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
$0
$3.09 Million 0.25% of portfolio
37,383
Q3 2025 Reduced 0.83%
$95.7B
$3.08 Million 0.25% of portfolio
24,858
Q3 2025 Added 0.7%
$646B
$3.01 Million 0.24% of portfolio
5,989
Q3 2025 Added 2.18%
$153B
$3.04 Million 0.24% of portfolio
51,340
Q3 2025 Added 4.38%
$0
$2.98 Million 0.24% of portfolio
42,890
Q3 2025 Added 4.89%
$0
$2.85 Million 0.23% of portfolio
24,076
Q3 2025 Added 0.53%
$0
$2.82 Million 0.23% of portfolio
49,359
Q3 2025 Added 1.72%
$138B
$2.82 Million 0.23% of portfolio
110,765
Q3 2025 Reduced 1.73%
$0
$2.87 Million 0.23% of portfolio
42,571
Q3 2025 Added 5.11%
$12.9B
$2.81 Million 0.23% of portfolio
9,754
Q3 2025 Reduced 0.18%
$42.7B
$2.68 Million 0.22% of portfolio
29,897
Q3 2025 Added 3.85%
$65.6B
$2.71 Million 0.22% of portfolio
9,031
Q3 2025 Reduced 0.06%
$43.3B
$2.7 Million 0.22% of portfolio
21,005
Q3 2025 Added 0.45%
$557B
$2.78 Million 0.22% of portfolio
8,143
Q3 2025 Added 21.09%
$0
$2.65 Million 0.21% of portfolio
27,851
Q3 2025 Added 32.01%
$18B
$2.67 Million 0.21% of portfolio
19,253
Q3 2025 Added 0.49%
$0
$2.61 Million 0.21% of portfolio
4,382
Q2 2025 Reduced 0.57%
$14.7B
$2.58 Million 0.21% of portfolio
33,142
Q3 2025 Reduced 4.65%
$115B
$2.65 Million 0.21% of portfolio
9,381
Q3 2025 Added 12.54%
$7.15B
$2.5 Million 0.2% of portfolio
61,959
Q3 2025 Reduced 2.7%
$5.79B
$2.44 Million 0.2% of portfolio
93,265
Q3 2025 Added 0.97%
$1.5B
$2.48 Million 0.2% of portfolio
71,790
Q3 2025 Added 6.57%
$3.96B
$2.53 Million 0.2% of portfolio
58,694
Q3 2025 Added 0.73%
$403B
$2.45 Million 0.2% of portfolio
2,651
Q3 2025 Added 3.31%
$7.56B
$2.44 Million 0.2% of portfolio
19,968
Q3 2025 Added 3.96%
$0
$2.5 Million 0.2% of portfolio
39,808
Q3 2025 Added 1.83%
$45.5B
$2.47 Million 0.2% of portfolio
36,583
Q3 2025 Reduced 1.21%
$18.1B
$2.33 Million 0.19% of portfolio
54,274
Q3 2025 Added 8.06%
$0
$2.42 Million 0.19% of portfolio
25,955
Q3 2025 Reduced 0.76%
$81.7B
$2.4 Million 0.19% of portfolio
14,257
Q3 2025 Added 0.83%
$0
$2.38 Million 0.19% of portfolio
44,926
Q3 2025 Added 24.39%
$83.7B
$2.31 Million 0.19% of portfolio
17,700
Q3 2025 Reduced 0.81%
$88B
$2.4 Million 0.19% of portfolio
5,042
Q2 2025 Added 0.8%
$135B
$2.36 Million 0.19% of portfolio
9,970
Q3 2025 Added 0.87%
$39.1B
$2.24 Million 0.18% of portfolio
23,183
Q3 2025 Reduced 41.72%
$40.4B
$2.23 Million 0.18% of portfolio
17,960
Q3 2025 Added 0.4%
$52.4B
$2.21 Million 0.18% of portfolio
23,205
Q3 2025 Reduced 2.63%
$4.78B
$2.23 Million 0.18% of portfolio
21,510
Q3 2025 Added 0.28%
$13.6B
$2.28 Million 0.18% of portfolio
9,649
Q3 2025 Added 0.78%
$92B
$2.21 Million 0.18% of portfolio
14,228
Q3 2025 Reduced 1.26%
$1.44T
$2.08 Million 0.17% of portfolio
4,688
Q3 2025 Added 2.05%
$63B
$2.14 Million 0.17% of portfolio
7,651
Q3 2025 Reduced 0.08%
$205B
$2.08 Million 0.17% of portfolio
18,209
Q3 2025 Added 2.22%
$14.1B
$2.12 Million 0.17% of portfolio
17,945
Q3 2025 Added 0.73%
$55.3B
$2.16 Million 0.17% of portfolio
7,078
Q3 2025 Added 0.74%
$148B
$2.16 Million 0.17% of portfolio
8,609
Q3 2025 Added 0.06%
$0
$2.12 Million 0.17% of portfolio
148,513
Q3 2025 Reduced 7.58%
$1B
$2.09 Million 0.17% of portfolio
102,175
Q3 2025 Reduced 0.86%
$0
$2.07 Million 0.17% of portfolio
44,696
Q3 2025 Added 5.13%

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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