Institutions / Naples Global Advisors, LLC

Naples Global Advisors, LLC

CIK 1582151 · Institution · as of Dec 31, 2025
Portfolio value
$1.34B
Positions
437
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 437 →
CompanyClassValueShares% of portfolio
Apple Inc.$50.32M185,1003.8%
Broadcom Inc.$38.95M112,5342.9%
Microsoft Corp$36.01M74,4492.7%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$30.29M99,4202.3%
iShares Tr$28.37M41,4252.1%
Vanguard Index Fds$25.18M40,1521.9%
Schwab Strategic Tr$24.98M1,039,1491.9%
JPMorgan Chase & Co$21.99M68,2381.6%
Vanguard Index Fds$18.93M60,1331.4%
Corning Inc /Ny$18.71M213,6271.4%
Schwab Strategic Tr$15.20M464,0561.1%
Alphabet Inc.$14.73M47,0751.1%
ELI LILLY & Co$13.52M12,5801.0%
Lam Research Corp$12.96M75,5811.0%
NVIDIA Corp$12.72M68,2041.0%
Exxon Mobil Corp$12.55M104,2990.9%
iShares Tr$12.03M182,2840.9%
iShares Tr$11.76M55,8960.9%
Amgen Inc$11.52M35,1890.9%
Merck & Co., Inc.$11.45M107,9750.9%
Home Depot, Inc.$11.44M33,2380.9%
AbbVie Inc.$10.91M47,7560.8%
Analog Devices Inc$10.81M39,8510.8%
iShares MSCI UAE ETF$10.74M175,0870.8%
Cisco Systems, Inc.$10.65M138,2070.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.