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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 $909,332,733
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 201,194 $38,735,937 4.25%
2.
Microsoft Corp
 MSFT 74,306 $27,942,076 3.07%
3.
Broadcom Inc.
 AVGO 146,150 $16,313,924 1.79%
4.
Ishares Trust
 IEF 33,418 $15,961,562 1.75%
5.
Vanguard Index Fds
 36,027 $15,736,562 1.73%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)