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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 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BX BLACKSTONE INC Financial Services 17,748.0 $2.0M 1.90% -2K -8.2% $115.00 +3.1%
22 NU NU HLDGS LTD Financial Services 140,943.0 $2.0M 1.89% +127K +939.4% $14.37 -8.4%
23 AVGO BROADCOM INC Technology 5,007.0 $1.6M 1.45% NEW $309.57 +33.9%
24 LLY ELI LILLY & CO Healthcare 1,472.0 $1.4M 1.32% -967.0 -39.6% $959.92 +8.5%
25 TDG TRANSDIGM GROUP INC Industrials 886.0 $1.0M 0.96% -286.0 -24.4% $1159.14 +3.4%
26 GEV GE VERNOVA INC Utilities 1,110.0 $969K 0.90% -2K -58.0% $872.97 +19.6%
27 CRWD CROWDSTRIKE HLDGS INC Technology 2,414.0 $942K 0.88% NEW $390.22 +66.1%
28 JPM JPMORGAN CHASE & CO Financial Services 3,135.0 $922K 0.86% -3K -47.6% $294.10 +3.0%
29 SCHW SCHWAB CHARLES CORP Financial Services 9,584.0 $901K 0.84% -19K -66.7% $94.01 -4.1%
30 SHOP SHOPIFY INC Technology 6,961.0 $826K 0.77% +4K +123.8% $118.66 -11.5%
31 CBOE CBOE GLOBAL MKTS INC Financial Services 2,297.0 $646K 0.60% NEW $281.24 +25.1%
32 CME CME GROUP INC Financial Services 2,124.0 $627K 0.58% NEW $295.20 -2.0%
33 BERKSHIRE HATHAWAY INC DEL 1,204.0 $577K 0.54% -190.0 -13.6% $479.24
34 PBR PETROLEO BRASILEIRO S A Energy 26,980.0 $560K 0.52% -270.0 -1.0% $20.76 -3.5%
35 ABBV ABBVIE INC Healthcare 2,398.0 $522K 0.49% -2K -45.5% $217.68 -1.4%
36 BN BROOKFIELD CORP Financial Services 12,223.0 $495K 0.46% +4K +47.7% $40.50 +12.2%
37 AON AON PLC Financial Services 1,500.0 $484K 0.45% $322.67 +0.5%
38 ASST STRIVE INC Communication Services 44,225.0 $444K 0.41% NEW $10.04 +84.6%
39 EQT EQT CORP Energy 6,517.0 $415K 0.39% -321.0 -4.7% $63.68 -9.3%
40 KKR KKR & CO INC Financial Services 4,373.0 $405K 0.38% -22K -83.6% $92.61 +2.3%
Page 2 of 3  ·  57 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%