NAPLES GLOBAL ADVISORS, LLC

Institutional manager (13F) · CIK 1582151

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $717M

#	Issuer	Value	Shares
1	APPLE INC	$47M	183,724
2	BROADCOM INC	$35M	112,305
3	TAIWAN SEMICONDUCTOR MANUFAC	$33M	96,451
4	ISHARES TR	$28M	43,086
5	MICROSOFT CORP	$28M	75,815
6	CORNING INC	$28M	206,033
7	SCHWAB STRATEGIC TR	$27M	1,089,722
8	VANGUARD INDEX FDS	$24M	40,474
9	VANGUARD INDEX FDS	$18M	59,926
10	EXXON MOBIL CORP	$18M	104,251
11	SCHWAB STRATEGIC TR	$16M	485,317
12	LAM RESEARCH CORP	$15M	71,545
13	JPMORGAN CHASE & CO	$14M	48,477
14	ALPHABET INC	$14M	49,004
15	NVIDIA CORPORATION	$13M	77,189
16	MERCK & CO INC	$13M	106,821
17	JOHNSON & JOHNSON	$13M	51,893
18	ANALOG DEVICES INC	$13M	39,665
19	ISHARES TR	$13M	188,265
20	ISHARES TR	$12M	183,041
21	AMGEN INC	$12M	35,130
22	ISHARES TR	$12M	57,342
23	PIMCO ETF TR	$12M	120,187
24	APPLIED MATLS INC	$12M	35,323
25	HOME DEPOT INC	$12M	35,433
26	ELI LILLY & CO	$12M	12,566
27	MICRON TECHNOLOGY INC	$12M	34,092
28	ISHARES TR	$11M	215,336
29	GLOBAL X FDS	$11M	592,095
30	CISCO SYS INC	$11M	137,278
31	ABBVIE INC	$10M	47,716
32	RIO TINTO PLC	$10M	107,405
33	ISHARES TR	$10M	407,876
34	KLA CORP	$10M	6,766
35	SPDR SERIES TRUST	$10M	129,915
36	VANGUARD WORLD FD	$10M	14,093
37	NEXTERA ENERGY INC	$10M	104,002
38	PACKAGING CORP AMER	$9M	42,379
39	ADVANCED MICRO DEVICES INC	$9M	43,872
40	LEIDOS HOLDINGS INC	$9M	55,868
41	ISHARES TR	$9M	69,430
42	ISHARES TR	$9M	60,471
43	LOCKHEED MARTIN CORP	$9M	14,206
44	BLACKROCK INC	$8M	8,737
45	WALMART INC	$8M	65,509
46	VANGUARD TAX-MANAGED FDS	$8M	126,719
47	VANGUARD BD INDEX FDS	$8M	104,392
48	ORACLE CORP	$8M	54,298
49	META PLATFORMS INC	$8M	13,948
50	DIGITAL RLTY TR INC	$8M	44,113

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.