NAPLES GLOBAL ADVISORS, LLC
All 13F Filings
- Location
- Naples, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,338,267
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 437 | 1,338,267 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q3 2025 | 10/30/2025 | 436 | 1,284,129 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q2 2025 | 7/18/2025 | 418 | 1,162,192 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q2 2014 | 7/14/2014 | 227 | 168,653 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q1 2014 | 4/7/2014 | 249 | 163,515 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
| Q4 2013 | 1/16/2014 | 255 | 149,947 | 13F-HR | NAPLES GLOBAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.087 M | 81.2% | 44.65 K | 0 | 44.65 K |
| ETFs | 245.4 K | 18.3% | 10.19 K | 0 | 10.19 K |
| Debt | 5.081 K | 0.4% | 0 | 783 | -783 |
| Other | 1.121 K | 0.1% | 79 | 0 | 79 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
1,338,267
Holdings
437
QoQ value change ($000)
54,138
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.