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Portfolio (Quarterly) Guide ↗

Accuvest Global Advisors

· CIK 0001497637
13F Portfolio $107M AUM 57 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 26 Added 23 Reduced 23 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEP ICAHN ENTERPRISES LP Industrials 26,208.0 $198K 0.18% -3K -9.2% $7.55 +1.0%
22 ARI APOLLO COML REAL ESTATE FIN Real Estate 11,219.0 $118K 0.11% -6K -33.9% $10.52 +2.9%
23 REAL THE REALREAL INC Consumer Cyclical 11,018.0 $100K 0.09% -1K -11.1% $9.08 +4.2%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%