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
Ge Vernova Inc
376
New
N/A
376 $0
NKE
Nike, Inc.

Consumer Cyclical
159
+ 1.9%
$69.24 - $79.24 $11K - $12.6K
8.51K $593K
Blackrock Inc
32
+ 0.39%
N/A
8.22K $0
Doubleline ETF Trust
7.98K
New
N/A
7.98K $0
Gsk PLC
338
+ 0.84%
N/A
40.4K $0
Viper Energy Inc
14.2K
New
N/A
14.2K $0
Invesco Actively Managed Exc
5.33K
+ 29.89%
N/A
23.2K $0
Doubleline ETF Trust
5.44K
+ 21.36%
N/A
30.9K $0
First Tr Exchange Traded Fd
5.5K
+ 11.14%
N/A
54.9K $0
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
800
+ 4.28%
$18.41 - $20.12 $14.7K - $16.1K
19.5K $358K
CARR
Carrier Global Corp

Industrials
2.02K
+ 21.25%
$58.75 - $80.73 $119K - $163K
11.5K $688K
SON
Sonoco Products CO

Consumer Cyclical
426
+ 0.73%
$42.77 - $48.68 $18.2K - $20.7K
58.7K $2.53M
ADP
Automatic Data Processing Inc

Industrials
244
+ 4.35%
$288.69 - $310.94 $70.4K - $75.9K
5.86K $1.72M
STM
St Microelectronics N.V.

Technology
1.06K
+ 4.33%
$24.77 - $33.41 $26.3K - $35.5K
25.6K $724K
KMI
Kinder Morgan, Inc.

Energy
2K
+ 2.68%
$26.23 - $28.5 $52.5K - $57K
76.6K $2.17M
OMAB
Central North Airport Group

Industrials
60
+ 0.28%
$102.01 - $113.86 $6.12K - $6.83K
21.5K $2.23M
DLR
Digital Realty Trust, Inc.

Real Estate
123
+ 0.3%
$161.21 - $180.02 $19.8K - $22.1K
41.2K $7.12M
WM
Waste Management Inc

Industrials
254
+ 1.73%
$213.88 - $237.1 $54.3K - $60.2K
14.9K $3.29M
PG
Procter & Gamble CO

Consumer Defensive
1.28K
+ 2.77%
$150.47 - $161.22 $192K - $206K
47.3K $7.27M
PM
Philip Morris International Inc.

Consumer Defensive
42
+ 1.14%
$157.77 - $183.27 $6.63K - $7.7K
3.71K $601K
APD
Air Products & Chemicals, Inc.

Basic Materials
183
+ 1.44%
$265.78 - $299.3 $48.6K - $54.8K
12.9K $3.51M
KMB
Kimberly Clark Corp

Consumer Defensive
71
+ 0.4%
$121.72 - $136.77 $8.64K - $9.71K
18K $2.23M
UGI
Ugi Corp

Utilities
207
+ 0.77%
$32.64 - $37.14 $6.76K - $7.69K
27.3K $906K
CAH
Cardinal Health Inc

Healthcare
202
+ 2.02%
$146.04 - $167.63 $29.5K - $33.9K
10.2K $1.6M
COST
Costco Wholesale Corp

Consumer Defensive
85
+ 3.31%
$915.95 - $994.57 $77.9K - $84.5K
2.65K $2.45M
FDS
Factset Research Systems Inc

Financial Services
2.18K
+ 48.18%
$283.86 - $450.3 $619K - $982K
6.71K $1.92M
SAFT
Safety Insurance Group Inc

Financial Services
885
+ 4.55%
$69.3 - $79.05 $61.3K - $70K
20.3K $1.44M
HESM
Hess Midstream LP

Energy
4.43K
+ 6.57%
$34.55 - $43.53 $153K - $193K
71.8K $2.48M
IBM
International Business Machines Corp

Technology
340
+ 1.99%
$234.77 - $292.47 $79.8K - $99.4K
17.4K $4.92M
DIS
Walt Disney CO

Communication Services
395
+ 2.22%
$112.25 - $124.0 $44.3K - $49K
18.2K $2.08M
TGT
Target Corp

Consumer Defensive
1.11K
+ 3.85%
$86.56 - $107.43 $95.9K - $119K
29.9K $2.68M
HDB
Hdfc Bank LTD

Financial Services
31.4K
+ 107.77%
$34.14 - $78.94 $1.07M - $2.48M
60.6K $2.07M
INGR
Ingredion Inc

Consumer Defensive
760
+ 3.96%
$121.01 - $138.21 $92K - $105K
20K $2.44M
ICE
Intercontinental Exchange, Inc.

Financial Services
117
+ 0.83%
$167.28 - $188.45 $19.6K - $22K
14.3K $2.4M
INFY
Infosys LTD

Technology
26K
+ 6.61%
$15.98 - $18.96 $416K - $494K
420K $6.84M
WSO
Watsco Inc

Industrials
104
+ 0.66%
$381.94 - $489.97 $39.7K - $51K
16K $6.46M
ACN
Accenture PLC

Technology
3.38K
+ 11.52%
$232.56 - $304.78 $787K - $1.03M
32.7K $8.07M
PAYX
Paychex Inc

Industrials
1.24K
+ 2.04%
$126.69 - $147.99 $157K - $183K
61.9K $7.85M
SAP
Sap Se

Technology
2
+ 0.01%
$252.42 - $311.93 $505 - $624
31.3K $8.36M
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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