NAPLES GLOBAL ADVISORS, LLC
Top Portfolio Positions
296 positions ·
$964,351,840 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
183,724 | $46,627,313 | 4.84% | |
| AVGO |
Broadcom Inc.
Technology
|
112,305 | $34,759,520 | 3.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
96,451 | $32,595,615 | 3.38% | |
| MSFT |
Microsoft Corp
Technology
|
75,815 | $28,064,438 | 2.91% | |
| GLW |
Corning Inc /Ny
Technology
|
206,033 | $28,014,307 | 2.90% | |
| XOM |
Exxon Mobil Corp
Energy
|
104,251 | $17,687,224 | 1.83% | |
| LRCX |
Lam Research Corp
Technology
|
71,545 | $15,286,304 | 1.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
48,477 | $14,259,994 | 1.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
49,004 | $14,091,590 | 1.46% | |
| NVDA |
Nvidia Corp
Technology
|
77,189 | $13,461,761 | 1.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,580 | 42,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $380,520 | 42,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $377,160 | 42,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $364,980 | 42,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $368,340 | 42,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $360,780 | 42,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $381,546 | 42,300 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $365,049 | 42,300 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $368,433 | 42,300 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $363,780 | 42,300 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $349,398 | 42,300 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $368,010 | 42,300 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $372,663 | 42,300 | Shares | Sole | 2023-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||