARGET CORP TGT	TGT	2,345	$284.0k2.3k shares
CLOROX CO DEL CLX	CLX	2,301	$238.0k2.3k shares
AMERICAN TOWER CORP NEW AMT	AMT	1,337	$231.0k1.3k shares
VAIL RESORTS INC MTN	MTN	1,779	$228.0k1.8k shares
ICAHN ENTERPRISES LP IEP	IEP	26,208	$198.0k26.2k shares
THE REALREAL INC REAL	REAL	11,018	$100.0k11.0k shares
KINDLY MD INC		12,746	$3.0k12.7k shares