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 $1.37B across 440 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($46.6M, 3.40%), AVGO ($34.8M, 2.54%), TSM ($32.7M, 2.38%), MSFT ($28.1M, 2.05%), IVV ($28.1M, 2.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $46.6M | 3.40% | 183,724 | Trimmed |
| 2 | AVGO | BROADCOM INC | $34.8M | 2.54% | 112,305 | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.7M | 2.38% | 96,451 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $28.1M | 2.05% | 75,815 | Added |
| 5 | IVV | ISHARES TR | $28.1M | 2.05% | 43,086 | Added |
| 6 | GLW | CORNING INC | $28.0M | 2.04% | 206,033 | Trimmed |
| 7 | SCHF | SCHWAB STRATEGIC TR | $27.0M | 1.97% | 1.1M | Added |
| 8 | VOO | VANGUARD INDEX FDS | $24.2M | 1.76% | 40,474 | Added |
| 9 | VV | VANGUARD INDEX FDS | $17.9M | 1.31% | 59,926 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $17.7M | 1.29% | 104,251 | Trimmed |
| 11 | SCHE | SCHWAB STRATEGIC TR | $16.0M | 1.17% | 485,317 | Added |
| 12 | LRCX | LAM RESEARCH CORP | $15.3M | 1.12% | 71,545 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $14.3M | 1.04% | 48,477 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $14.1M | 1.03% | 49,004 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $13.5M | 0.98% | 77,189 | Added |
| 16 | MRK | MERCK & CO INC | $12.9M | 0.94% | 106,821 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $12.7M | 0.93% | 51,893 | Added |
| 18 | IGF | ISHARES TR | $12.6M | 0.92% | 188,265 | Added |
| 19 | ADI | ANALOG DEVICES INC | $12.6M | 0.92% | 39,665 | Trimmed |
| 20 | IJH | ISHARES TR | $12.4M | 0.90% | 183,041 | Added |
| 21 | AMGN | AMGEN INC | $12.4M | 0.90% | 35,130 | Trimmed |
| 22 | IWD | ISHARES TR | $12.3M | 0.89% | 57,342 | Added |
| 23 | MINT | PIMCO ETF TR | $12.1M | 0.88% | 120,187 | Added |
| 24 | AMAT | APPLIED MATLS INC | $12.1M | 0.88% | 35,323 | Trimmed |
| 25 | HD | HOME DEPOT INC | $11.7M | 0.85% | 35,433 | Added |
Source: SEC Form 13F filings · as of 2026-03-31