Accuvest Global Advisors

Q1 2026 13F-HR Holdings

Location
Provo, UT
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$107,229
Net value change ($000)
-28,497 (-21.0%)
New positions
5
Sold out positions
23
Turnover %
29.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NVDA 3,613 277.1%
GE 2,528 563.0%
TSM 2,330 119.9%
BABA 2,055 167.8%
PLTR 1,984 159.2%
NU 1,798 792.1%
AVGO 1,550 NEW
HEI 1,527 275.1%
APP 1,335 160.3%
NFLX 1,273 30.5%
Top Reduces (Value $000, Stocks/ETFs)
NOW -5,337 -61.2%
INTU -4,343 -100.0%
TJX -3,275 -100.0%
META -3,096 -100.0%
KKR -2,986 -88.1%
AXP -2,850 -100.0%
AMZN -2,289 -29.3%
SCHW -1,971 -68.6%
SBUX -1,884 -100.0%
MSTR -1,799 -17.1%
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