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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 TS

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Shares Held

Position Value (USD)

8 quarters on record
Report Date Value (USD) Shares
2026-03-31 $969,278 16,660
2025-12-31 $627,119 16,310
2025-09-30 $533,330 14,910
2025-06-30 $511,819 13,685
2025-03-31 $484,377 12,385
2024-12-31 $468,029 12,385
2024-09-30 $387,361 12,185
2024-06-30 $232,837 7,629