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
$7.41B
$1.13 Million 0.1% of portfolio
21,735
Q2 2025 Added 3.33%
$0
$1.09 Million 0.1% of portfolio
5,035
Q2 2025 Added 1.31%
$0
$1.18 Million 0.1% of portfolio
3,348
Q2 2025 Added 90.23%
$115B
$1.16 Million 0.1% of portfolio
16,741
Q2 2025 Added 42.31%
$35.5B
$1.13 Million 0.1% of portfolio
19,543
Q2 2025 Added 0.37%
$8.84B
$1.18 Million 0.1% of portfolio
18,785
Q2 2025 Reduced 45.23%
$31.8B
$1.1 Million 0.1% of portfolio
20,770
Q2 2025 Added 5.8%
$0
$1.09 Million 0.1% of portfolio
26,310
Q2 2025 Reduced 0.08%
$0
$1.1 Million 0.1% of portfolio
39,240
Q2 2025 Reduced 0.03%
$0
$1.08 Million 0.1% of portfolio
16,905
Q2 2025 Reduced 0.41%
$449M
$1.14 Million 0.1% of portfolio
37,944
Q2 2025 Reduced 1.17%
$26.4B
$1.12 Million 0.1% of portfolio
19,989
Q2 2025 Reduced 0.99%
$0
$1.15 Million 0.1% of portfolio
19,252
Q2 2025 Added 19.86%
$53.3B
$1.02 Million 0.09% of portfolio
56,100
Q2 2025 Added 71.04%
$7.35B
$984,000 0.09% of portfolio
27,044
Q2 2025 Added 1.53%
$9.33B
$1.06 Million 0.09% of portfolio
3,310
Q1 2024 Reduced 1.19%
$10.1B
$961,000 0.09% of portfolio
7,920
Q2 2025 Reduced 1.25%
$22.1B
$1.02 Million 0.09% of portfolio
10,578
Q2 2025 Reduced 0.09%
$367B
$1.03 Million 0.09% of portfolio
7,575
Q2 2025 Added 15.24%
$27.2B
$1.06 Million 0.09% of portfolio
13,286
Q2 2025 Reduced 3.98%
$10.5B
$982,000 0.09% of portfolio
10,983
Q2 2025 Reduced 3.51%
$10.3B
$977,000 0.09% of portfolio
14,430
Q2 2025 Added 28.94%
$0
$1.07 Million 0.09% of portfolio
10,165
Q4 2024 Reduced 0.49%
$15.9B
$1 Million 0.09% of portfolio
11,146
Q2 2025 Reduced 1.59%
$539B
$859,000 0.08% of portfolio
642
Q2 2025 Reduced 1.53%
$0
$881,000 0.08% of portfolio
13,152
Q2 2024 Added 0.27%
$181B
$904,000 0.08% of portfolio
1,715
Q2 2025 Added 24.82%
$49.5B
$886,000 0.08% of portfolio
3,020
Q2 2025 Added 21.38%
$2.72B
$946,000 0.08% of portfolio
24,933
Q2 2025 Added 3.25%
$59.3B
$864,000 0.08% of portfolio
3,804
Q2 2025 Reduced 0.39%
$307M
$909,000 0.08% of portfolio
52,716
Q2 2025 Reduced 2.27%
$11.8B
$912,000 0.08% of portfolio
9,296
Q2 2025 Added 2.59%
$0
$945,000 0.08% of portfolio
3,989
Q2 2025 Reduced 3.04%
$47.6B
$780,000 0.07% of portfolio
8,730
Q2 2025 Added 4.8%
$143B
$767,000 0.07% of portfolio
1,939
Q2 2025 Added 25.66%
$0
$801,000 0.07% of portfolio
4,247
Q4 2024 New
$101B
$793,000 0.07% of portfolio
2,880
Q2 2025 Added 5.3%
$22.9B
$747,000 0.07% of portfolio
24,570
Q2 2025 Reduced 2.83%
$0
$786,000 0.07% of portfolio
4,825
Q2 2025 Reduced 3.98%
$0
$823,000 0.07% of portfolio
36,450
Q2 2025 Reduced 8.88%
$0
$745,000 0.07% of portfolio
68,306
Q2 2025 Reduced 3.65%
$59.9B
$832,000 0.07% of portfolio
1,005
Q4 2024 Added 0.5%
$153B
$771,000 0.07% of portfolio
6,250
Q2 2025 Added 3.31%
$0
$818,000 0.07% of portfolio
21,817
Q2 2025 Reduced 5.62%
$0
$739,000 0.07% of portfolio
2,780
Q2 2025 Reduced 0.71%
$0
$822,000 0.07% of portfolio
15,460
Q2 2025 Added 0.98%
$145B
$821,000 0.07% of portfolio
2,301
Q2 2025 Reduced 1.5%
$95.1B
$819,000 0.07% of portfolio
18,091
Q2 2025 Reduced 6.44%
$27.5B
$822,000 0.07% of portfolio
19,590
Q2 2025 Added 91.68%

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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