Naples Global Advisors, LLC Reduced Holdings in Q3 2025

Naples Global Advisors, LLC

  • $1.24 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-16.6K
- 41.72%
$92.96 - $113.91 $1.54M - $1.89M
23.2K $2.24M
UPS
United Parcel Service Inc

Industrials
-5.06K
- 10.73%
$82.58 - $105.54 $418K - $534K
42.1K $3.52M
UNH
Unitedhealth Group Inc

Healthcare
-3.99K
- 23.71%
$237.77 - $353.61 $949K - $1.41M
12.8K $4.43M
CTVA
Corteva, Inc.

Basic Materials
-370
- 0.42%
$67.08 - $77.12 $24.8K - $28.5K
88.2K $5.96M
MCHP
Microchip Technology Inc

Technology
-1.51K
- 2.02%
$60.95 - $75.26 $92K - $114K
73.2K $4.7M
CAG
Conagra Brands Inc.

Consumer Defensive
-17.7K
- 24.07%
$18.04 - $21.14 $319K - $374K
55.8K $1.02M
DLB
Dolby Laboratories, Inc.

Industrials
-5.09K
- 16.15%
$70.09 - $76.79 $356K - $390K
26.4K $1.91M
SBUX
Starbucks Corp

Consumer Cyclical
-453
- 0.86%
$81.9 - $96.86 $37.1K - $43.9K
52.5K $4.44M
PLTR
Palantir Technologies Inc.

Technology
-4K
- 52.81%
$130.68 - $186.97 $523K - $748K
3.58K $652K
RY
Royal Bank Of Canada

Financial Services
-3.05K
- 32.07%
$128.46 - $148.6 $392K - $453K
6.46K $951K
CSCO
Cisco Systems, Inc.

Technology
-1.52K
- 1.07%
$66.2 - $71.79 $101K - $109K
141K $9.66M
CLX
Clorox CO

Consumer Defensive
-2.15K
- 21.07%
$117.67 - $131.43 $253K - $283K
8.07K $994K
UNM
Unum Group

Financial Services
-1.62K
- 4.65%
$68.55 - $82.12 $111K - $133K
33.1K $2.58M
KR
Kroger CO

Consumer Defensive
-448
- 1.21%
$64.52 - $74.35 $28.9K - $33.3K
36.6K $2.47M
DEO
Diageo PLC

Consumer Defensive
-627
- 2.63%
$93.64 - $115.33 $58.7K - $72.3K
23.2K $2.21M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.12K
- 25.0%
$48.34 - $67.22 $102K - $143K
6.36K $311K
CMCSA
Comcast Corp

Communication Services
-3.13K
- 17.77%
$31.41 - $36.33 $98.3K - $114K
14.5K $454K
ARES
Ares Management Corp

Financial Services
-672
- 22.18%
$159.89 - $192.76 $107K - $130K
2.36K $377K
EMR
Emerson Electric CO

Industrials
-465
- 1.26%
$128.6 - $149.63 $59.8K - $69.6K
36.5K $4.79M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-12.2K
- 7.58%
$13.62 - $14.27 $166K - $174K
149K $2.12M
NFLX
Netflix Inc

Communication Services
-9
- 1.4%
$1147.87 - $1297.18 $10.3K - $11.7K
633 $758K
APO
Apollo Global Management, Inc.

Financial Services
-460
- 10.3%
$131.55 - $156.05 $60.5K - $71.8K
4.01K $533K
AMT
American Tower Corp

Real Estate
-137
- 5.43%
$192.32 - $232.35 $26.3K - $31.8K
2.38K $458K
CTO
Cto Realty Growth, Inc.

Real Estate
-2.18K
- 4.13%
$15.89 - $17.75 $34.6K - $38.6K
50.5K $818K
CHD
Church & Dwight CO Inc

Consumer Defensive
-10
- 0.09%
$85.84 - $99.09 $858 - $991
10.6K $926K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-1.48K
- 4.18%
$40.49 - $40.7 $59.7K - $60K
33.8K $1.37M
BR
Broadridge Financial Solutions, Inc.

Technology
-70
- 0.85%
$233.75 - $266.89 $16.4K - $18.7K
8.18K $1.95M
NEAR
Blackrock Short Maturity Bond

ETFs
-1K
- 3.47%
$50.8 - $51.32 $50.8K - $51.3K
27.8K $1.42M
K
Kellogg CO

Consumer Defensive
-950
- 7.15%
$76.96 - $82.02 $73.1K - $77.9K
12.3K $1.01M
SBSI
Southside Bancshares Inc

Financial Services
-1.03K
- 9.91%
$28.25 - $31.39 $29.2K - $32.4K
9.39K $265K
FISV
Fiserv Inc

Technology
-288
- 8.95%
N/A
2.93K $366K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-448
- 2.32%
$78.96 - $80.04 $35.4K - $35.9K
18.9K $1.51M
MLPA
Global X Mlp ETF

ETFs
-75
- 0.77%
$48.25 - $51.56 $3.62K - $3.87K
9.66K $467K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-110
- 0.71%
$49.34 - $53.96 $5.43K - $5.94K
15.4K $803K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-600
- 7.22%
$30.71 - $30.86 $18.4K - $18.5K
7.72K $238K
T
At&T Inc.

Communication Services
-360
- 3.42%
$26.94 - $29.62 $9.7K - $10.7K
10.2K $287K
SRLN
Ssga Active Trust

ETFs
-360
- 1.37%
$41.28 - $41.65 $14.9K - $15K
26K $1.08M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1K
- 10.66%
$29.55 - $32.52 $29.6K - $32.5K
8.38K $268K
SYY
Sysco Corp

Consumer Defensive
-294
- 10.33%
$76.33 - $82.51 $22.4K - $24.3K
2.55K $210K
INTC
Intel Corp

Technology
-4.94K
- 33.91%
$19.31 - $35.5 $95.3K - $175K
9.62K $322K
OEF
Ishares S&P 100 ETF

ETFs
-5
- 0.18%
N/A
2.78K $738K
Te Connectivity PLC
-130
- 0.75%
N/A
17.2K $0
REG
Regency Centers Corp

Real Estate
-216
- 2.26%
$68.62 - $73.81 $14.8K - $15.9K
9.33K $680K
VUSB
Vanguard Bd Index Fds
-2.1K
- 7.18%
N/A
27.2K $0
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-16
- 0.26%
$48.72 - $50.73 $780 - $812
6.12K $301K
Linde PLC
-13
- 0.14%
N/A
9.36K $0
WSBC
Wesbanco Inc

Financial Services
-100
- 0.93%
$29.44 - $33.7 $2.94K - $3.37K
10.6K $338K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-150
- 0.69%
$37.14 - $37.85 $5.57K - $5.68K
21.7K $818K
Lam Research Corp
-435
- 0.54%
N/A
80.1K $0
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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