Naples Global Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Naples Global Advisors, LLC reported 436 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 3.7% of the portfolio, followed by Broadcom (AVGO, 3.1%) and Microsoft (MSFT, 3.0%). Compared with Q2 2025, it opened 28 new positions, sold out of 10, added to 212 and reduced 123. The biggest buy was Alphabet Class A (GOOGL, shares +7%) and the biggest sale Crown Castle (CCI, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- NAPLES, FL
- CIK
- 0001582151
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001582151-25-000008 ↗ filed Oct 30, 2025
Holdings Value
Holdings 436 stocks · $1.3B
| AAPL Apple Inc. | 3.72% | 187,700 | $47.8M | Reduce -1.7% |
| AVGO Broadcom Inc. | 3.08% | 119,760 | $39.5M | Reduce -0.8% |
| MSFT Microsoft Corp. | 3.00% | 74,321 | $38.5M | Add +2.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.21% | 101,368 | $28.4M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 2.15% | 41,326 | $27.7M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 1.95% | 40,727 | $25.0M | Add +0.5% |
| SCHF Schwab Intl Equity ETF | 1.81% | 997,351 | $23.2M | Add +4.1% |
| JPM JPMorgan Chase & Co. | 1.69% | 68,920 | $21.7M | Add +2.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.46% | 60,693 | $18.7M | Reduce -0.6% |
| GLW Corning Inc. | 1.45% | 227,520 | $18.7M | Reduce -2.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.18% | 453,130 | $15.1M | Add +3.5% |
| ORCL Oracle Corp. | 1.15% | 52,591 | $14.8M | Reduce -2.6% |
| HD Home Depot Inc. | 1.05% | 33,212 | $13.5M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 182,173 | $11.9M | Add +1.3% |
| NVDA Nvidia Corp. | 0.91% | 62,736 | $11.7M | Add +7.4% |
| XOM Exxon Mobil Corp. | 0.91% | 103,424 | $11.7M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.89% | 46,751 | $11.4M | Add +7.0% |
| ABBV Abbvie Inc. | 0.87% | 48,337 | $11.2M | Add +2.3% |
| IWD iShares Russell 1000 Value E | 0.85% | 53,456 | $10.9M | Add +4.5% |
| LRCX Lam Research Corp. | 0.84% | 80,144 | $10.8M | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 0.82% | 14,089 | $10.5M | Reduce -0.2% |
| LDOS Leidos Holdings Inc. | 0.81% | 55,239 | $10.4M | Add +0.3% |
| IGF iShares Global Infrastructur | 0.80% | 167,682 | $10.2M | Add +4.5% |
| AMGN Amgen Inc. | 0.78% | 35,316 | $10.0M | Add +0.4% |
| ADI Analog Devices Inc. | 0.77% | 40,176 | $9.9M | Add +0.0% |
| PFFD Global X US Preferred ETF | 0.77% | 507,722 | $9.9M | Add +10.8% |
| LLY Eli Lilly & Co. | 0.77% | 12,917 | $9.9M | Add +3.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.76% | 123,785 | $9.7M | Add +4.6% |
| CSCO Cisco Systems Inc. | 0.75% | 141,209 | $9.7M | Reduce -1.1% |
| BLK BlackRock Inc. | 0.75% | 8,216 | $9.6M | Add +0.4% |
| PKG Packaging Corp. of America | 0.73% | 42,833 | $9.4M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.72% | 49,827 | $9.2M | Add +2.9% |
| MRK Merck & Co. Inc. | 0.71% | 107,918 | $9.1M | Add +0.9% |
| ITOT iShares Core S&P Total U.S. | 0.70% | 61,339 | $8.9M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.69% | 12,127 | $8.9M | Add +5.5% |
| SAP Sap SE-Sponsored ADR | 0.65% | 31,268 | $8.4M | Add +0.0% |
| ACN Accenture PLC Class A | 0.63% | 32,744 | $8.1M | Add +11.5% |
| IJR iShares Core S&P Small-Cap E | 0.63% | 67,655 | $8.0M | Add +3.9% |
| REET iShares Global REIT ETF | 0.62% | 310,342 | $7.9M | Add +8.0% |
| PAYX Paychex Inc. | 0.61% | 61,920 | $7.8M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.59% | 34,702 | $7.6M | Add +9.8% |
| NEE Nextera Energy Inc. | 0.59% | 100,830 | $7.6M | Add +2.5% |
| AXP American Express Co. | 0.59% | 22,868 | $7.6M | Reduce -1.7% |
| KLAC KLA Corp. | 0.59% | 7,028 | $7.6M | Reduce -1.0% |
| AMAT Applied Materials Inc. | 0.58% | 36,668 | $7.5M | Reduce -0.5% |
| BX Blackstone Inc. | 0.58% | 43,820 | $7.5M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 0.57% | 47,347 | $7.3M | Add +2.8% |
| LMT Lockheed Martin Corp. | 0.56% | 14,515 | $7.2M | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 0.56% | 120,709 | $7.2M | Add +6.6% |
| AMD Advanced Micro Devices | 0.56% | 44,456 | $7.2M | Add +1.1% |
| DLR Digital Realty Trust Inc. | 0.55% | 41,186 | $7.1M | Add +0.3% |
| SO The Southern Co. | 0.55% | 74,639 | $7.1M | Reduce -0.6% |
| RIO Rio Tinto PLC-Spon ADR | 0.54% | 105,912 | $7.0M | Add +2.0% |
| RTX RTX Corp. | 0.54% | 41,056 | $6.9M | Reduce -0.7% |
| BWXT BWX Technologies Inc. | 0.53% | 37,210 | $6.9M | Reduce -0.3% |
| INFY Infosys Ltd.-SP ADR | 0.53% | 420,164 | $6.8M | Add +6.6% |
| SCHW Schwab (charles) Corp. | 0.53% | 70,956 | $6.8M | Add +0.4% |
| MU Micron Technology Inc. | 0.53% | 40,291 | $6.7M | Reduce -2.7% |
| AGG iShares Core U.S. Aggregate | 0.52% | 66,242 | $6.6M | Add +5.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 9,677 | $6.5M | Reduce -1.9% |
| WSO Watsco Inc. | 0.50% | 15,977 | $6.5M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.50% | 26,105 | $6.4M | Add +14.1% |
| QCOM Qualcomm Inc. | 0.49% | 37,624 | $6.3M | Reduce -0.3% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.49% | 77,487 | $6.2M | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 18,582 | $6.1M | Reduce -0.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.47% | 110,840 | $6.0M | Add +8.9% |
| CTVA Corteva Inc. | 0.46% | 88,174 | $6.0M | Reduce -0.4% |
| MUB iShares National Muni Bond E | 0.46% | 55,967 | $6.0M | Add +8.4% |
| MDT Medtronic PLC | 0.44% | 58,734 | $5.6M | Add +0.7% |
| MCD McDonald's Corp. | 0.44% | 18,437 | $5.6M | Reduce -0.1% |
| BIV Vanguard Intermediate-Term B | 0.42% | 69,262 | $5.4M | Add +18.8% |
| WMT Walmart Inc. | 0.41% | 51,267 | $5.3M | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 95,780 | $5.2M | Add +1.8% |
| TXN Texas Instruments Inc. | 0.39% | 27,203 | $5.0M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 17,432 | $4.9M | Add +2.0% |
| CVX Chevron Corp. | 0.37% | 30,916 | $4.8M | Add +3.9% |
| EMR Emerson Electric Co. | 0.37% | 36,536 | $4.8M | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.37% | 9,902 | $4.7M | Reduce -3.8% |
| MCHP Microchip Technology Inc. | 0.37% | 73,200 | $4.7M | Reduce -2.0% |
| LIN Linde PLC | 0.35% | 9,361 | $4.4M | Reduce -0.1% |
| SBUX Starbucks Corp. | 0.35% | 52,512 | $4.4M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.35% | 12,840 | $4.4M | Reduce -23.7% |
| ARE Alexandria Real Estate Equit | 0.34% | 52,289 | $4.4M | Add +88.9% |
| CRM Salesforce Inc. | 0.34% | 18,261 | $4.3M | Add +25.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.33% | 4,334 | $4.2M | Add +51.2% |
| SCHB Schwab US Broad Market ETF | 0.32% | 160,901 | $4.1M | Add +1.4% |
| BABA Alibaba Group Holding-SP ADR | 0.32% | 22,935 | $4.1M | Add +1.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.32% | 53,033 | $4.1M | Reduce -0.5% |
| JXN Jackson Financial Inc. Class A | 0.31% | 39,462 | $4.0M | Add +1.4% |
| ABT Abbott Laboratories | 0.31% | 29,735 | $4.0M | Add +5.1% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 150,744 | $4.0M | Add +1.3% |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 49,058 | $3.9M | Add +2.7% |
| PEP Pepsico Inc. | 0.29% | 26,943 | $3.8M | Add +2.6% |
| TEL Te Connectivity PLC | 0.29% | 17,189 | $3.8M | Reduce -0.8% |
| STX Seagate Technology Holdings | 0.29% | 15,888 | $3.8M | Reduce -3.0% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 81,643 | $3.7M | Add +2.7% |
| CSX CSX Corp. | 0.28% | 102,652 | $3.6M | Add +0.2% |
| UPS United Parcel Service Class B | 0.27% | 42,107 | $3.5M | Reduce -10.7% |
| APD Air Products & Chemicals Inc. | 0.27% | 12,861 | $3.5M | Add +1.4% |
| NVS Novartis AG-Sponsored ADR | 0.26% | 26,300 | $3.4M | Reduce -2.0% |
Portfolio Sells Q2 2025 → Q3 2025
| CCI Crown Castle Inc. | Reduce -41.7% | 0.17% | −0.18 |
| UPS United Parcel Service Class B | Reduce -10.7% | 0.27% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -23.7% | 0.35% | −0.11 |
| CTVA Corteva Inc. | Reduce -0.4% | 0.46% | −0.10 |
| CSCO Cisco Systems Inc. | Reduce -1.1% | 0.75% | −0.10 |
| MCHP Microchip Technology Inc. | Reduce -2.0% | 0.37% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 2.15% | −0.07 |
| SBUX Starbucks Corp. | Reduce -0.9% | 0.35% | −0.07 |
| DLB Dolby Laboratories Inc. Class A | Reduce -16.1% | 0.15% | −0.05 |
| EMR Emerson Electric Co. | Reduce -1.3% | 0.37% | −0.05 |
| CAG Conagra Brands Inc. | Reduce -24.1% | 0.08% | −0.05 |
| AXP American Express Co. | Reduce -1.7% | 0.59% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.6% | 1.46% | −0.04 |
| DE Deere & Co. | Reduce -1.9% | 0.17% | −0.04 |
| SO The Southern Co. | Reduce -0.6% | 0.55% | −0.04 |
| UNM Unum Group | Reduce -4.7% | 0.20% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -52.8% | 0.05% | −0.04 |
| KR Kroger Co. | Reduce -1.2% | 0.19% | −0.04 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -2.6% | 0.17% | −0.03 |
| RY Royal Bank of Canada | Reduce -32.1% | 0.07% | −0.03 |
| LIN Linde PLC | Reduce -0.1% | 0.35% | −0.03 |
| DOW Dow Inc. | Sold out | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 0.49% | −0.03 |
| CLX Clorox Company | Reduce -21.1% | 0.08% | −0.03 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.44% | −0.03 |
| ETV Eaton Vance T/M Buy-Writ Opp | Reduce -7.6% | 0.16% | −0.03 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.02 |
| XRT SS SPDR S&P Retail ETF | Sold out | 0.00% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.8% | 0.70% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 0.50% | −0.02 |
| BR Broadridge Financial Solutio | Reduce -0.8% | 0.15% | −0.02 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -7.2% | 0.11% | −0.02 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -17.8% | 0.04% | −0.02 |
| MIDD Middleby Corp. | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Reduce -8.9% | 0.03% | −0.02 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.02 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -25.0% | 0.02% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.0% | 0.26% | −0.02 |
| MMM 3M Co. | Reduce -1.3% | 0.17% | −0.02 |
| ULST SS Ultra Short TM Bond ETF | Reduce -4.2% | 0.11% | −0.02 |
| ARES Ares Management Corp. Class A | Reduce -22.2% | 0.03% | −0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -3.5% | 0.11% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.2% | 0.20% | −0.02 |
| CHD Church & Dwight Co. Inc. | Reduce -0.1% | 0.07% | −0.02 |
| PFE Pfizer Inc. | Reduce -1.7% | 0.22% | −0.02 |
| NFLX Netflix Inc. | Reduce -1.4% | 0.06% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +7.0% | 0.89% | +0.22 |
| ARE Alexandria Real Estate Equit | Add +88.9% | 0.34% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +14.1% | 0.50% | +0.15 |
| ASML ASML Holding NV-NY Reg SHS | Add +51.2% | 0.33% | +0.13 |
| NVDA Nvidia Corp. | Add +7.4% | 0.91% | +0.12 |
| ABBV Abbvie Inc. | Add +2.3% | 0.87% | +0.12 |
| MINT PIMCO Enhanced Short Maturit | New | 0.10% | +0.10 |
| BABA Alibaba Group Holding-SP ADR | Add +1.3% | 0.32% | +0.09 |
| JNJ Johnson & Johnson | Add +2.9% | 0.72% | +0.08 |
| LDOS Leidos Holdings Inc. | Add +0.3% | 0.81% | +0.06 |
| IYT iShares US Transportation Et | Add +366.0% | 0.08% | +0.06 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +176.1% | 0.09% | +0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.5% | 1.18% | +0.04 |
| VNOM Viper Energy Inc. Class A | New | 0.04% | +0.04 |
| VYM Vanguard High DVD Yield ETF | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +2.0% | 0.16% | +0.04 |
| MBB iShares MBS ETF | Add +32.0% | 0.21% | +0.04 |
| XLI SS Industrial Select Sector | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | Add +100.8% | 0.06% | +0.03 |
| FTSM First Trust Enh Short Mat FD | Add +47.5% | 0.13% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +18.8% | 0.42% | +0.03 |
| DABS Doubleline Asset-Backed ETF | New | 0.03% | +0.03 |
| XLK SS Technology Select Sector | Add +165.4% | 0.05% | +0.03 |
| XLF SS Financial Select Sector | New | 0.03% | +0.03 |
| GLPI Gaming and Leisure Propertie | New | 0.03% | +0.03 |
| ORLY O'reilly Automotive Inc. | Add +64.3% | 0.06% | +0.03 |
| PFFD Global X US Preferred ETF | Add +10.8% | 0.77% | +0.03 |
| PPA Invesco Aerospace & Defense | New | 0.03% | +0.03 |
| FDRR Fidelity Div ETF Rise Rates | New | 0.03% | +0.03 |
| NOW ServiceNow Inc. | New | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +148.2% | 0.05% | +0.03 |
| OTEX Open Text Corp. | Add +23.2% | 0.08% | +0.02 |
| AMD Advanced Micro Devices | Add +1.1% | 0.56% | +0.02 |
| RIO Rio Tinto PLC-Spon ADR | Add +2.0% | 0.54% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 1.69% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.02% | +0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +24.4% | 0.19% | +0.02 |
| ELV Elevance Health Inc. | Add +128.6% | 0.05% | +0.02 |
| TJX TJX Companies Inc. | Add +24.2% | 0.09% | +0.02 |
| IYW iShares Ustechnology ETF | Add +39.9% | 0.07% | +0.02 |
| CNQ Canadian Natural Resources | New | 0.02% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.02% | +0.02 |
| NVT Nvent Electric PLC | New | 0.02% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| SIMO Silicon Motion Technol-ADR | Add +1.5% | 0.13% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| QQA Invesco QQQ Income Adv ETF | Add +29.9% | 0.09% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.02% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +45.8% | 0.05% | +0.02 |
| D Dominion Energy Inc. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 466 | $1.6B | AAPL, GLW, TSM, AVGO, MU |
| Q1 2026 | 441 | $1.4B | AAPL, AVGO, TSM, IVV, MSFT |
| Q4 2025 | 437 | $1.3B | AAPL, AVGO, MSFT, TSM, IVV |
| Q3 2025 | 436 | $1.3B | AAPL, AVGO, MSFT, TSM, IVV |
| Q2 2025 | 418 | $1.2B | AAPL, MSFT, AVGO, IVV, TSM |
| Q1 2025 | 398 | $1.1B | AAPL, MSFT, IVV, AVGO, VOO |
| Q4 2024 | 403 | $1.1B | AAPL, AVGO, MSFT, IVV, VOO |
| Q3 2024 | 400 | $1.1B | AAPL, MSFT, AVGO, IVV, VOO |
| Q2 2024 | 393 | $996.6M | AAPL, MSFT, AVGO, IVV, TSM |
| Q1 2024 | 407 | $976.9M | AAPL, MSFT, AVGO, IVV, VOO |