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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 2,350.0 $365K 0.34% +116.0 +5.2% $155.32 -3.2%
42 CVX CHEVRON CORPORATION Energy 1,641.0 $340K 0.32% +231.0 +16.4% $207.19 -4.8%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 6,523.0 $327K 0.30% +169.0 +2.7% $50.13 -4.8%
44 XOM EXXON MOBIL CORP Energy 1,872.0 $318K 0.30% +72.0 +4.0% $169.87 -4.3%
45 HSBC HSBC HLDGS PLC Financial Services 3,502.0 $289K 0.27% +289.0 +9.0% $82.52 +7.2%
46 MO ALTRIA GROUP INC Consumer Defensive 4,316.0 $285K 0.27% $66.03 +12.1%
47 TGT TARGET CORP Consumer Defensive 2,345.0 $284K 0.27% +127.0 +5.7% $121.11 +5.1%
48 HOOD ROBINHOOD MKTS INC Financial Services 3,741.0 $259K 0.24% -414.0 -10.0% $69.23 +7.1%
49 CLX CLOROX CO DEL Consumer Defensive 2,301.0 $238K 0.22% +175.0 +8.2% $103.43 -10.5%
50 GS GOLDMAN SACHS GROUP INC Financial Services 280.0 $237K 0.22% -950.0 -77.2% $846.43 +9.7%
51 AMT AMERICAN TOWER CORP Real Estate 1,337.0 $231K 0.21% +114.0 +9.3% $172.77 +6.5%
52 MTN VAIL RESORTS INC Consumer Cyclical 1,779.0 $228K 0.21% +178.0 +11.1% $128.16 -3.6%
53 V VISA INC Financial Services 692.0 $209K 0.20% -3K -82.7% $302.02 +9.2%
54 IEP ICAHN ENTERPRISES LP Industrials 26,208.0 $198K 0.18% -3K -9.2% $7.55 -0.7%
55 ARI APOLLO COML REAL ESTATE FIN Real Estate 11,219.0 $118K 0.11% -6K -33.9% $10.52 +2.9%
56 REAL THE REALREAL INC Consumer Cyclical 11,018.0 $100K 0.09% -1K -11.1% $9.08 -1.2%
57 NAKAMOTO INC 12,746.0 $3K 0.00% $0.24
Page 3 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%