Accuvest Global Advisors Portfolio Holdings

Accuvest Global Advisors

  • $151 Million
  • Q2 2025

Accuvest Global Advisors has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microstrategy Inc with a value of $29M, Amazon Com Inc with a value of $7.08M, Microsoft Corp with a value of $6.25M, Costco Wholesale Corp with a value of $5.34M, and Meta Platforms, Inc. with a value of $5.33M.

Examining the 13F form we can see an increase of $34.1M in the current position value, from $117M to 151M.

Accuvest Global Advisors is based out at Provo, UT

Below you can find more details about Accuvest Global Advisors portfolio as well as his latest detailed transactions.

Portfolio value $151 Million
Technology: $51.3 Million
Financial Services: $27.1 Million
Communication Services: $24.4 Million
Consumer Cyclical: $21.1 Million
Consumer Defensive: $16.1 Million
Healthcare: $6.45 Million
Real Estate: $3.77 Million
Energy: $734,000
Other: $262,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58B
$29 Million 19.17% of portfolio
71,795
Q2 2025 Reduced 15.36%
$6.56B
$2.24 Million 1.48% of portfolio
24,860
Q2 2025 Added 3,436.27%
$7.7B
$297,000 0.2% of portfolio
86,739
Q2 2025 Reduced 0.23%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $151 Million
  • Prior Value $117 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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