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
$144B
$2.17 Million 0.17% of portfolio
4,737
Q3 2025 Reduced 1.86%
$68.4B
$2.07 Million 0.17% of portfolio
60,573
Q3 2025 Added 107.77%
$0
$2.11 Million 0.17% of portfolio
42,083
Q3 2025 Added 8.44%
$61.6B
$2.17 Million 0.17% of portfolio
76,635
Q3 2025 Added 2.68%
$72.3B
$1.94 Million 0.16% of portfolio
17,341
Q3 2025 Reduced 4.74%
$306B
$1.98 Million 0.16% of portfolio
29,809
Q3 2025 Added 8.48%
$292M
$1.94 Million 0.16% of portfolio
348,235
Q2 2025 Reduced 2.74%
$107B
$2.04 Million 0.16% of portfolio
2,690
Q3 2025 Added 5.37%
$34.9B
$1.95 Million 0.16% of portfolio
8,181
Q3 2025 Reduced 0.85%
$0
$1.84 Million 0.15% of portfolio
42,448
Q3 2025 Added 0.77%
$10.5B
$1.88 Million 0.15% of portfolio
22,994
Q3 2025 Added 4.52%
$13.7B
$1.9 Million 0.15% of portfolio
44,704
Q3 2025 Added 1.08%
$0
$1.91 Million 0.15% of portfolio
69,996
Q3 2025 Reduced 2.25%
$4.04B
$1.91 Million 0.15% of portfolio
26,410
Q3 2025 Reduced 16.15%
$130B
$1.85 Million 0.15% of portfolio
5,204
Q4 2024 Reduced 0.38%
$1.4B
$1.86 Million 0.15% of portfolio
73,890
Q3 2025 Added 1.47%
$3.76B
$1.75 Million 0.14% of portfolio
29,865
Q3 2025 Added 3.29%
$39.9B
$1.72 Million 0.14% of portfolio
16,588
Q3 2025 Added 5.56%
$0
$1.7 Million 0.14% of portfolio
28,402
Q3 2025 Added 47.53%
$104B
$1.72 Million 0.14% of portfolio
5,858
Q3 2025 Added 4.35%
$252M
$1.73 Million 0.14% of portfolio
50,958
Q3 2025 Reduced 3.07%
$2.87B
$1.7 Million 0.14% of portfolio
17,940
Q3 2025 Added 1.47%
$113B
$1.72 Million 0.14% of portfolio
18,160
Q3 2025 Added 1.48%
$53.8B
$1.6 Million 0.13% of portfolio
10,187
Q3 2025 Added 2.02%
$22.6B
$1.56 Million 0.13% of portfolio
12,722
Q3 2025 Reduced 0.2%
$15.6B
$1.56 Million 0.13% of portfolio
28,747
Q3 2025 Added 11.42%
$12.6B
$1.66 Million 0.13% of portfolio
76,062
Q3 2025 Added 4.11%
$1.14B
$1.44 Million 0.12% of portfolio
20,333
Q3 2025 Added 4.55%
$0
$1.51 Million 0.12% of portfolio
54,026
Q3 2025 Reduced 0.57%
$0
$1.51 Million 0.12% of portfolio
17,988
Q3 2025 Added 6.7%
$8.22B
$1.48 Million 0.12% of portfolio
36,385
Q3 2025 Added 27.69%
$512B
$1.5 Million 0.12% of portfolio
2,637
Q3 2025 Added 17.1%
$0
$1.51 Million 0.12% of portfolio
18,892
Q3 2025 Reduced 2.32%
$132B
$1.4 Million 0.11% of portfolio
6,661
Q3 2025 Added 18.88%
$109B
$1.41 Million 0.11% of portfolio
25,327
Q3 2025 Added 51.29%
$2.24B
$1.35 Million 0.11% of portfolio
71,449
Q3 2025 Added 2.18%
$0
$1.4 Million 0.11% of portfolio
68,375
Q3 2025 Added 7.53%
$0
$1.37 Million 0.11% of portfolio
33,775
Q3 2025 Reduced 4.18%
$0
$1.37 Million 0.11% of portfolio
9,593
Q3 2025 Reduced 0.52%
$0
$1.42 Million 0.11% of portfolio
27,778
Q3 2025 Reduced 3.47%
$28.1B
$1.36 Million 0.11% of portfolio
27,054
Q3 2025 Added 14.54%
$413B
$1.21 Million 0.1% of portfolio
23,387
Q3 2025 Added 3.79%
$15.6B
$1.29 Million 0.1% of portfolio
9,387
Q3 2025 Added 0.28%
$41.3B
$1.21 Million 0.1% of portfolio
13,397
Q1 2025 Reduced 2.55%
$32.2B
$1.23 Million 0.1% of portfolio
20,522
Q3 2025 Reduced 1.19%
$11.2B
$1.23 Million 0.1% of portfolio
5,195
Q3 2025 Reduced 0.76%
$0
$1.27 Million 0.1% of portfolio
3,348
Q2 2025 Added 90.23%
$0
$1.19 Million 0.1% of portfolio
17,546
Q3 2025 Added 3.79%
$35.1B
$1.25 Million 0.1% of portfolio
20,555
Q3 2025 Added 5.18%

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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