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NAPLES GLOBAL ADVISORS, LLC

CIK
1582151
City
NAPLES
State / Country
FL

Top Portfolio Positions

296 positions · $964,351,840 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in ALCO

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,928,822 46,748
2025-12-31 $1,812,378 49,818
2025-09-30 $1,766,204 50,958
2025-06-30 $1,718,085 52,573
2025-03-31 $1,626,280 54,500
2024-12-31 $1,411,240 54,425
2024-09-30 $1,626,455 58,150
2024-06-30 $1,478,165 57,050
2024-03-31 $1,540,128 52,600
2023-12-31 $1,595,474 54,865
2023-09-30 $1,611,542 64,565
2023-06-30 $1,926,049 75,650
2023-03-31 $1,955,965 80,825
2022-12-31 $2,056,997 86,175
2022-09-30 $2,247,904 79,600
2022-06-30 $2,411,260 67,675
2022-03-31 $2,311,818 61,550
2021-12-31 $1,973,884 53,305
2021-09-30 $1,343,064 39,225