Naples Global Advisors, LLC Portfolio Holdings

Naples Global Advisors, LLC

  • $1.24 Billion
  • Q3 2025

Naples Global Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 436 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.8M, Broadcom Inc. with a value of $39.5M, Microsoft Corp with a value of $38.5M, Taiwan Semiconductor Manufacturing CO LTD with a value of $28.3M, and Ishares Core S&P 500 ETF with a value of $27.7M.

Examining the 13F form we can see an increase of $116M in the current position value, from $1.13B to 1.24B.

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 $1.24 Billion
ETFs: $360 Million
Technology: $329 Million
Financial Services: $120 Million
Industrials: $96.5 Million
Healthcare: $90.6 Million
Consumer Cyclical: $60.6 Million
Consumer Defensive: $52.6 Million
Communication Services: $32 Million
Other: $101 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.12 Million 0.17% of portfolio
148,513
Q3 2025 Reduced 7.58%
$0
$1.4 Million 0.11% of portfolio
68,375
Q3 2025 Added 7.53%
$0
$778,000 0.06% of portfolio
68,306
Q2 2025 Reduced 3.65%
$0
$460,000 0.04% of portfolio
10,066
Q2 2025 New
$0
$377,000 0.03% of portfolio
42,000
Q4 2024 Reduced 0.71%

Summary

  • Portfolio
  • No. of Stocks 436
  • Current Value $1.24 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 123 stocks
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