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
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
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
HTGC
Hercules Capital, Inc.

Financial Services
5.85K
+ 9.13%
$16.24 - $19.1 $95K - $112K
69.9K $1.28M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
300
+ 3.55%
$32.66 - $40.75 $9.8K - $12.2K
8.76K $354K
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
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
ABM
Abm Industries Inc

Industrials
304
+ 2.75%
$42.24 - $52.72 $12.8K - $16K
11.4K $536K
PAA
Plains All American Pipeline LP

Energy
1.75K
+ 15.7%
$16.03 - $20.28 $28.1K - $35.5K
12.9K $236K
DGX
Quest Diagnostics Inc

Healthcare
55
+ 0.59%
N/A
9.36K $1.28M
APD
Air Products & Chemicals, Inc.

Basic Materials
583
+ 4.82%
$248.61 - $294.96 $145K - $172K
12.7K $3.58M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
700
+ 3.33%
$50.56 - $59.57 $35.4K - $41.7K
21.7K $1.13M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
214
+ 3.61%
$45.3 - $50.64 $9.69K - $10.8K
6.14K $301K
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
Te Connectivity PLC
1.76K
+ 11.31%
N/A
17.3K $0
Invesco Actively Managed Exc
10.7K
+ 151.3%
N/A
17.8K $0
Linde PLC
179
+ 1.95%
N/A
9.37K $0
Viper Energy Inc
3.4K
+ 44.42%
N/A
11.1K $0
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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