Naples Global Advisors, LLC Incresed Positions in Q2 2025

Naples Global Advisors, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
A
Agilent Technologies, Inc.

Healthcare
3.01K
+ 16.82%
$99.29 - $120.52 $299K - $363K
20.9K $2.47M
XLC
Select Sector Spdr Tr Communic

ETFs
683
+ 2.94%
$86.13 - $108.53 $58.8K - $74.1K
23.9K $2.6M
LMT
Lockheed Martin Corp

Industrials
296
+ 2.16%
$430.82 - $486.45 $128K - $144K
14K $6.48M
ADP
Automatic Data Processing Inc

Industrials
1.11K
+ 24.67%
$276.76 - $326.81 $307K - $363K
5.61K $1.73M
NVO
Novo Nordisk A S

Healthcare
4.98K
+ 42.31%
$58.08 - $81.05 $289K - $403K
16.7K $1.16M
SPMD
Spdr Portfolio

ETFs
3.37K
+ 7.46%
$44.89 - $54.38 $151K - $183K
48.5K $2.64M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.46K
+ 5.52%
$74.88 - $91.97 $109K - $134K
27.8K $2.56M
GII
Spdr S&P Global Infrasture ETF

ETFs
1.43K
+ 3.61%
$57.32 - $67.33 $81.7K - $95.9K
40.9K $2.75M
HDB
Hdfc Bank LTD

Financial Services
265
+ 0.92%
$63.78 - $77.48 $16.9K - $20.5K
29.2K $2.24M
TSLA
Tesla, Inc.

Consumer Cyclical
112
+ 2.5%
$221.86 - $362.89 $24.8K - $40.6K
4.59K $1.46M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.9K
+ 3.99%
$51.1 - $53.29 $199K - $208K
102K $5.42M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
973
+ 11.22%
$104.23 - $134.39 $101K - $131K
9.64K $1.3M
DCI
Donaldson CO Inc

Industrials
3.15K
+ 16.72%
$59.18 - $71.02 $186K - $224K
22K $1.53M
MBB
Ishares Tr

ETFs
2.45K
+ 13.16%
$91.41 - $94.22 $224K - $231K
21.1K $1.98M
QCOM
Qualcomm Inc

Technology
114
+ 0.3%
$124.66 - $159.48 $14.2K - $18.2K
37.7K $6.01M
V
Visa Inc.

Financial Services
543
+ 8.78%
$308.27 - $373.31 $167K - $203K
6.73K $2.39M
DE
Deere & CO

Industrials
61
+ 1.28%
$412.99 - $531.48 $25.2K - $32.4K
4.83K $2.45M
LECO
Lincoln Electric Holdings Inc

Industrials
200
+ 2.13%
$167.18 - $211.38 $33.4K - $42.3K
9.57K $1.98M
SUB
Ishares Short Term National Mu

ETFs
1.77K
+ 6.76%
$104.77 - $106.34 $185K - $188K
27.9K $2.96M
SPGI
S&P Global Inc.

Financial Services
341
+ 24.82%
$438.31 - $527.29 $149K - $180K
1.72K $904K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.92K
+ 7.38%
$35.35 - $42.68 $103K - $125K
42.5K $1.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.73K
+ 2.84%
$96.84 - $99.46 $168K - $172K
62.7K $6.22M
MS
Morgan Stanley

Financial Services
1.05K
+ 48.88%
$99.83 - $140.86 $105K - $148K
3.2K $450K
MCO
Moodys Corp

Financial Services
40
+ 0.8%
$396.7 - $501.59 $15.9K - $20.1K
5.04K $2.53M
SYK
Stryker Corp

Healthcare
396
+ 25.66%
$337.37 - $395.63 $134K - $157K
1.94K $767K
EFA
Ishares Tr Msci Eafe ETF

ETFs
100
+ 0.38%
$72.96 - $90.39 $7.3K - $9.04K
26.2K $2.34M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.19K
+ 19.86%
$59.8 - $60.07 $191K - $192K
19.3K $1.15M
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
NDAQ
Nasdaq, Inc.

Financial Services
400
+ 4.8%
$66.4 - $89.42 $26.6K - $35.8K
8.73K $780K
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
ACN
Accenture PLC

Technology
1.64K
+ 5.9%
$279.23 - $323.21 $457K - $528K
29.4K $8.78M
HON
Honeywell International Inc

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