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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$606B
$2.85 Million 0.25% of portfolio
5,861
Q2 2025 Added 2.81%
$14.1B
$2.81 Million 0.25% of portfolio
34,759
Q2 2025 Reduced 2.16%
$48.9B
$2.84 Million 0.25% of portfolio
28,789
Q2 2025 Added 12.81%
$52.6B
$2.66 Million 0.24% of portfolio
37,031
Q2 2025 Reduced 1.98%
$138B
$2.73 Million 0.24% of portfolio
112,715
Q2 2025 Reduced 8.12%
$0
$2.75 Million 0.24% of portfolio
40,890
Q2 2025 Added 3.61%
$324B
$2.57 Million 0.23% of portfolio
22,646
Q2 2025 Added 5.64%
$0
$2.64 Million 0.23% of portfolio
48,524
Q2 2025 Added 7.46%
$1.84B
$2.59 Million 0.23% of portfolio
67,365
Q2 2025 Added 3.28%
$0
$2.56 Million 0.23% of portfolio
40,503
Q2 2025 Added 13.54%
$0
$2.6 Million 0.23% of portfolio
23,949
Q2 2025 Added 2.94%
$8.3B
$2.6 Million 0.23% of portfolio
19,208
Q2 2025 Reduced 2.76%
$102B
$2.59 Million 0.23% of portfolio
14,140
Q2 2025 Reduced 3.42%
$0
$2.56 Million 0.23% of portfolio
27,835
Q2 2025 Added 5.52%
$439B
$2.54 Million 0.23% of portfolio
2,566
Q2 2025 Added 2.8%
$0
$2.48 Million 0.22% of portfolio
4,382
Q2 2025 Reduced 0.57%
$153B
$2.45 Million 0.22% of portfolio
4,827
Q2 2025 Added 1.28%
$94.5B
$2.53 Million 0.22% of portfolio
5,042
Q2 2025 Added 0.8%
$4.43B
$2.54 Million 0.22% of portfolio
58,268
Q2 2025 Added 4.08%
$34.7B
$2.47 Million 0.22% of portfolio
20,910
Q2 2025 Added 16.82%
$10.7B
$2.36 Million 0.21% of portfolio
9,772
Q2 2025 Added 1.13%
$32.1B
$2.36 Million 0.21% of portfolio
16,375
Q2 2025 Added 0.18%
$0
$2.34 Million 0.21% of portfolio
26,155
Q2 2025 Added 0.38%
$4.46B
$2.34 Million 0.21% of portfolio
31,495
Q2 2025 Reduced 10.85%
$551B
$2.39 Million 0.21% of portfolio
6,725
Q2 2025 Added 8.78%
$63.5B
$2.4 Million 0.21% of portfolio
23,832
Q2 2025 Reduced 8.13%
$19B
$2.32 Million 0.21% of portfolio
19,159
Q2 2025 Added 4.9%
$112B
$2.42 Million 0.21% of portfolio
8,336
Q2 2025 Added 7.04%
$6.76B
$2.2 Million 0.2% of portfolio
63,678
Q2 2025 Added 4.9%
$137B
$2.24 Million 0.2% of portfolio
29,154
Q2 2025 Added 0.92%
$5.2B
$2.26 Million 0.2% of portfolio
21,450
Q2 2025 Added 2.0%
$18.8B
$2.25 Million 0.2% of portfolio
50,227
Q2 2025 Added 10.03%
$64.4B
$2.31 Million 0.2% of portfolio
9,036
Q2 2025 Reduced 0.55%
$295B
$2.3 Million 0.2% of portfolio
2,867
Q2 2025 New
$0
$2.23 Million 0.2% of portfolio
160,688
Q2 2025 Reduced 17.12%
$207B
$2.21 Million 0.2% of portfolio
17,814
Q2 2025 Reduced 7.13%
$45.1B
$2.31 Million 0.2% of portfolio
17,889
Q2 2025 Reduced 2.59%
$135B
$2.27 Million 0.2% of portfolio
9,884
Q2 2025 Added 1.19%
$59.7B
$2.19 Million 0.19% of portfolio
74,635
Q2 2025 Added 0.13%
$87.3B
$2.19 Million 0.19% of portfolio
14,409
Q2 2025 Reduced 0.17%
$61.9B
$2.05 Million 0.18% of portfolio
7,657
Q2 2025 Reduced 1.61%
$40.5B
$2.01 Million 0.18% of portfolio
8,251
Q2 2025 Reduced 1.07%
$14B
$1.98 Million 0.18% of portfolio
9,574
Q2 2025 Added 2.13%
$12B
$2.01 Million 0.18% of portfolio
27,678
Q2 2025 Reduced 7.68%
$14.1B
$2.02 Million 0.18% of portfolio
4,527
Q2 2025 Added 6.07%
$0
$1.98 Million 0.18% of portfolio
21,098
Q2 2025 Added 13.16%
$6.02B
$2.08 Million 0.18% of portfolio
92,365
Q2 2025 Added 0.83%
$152B
$1.91 Million 0.17% of portfolio
8,604
Q2 2025 Added 0.76%
$306B
$1.94 Million 0.17% of portfolio
27,479
Q2 2025 Added 4.99%

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
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