account_balance
Investment manager · 13F filer · SEC CIK 1582151
Naples Global Advisors, LLC
Reported value$1.59Bas of Sep 30, 2026
Positions462 10 new, 14 sold out
Top 10 weight22.6%AAPL alone is 4%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.8%Trimmed −2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%Trimmed −2%
MSFTMicrosoft Corp
2.6%
AVGOBroadcom Inc.
2.4%
IVViShares Tr
2.1%
SCHFSchwab Strategic Tr
2.0%Added +4%
GLWCorning Inc
1.8%
MUMicron Technology Inc
1.8%Trimmed −10%
VOOVanguard Index FDS
1.8%
AMDAdvanced Micro Devices Inc
1.5%Trimmed −4%
LRCXLam Research Corp
1.3%−6%
VVVanguard Index FDS
1.3%
AAPLApple Inc.
3.8%Trimmed −2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%
MSFTMicrosoft Corp
2.6%
AVGOBroadcom Inc.
2.4%
IVViShares Tr
2.1%
SCHFSchwab Strategic Tr
2.0%+4%
GLWCorning Inc
1.8%
MUMicron Technology Inc
1.8%
VOOVanguard Index FDS
1.8%
LRCXLam Research Corp
1.3%
VVVanguard Index FDS
1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.8% Trimmed −2%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.6% Trimmed −2%MSFT Microsoft Corp 2.6% HeldAVGO Broadcom Inc. 2.4% Held
IVV iShares Tr 2.1% Held
SCHF Schwab Strategic Tr 2.0% Added +4%
GLW Corning Inc 1.8% HeldMU Micron Technology Inc 1.8% Trimmed −10%VOO Vanguard Index FDS 1.8% Held
AMD Advanced Micro Devices Inc 1.5% Trimmed −4%LRCX Lam Research Corp 1.3% Trimmed −6%VV Vanguard Index FDS 1.3% Held
What changed
Biggest moves since Jun 30, 2026
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