Accuvest Global Advisors

Q3 2025 13F-HR Holdings

Location
Provo, UT
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$160,432
Net value change ($000)
+6,717 (4.4%)
New positions
16
Sold out positions
16
Turnover %
21.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTU 5,278 NEW
GOOGL 4,531 382.0%
ORCL 4,364 NEW
AXP 3,477 1228.6%
NOW 2,780 171.6%
SHOP 2,682 528.0%
UBER 2,635 78.9%
AAPL 1,684 38.2%
GS 1,674 255.6%
BN 1,406 71.8%
Top Reduces (Value $000, Stocks/ETFs)
MSTR -5,893 -20.3%
KO -4,047 -100.0%
PGR -3,962 -100.0%
TMUS -2,985 -100.0%
LLY -2,962 -100.0%
AMT -2,644 -100.0%
V -2,078 -46.2%
ORLY -1,988 -88.7%
SPOT -818 -16.0%
META -806 -15.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type