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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$6.99 Million 0.56% of portfolio
105,912
Q3 2025 Added 1.97%
$262B
$6.87 Million 0.55% of portfolio
41,056
Q3 2025 Reduced 0.65%
$69.5B
$6.84 Million 0.55% of portfolio
420,164
Q3 2025 Added 6.61%
$19.5B
$6.86 Million 0.55% of portfolio
37,210
Q3 2025 Reduced 0.27%
$172B
$6.77 Million 0.54% of portfolio
70,956
Q3 2025 Added 0.38%
$243B
$6.74 Million 0.54% of portfolio
40,291
Q3 2025 Reduced 2.66%
$0
$6.64 Million 0.53% of portfolio
66,242
Q3 2025 Added 5.64%
$11.9B
$6.46 Million 0.52% of portfolio
15,977
Q3 2025 Added 0.66%
$0
$6.45 Million 0.52% of portfolio
9,677
Q3 2025 Reduced 1.85%
$1.72T
$6.36 Million 0.51% of portfolio
26,105
Q3 2025 Added 14.11%
$203B
$6.26 Million 0.5% of portfolio
37,624
Q3 2025 Reduced 0.33%
$75B
$6.19 Million 0.5% of portfolio
77,487
Q3 2025 Reduced 1.65%
$0
$6.1 Million 0.49% of portfolio
18,582
Q3 2025 Reduced 0.06%
$0
$6 Million 0.48% of portfolio
110,840
Q3 2025 Added 8.89%
$0
$5.96 Million 0.48% of portfolio
55,967
Q3 2025 Added 8.39%
$44.2B
$5.96 Million 0.48% of portfolio
88,174
Q3 2025 Reduced 0.42%
$121B
$5.59 Million 0.45% of portfolio
58,734
Q3 2025 Added 0.7%
$177B
$5.29 Million 0.43% of portfolio
27,203
Q3 2025 Added 0.37%
$0
$5.41 Million 0.43% of portfolio
69,262
Q3 2025 Added 18.82%
$0
$5.19 Million 0.42% of portfolio
95,780
Q3 2025 Added 1.75%
$275B
$5.28 Million 0.42% of portfolio
51,267
Q3 2025 Added 1.64%
$276B
$4.92 Million 0.4% of portfolio
17,432
Q3 2025 Added 1.99%
$82.5B
$4.79 Million 0.39% of portfolio
36,536
Q3 2025 Reduced 1.26%
$309B
$4.8 Million 0.39% of portfolio
30,916
Q3 2025 Added 3.86%
$305B
$4.72 Million 0.38% of portfolio
9,902
Q3 2025 Reduced 3.77%
$34.5B
$4.7 Million 0.38% of portfolio
73,200
Q3 2025 Reduced 2.02%
$92.8B
$4.44 Million 0.36% of portfolio
52,512
Q3 2025 Reduced 0.86%
$319B
$4.43 Million 0.36% of portfolio
12,840
Q3 2025 Reduced 23.71%
$9.5B
$4.36 Million 0.35% of portfolio
52,289
Q3 2025 Added 88.92%
$260B
$4.33 Million 0.35% of portfolio
18,261
Q3 2025 Added 25.93%
$421B
$4.2 Million 0.34% of portfolio
4,334
Q3 2025 Added 51.17%
$451B
$4.1 Million 0.33% of portfolio
22,935
Q3 2025 Added 1.28%
$255B
$4.07 Million 0.33% of portfolio
53,033
Q3 2025 Reduced 0.48%
$0
$4.14 Million 0.33% of portfolio
160,901
Q3 2025 Added 1.42%
$8.37B
$3.99 Million 0.32% of portfolio
39,462
Q3 2025 Added 1.43%
$216B
$3.98 Million 0.32% of portfolio
29,735
Q3 2025 Added 5.13%
$0
$3.97 Million 0.32% of portfolio
150,744
Q3 2025 Added 1.32%
$0
$3.87 Million 0.31% of portfolio
49,058
Q3 2025 Added 2.73%
$98B
$3.68 Million 0.3% of portfolio
81,643
Q3 2025 Added 2.68%
$52.8B
$3.75 Million 0.3% of portfolio
15,888
Q3 2025 Reduced 2.97%
$201B
$3.78 Million 0.3% of portfolio
26,943
Q3 2025 Added 2.56%
$75.7B
$3.65 Million 0.29% of portfolio
102,652
Q3 2025 Added 0.18%
$53.8B
$3.51 Million 0.28% of portfolio
12,861
Q3 2025 Added 1.44%
$70.3B
$3.52 Million 0.28% of portfolio
42,107
Q3 2025 Reduced 10.73%
$266B
$3.37 Million 0.27% of portfolio
26,300
Q3 2025 Reduced 1.99%
$0
$3.36 Million 0.27% of portfolio
5,597
Q3 2025 Added 3.25%
$69.4B
$3.2 Million 0.26% of portfolio
66,127
Q3 2025 Added 1.22%
$82B
$3.29 Million 0.26% of portfolio
14,900
Q3 2025 Added 1.73%
$0
$3.18 Million 0.26% of portfolio
29,740
Q3 2025 Added 6.75%

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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