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Accuvest Global Advisors

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13F filer, CIK 1497637, PROVO, UT

Accuvest Global Advisors reported $107,229,000 across 57 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-11. Its ten largest share positions make up 50.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000372

Period
2026-03-31
Reported value
$107M
Holdings
57
Top 10 weight
50.81%
New
5
Sold out
23

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+21,205$3.7M
GEadded+9,034$2.56M
BABAadded+17,786$2.23M
PLTRadded+15,075$2.2M
TSMadded+6,249$2.11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INTUexited-6,557-$4.34M
TJXexited-21,317-$3.27M
METAexited-4,690-$3.1M
AXPexited-7,705-$2.85M
NOWreduced-24,552-$2.57M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000372, largest first. % of portfolio is the value over $107,229,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,309 shares; 2024Q4: 24,352 shares; 2025Q1: 84,822 shares; 2025Q2: 71,795 shares; 2025Q3: 71,783 shares; 2025Q4: 69,422 shares; 2026Q1: 70,109 shares 70,109$8.75M8.16%+687Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,254 shares; 2024Q4: 21,104 shares; 2025Q1: 18,798 shares; 2025Q2: 21,485 shares; 2025Q3: 23,925 shares; 2025Q4: 21,805 shares; 2026Q1: 25,170 shares 25,170$6.39M5.96%+3,365Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,071 shares; 2024Q4: 21,633 shares; 2025Q1: 23,516 shares; 2025Q2: 6,729 shares; 2025Q3: 23,516 shares; 2025Q4: 20,724 shares; 2026Q1: 20,858 shares 20,858$6M5.59%+134Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,581 shares; 2024Q4: 59,734 shares; 2025Q1: 56,707 shares; 2025Q2: 32,286 shares; 2025Q3: 33,838 shares; 2025Q4: 33,853 shares; 2026Q1: 26,528 shares 26,528$5.53M5.15%-7,325Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,709 shares; 2024Q4: not reported; 2025Q1: 3,744 shares; 2025Q2: 3,757 shares; 2025Q3: 4,509 shares; 2025Q4: 44,476 shares; 2026Q1: 56,608 shares 56,608$5.44M5.08%+12,132Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 19,912 shares; 2025Q1: 5,579 shares; 2025Q2: 7,173 shares; 2025Q3: 6,304 shares; 2025Q4: 6,990 shares; 2026Q1: 28,195 shares 28,195$4.92M4.59%+21,205Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: not reported; 2025Q1: 7,121 shares; 2025Q2: 6,667 shares; 2025Q3: 6,157 shares; 2025Q4: 7,500 shares; 2026Q1: 9,256 shares 9,256$4.49M4.19%+1,756Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: not reported; 2025Q1: 1,156 shares; 2025Q2: 1,518 shares; 2025Q3: 1,842 shares; 2025Q4: 2,232 shares; 2026Q1: 2,577 shares 2,577$4.46M4.16%+345Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,046 shares; 2024Q4: not reported; 2025Q1: 1,371 shares; 2025Q2: 2,121 shares; 2025Q3: 2,341 shares; 2025Q4: 6,394 shares; 2026Q1: 12,643 shares 12,643$4.27M3.98%+6,249Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: not reported; 2025Q1: 4,924 shares; 2025Q2: 5,397 shares; 2025Q3: 6,221 shares; 2025Q4: 5,074 shares; 2026Q1: 4,260 shares 4,260$4.25M3.96%-814Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,224 shares; 2024Q4: not reported; 2025Q1: 16,049 shares; 2025Q2: 35,792 shares; 2025Q3: 60,973 shares; 2025Q4: 42,219 shares; 2026Q1: 54,410 shares 54,410$3.91M3.65%+12,191Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 10,097 shares; 2025Q1: 9,422 shares; 2025Q2: 12,572 shares; 2025Q3: 11,665 shares; 2025Q4: 10,716 shares; 2026Q1: 10,431 shares 10,431$3.86M3.6%-285Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,576 shares; 2025Q3: 4,781 shares; 2025Q4: 56,948 shares; 2026Q1: 32,396 shares 32,396$3.39M3.16%-24,552Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,478 shares; 2024Q4: 61,944 shares; 2025Q1: 46,272 shares; 2025Q2: 53,335 shares; 2025Q3: 58,270 shares; 2025Q4: 45,019 shares; 2026Q1: 27,123 shares 27,123$3.37M3.14%-17,896Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,443 shares; 2025Q3: 2,145 shares; 2025Q4: 8,354 shares; 2026Q1: 26,140 shares 26,140$3.28M3.06%+17,786Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,842 shares; 2024Q4: not reported; 2025Q1: 8,972 shares; 2025Q2: 9,035 shares; 2025Q3: 7,490 shares; 2025Q4: 7,009 shares; 2026Q1: 22,084 shares 22,084$3.23M3.01%+15,075Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: not reported; 2025Q1: 1,981 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,458 shares; 2026Q1: 10,492 shares 10,492$2.98M2.78%+9,034Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,331 shares; 2024Q4: 22,400 shares; 2025Q1: 24,567 shares; 2025Q2: 32,876 shares; 2025Q3: 36,109 shares; 2025Q4: 25,281 shares; 2026Q1: 23,841 shares 23,841$2.66M2.48%-1,440Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,198 shares; 2025Q3: 1,969 shares; 2025Q4: 1,236 shares; 2026Q1: 5,448 shares 5,448$2.17M2.02%+4,212Timeline
HEIHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,716 shares; 2026Q1: 7,593 shares 7,593$2.08M1.94%+5,877Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,119 shares; 2024Q4: 23,109 shares; 2025Q1: 21,488 shares; 2025Q2: 25,489 shares; 2025Q3: 26,616 shares; 2025Q4: 19,339 shares; 2026Q1: 17,748 shares 17,748$2.04M1.9%-1,591Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,684 shares; 2024Q4: 33,414 shares; 2025Q1: 34,866 shares; 2025Q2: 24,875 shares; 2025Q3: 21,407 shares; 2025Q4: 13,560 shares; 2026Q1: 140,943 shares 140,943$2.02M1.89%+127,383Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,007 shares 5,007$1.55M1.45%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: not reported; 2025Q4: 2,439 shares; 2026Q1: 1,472 shares 1,472$1.41M1.32%-967Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,172 shares; 2026Q1: 886 shares 886$1.03M0.96%-286Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,642 shares; 2026Q1: 1,110 shares 1,110$969K0.9%-1,532Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,414 shares 2,414$942K0.88%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: not reported; 2025Q1: 6,184 shares; 2025Q2: 7,052 shares; 2025Q3: 6,800 shares; 2025Q4: 5,983 shares; 2026Q1: 3,135 shares 3,135$922K0.86%-2,848Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,760 shares; 2025Q4: 28,747 shares; 2026Q1: 9,584 shares 9,584$901K0.84%-19,163Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: 5,929 shares; 2025Q2: 4,410 shares; 2025Q3: 21,471 shares; 2025Q4: 3,111 shares; 2026Q1: 6,961 shares 6,961$826K0.77%+3,850Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,297 shares 2,297$646K0.6%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,124 shares 2,124$627K0.58%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 2,932 shares; 2025Q3: 1,627 shares; 2025Q4: 1,394 shares; 2026Q1: 1,204 shares 1,204$577K0.54%-190Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,250 shares; 2026Q1: 26,980 shares 26,980$560K0.52%-270Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,987 shares; 2024Q4: not reported; 2025Q1: 5,789 shares; 2025Q2: 4,099 shares; 2025Q3: 4,151 shares; 2025Q4: 4,398 shares; 2026Q1: 2,398 shares 2,398$522K0.49%-2,000Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,644 shares; 2025Q3: 49,041 shares; 2025Q4: 8,278 shares; 2026Q1: 12,223 shares 12,223$495K0.46%+3,945Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$484K0.45%0Timeline
ASSTSTRIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,225 shares 44,225$444K0.41%newTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 6,838 shares; 2026Q1: 6,517 shares 6,517$415K0.39%-321Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,900 shares; 2024Q4: 25,479 shares; 2025Q1: 22,898 shares; 2025Q2: 32,049 shares; 2025Q3: 35,452 shares; 2025Q4: 26,604 shares; 2026Q1: 4,373 shares 4,373$405K0.38%-22,231Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,234 shares; 2026Q1: 2,350 shares 2,350$365K0.34%+116Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: not reported; 2025Q1: 3,525 shares; 2025Q2: 1,595 shares; 2025Q3: 1,660 shares; 2025Q4: 1,410 shares; 2026Q1: 1,641 shares 1,641$340K0.32%+231Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: not reported; 2025Q1: 12,807 shares; 2025Q2: 7,493 shares; 2025Q3: 8,102 shares; 2025Q4: 6,354 shares; 2026Q1: 6,523 shares 6,523$327K0.3%+169Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: not reported; 2025Q1: 4,826 shares; 2025Q2: 2,174 shares; 2025Q3: 2,368 shares; 2025Q4: 1,800 shares; 2026Q1: 1,872 shares 1,872$318K0.3%+72Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,213 shares; 2026Q1: 3,502 shares 3,502$289K0.27%+289Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: not reported; 2025Q1: 6,116 shares; 2025Q2: 6,116 shares; 2025Q3: 6,116 shares; 2025Q4: 4,316 shares; 2026Q1: 4,316 shares 4,316$285K0.27%0Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,371 shares; 2025Q3: 2,616 shares; 2025Q4: 2,218 shares; 2026Q1: 2,345 shares 2,345$284K0.26%+127Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,248 shares; 2025Q2: 7,435 shares; 2025Q3: 2,476 shares; 2025Q4: 4,155 shares; 2026Q1: 3,741 shares 3,741$259K0.24%-414Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,126 shares; 2026Q1: 2,301 shares 2,301$238K0.22%+175Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 2,924 shares; 2025Q4: 1,230 shares; 2026Q1: 280 shares 280$237K0.22%-950Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,963 shares; 2025Q3: not reported; 2025Q4: 1,223 shares; 2026Q1: 1,337 shares 1,337$231K0.22%+114Timeline
MTNVAIL RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: not reported; 2025Q3: 1,604 shares; 2025Q4: 1,601 shares; 2026Q1: 1,779 shares 1,779$228K0.21%+178Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: not reported; 2025Q1: 3,842 shares; 2025Q2: 12,667 shares; 2025Q3: 7,085 shares; 2025Q4: 3,991 shares; 2026Q1: 692 shares 692$209K0.19%-3,299Timeline
IEPICAHN ENTERPRISES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,851 shares; 2026Q1: 26,208 shares 26,208$198K0.18%-2,643Timeline
ARIAPOLLO COML REAL ESTATE FINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,214 shares; 2025Q2: 11,215 shares; 2025Q3: 11,216 shares; 2025Q4: 16,967 shares; 2026Q1: 11,219 shares 11,219$118K0.11%-5,748Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,392 shares; 2026Q1: 11,018 shares 11,018$100K0.09%-1,374Timeline
NAKANAKAMOTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,746 shares; 2026Q1: 12,746 shares 12,746$3K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INTUINTUIT6,557$4.34Mshares
TJXTJX COS INC NEW21,317$3.27Mshares
METAMETA PLATFORMS INC4,690$3.1Mshares
AXPAMERICAN EXPRESS CO7,705$2.85Mshares
SBUXSTARBUCKS CORP22,373$1.88Mshares
BKNGBOOKING HOLDINGS INC330$1.77Mshares
WRBYWARBY PARKER INC62,300$1.36Mshares
CRMSALESFORCE INC4,715$1.25Mshares
FWONKLIBERTY MEDIA CORP DEL8,178$806Kshares
TSLATESLA INC1,783$802Kshares
BRK-ABERKSHIRE HATHAWAY INC DEL1$755Kshares
UNHUNITEDHEALTH GROUP INC2,000$660Kshares
SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC42,021$643Kshares
CBRECBRE GROUP INC3,826$615Kshares
ISRGINTUITIVE SURGICAL INC939$532Kshares
CATCATERPILLAR INC719$412Kshares
COINCOINBASE GLOBAL INC1,740$393Kshares
ORLYOREILLY AUTOMOTIVE INC4,066$371Kshares
MRKMERCK & CO INC2,322$244Kshares
CELHCELSIUS HLDGS INC4,991$228Kshares
CARTMAPLEBEAR INC5,029$226Kshares
RCLROYAL CARIBBEAN GROUP800$223Kshares
GISGENERAL MILLS INC4,609$214Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000372 base2026-05-11acceptance time not in the bulk data set