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NAPLES GLOBAL ADVISORS, LLC

Q2 2026 13F filing

Updated 52 days ago

466 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
466
New positions
32
Closed positions
7
Increased
235
Decreased
128
Turnover
8.4%
Filed
2026-07-23

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+0.7%
Value
$53.6M
Shares
185.1K
% Port
3.30%
G
2.GLW

CORNING INC

-5.7%
Value
$49.7M
Shares
194.4K
% Port
3.06%
T

TAIWAN SEMICONDUCTOR MANUFAC

-3.0%
Value
$44.7M
Shares
93.5K
% Port
2.76%
A

BROADCOM INC

-2.7%
Value
$41.3M
Shares
109.2K
% Port
2.55%
M
5.MU

MICRON TECHNOLOGY INC

-11.2%
Value
$34.9M
Shares
30.3K
% Port
2.16%
E

ISHARES TR

+1.3%
Value
$32.7M
Shares
43.7K
% Port
2.02%
S

SCHWAB STRATEGIC TR

+1.6%
Value
$30.7M
Shares
1.11M
% Port
1.89%
M

MICROSOFT CORP

+6.3%
Value
$30.1M
Shares
80.6K
% Port
1.86%
L

LAM RESEARCH CORP

-5.9%
Value
$29.2M
Shares
67.3K
% Port
1.80%
V
10.VGES

VANGUARD INDEX FDS

+0.3%
Value
$27.9M
Shares
40.6K
% Port
1.72%
A
11.AMAT

APPLIED MATLS INC

-4.2%
Value
$24.5M
Shares
33.9K
% Port
1.51%
A
12.AMD

ADVANCED MICRO DEVICES INC

-7.9%
Value
$23.5M
Shares
40.4K
% Port
1.45%
V
13.VGES

VANGUARD INDEX FDS

-0.6%
Value
$20.5M
Shares
59.6K
% Port
1.26%
K
14.KLAC

KLA CORP

+872.9%
Value
$19.9M
Shares
65.8K
% Port
1.23%
S

SCHWAB STRATEGIC TR

+1.5%
Value
$17.9M
Shares
492.4K
% Port
1.10%
G

ALPHABET INC

+1.9%
Value
$17.9M
Shares
50.0K
% Port
1.10%
N
17.NVDA

NVIDIA CORPORATION

+4.8%
Value
$16.2M
Shares
80.9K
% Port
1.00%
J

JPMORGAN CHASE & CO

+1.5%
Value
$16.1M
Shares
49.2K
% Port
0.99%
C
19.CSCO

CISCO SYS INC

-2.2%
Value
$15.8M
Shares
134.3K
% Port
0.97%
A
20.ADI

ANALOG DEVICES INC

-1.0%
Value
$15.6M
Shares
39.3K
% Port
0.96%
L
21.LLY

ELI LILLY & CO

+1.9%
Value
$15.3M
Shares
12.8K
% Port
0.95%
X
22.XOM

EXXON MOBIL CORP

+0.6%
Value
$14.3M
Shares
104.8K
% Port
0.88%
E
23.ETHA

ISHARES TR

+1.8%
Value
$14.2M
Shares
58.4K
% Port
0.87%
E
24.ETHA

ISHARES TR

-0.5%
Value
$14M
Shares
182.2K
% Port
0.87%
?
25.N/A

PIMCO ETF TR

+14.2%
Value
$13.8M
Shares
137.3K
% Port
0.85%
M
26.MRK

MERCK & CO INC

-0.3%
Value
$13.8M
Shares
106.5K
% Port
0.85%
V
27.VGES

VANGUARD WORLD FD

+700.0%
Value
$13.5M
Shares
112.7K
% Port
0.83%
H
28.HD

HOME DEPOT INC

+6.7%
Value
$13.3M
Shares
37.8K
% Port
0.82%
J
29.JNJ

JOHNSON & JOHNSON

+0.6%
Value
$13.3M
Shares
52.2K
% Port
0.82%
?
30.N/A

ISHARES TR

+2.5%
Value
$12.8M
Shares
192.9K
% Port
0.79%
A
31.AMGN

AMGEN INC

+0.1%
Value
$12.7M
Shares
35.2K
% Port
0.79%
?
32.N/A

ISHARES TR

+10.4%
Value
$12.6M
Shares
237.8K
% Port
0.78%
A
33.ABBV

ABBVIE INC

+0.8%
Value
$12.1M
Shares
48.1K
% Port
0.75%
?
34.N/A

GLOBAL X FDS

+6.8%
Value
$11.8M
Shares
632.1K
% Port
0.73%
?
35.N/A

ISHARES TR

+3.6%
Value
$11.7M
Shares
422.6K
% Port
0.72%
S

SPDR SERIES TRUST

+1.3%
Value
$11.6M
Shares
131.6K
% Port
0.71%
E
37.ETHA

ISHARES TR

+0.7%
Value
$10.4M
Shares
69.9K
% Port
0.64%
S
38.STX

SEAGATE TECHNOLOGY HLDNGS PL

-2.4%
Value
$10.2M
Shares
10.6K
% Port
0.63%
P
39.PKG

PACKAGING CORP AMER

+0.7%
Value
$10.2M
Shares
42.7K
% Port
0.63%
R

RIO TINTO PLC

-0.7%
Value
$10.1M
Shares
106.6K
% Port
0.62%
E
41.ETHA

ISHARES TR

-0.3%
Value
$9.9M
Shares
60.3K
% Port
0.61%
C
42.CAT

CATERPILLAR INC

-2.6%
Value
$9.5M
Shares
8.9K
% Port
0.59%
N

NEXTERA ENERGY INC

+4.1%
Value
$9.5M
Shares
108.3K
% Port
0.59%
T
44.TXN

TEXAS INSTRS INC

-0.5%
Value
$9.4M
Shares
31.5K
% Port
0.58%
G

ALPHABET INC

+2.8%
Value
$9.3M
Shares
26.4K
% Port
0.58%
S
46.SPY

STATE STR SPDR S&P 500 ETF T

+4.4%
Value
$9.3M
Shares
12.4K
% Port
0.57%
V
47.VGES

VANGUARD BD INDEX FDS

+14.0%
Value
$9.1M
Shares
119.0K
% Port
0.56%
V
48.VGES

VANGUARD TAX-MANAGED FDS

-0.1%
Value
$9M
Shares
126.6K
% Port
0.56%
A
49.AXP

AMERICAN EXPRESS CO

+0.6%
Value
$8.7M
Shares
25.7K
% Port
0.54%
C

CANADIAN IMPERIAL BANK OF CO

-1.4%
Value
$8.6M
Shares
74.1K
% Port
0.53%