Naples Global Advisors, LLC

13F filer · CIK 0001582151

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$1.62BU.S. long equity reported on 13F

Positions32021 new · 5 closed

Net flow last quarter+$6.57MBuys minus sells

Top 10 positions weight21.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026320 positions
AAPLApple Inc.	$53.6M	3.30%	0.00%	+0.7%	Q4 2013
GLWCorning Inc	$49.7M	3.06%	0.02%	-5.7%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$44.7M	2.76%	0.00%	-3.0%	Q4 2013
AVGOBroadcom Inc.	$41.3M	2.55%	0.00%	-2.7%	Q1 2016
MUMicron Technology Inc	$34.9M	2.16%	0.00%	-11.2%	Q3 2021
MSFTMicrosoft Corp	$30.1M	1.86%	0.00%	+6.3%	Q4 2013
LRCXLam Research Corp	$29.2M	1.80%	0.01%	-5.9%	Q3 2018
AMATApplied Materials Inc	$24.5M	1.51%	0.00%	-4.2%	Q1 2018
AMDAdvanced Micro Devices Inc	$23.5M	1.45%	0.00%	-7.9%	Q1 2022
KLACKla Corp	$19.9M	1.23%	0.01%	-2.7%	Q4 2020
GOOGLAlphabet Inc.	$17.9M	1.10%	0.00%	+1.9%	Q1 2016
NVDANvidia Corp	$16.2M	1.00%	0.00%	+4.8%	Q4 2018
JPMJPMorgan Chase & Co	$16.1M	0.99%	0.00%	+1.5%	Q1 2014
CSCOCisco Systems, Inc.	$15.8M	0.97%	0.00%	-2.2%	Q4 2013
ADIAnalog Devices Inc	$15.6M	0.96%	0.01%	-1.0%	Q4 2013
LLYELI LILLY & Co	$15.3M	0.95%	0.00%	+1.9%	Q4 2013
XOMExxonMobil Holdings Corp	$14.3M	0.88%	0.00%	+0.6%	Q4 2013
MRKMerck & Co., Inc.	$13.8M	0.85%	0.00%	-0.3%	Q4 2013
HDHome Depot, Inc.	$13.3M	0.82%	0.00%	+6.7%	Q4 2013
JNJJohnson & Johnson	$13.3M	0.82%	0.00%	+0.6%	Q4 2013
AMGNAmgen Inc	$12.7M	0.79%	0.01%	+0.1%	Q4 2013
ABBVAbbVie Inc.	$12.1M	0.75%	0.00%	+0.9%	Q4 2013
STXSeagate Technology Holdings plc	$10.2M	0.63%	0.00%	-2.4%	Q1 2014
PKGPackaging Corp of America	$10.2M	0.63%	0.05%	+0.7%	Q4 2013
RIORio Tinto PLC	$10.1M	0.62%	0.01%	-0.7%	Q1 2017
CATCaterpillar Inc	$9.52M	0.59%	0.00%	-2.6%	Q4 2013
NEENextera Energy Inc	$9.51M	0.59%	0.01%	+4.1%	Q4 2013
TXNTexas Instruments Inc	$9.39M	0.58%	0.00%	-0.5%	Q2 2017
GOOGAlphabet Inc.	$9.33M	0.58%	Not reported	+2.8%	Q1 2016
SPYSPDR S&P 500 ETF Trust	$9.31M	0.57%	Not reported	+4.4%	Q4 2013
AXPAmerican Express Co	$8.71M	0.54%	0.00%	+0.6%	Q4 2013
CMCanadian Imperial Bank of Commerce	$8.56M	0.53%	0.01%	-1.5%	Q4 2013
BLKBlackRock, Inc.	$8.55M	0.53%	0.01%	+1.8%	Q4 2013
AMZNAmazon Com Inc	$8.46M	0.52%	0.00%	+2.7%	Q1 2016
ASMLAsml Holding NV	$8.43M	0.52%	0.00%	+0.4%	Q2 2025
PGPROCTER & GAMBLE Co	$8.22M	0.51%	0.00%	+1.9%	Q4 2013
METAMeta Platforms, Inc.	$8.12M	0.50%	Not reported	+3.3%	Q3 2014
ORCLOracle Corp	$8.07M	0.50%	0.00%	+1.4%	Q4 2013
DLRDigital Realty Trust, Inc.	$7.97M	0.49%	0.01%	+0.6%	Q3 2014
BXBlackstone Inc.	$7.63M	0.47%	0.01%	+6.2%	Q1 2014
SCHWSchwab Charles Corp	$7.53M	0.46%	0.00%	+8.0%	Q2 2019
WMTWalmart Inc.	$7.51M	0.46%	0.00%	+1.2%	Q4 2013
PAYXPaychex Inc	$7.46M	0.46%	0.02%	+3.2%	Q4 2013
SOSouthern Co	$7.41M	0.46%	0.01%	+1.0%	Q4 2013
CTVACorteva, Inc.	$7.4M	0.46%	0.01%	-1.4%	Q4 2019
LMTLockheed Martin Corp	$7.39M	0.46%	0.01%	+2.1%	Q4 2013
RTXRTX Corp	$7.38M	0.46%	0.00%	-0.6%	Q2 2020
BWXTBWX Technologies, Inc.	$7.34M	0.45%	0.04%	-0.7%	Q3 2022
WSOWatsco Inc	$7.24M	0.45%	Not reported	0.0%	Q2 2018
LDOSLeidos Holdings, Inc.	$7.12M	0.44%	0.06%	+23.7%	Q1 2017

Q1 2026Reported Apr 20, 2026302 positions
AAPLApple Inc.	$46.6M	3.40%	0.00%	-0.7%	Q4 2013
AVGOBroadcom Inc.	$34.8M	2.54%	0.00%	-0.2%	Q1 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$32.7M	2.38%	0.00%	-3.0%	Q4 2013
MSFTMicrosoft Corp	$28.1M	2.05%	0.00%	+1.8%	Q4 2013
GLWCorning Inc	$28M	2.04%	0.02%	-3.6%	Q4 2013
XOMExxonMobil Holdings Corp	$17.7M	1.29%	0.00%	-0.1%	Q4 2013
LRCXLam Research Corp	$15.3M	1.12%	0.01%	-5.3%	Q3 2018
JPMJPMorgan Chase & Co	$14.3M	1.04%	0.00%	-29.0%	Q1 2014
GOOGLAlphabet Inc.	$14.1M	1.03%	0.00%	+4.1%	Q1 2016
NVDANvidia Corp	$13.5M	0.98%	0.00%	+13.2%	Q4 2018
MRKMerck & Co., Inc.	$12.9M	0.94%	0.00%	-1.1%	Q4 2013
JNJJohnson & Johnson	$12.7M	0.93%	0.00%	+3.9%	Q4 2013
ADIAnalog Devices Inc	$12.6M	0.92%	0.01%	-0.5%	Q4 2013
AMGNAmgen Inc	$12.4M	0.90%	0.01%	-0.2%	Q4 2013
AMATApplied Materials Inc	$12.1M	0.88%	0.00%	-0.4%	Q1 2018
HDHome Depot, Inc.	$11.7M	0.85%	0.00%	+6.6%	Q4 2013
LLYELI LILLY & Co	$11.6M	0.84%	0.00%	-0.1%	Q4 2013
MUMicron Technology Inc	$11.5M	0.84%	0.00%	-7.3%	Q3 2021
CSCOCisco Systems, Inc.	$10.7M	0.78%	0.00%	-0.7%	Q4 2013
ABBVAbbVie Inc.	$10.4M	0.76%	0.00%	-0.1%	Q4 2013
RIORio Tinto PLC	$10.3M	0.75%	0.01%	+0.4%	Q1 2017
KLACKla Corp	$9.96M	0.73%	0.01%	-0.9%	Q4 2020
NEENextera Energy Inc	$9.66M	0.70%	0.01%	+2.5%	Q4 2013
PKGPackaging Corp of America	$9.04M	0.66%	0.00%	-0.9%	Q4 2013
AMDAdvanced Micro Devices Inc	$8.92M	0.65%	0.00%	+0.6%	Q1 2022
LDOSLeidos Holdings, Inc.	$8.69M	0.63%	0.04%	+2.5%	Q1 2017
LMTLockheed Martin Corp	$8.59M	0.63%	0.01%	-2.1%	Q4 2013
BLKBlackRock, Inc.	$8.4M	0.61%	0.01%	+5.7%	Q4 2013
WMTWalmart Inc.	$8.16M	0.60%	0.00%	+28.4%	Q4 2013
ORCLOracle Corp	$7.99M	0.58%	0.00%	+3.9%	Q4 2013
METAMeta Platforms, Inc.	$7.98M	0.58%	Not reported	+7.0%	Q3 2014
DLRDigital Realty Trust, Inc.	$7.95M	0.58%	0.01%	+3.2%	Q3 2014
PGPROCTER & GAMBLE Co	$7.95M	0.58%	0.00%	+15.6%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$7.77M	0.57%	Not reported	+19.9%	Q4 2013
BWXTBWX Technologies, Inc.	$7.76M	0.57%	0.04%	+3.3%	Q3 2022
AXPAmerican Express Co	$7.74M	0.56%	0.00%	+13.9%	Q4 2013
RTXRTX Corp	$7.55M	0.55%	0.00%	-3.0%	Q2 2020
CTVACorteva, Inc.	$7.42M	0.54%	0.01%	-0.8%	Q4 2019
SOSouthern Co	$7.41M	0.54%	0.01%	+2.3%	Q4 2013
GOOGAlphabet Inc.	$7.37M	0.54%	Not reported	-0.5%	Q1 2016
AMZNAmazon Com Inc	$7.2M	0.53%	0.00%	-0.3%	Q1 2016
CMCanadian Imperial Bank of Commerce	$7.17M	0.52%	0.01%	-1.4%	Q4 2013
ACNAccenture plc	$7.14M	0.52%	0.01%	-1.1%	Q4 2013
SCHWSchwab Charles Corp	$7.1M	0.52%	0.00%	+7.5%	Q2 2019
BXBlackstone Inc.	$7.02M	0.51%	0.01%	+34.1%	Q1 2014
PAYXPaychex Inc	$6.78M	0.49%	0.02%	+6.9%	Q4 2013
CATCaterpillar Inc	$6.5M	0.47%	0.00%	-5.6%	Q4 2013
CVXChevron Corp	$6.43M	0.47%	0.00%	-0.4%	Q4 2013
WSOWatsco Inc	$6.32M	0.46%	Not reported	+0.1%	Q2 2018
SAPSap SE	$6.26M	0.46%	0.00%	+18.1%	Q4 2014

Q4 2025Reported Feb 4, 2026302 positions
AAPLApple Inc.	$50.3M	3.76%	0.00%	-1.4%	Q4 2013
AVGOBroadcom Inc.	$38.9M	2.91%	0.00%	-6.0%	Q1 2016
MSFTMicrosoft Corp	$36M	2.69%	0.00%	+0.2%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$30.3M	2.26%	0.00%	-1.9%	Q4 2013
JPMJPMorgan Chase & Co	$22M	1.64%	0.00%	-1.0%	Q1 2014
GLWCorning Inc	$18.7M	1.40%	0.02%	-6.1%	Q4 2013
GOOGLAlphabet Inc.	$14.7M	1.10%	0.00%	+0.7%	Q1 2016
LLYELI LILLY & Co	$13.5M	1.01%	0.00%	-2.6%	Q4 2013
LRCXLam Research Corp	$13M	0.97%	0.01%	-5.7%	Q3 2018
NVDANvidia Corp	$12.7M	0.95%	0.00%	+8.7%	Q4 2018
XOMExxonMobil Holdings Corp	$12.6M	0.94%	0.00%	+0.9%	Q4 2013
AMGNAmgen Inc	$11.5M	0.86%	0.01%	-0.4%	Q4 2013
MRKMerck & Co., Inc.	$11.5M	0.86%	0.00%	+0.1%	Q4 2013
HDHome Depot, Inc.	$11.4M	0.85%	0.00%	+0.1%	Q4 2013
ABBVAbbVie Inc.	$10.9M	0.82%	0.00%	-1.2%	Q4 2013
ADIAnalog Devices Inc	$10.8M	0.81%	0.01%	-0.8%	Q4 2013
CSCOCisco Systems, Inc.	$10.6M	0.80%	0.00%	-2.1%	Q4 2013
MUMicron Technology Inc	$10.5M	0.78%	0.00%	-8.8%	Q3 2021
JNJJohnson & Johnson	$10.3M	0.77%	0.00%	+0.2%	Q4 2013
ORCLOracle Corp	$10.2M	0.76%	0.00%	-0.6%	Q4 2013
LDOSLeidos Holdings, Inc.	$9.84M	0.73%	0.04%	-1.3%	Q1 2017
ACNAccenture plc	$9.77M	0.73%	0.01%	+11.2%	Q4 2013
AMDAdvanced Micro Devices Inc	$9.34M	0.70%	0.00%	-1.9%	Q1 2022
AMATApplied Materials Inc	$9.11M	0.68%	0.00%	-3.3%	Q1 2018
PKGPackaging Corp of America	$8.87M	0.66%	0.05%	-0.2%	Q4 2013
BLKBlackRock, Inc.	$8.85M	0.66%	0.01%	+0.7%	Q4 2013
METAMeta Platforms, Inc.	$8.61M	0.64%	Not reported	+7.5%	Q3 2014
RIORio Tinto PLC	$8.56M	0.64%	0.01%	+1.0%	Q1 2017
AXPAmerican Express Co	$8.31M	0.62%	0.00%	-1.8%	Q4 2013
KLACKla Corp	$8.3M	0.62%	0.01%	-2.9%	Q4 2020
NEENextera Energy Inc	$8.14M	0.61%	0.00%	+0.6%	Q4 2013
GOOGAlphabet Inc.	$8.1M	0.61%	Not reported	-1.1%	Q1 2016
AMZNAmazon Com Inc	$8.01M	0.60%	0.00%	0.0%	Q1 2016
PAYXPaychex Inc	$7.72M	0.58%	0.02%	+11.1%	Q4 2013
INFYInfosys Ltd	$7.62M	0.57%	0.01%	+1.8%	Q2 2014
SAPSap SE	$7.52M	0.56%	0.00%	-1.0%	Q4 2014
RTXRTX Corp	$7.4M	0.55%	0.00%	-1.7%	Q2 2020
SCHWSchwab Charles Corp	$7.02M	0.52%	0.00%	-0.9%	Q2 2019
BXBlackstone Inc.	$7.02M	0.52%	0.01%	+3.9%	Q1 2014
LMTLockheed Martin Corp	$7.02M	0.52%	0.01%	0.0%	Q4 2013
CMCanadian Imperial Bank of Commerce	$6.96M	0.52%	0.01%	-1.6%	Q4 2013
PGPROCTER & GAMBLE Co	$6.82M	0.51%	0.00%	+0.6%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$6.79M	0.51%	Not reported	+2.7%	Q4 2013
DLRDigital Realty Trust, Inc.	$6.66M	0.50%	0.01%	+3.8%	Q3 2014
SOSouthern Co	$6.54M	0.49%	0.01%	+0.5%	Q4 2013
BWXTBWX Technologies, Inc.	$6.35M	0.47%	0.04%	-1.3%	Q3 2022
QCOMQualcomm Inc	$6.3M	0.47%	0.00%	-2.1%	Q4 2013
CTVACorteva, Inc.	$5.99M	0.45%	0.01%	+1.4%	Q4 2019
WSOWatsco Inc	$5.85M	0.44%	Not reported	+8.6%	Q2 2018
WMTWalmart Inc.	$5.68M	0.42%	0.00%	-0.5%	Q4 2013

Q3 2025Reported Oct 30, 2025305 positions
AAPLApple Inc.	$47.8M	3.72%	0.00%	-1.7%	Q4 2013
AVGOBroadcom Inc.	$39.5M	3.08%	0.00%	-0.8%	Q1 2016
MSFTMicrosoft Corp	$38.5M	3.00%	0.00%	+2.6%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$28.4M	2.21%	0.00%	-1.1%	Q4 2013
JPMJPMorgan Chase & Co	$21.7M	1.69%	0.00%	+2.9%	Q1 2014
GLWCorning Inc	$18.7M	1.45%	0.03%	-2.8%	Q4 2013
ORCLOracle Corp	$14.8M	1.15%	0.00%	-2.6%	Q4 2013
HDHome Depot, Inc.	$13.5M	1.05%	0.00%	-0.5%	Q4 2013
NVDANvidia Corp	$11.7M	0.91%	0.00%	+7.4%	Q4 2018
XOMExxonMobil Holdings Corp	$11.7M	0.91%	0.00%	+0.5%	Q4 2013
GOOGLAlphabet Inc.	$11.4M	0.89%	0.00%	+7.0%	Q1 2016
ABBVAbbVie Inc.	$11.2M	0.87%	0.00%	+2.3%	Q4 2013
LRCXLam Research Corp	$10.8M	0.84%	0.01%	-0.5%	Q3 2018
LDOSLeidos Holdings, Inc.	$10.4M	0.81%	0.04%	+0.3%	Q1 2017
AMGNAmgen Inc	$9.97M	0.78%	0.01%	+0.4%	Q4 2013
ADIAnalog Devices Inc	$9.87M	0.77%	0.01%	0.0%	Q4 2013
LLYELI LILLY & Co	$9.86M	0.77%	0.00%	+3.6%	Q4 2013
CSCOCisco Systems, Inc.	$9.66M	0.75%	0.00%	-1.1%	Q4 2013
BLKBlackRock, Inc.	$9.58M	0.75%	0.01%	+0.4%	Q4 2013
PKGPackaging Corp of America	$9.39M	0.73%	0.05%	-0.3%	Q4 2013
JNJJohnson & Johnson	$9.24M	0.72%	0.00%	+2.9%	Q4 2013
MRKMerck & Co., Inc.	$9.14M	0.71%	0.00%	+0.9%	Q4 2013
METAMeta Platforms, Inc.	$8.91M	0.69%	Not reported	+5.5%	Q3 2014
SAPSap SE	$8.36M	0.65%	0.00%	0.0%	Q4 2014
ACNAccenture plc	$8.07M	0.63%	0.01%	+11.5%	Q4 2013
PAYXPaychex Inc	$7.85M	0.61%	0.02%	+2.0%	Q4 2013
AMZNAmazon Com Inc	$7.62M	0.59%	0.00%	+9.8%	Q1 2016
NEENextera Energy Inc	$7.61M	0.59%	0.00%	+2.5%	Q4 2013
AXPAmerican Express Co	$7.6M	0.59%	0.00%	-1.7%	Q4 2013
KLACKla Corp	$7.58M	0.59%	0.01%	-1.0%	Q4 2020
AMATApplied Materials Inc	$7.51M	0.58%	0.00%	-0.5%	Q1 2018
BXBlackstone Inc.	$7.49M	0.58%	0.01%	-0.4%	Q1 2014
PGPROCTER & GAMBLE Co	$7.27M	0.57%	0.00%	+2.8%	Q4 2013
LMTLockheed Martin Corp	$7.25M	0.56%	0.01%	+3.7%	Q4 2013
AMDAdvanced Micro Devices Inc	$7.19M	0.56%	0.00%	+1.1%	Q1 2022
DLRDigital Realty Trust, Inc.	$7.12M	0.55%	0.01%	+0.3%	Q3 2014
SOSouthern Co	$7.07M	0.55%	0.01%	-0.6%	Q4 2013
RIORio Tinto PLC	$6.99M	0.54%	0.01%	+2.0%	Q1 2017
RTXRTX Corp	$6.87M	0.53%	0.00%	-0.7%	Q2 2020
BWXTBWX Technologies, Inc.	$6.86M	0.53%	0.04%	-0.3%	Q3 2022
INFYInfosys Ltd	$6.84M	0.53%	0.01%	+6.6%	Q2 2014
SCHWSchwab Charles Corp	$6.77M	0.53%	0.00%	+0.4%	Q2 2019
MUMicron Technology Inc	$6.74M	0.52%	0.00%	-2.7%	Q3 2021
SPYSPDR S&P 500 ETF Trust	$6.46M	0.50%	Not reported	-1.9%	Q4 2013
WSOWatsco Inc	$6.46M	0.50%	Not reported	+0.7%	Q2 2018
GOOGAlphabet Inc.	$6.36M	0.50%	Not reported	+14.1%	Q1 2016
QCOMQualcomm Inc	$6.26M	0.49%	0.00%	-0.3%	Q4 2013
CMCanadian Imperial Bank of Commerce	$6.25M	0.49%	0.01%	-1.7%	Q4 2013
CTVACorteva, Inc.	$5.96M	0.46%	0.01%	-0.4%	Q4 2019
MDTMedtronic plc	$5.63M	0.44%	0.00%	+0.7%	Q4 2013

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