Naples Global Advisors
Naples Global Advisors reported 466 stocks worth $1.6B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (3.3%), GLW (3.1%) and TSM (2.8%). Compared with Q1 2026, the fund added to AAPL, IVV and SCHF, trimmed GLW, TSM and AVGO and sold out of LYB, ADBE and FSMB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $53.6M | 3.3% | 185K | +1,353 (+1%) | 8 of 8 | |
| 2 |  GLW Corning Inc | $49.7M | 3.1% | 194K | −12K (−6%) | 8 of 8 | |
| 3 |  TSM Taiwan Semiconductor Mfg Ltd | $44.7M | 2.8% | 94K | −2,933 (−3%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $41.3M | 2.5% | 109K | −3,059 (−3%) | 8 of 8 | |
| 5 |  MU Micron Technology Inc | $34.9M | 2.2% | 30K | −3,830 (−11%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $32.7M | 2.0% | 44K | +572 (+1%) | 8 of 8 | |
| 7 |  SCHF Schwab International | $30.7M | 1.9% | 1.1M | +18K (+2%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $30.1M | 1.9% | 81K | +4,787 (+6%) | 8 of 8 | |
| 9 |  LRCX Lam Research Corp | $29.2M | 1.8% | 67K | −4,199 (−6%) | 7 of 8 | |
| 10 |  VOO Vanguard S&P 500 ETF | $27.9M | 1.7% | 41K | +123 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $1.6M | 7,176 |
FIRST FNDTN INC | $877K | 149K |
 LYB Lyondellbasell Industries N | $292K | 3,625 |
 ADBE Adobe Inc | $276K | 1,137 |
 FSMB First TR Exch Traded FD III | $240K | 12K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Naples Global Advisors 13F FAQ
What does Naples Global Advisors own?
Naples Global Advisors reported 466 stocks worth $1.6B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are AAPL (3.3%), GLW (3.1%) and TSM (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Naples Global Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 32 new positions, 231 added to, 123 trimmed and 7 sold out. It sold all of LYB, ADBE and FSMB.
When will Naples Global Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Naples Global Advisors's portfolio worth?
The Q2 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.