Naples Global Advisors, LLC Purchases in Q3 2025

Naples Global Advisors, LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
1.42K
+ 21.09%
$332.09 - $358.86 $471K - $509K
8.14K $2.78M
XLF
Financial Sector Spdr

ETFs
7.21K
New
$51.37 - $54.25 $370K - $391K
7.21K $388K
OTEX
Open Text Corp

Technology
5.2K
+ 23.17%
$27.93 - $38.16 $145K - $199K
27.7K $1.03M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.76K
+ 64.34%
$89.32 - $107.82 $247K - $298K
7.05K $760K
CRM
Salesforce, Inc.

Technology
3.76K
+ 25.93%
$231.66 - $273.65 $871K - $1.03M
18.3K $4.33M
SIMO
Silicon Motion Technology Corp

Technology
260
+ 1.47%
$71.17 - $95.06 $18.5K - $24.7K
17.9K $1.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
176
+ 3.25%
$546.99 - $602.2 $96.3K - $106K
5.6K $3.36M
DCI
Donaldson CO Inc

Industrials
994
+ 4.52%
$69.82 - $82.14 $69.4K - $81.6K
23K $1.88M
IX
Orix Corp

Financial Services
900
+ 0.97%
$22.28 - $27.06 $20.1K - $24.4K
93.3K $2.44M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.25K
+ 1.42%
$23.82 - $25.84 $53.6K - $58.1K
161K $4.14M
WMT
Walmart Inc.

Consumer Defensive
825
+ 1.64%
$94.4 - $104.27 $77.9K - $86K
51.3K $5.28M
PANW
Palo Alto Networks Inc

Technology
1.72K
+ 148.19%
$167.06 - $208.19 $288K - $359K
2.88K $587K
GPC
Genuine Parts CO

Consumer Cyclical
94
+ 0.49%
$122.23 - $142.77 $11.5K - $13.4K
19.3K $2.67M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
7.25K
New
$45.54 - $48.43 $330K - $351K
7.25K $337K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.97K
+ 1.32%
$24.46 - $26.5 $48.1K - $52.1K
151K $3.97M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.12K
New
$139.82 - $155.45 $296K - $329K
2.12K $328K
FDRR
Fidelity Covington Tr Divid Et

ETFs
5.56K
New
$54.44 - $58.63 $303K - $326K
5.56K $326K
SCHW
Schwab Charles Corp

Financial Services
268
+ 0.38%
$91.03 - $98.69 $24.4K - $26.4K
71K $6.77M
NOW
Service Now, Inc.

Technology
354
New
$850.86 - $1044.69 $301K - $370K
354 $325K
IYW
Ishares Dj Us Tech ETF

ETFs
1.28K
+ 39.94%
$171.38 - $197.01 $220K - $252K
4.49K $879K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.07K
+ 5.11%
$62.54 - $68.42 $129K - $141K
42.6K $2.87M
PEP
Pepsico Inc

Consumer Defensive
673
+ 2.56%
$133.81 - $152.16 $90.1K - $102K
26.9K $3.78M
ADI
Analog Devices Inc

Technology
9
+ 0.02%
$220.68 - $255.63 $1.99K - $2.3K
40.2K $9.87M
ELV
Elevance Health, Inc.

Healthcare
1.13K
+ 128.6%
$274.66 - $395.76 $311K - $448K
2.01K $650K
CSX
Csx Corp

Industrials
189
+ 0.18%
$32.05 - $36.52 $6.06K - $6.9K
103K $3.65M
LECO
Lincoln Electric Holdings Inc

Industrials
75
+ 0.78%
$210.22 - $247.76 $15.8K - $18.6K
9.65K $2.28M
IBDV
Ishares Tr

Technology
12.8K
New
$21.75 - $22.22 $279K - $285K
12.8K $284K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.8K
+ 40.33%
$20.77 - $21.32 $265K - $272K
44.5K $943K
CUBE
Cube Smart

Real Estate
7.89K
+ 27.69%
$38.71 - $43.34 $305K - $342K
36.4K $1.48M
NWE
Northwestern Corp

Utilities
950
+ 3.29%
$51.58 - $58.61 $49K - $55.7K
29.9K $1.75M
FLNG
Flex Lng Ltd.

Energy
1.07K
+ 1.47%
$21.89 - $27.41 $23.4K - $29.3K
73.9K $1.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
397
+ 45.84%
$404.94 - $499.99 $161K - $198K
1.26K $612K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.18K
+ 5.13%
$42.26 - $47.16 $92.3K - $103K
44.7K $2.07M
PH
Parker Hannifin Corp

Industrials
137
+ 5.37%
$697.13 - $769.67 $95.5K - $105K
2.69K $2.04M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.06%
$215.01 - $273.02 $1.08K - $1.37K
8.61K $2.16M
CNQ
Canadian Natural Resources LTD

Energy
7.97K
New
$29.31 - $32.93 $234K - $262K
7.97K $254K
NVO
Novo Nordisk A S

Healthcare
8.59K
+ 51.29%
$45.38 - $71.7 $390K - $616K
25.3K $1.41M
XLC
Select Sector Spdr Tr Communic

ETFs
127
+ 0.53%
$105.99 - $119.41 $13.5K - $15.2K
24.1K $2.85M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.69K
New
$25.24 - $25.56 $245K - $248K
9.69K $247K
NVT
N Vent Electric PLC

Industrials
2.46K
New
$72.16 - $100.25 $178K - $247K
2.46K $242K
USB
Us Bancorp \De\

Financial Services
797
+ 1.22%
$43.94 - $50.41 $35K - $40.2K
66.1K $3.2M
VLO
Valero Energy Corp

Energy
1.39K
New
$131.77 - $175.63 $184K - $245K
1.39K $237K
ESP
Espey Mfg & Electronics Corp

Industrials
7.28K
+ 116.94%
$38.45 - $52.54 $280K - $383K
13.5K $519K
MA
Mastercard Inc

Financial Services
385
+ 17.1%
$550.18 - $598.96 $212K - $231K
2.64K $1.5M
CB
Chubb LTD

Financial Services
1.05K
+ 12.54%
$265.99 - $289.59 $278K - $303K
9.38K $2.65M
GII
Spdr S&P Global Infrasture ETF

ETFs
2K
+ 4.89%
$66.35 - $69.9 $133K - $140K
42.9K $2.98M
SPGI
S&P Global Inc.

Financial Services
614
+ 35.8%
$484.94 - $564.15 $298K - $346K
2.33K $1.13M
A
Agilent Technologies, Inc.

Healthcare
95
+ 0.45%
$112.04 - $128.75 $10.6K - $12.2K
21K $2.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.47K
New
$91.44 - $91.77 $226K - $227K
2.47K $226K
Activity Summary
Buys All Purchases 240 New Holdings 28 Increased Positions 212 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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