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 Money Management LLC (CIK 2008660) reported $118.4M across 372 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: SPY ($15.8M, 13.36%), NVDA ($11.4M, 9.62%), NFLX ($6.5M, 5.45%), MSFT ($5.7M, 4.83%), TER ($4.7M, 3.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TRUST | $15.8M | 13.36% | 27,582 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $11.4M | 9.62% | 93,800 | Trimmed |
| 3 | NFLX | NETFLIX INC COM | $6.5M | 5.45% | 9,102 | Trimmed |
| 4 | MSFT | MICROSOFT CORP COM | $5.7M | 4.83% | 13,297 | Trimmed |
| 5 | TER | TERADYNE INC COM | $4.7M | 3.97% | 35,099 | Added |
| 6 | CRS | CARPENTER TECHNOLOGY CORP COM | $4.1M | 3.47% | 25,728 | Trimmed |
| 7 | META | META PLATFORMS INC CL A | $4.0M | 3.38% | 6,988 | Added |
| 8 | COF | CAPITAL ONE FINL CORP COM | $3.5M | 2.98% | 23,600 | Trimmed |
| 9 | LHX | L3HARRIS TECHNOLOGIES INC COM | $3.1M | 2.66% | 13,235 | Added |
| 10 | WMT | WALMART INC COM | $3.0M | 2.51% | 36,793 | Trimmed |
| 11 | CB | CHUBB LIMITED COM | $2.8M | 2.39% | 9,814 | Trimmed |
| 12 | MTB | M & T BK CORP COM | $2.8M | 2.37% | 15,785 | Added |
| 13 | RCL | ROYAL CARIBBEAN GROUP COM | $2.6M | 2.20% | 14,700 | New |
| 14 | NEE | NEXTERA ENERGY INC COM | $2.6M | 2.20% | 30,875 | Trimmed |
| 15 | DGX | QUEST DIAGNOSTICS INC COM | $2.6M | 2.18% | 16,600 | Trimmed |
| 16 | NKE | NIKE INC CL B | $2.5M | 2.12% | 28,400 | New |
| 17 | QQQ | INVESCO QQQ TRUST SERIES I | $2.5M | 2.08% | 5,042 | Added |
| 18 | PHM | PULTE GROUP INC COM | $2.5M | 2.07% | 17,100 | New |
| 19 | MPC | MARATHON PETE CORP COM | $2.3M | 1.93% | 14,051 | Trimmed |
| 20 | GNRC | GENERAC HLDGS INC COM | $2.3M | 1.93% | 14,400 | New |
| 21 | LII | LENNOX INTL INC COM | $2.1M | 1.81% | 3,550 | Hold |
| 22 | SYY | SYSCO CORP COM | $2.1M | 1.80% | 27,300 | Trimmed |
| 23 | XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | $1.9M | 1.63% | 8,541 | Trimmed |
| 24 | AAPL | APPLE INC COM | $1.9M | 1.60% | 8,128 | Added |
| 25 | XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $1.8M | 1.54% | 20,203 | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30