Naples Global Advisors, LLC Purchases in Q2 2025

Naples Global Advisors, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
1.44K
+ 17.85%
$55.55 - $75.83 $80K - $109K
9.51K $695K
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 2.8%
$908.13 - $1056.85 $63.6K - $74K
2.57K $2.54M
TGT
Target Corp

Consumer Defensive
3.27K
+ 12.81%
$88.76 - $105.77 $290K - $346K
28.8K $2.84M
MA
Mastercard Inc

Financial Services
265
+ 13.34%
$479.92 - $590.74 $127K - $157K
2.25K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
450
+ 1.37%
$335.24 - $380.78 $151K - $171K
33.4K $12.2M
IX
Orix Corp

Financial Services
764
+ 0.83%
$18.25 - $22.52 $13.9K - $17.2K
92.4K $2.08M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.79K
+ 5.4%
$20.42 - $25.3 $56.9K - $70.5K
54.3K $1.37M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.43K
+ 8.31%
$52.31 - $63.72 $74.9K - $91.2K
18.6K $1.19M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.72K
+ 3.73%
$77.74 - $78.78 $134K - $135K
47.8K $3.76M
ADM
Archer Daniels Midland CO

Consumer Defensive
1.14K
+ 5.8%
$41.79 - $54.16 $47.6K - $61.7K
20.8K $1.1M
GPC
Genuine Parts CO

Consumer Cyclical
895
+ 4.9%
$105.54 - $129.09 $94.5K - $116K
19.2K $2.32M
PSA
Public Storage

Real Estate
532
+ 21.38%
$266.31 - $309.77 $142K - $165K
3.02K $886K
GE
General Electric CO

Industrials
195
+ 13.03%
$166.81 - $257.39 $32.5K - $50.2K
1.69K $435K
COF
Capital One Financial Corp

Financial Services
321
+ 16.74%
$150.57 - $212.76 $48.3K - $68.3K
2.24K $476K
RPM
Rpm International Inc

Basic Materials
2.04K
+ 12.9%
$96.97 - $117.58 $197K - $239K
17.8K $1.96M
BAC
Bank Of America Corp

Financial Services
95
+ 0.42%
$34.39 - $47.46 $3.27K - $4.51K
22.5K $1.07M
HON
Honeywell International Inc

Industrials
34
+ 0.61%
$182.86 - $232.88 $6.22K - $7.92K
5.6K $1.3M
ACN
Accenture PLC

Technology
1.64K
+ 5.9%
$279.23 - $323.21 $457K - $528K
29.4K $8.78M
SWK
Stanley Black & Decker, Inc.

Industrials
3.24K
+ 28.94%
$55.86 - $76.98 $181K - $249K
14.4K $977K
MUB
Ishares National Muni Bond ETF

ETFs
1.45K
+ 2.89%
$102.31 - $105.8 $148K - $153K
51.6K $5.4M
TFC
Truist Financial Corp

Financial Services
2.05K
+ 14.22%
$34.79 - $42.99 $71.4K - $88.2K
16.5K $708K
WSM
Williams Sonoma Inc

Consumer Cyclical
584
+ 18.49%
$137.62 - $174.44 $80.4K - $102K
3.74K $611K
KIM
Kimco Realty Corp

Real Estate
5.03K
+ 7.39%
$18.7 - $21.69 $94K - $109K
73.1K $1.54M
NEE
Nextera Energy Inc

Utilities
3.54K
+ 3.74%
$64.11 - $75.0 $227K - $266K
98.4K $6.83M
UGI
Ugi Corp

Utilities
407
+ 1.53%
$30.18 - $36.59 $12.3K - $14.9K
27K $984K
CUBE
Cube Smart

Real Estate
2.54K
+ 9.77%
$35.88 - $43.68 $91K - $111K
28.5K $1.21M
SO
Southern CO

Utilities
1.12K
+ 1.51%
$84.91 - $92.56 $95.1K - $104K
75.1K $6.9M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
150
+ 0.98%
$42.95 - $53.21 $6.44K - $7.98K
15.5K $822K
IWM
Ishares Russell 2000 ETF

ETFs
65
+ 1.31%
$174.82 - $215.79 $11.4K - $14K
5.04K $1.09M
FDS
Factset Research Systems Inc

Financial Services
259
+ 6.07%
$398.85 - $473.32 $103K - $123K
4.53K $2.02M
LANC
Lancaster Colony Corp

Consumer Defensive
490
+ 18.25%
$159.67 - $192.9 $78.2K - $94.5K
3.18K $548K
VONV
Vanguard Russell 1000 Value Et

ETFs
719
+ 19.37%
$73.19 - $85.21 $52.6K - $61.3K
4.43K $377K
NKE
Nike, Inc.

Consumer Cyclical
131
+ 1.59%
$53.27 - $72.04 $6.98K - $9.44K
8.36K $593K
KO
Coca Cola CO

Consumer Defensive
1.31K
+ 4.99%
$68.37 - $73.9 $89.2K - $96.4K
27.5K $1.94M
KMI
Kinder Morgan, Inc.

Energy
100
+ 0.13%
$25.21 - $29.4 $2.52K - $2.94K
74.6K $2.19M
CME
Cme Group Inc.

Financial Services
145
+ 5.3%
$252.37 - $290.71 $36.6K - $42.2K
2.88K $793K
ADBE
Adobe Inc.

Technology
161
+ 14.8%
$340.0 - $420.68 $54.7K - $67.7K
1.25K $483K
CB
Chubb LTD

Financial Services
548
+ 7.04%
$274.32 - $302.46 $150K - $166K
8.34K $2.42M
TXN
Texas Instruments Inc

Technology
309
+ 1.15%
N/A
27.1K $5.27M
AFL
Aflac Inc

Financial Services
1.44K
+ 8.59%
$99.77 - $112.45 $144K - $162K
18.2K $1.92M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 0.57%
$451.58 - $565.94 $2.71K - $3.4K
1.07K $579K
IEFA
Ishares Tr

ETFs
37
+ 0.51%
$67.83 - $84.09 $2.51K - $3.11K
7.28K $607K
ARCC
Ares Capital Corp

Financial Services
3K
+ 4.95%
$18.91 - $22.43 $56.7K - $67.3K
63.6K $1.4M
T
At&T Inc.

Communication Services
1.6K
+ 17.98%
$26.33 - $28.94 $42.2K - $46.4K
10.5K $304K
OZK
Bank Ozk

Financial Services
4
+ 0.03%
$37.58 - $47.34 $150 - $189
14.9K $702K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
300
+ 3.55%
$32.66 - $40.75 $9.8K - $12.2K
8.76K $354K
HTGC
Hercules Capital, Inc.

Financial Services
5.85K
+ 9.13%
$16.24 - $19.1 $95K - $112K
69.9K $1.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
140
+ 10.73%
$152.93 - $181.74 $21.4K - $25.4K
1.45K $262K
VCIT
Vanguard Intermediate Term Cor

ETFs
200
+ 1.2%
$79.56 - $82.92 $15.9K - $16.6K
16.9K $1.4M
Activity Summary
Buys All Purchases 210 New Holdings 22 Increased Positions 188 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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