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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 $1,069,103,238
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 189,020 $47,334,408 4.42%
2.
Broadcom Inc.
 AVGO 131,444 $30,473,868 2.85%
3.
Microsoft Corp
 MSFT 71,662 $30,205,670 2.82%
4.
Ishares Trust
 IEF 39,762 $23,407,041 2.18%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 39,056 $21,043,516 1.96%
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)