Naples Global Advisors, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 418 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.2M, Microsoft Corp with a value of $36M, Broadcom Inc. with a value of $33.3M, Ishares Core S&P 500 ETF with a value of $25.9M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $23.2M.
Examining the 13F form we can see an increase of $105M in the current position value, from $1.02B to 1.13B.
Naples Global Advisors, LLC is based out at Naples, FL
Below you can find more details about Naples Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
ETFs: $324 Million
Technology: $286 Million
Financial Services: $112 Million
Industrials: $93 Million
Healthcare: $83.4 Million
Consumer Cyclical: $53.8 Million
Consumer Defensive: $53 Million
Energy: $28.6 Million
Other: $93.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
