Naples Global Advisors, LLC Portfolio Holdings

Naples Global Advisors, LLC

  • $1.24 Billion
  • Q3 2025

Naples Global Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 436 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.8M, Broadcom Inc. with a value of $39.5M, Microsoft Corp with a value of $38.5M, Taiwan Semiconductor Manufacturing CO LTD with a value of $28.3M, and Ishares Core S&P 500 ETF with a value of $27.7M.

Examining the 13F form we can see an increase of $116M in the current position value, from $1.13B to 1.24B.

Naples Global Advisors, LLC is based out at Naples, FL

Below you can find more details about Naples Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.24 Billion
ETFs: $360 Million
Technology: $329 Million
Financial Services: $120 Million
Industrials: $96.5 Million
Healthcare: $90.6 Million
Consumer Cyclical: $60.6 Million
Consumer Defensive: $52.6 Million
Communication Services: $32 Million
Other: $101 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.36T
$47.8 Million 3.84% of portfolio
187,700
Q3 2025 Reduced 1.67%
$152B
$39.5 Million 3.18% of portfolio
119,760
Q3 2025 Reduced 0.82%
$3.92T
$38.5 Million 3.09% of portfolio
74,321
Q3 2025 Added 2.57%
$1.57T
$28.3 Million 2.28% of portfolio
101,368
Q3 2025 Reduced 1.07%
$0
$27.7 Million 2.22% of portfolio
41,326
Q3 2025 Reduced 0.95%
$0
$24.9 Million 2.0% of portfolio
40,727
Q3 2025 Added 0.47%
$0
$23.2 Million 1.87% of portfolio
997,351
Q3 2025 Added 4.12%
$908B
$21.7 Million 1.75% of portfolio
68,920
Q3 2025 Added 2.94%
$0
$18.7 Million 1.5% of portfolio
60,693
Q3 2025 Reduced 0.6%
$76.4B
$18.7 Million 1.5% of portfolio
227,520
Q3 2025 Reduced 2.83%
$0
$15.1 Million 1.22% of portfolio
453,130
Q3 2025 Added 3.55%
$693B
$14.8 Million 1.19% of portfolio
52,591
Q3 2025 Reduced 2.61%
$389B
$13.5 Million 1.08% of portfolio
33,212
Q3 2025 Reduced 0.49%
$0
$11.9 Million 0.96% of portfolio
182,173
Q3 2025 Added 1.25%
$506B
$11.7 Million 0.94% of portfolio
62,736
Q3 2025 Added 7.41%
$478B
$11.7 Million 0.94% of portfolio
103,424
Q3 2025 Added 0.47%
$403B
$11.2 Million 0.9% of portfolio
48,337
Q3 2025 Added 2.26%
$0
$10.9 Million 0.87% of portfolio
53,456
Q3 2025 Added 4.53%
$0
$10.5 Million 0.85% of portfolio
14,089
Q3 2025 Reduced 0.21%
$25.8B
$10.4 Million 0.84% of portfolio
55,239
Q3 2025 Added 0.25%
$0
$10.2 Million 0.82% of portfolio
167,682
Q3 2025 Added 4.54%
$156B
$9.97 Million 0.8% of portfolio
35,316
Q3 2025 Added 0.37%
$802B
$9.86 Million 0.79% of portfolio
12,917
Q3 2025 Added 3.63%
$0
$9.87 Million 0.79% of portfolio
507,722
Q3 2025 Added 10.77%
$120B
$9.87 Million 0.79% of portfolio
40,176
Q3 2025 Added 0.02%
$299B
$9.66 Million 0.78% of portfolio
141,209
Q3 2025 Reduced 1.07%
$0
$9.7 Million 0.78% of portfolio
123,785
Q3 2025 Added 4.61%
$19.4B
$9.33 Million 0.75% of portfolio
42,833
Q3 2025 Reduced 0.32%
$494B
$9.24 Million 0.74% of portfolio
49,827
Q3 2025 Added 2.92%
$219B
$9.06 Million 0.73% of portfolio
107,918
Q3 2025 Added 0.93%
$1.65T
$8.91 Million 0.72% of portfolio
12,127
Q3 2025 Added 5.53%
$0
$8.93 Million 0.72% of portfolio
61,339
Q3 2025 Reduced 0.78%
$303B
$8.36 Million 0.67% of portfolio
31,268
Q3 2025 Added 0.01%
$157B
$8.07 Million 0.65% of portfolio
32,744
Q3 2025 Added 11.52%
$0
$8.04 Million 0.65% of portfolio
67,655
Q3 2025 Added 3.89%
$0
$7.93 Million 0.64% of portfolio
310,342
Q3 2025 Added 7.96%
$42.2B
$7.85 Million 0.63% of portfolio
61,920
Q3 2025 Added 2.04%
$172B
$7.58 Million 0.61% of portfolio
7,028
Q3 2025 Reduced 1.01%
$160B
$7.61 Million 0.61% of portfolio
100,830
Q3 2025 Added 2.52%
$268B
$7.6 Million 0.61% of portfolio
22,868
Q3 2025 Reduced 1.66%
$2.27T
$7.62 Million 0.61% of portfolio
34,702
Q3 2025 Added 9.83%
$200B
$7.51 Million 0.6% of portfolio
36,668
Q3 2025 Reduced 0.52%
$105B
$7.49 Million 0.6% of portfolio
43,820
Q3 2025 Reduced 0.41%
$411B
$7.19 Million 0.58% of portfolio
44,456
Q3 2025 Added 1.09%
$354B
$7.27 Million 0.58% of portfolio
47,347
Q3 2025 Added 2.77%
$128B
$7.25 Million 0.58% of portfolio
14,515
Q3 2025 Added 3.69%
$0
$7.23 Million 0.58% of portfolio
120,709
Q3 2025 Added 6.57%
$103B
$7.07 Million 0.57% of portfolio
74,639
Q3 2025 Reduced 0.6%
$49.1B
$7.12 Million 0.57% of portfolio
41,186
Q3 2025 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 436
  • Current Value $1.24 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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