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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 $1,162,192,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 190,883 $39,163,487 3.37%
2.
Microsoft Corp
 MSFT 72,458 $36,041,186 3.1%
3.
Broadcom Inc.
 AVGO 120,749 $33,284,569 2.86%
4.
Ishares Trust
 IEF 41,722 $25,905,409 2.23%
5.
Taiwan Semiconductor Mfg Co Ltd
 TSM 102,461 $23,283,880 2%
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)