Portfolio (Quarterly)
Guide ↗
Accuvest Global Advisors
· CIK 0001497637| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | Technology | 6,557 | $4.3M | 3.20% | SOLD |
| 2 | TJX | TJX COS INC NEW | Consumer Cyclical | 21,317 | $3.3M | 2.41% | SOLD |
| 3 | META | META PLATFORMS INC | Communication Services | 4,690 | $3.1M | 2.28% | SOLD |
| 4 | AXP | AMERICAN EXPRESS CO | Financial Services | 7,705 | $2.9M | 2.10% | SOLD |
| 5 | SBUX | STARBUCKS CORP | Consumer Cyclical | 22,373 | $1.9M | 1.39% | SOLD |
| 6 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 330 | $1.8M | 1.30% | SOLD |
| 7 | WRBY | WARBY PARKER INC | Healthcare | 62,300 | $1.4M | 1.00% | SOLD |
| 8 | CRM | SALESFORCE INC | Technology | 4,715 | $1.2M | 0.92% | SOLD |
| 9 | — | LIBERTY MEDIA CORP DEL | — | 8,178 | $806K | 0.59% | SOLD |
| 10 | TSLA | TESLA INC | Consumer Cyclical | 1,783 | $802K | 0.59% | SOLD |
| 11 | — | BERKSHIRE HATHAWAY INC DEL | — | 1 | $755K | 0.56% | SOLD |
| 12 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 2,000 | $660K | 0.49% | SOLD |
| 13 | — | SEMLER SCIENTIFIC INC | — | 42,021 | $643K | 0.47% | SOLD |
| 14 | CBRE | CBRE GROUP INC | Real Estate | 3,826 | $615K | 0.45% | SOLD |
| 15 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 939 | $532K | 0.39% | SOLD |
| 16 | CAT | CATERPILLAR INC | Industrials | 719 | $412K | 0.30% | SOLD |
| 17 | COIN | COINBASE GLOBAL INC | Financial Services | 1,740 | $393K | 0.29% | SOLD |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 4,066 | $371K | 0.27% | SOLD |
| 19 | MRK | MERCK & CO INC | Healthcare | 2,322 | $244K | 0.18% | SOLD |
| 20 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 4,991 | $228K | 0.17% | SOLD |
Sector Allocation
Technology
41.4%
Communication Services
15.7%
Consumer Cyclical
12.7%
Financial Services
11.4%
Consumer Defensive
8.2%
Industrials
5.9%
Healthcare
1.8%
Energy
1.5%
Utilities
0.9%
Real Estate
0.3%