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
TJX
Tjx Companies Inc

Consumer Cyclical
200
+ 3.31%
$119.13 - $135.03 $23.8K - $27K
6.25K $771K
NWBI
Northwest Bancshares, Inc.

Financial Services
800
+ 3.01%
$10.9 - $12.84 $8.72K - $10.3K
27.4K $350K
FAST
Fastenal CO

Industrials
9.37K
+ 91.68%
$40.65 - $83.16 $381K - $779K
19.6K $822K
TS
Tenaris Sa

Energy
1.3K
+ 10.5%
$30.71 - $39.46 $39.9K - $51.3K
13.7K $511K
INTC
Intel Corp

Technology
1.28K
+ 9.62%
$18.13 - $22.69 $23.2K - $29K
14.6K $326K
LNC
Lincoln National Corp

Financial Services
2.98K
+ 4.9%
$28.95 - $37.27 $86.2K - $111K
63.7K $2.2M
IEMG
Ishares Inc

ETFs
392
+ 2.97%
N/A
13.6K $729K
VZ
Verizon Communications Inc

Communication Services
900
+ 9.78%
$41.67 - $45.62 $37.5K - $41.1K
10.1K $437K
SAFT
Safety Insurance Group Inc

Financial Services
175
+ 0.91%
$73.02 - $83.49 $12.8K - $14.6K
19.4K $1.54M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
700
+ 4.78%
$20.12 - $21.0 $14.1K - $14.7K
15.3K $320K
PAA
Plains All American Pipeline LP

Energy
1.75K
+ 15.7%
$16.03 - $20.28 $28.1K - $35.5K
12.9K $236K
APD
Air Products & Chemicals, Inc.

Basic Materials
583
+ 4.82%
$248.61 - $294.96 $145K - $172K
12.7K $3.58M
DGX
Quest Diagnostics Inc

Healthcare
55
+ 0.59%
N/A
9.36K $1.28M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
214
+ 3.61%
$45.3 - $50.64 $9.69K - $10.8K
6.14K $301K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
700
+ 3.33%
$50.56 - $59.57 $35.4K - $41.7K
21.7K $1.13M
NOC
Northrop Grumman Corp

Industrials
31
+ 3.24%
$456.3 - $540.39 $14.1K - $16.8K
987 $493K
FISV
Fiserv Inc

Technology
38
+ 1.2%
N/A
3.22K $402K
Blackrock Inc
222
+ 2.79%
N/A
8.18K $0
Te Connectivity PLC
1.76K
+ 11.31%
N/A
17.3K $0
Doubleline ETF Trust
8.9K
+ 53.73%
N/A
25.5K $0
Lam Research Corp
138
+ 0.17%
N/A
80.6K $0
Linde PLC
179
+ 1.95%
N/A
9.37K $0
First Tr Exchange Traded Fd
2.8K
+ 6.01%
N/A
49.4K $0
Invesco Actively Managed Exc
10.7K
+ 151.3%
N/A
17.8K $0
Viper Energy Inc
3.4K
+ 44.42%
N/A
11.1K $0
O
Realty Income Corp

Real Estate
72
+ 0.37%
$52.27 - $58.52 $3.76K - $4.21K
19.5K $1.13M
WM
Waste Management Inc

Industrials
154
+ 1.06%
$216.47 - $242.1 $33.3K - $37.3K
14.6K $3.35M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
250
+ 0.65%
$48.13 - $49.85 $12K - $12.5K
38.8K $1.9M
PSX
Phillips 66

Energy
4
+ 0.19%
$92.87 - $125.73 $371 - $503
2.12K $252K
TSN
Tyson Foods, Inc.

Consumer Defensive
3.03K
+ 13.3%
$54.33 - $63.56 $165K - $192K
25.8K $1.44M
PAYX
Paychex Inc

Industrials
3.38K
+ 5.9%
$137.01 - $159.78 $464K - $541K
60.7K $8.83M
OMC
Omnicom Group Inc.

Communication Services
2.04K
+ 13.79%
$69.22 - $79.77 $141K - $163K
16.8K $1.21M
TMO
Thermo Fisher Scientific Inc.

Healthcare
110
+ 14.55%
$390.26 - $489.06 $42.9K - $53.8K
866 $351K
MLPX
Global X Mlp & Energy Infrastr

ETFs
309
+ 0.8%
$55.32 - $65.02 $17.1K - $20.1K
39.1K $2.45M
UNP
Union Pacific Corp

Industrials
116
+ 1.19%
$208.27 - $238.46 $24.2K - $27.7K
9.88K $2.27M
RIO
Rio Tinto PLC

Basic Materials
2.37K
+ 2.33%
$52.32 - $62.75 $124K - $148K
104K $6.06M
AVA
Avista Corp

Utilities
785
+ 3.25%
$36.94 - $42.43 $29K - $33.3K
24.9K $946K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.98K
+ 1301.96%
$87.84 - $1441.89 $350K - $5.74M
4.29K $386K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
132
+ 0.18%
$24.32 - $27.87 $3.21K - $3.68K
71.6K $1.9M
LOW
Lowes Companies Inc

Consumer Cyclical
65
+ 0.76%
$210.83 - $235.28 $13.7K - $15.3K
8.6K $1.91M
NWE
Northwestern Corp

Utilities
1.1K
+ 3.95%
$50.8 - $59.51 $55.9K - $65.5K
28.9K $1.48M
SON
Sonoco Products CO

Consumer Cyclical
2.28K
+ 4.08%
$40.6 - $47.93 $92.7K - $109K
58.3K $2.54M
COP
Conocophillips

Energy
1.43K
+ 8.67%
$82.66 - $106.1 $118K - $152K
17.9K $1.61M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.58K
+ 10.03%
$41.37 - $53.28 $189K - $244K
50.2K $2.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
160
+ 2.81%
$483.48 - $539.8 $77.4K - $86.4K
5.86K $2.85M
SJM
J M Smucker CO

Consumer Defensive
235
+ 2.59%
$94.41 - $118.52 $22.2K - $27.9K
9.3K $912K
GIS
General Mills Inc

Consumer Defensive
379
+ 1.63%
$50.37 - $60.97 $19.1K - $23.1K
23.6K $1.22M
HESM
Hess Midstream LP

Energy
2.14K
+ 3.28%
$35.23 - $42.89 $75.4K - $91.8K
67.4K $2.59M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.21K
+ 5.64%
$99.37 - $134.05 $120K - $162K
22.6K $2.57M
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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