Accelerate Investment Advisors LLC
Long book
$149.7M
Q1 2026
Positions
133
Top-10 weight
54%
concentration
Last quarter
+10.1%
SPY +14.8%
Turnover
22%
of book per quarter
Strategy in plain words
auto-generated from filingsAccelerate Investment Advisors LLC is a wealth-management firm allocating client money, running a $149.7M US long book across 133 positions.
The portfolio is concentrated: the top 10 names carry 54% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: STE STR SPDR PT S&P 500 ETF, ISHARES CORE MSCI DEV MKTS, ISHARES CORE U.S. AGGREGATE, FIDELITY TOTAL BOND ETF, VANGUARD MID-CAP ETF.
Over the last 7 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 2 of 7 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2024
+0.5%
Q4 2024
-1.5%
Q1 2025
+7.8%
Q2 2025
+6.7%
Q3 2025
+2.3%
Q4 2025
-1.5%
Q1 2026
+10.1%
Sector allocation
Technology 40%
Consumer discretionary 18%
Financials 14%
Industrials 8%
Energy 7%
Healthcare 4%
Services media 4%
Materials 2%
Long book by quarter
What does Accelerate Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 13.6K | $3.5M | 2.3% | -0.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 15.2K | $3.2M | 2.1% | +2.0% |
| NVDA NVIDIA CORP | Technology | 15.2K | $2.7M | 1.8% | +0.5% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 5.5K | $2.6M | 1.7% | Held |
| MSFT MICROSOFT CORP | Technology | 4.9K | $1.8M | 1.2% | -0.6% |
| XOM EXXON MOBIL CORP | Energy | 8.6K | $1.5M | 1.0% | -2.3% |
| TSLA TESLA INC | Industrials | 2.8K | $1.0M | 0.7% | +4.5% |
| AVGO BROADCOM INC | Technology | 3.3K | $1.0M | 0.7% | +12.5% |
| GOOG ALPHABET INC-CL C | Technology | 3.3K | $957K | 0.6% | +5.3% |
| GOOGL ALPHABET INC-CL A | Technology | 3.0K | $869K | 0.6% | +0.9% |
| META META PLATFORMS INC-CLASS A | Technology | 1.4K | $792K | 0.5% | -3.8% |
| JPM JPMORGAN CHASE & CO | Financials | 2.6K | $757K | 0.5% | -2.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 670 | $667K | 0.4% | +5.7% |
| LIN LINDE PLC | Materials | 1.3K | $650K | 0.4% | +2.8% |
| CVX CHEVRON CORP | Energy | 2.4K | $506K | 0.3% | -2.5% |
| MCK MCKESSON CORP | Consumer discretionary | 558 | $483K | 0.3% | +2.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 885 | $424K | 0.3% | +0.2% |
| ABBV ABBVIE INC | Healthcare | 1.8K | $384K | 0.3% | -11.3% |
| SPGI S&P GLOBAL INC | Services media | 895 | $381K | 0.3% | +3.9% |
| WMT WALMART INC | Consumer discretionary | 2.8K | $351K | 0.2% | -16.6% |
| AMGN AMGEN INC | Healthcare | 965 | $339K | 0.2% | -11.0% |
| INTU INTUIT INC | Technology | 761 | $329K | 0.2% | +14.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.3K | $306K | 0.2% | -11.6% |
| RTX RTX CORP | Industrials | 1.6K | $306K | 0.2% | +1.7% |
| CSCO CISCO SYSTEMS INC | Technology | 3.9K | $306K | 0.2% | -5.2% |
| WFC WELLS FARGO & CO | Financials | 3.8K | $306K | 0.2% | 0.0% |
| GE GENERAL ELECTRIC | Industrials | 1.1K | $304K | 0.2% | +2.6% |
| URI UNITED RENTALS INC | Services media | 415 | $302K | 0.2% | +2.7% |
| HD HOME DEPOT INC | Consumer discretionary | 889 | $293K | 0.2% | +0.3% |
| MA MASTERCARD INC - A | Services media | 528 | $264K | 0.2% | +4.1% |
| ADI ANALOG DEVICES INC | Technology | 826 | $263K | 0.2% | -7.2% |
| GLW CORNING INC | Industrials | 1.9K | $261K | 0.2% | New |
| NEE NEXTERA ENERGY INC | Utilities | 2.8K | $258K | 0.2% | +4.2% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 133 | $149.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 120 | $148.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 121 | $147.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 7, 2025 | 115 | $134.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 115 | $119.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 13, 2025 | 100 | $113.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 11, 2024 | 84 | $102.4M | canonical | SEC ↗ |