Naples Global Advisors, LLC Portfolio Holdings
Naples Global Advisors, LLC
- $1.13 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 418
- Current Value $1.13 Billion
- Prior Value $1.02 Billion
- Filing
- Period Q2 2025
- Filing Date July 18, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 22 stocks
- Additional Purchases 188 stocks
- Sold out of 0 stocks
- Reduced holdings in 143 stocks