ACCUVEST GLOBAL ADVISORS

PrivateCIK: 1497637
Location

PROVO, UT

57
Positions
$107.23M
Total AUM (reported)
863.13K
Total Shares

Allocation by class

TOTAL AUM$107.23M57 positions
COM$64.76M60.4%
CL A NEW$8.75M8.2%
SPONSORED ADS$7.55M7.0%
CAP STK CL A$6.00M5.6%
SHS$4.49M4.2%
CL A$4.17M3.9%
COM NEW$2.98M2.8%

Portfolio Concentration

Top 319.7%4–1031.1%11–2536.4%Rest12.8%TOP 1050.8%0%100%
Top 3$21.14M19.7%
4–10$33.35M31.1%
11–25$38.98M36.4%
Rest$13.76M12.8%

Top 3 weight

19.7%

Top 10 weight

50.8%

Voting Authority Distribution

Total shares with voting rights: 863.13K

Sole

Full voting authority

863.13K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:

STRATEGY INC

SOLE
CL A NEW
Shares70.11K
TypeSH
Market value$8.75M
8.16%
Sole
70.11K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares25.17K
TypeSH
Market value$6.39M
5.96%
Sole
25.17K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares20.86K
TypeSH
Market value$6.00M
5.59%
Sole
20.86K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares26.53K
TypeSH
Market value$5.53M
5.15%
Sole
26.53K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares56.61K
TypeSH
Market value$5.44M
5.08%
Sole
56.61K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares28.20K
TypeSH
Market value$4.92M
4.59%
Sole
28.20K
Shared
0.00
None
0.00

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares9.26K
TypeSH
Market value$4.49M
4.19%
Sole
9.26K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares2.58K
TypeSH
Market value$4.46M
4.16%
Sole
2.58K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares12.64K
TypeSH
Market value$4.27M
3.98%
Sole
12.64K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares4.26K
TypeSH
Market value$4.25M
3.96%
Sole
4.26K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares54.41K
TypeSH
Market value$3.91M
3.65%
Sole
54.41K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares10.43K
TypeSH
Market value$3.86M
3.60%
Sole
10.43K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares32.40K
TypeSH
Market value$3.39M
3.16%
Sole
32.40K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares27.12K
TypeSH
Market value$3.37M
3.14%
Sole
27.12K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares26.14K
TypeSH
Market value$3.28M
3.06%
Sole
26.14K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares22.08K
TypeSH
Market value$3.23M
3.01%
Sole
22.08K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares10.49K
TypeSH
Market value$2.98M
2.78%
Sole
10.49K
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

SOLE
COM
Shares23.84K
TypeSH
Market value$2.66M
2.48%
Sole
23.84K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares5.45K
TypeSH
Market value$2.17M
2.02%
Sole
5.45K
Shared
0.00
None
0.00

HEICO CORP NEW

SOLE
COM
Shares7.59K
TypeSH
Market value$2.08M
1.94%
Sole
7.59K
Shared
0.00
None
0.00

BLACKSTONE INC

SOLE
COM
Shares17.75K
TypeSH
Market value$2.04M
1.90%
Sole
17.75K
Shared
0.00
None
0.00

NU HLDGS LTD

SOLE
ORD SHS CL A
Shares140.94K
TypeSH
Market value$2.02M
1.89%
Sole
140.94K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares5.01K
TypeSH
Market value$1.55M
1.45%
Sole
5.01K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares1.47K
TypeSH
Market value$1.41M
1.32%
Sole
1.47K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares886.00
TypeSH
Market value$1.03M
0.96%
Sole
886.00
Shared
0.00
None
0.00
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