Holdings
Naples Global Advisors, LLC
As of Jun 30, 2026, Naples Global Advisors, LLC reported 284 positions worth US$1.09B. Largest: Apple Inc, Corning Incorporated and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 185K | US$53.6M | +1,353 | Jun 30, 2026 |
| Corning Incorporated | 194K | US$49.7M | −11,644 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 93,518 | US$44.7M | −2,933 | Jun 30, 2026 |
| Broadcom Inc. | 109K | US$41.3M | −3,059 | Jun 30, 2026 |
| Micron Technology, Inc. | 30,262 | US$34.9M | −3,830 | Jun 30, 2026 |
| Microsoft Corp. | 80,602 | US$30.1M | +4,787 | Jun 30, 2026 |
| Lam Research Corporation | 67,346 | US$29.2M | −4,199 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 76,069 | US$27.2M | +1,430 | Jun 30, 2026 |
| Applied Materials, Inc. | 33,854 | US$24.5M | −1,469 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 40,423 | US$23.5M | −3,449 | Jun 30, 2026 |