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Home > Institutional Investor > Naples Global Advisors, Llc > Profile

Instuitional Investor - Naples Global Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Naples Global Advisors, Llc
Portfolio Value $1,052,490,125
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 189,895 $42,181,404 4.01%
2.
Microsoft Corp
 MSFT 72,280 $27,133,015 2.58%
3.
Ishares Trust
 IEF 40,571 $22,796,946 2.17%
4.
Broadcom Inc.
 AVGO 125,081 $20,942,322 1.99%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 39,829 $20,468,341 1.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)