Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NAPLES GLOBAL ADVISORS, LLC (CIK 1582151) reported $1.62B across 466 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($53.6M, 3.30%), GLW ($49.7M, 3.06%), TSM ($44.7M, 2.76%), AVGO ($41.3M, 2.55%), MU ($34.9M, 2.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $53.6M | 3.30% | 185,077 | Added |
| 2 | GLW | CORNING INC | $49.7M | 3.06% | 194,389 | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $44.7M | 2.76% | 93,518 | Trimmed |
| 4 | AVGO | BROADCOM INC | $41.3M | 2.55% | 109,246 | Trimmed |
| 5 | MU | MICRON TECHNOLOGY INC | $34.9M | 2.16% | 30,262 | Trimmed |
| 6 | IVV | ISHARES TR | $32.7M | 2.02% | 43,658 | Added |
| 7 | SCHF | SCHWAB STRATEGIC TR | $30.7M | 1.89% | 1.1M | Added |
| 8 | MSFT | MICROSOFT CORP | $30.1M | 1.86% | 80,602 | Added |
| 9 | LRCX | LAM RESEARCH CORP | $29.2M | 1.80% | 67,346 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $27.9M | 1.72% | 40,597 | Added |
| 11 | AMAT | APPLIED MATLS INC | $24.5M | 1.51% | 33,854 | Trimmed |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $23.5M | 1.45% | 40,423 | Trimmed |
| 13 | VV | VANGUARD INDEX FDS | $20.5M | 1.26% | 59,560 | Trimmed |
| 14 | KLAC | KLA CORP | $19.9M | 1.23% | 65,827 | Added |
| 15 | SCHE | SCHWAB STRATEGIC TR | $17.9M | 1.10% | 492,388 | Added |
| 16 | GOOGL | ALPHABET INC | $17.9M | 1.10% | 49,957 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $16.2M | 1.00% | 80,898 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $16.1M | 0.99% | 49,193 | Added |
| 19 | CSCO | CISCO SYS INC | $15.8M | 0.97% | 134,305 | Trimmed |
| 20 | ADI | ANALOG DEVICES INC | $15.6M | 0.96% | 39,269 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $15.3M | 0.95% | 12,798 | Added |
| 22 | XOM | EXXON MOBIL CORP | $14.3M | 0.88% | 104,831 | Added |
| 23 | IWD | ISHARES TR | $14.2M | 0.87% | 58,376 | Added |
| 24 | IJH | ISHARES TR | $14.0M | 0.87% | 182,186 | Trimmed |
| 25 | MINT | PIMCO ETF TR | $13.8M | 0.85% | 137,306 | Added |
Source: SEC Form 13F filings · as of 2026-06-30