Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
59
11
20
3
4
4
40
8
13
NAPLES GLOBAL ADVISORS LLC

Time Period2019-06-30

Total Holdings307

Total Value ($x1000)411,029
Activities
New17

Increased149

Unchanged51

Decreased90

Sold Out7

Top 10 Stock Holdingstotal 17.12%
VV2.42

MSFT2.32

AAPL2.19

BA1.93

PG1.87

 
ITOT1.68

MRK1.35

IJH1.16

GLW1.12

TSM1.08

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VV
2.42%
LARGE CAP ETF
MSFT
2.32%
COM
AAPL
2.19%
COM
BA
1.93%
COM
PG
1.87%
COM
ITOT
1.68%
CORE S&P TTL STK
MRK
1.35%
COM
IJH
1.16%
CORE S&P MCP ETF
GLW
1.12%
COM
TSM
1.08%
SPONSORED ADR
ACN
1.07%
SHS CLASS A
AMGN
1.06%
COM
HD
1.03%
COM
INTC
1%
COM
DIS
1%
COM DISNEY
ADI
0.95%
COM
PAYX
0.95%
COM
IXUS
0.93%
CORE MSCITOTAL
PKG
0.92%
COM
MDT
0.86%
SHS
SPY
0.85%
TR UNIT
JNJ
0.84%
COM
LMT
0.83%
COM
AVGO
0.83%
COM
VTI
0.82%
TOTAL STK MKT
RIO
0.82%
SPONSORED ADR
ETV
0.8%
COM
MCD
0.8%
COM
VCSH
0.8%
SHRT TRM CORP BD
MMM
0.79%
COM
IFF
0.79%
COM
SO
0.74%
COM
GUNR
0.74%
MORNSTAR UPSTR
MDY
0.72%
UTSER1 S&PDCRP
BLK
0.72%
COM
CSCO
0.72%
COM
XOM
0.7%
COM
DLR
0.69%
COM
SAP
0.68%
SPON ADR
RDS/B
0.67%
SPON ADR B
MCHP
0.67%
COM
VWO
0.66%
FTSE EMR MKT ETF
INFY
0.65%
SPONSORED ADR
SBUX
0.63%
COM
ABBV
0.61%
COM
SHYD
0.61%
SHORT HIGH YIELD
SCHB
0.61%
US BRD MKT ETF
UNH
0.6%
COM
USB
0.6%
COM NEW
UPS
0.6%
CL B
T
0.59%
COM
AQN
0.59%
COM
LDOS
0.55%
COM
NSC
0.54%
COM
UL
0.53%
SPON ADR NEW
DEO
0.53%
SPON ADR NEW
PFE
0.52%
COM
LIN
0.52%
COM
EFA
0.51%
MSCI EAFE ETF
ORCL
0.51%
COM
JPM
0.5%
COM
AMZN
0.5%
COM
PEP
0.49%
COM
IX
0.48%
SPONSORED ADR
CBRL
0.48%
COM
NVS
0.47%
SPONSORED ADR
IVV
0.46%
CORE S&P500 ETF
CM
0.45%
COM
ALB
0.45%
COM
VTEB
0.44%
TAX-EXEMPT BD
SON
0.44%
COM
CLX
0.43%
COM
MIC
0.43%
MEMBERSHIP INT
LLY
0.42%
COM
CSX
0.42%
COM
FB
0.42%
CL A
TXN
0.41%
COM
CCU
0.41%
SPONSORED ADR
SCPB
0.39%
BARC SHT TR CP
BCE
0.39%
COM NEW
WSO
0.38%
COM
TRV
0.37%
COM
VCIT
0.37%
INT-TERM CORP
RTN
0.37%
COM NEW
VFC
0.36%
COM
SCHD
0.36%
US DIVIDEND EQ
SCHE
0.36%
EMRG MKTEQ ETF
CHL
0.35%
SPONSORED ADR
SAFT
0.35%
COM
LRCX
0.35%
COM
HUN
0.35%
COM
AFL
0.34%
COM
NRK
0.34%
COM
IWR
0.34%
RUS MID-CAP ETF
PFF
0.34%
U.S. PFD STK ETF
MLPA
0.34%
GLBL X MLP ETF
EMR
0.33%
COM
GSK
0.33%
SPONSORED ADR
UTX
0.32%
COM
CCI
0.32%
COM
AZN
0.32%
SPONSORED ADR
SHYG
0.32%
0-5YR HI YL CP
TAP
0.31%
CL B
BMO
0.31%
COM
CNP
0.31%
COM
MGIC
0.31%
ORD
DG
0.3%
COM
O
0.3%
COM
NEE
0.3%
COM
XLNX
0.3%
COM
ARCC
0.3%
COM
BRK.B
0.3%
CL B NEW
MO
0.29%
COM
KMB
0.29%
COM
HON
0.29%
COM
SCHF
0.29%
INTL EQTY ETF
BXMT
0.28%
COM CL A
IVOO
0.28%
MIDCP 400 IDX
USHY
0.28%
BROAD USD HIGH
GOOG
0.27%
CAP STK CL C
WMT
0.27%
COM
BMY
0.27%
COM
AVA
0.26%
COM
CHCT
0.26%
COM
EVA
0.26%
COM UNIT
TGT
0.25%
COM
ORI
0.25%
COM
CCL
0.25%
PAIRED CTF
SNY
0.25%
SPONSORED ADR
BX
0.25%
COM UNIT LTD
HPT
0.24%
COM SH BEN INT
ECOL
0.24%
COM
RPM
0.24%
COM
EPI
0.24%
INDIA ERNGS FD
DUK
0.24%
COM NEW
UNP
0.24%
COM
SBSI
0.23%
COM
CSJ
0.23%
1-3 YR CR BD ETF
SUB
0.22%
SHT NTLAMTFR ETF
CB
0.22%
COM
BHB
0.22%
COM
CSFL
0.22%
COM
LEG
0.22%
COM
COLB
0.22%
COM
VGT
0.22%
INF TECH ETF
CVX
0.21%
COM
CCE
0.21%
SHS
IEMG
0.21%
CORE MSCI EMKT
OXY
0.21%
COM
WBA
0.21%
COM
GOOGL
0.21%
CAP STK CL A
OLP
0.2%
COM
CTSH
0.2%
CL A
MGU
0.2%
COM
FNLC
0.2%
COM
TECH
0.2%
COM
PM
0.2%
COM
KR
0.2%
COM
UMPQ
0.19%
COM
SWK
0.19%
COM
FUN
0.19%
DEPOSITRY UNIT
ALGT
0.19%
COM
SJNK
0.19%
SHT TRM HGH YLD
APTS
0.19%
COM
CQQQ
0.19%
CHINA TECHNLGY
HTGC
0.19%
COM
LAMR
0.19%
CL A
PRU
0.18%
COM
DGRO
0.18%
CORE DIV GRWTH
KNOP
0.17%
COM UNITS
CHD
0.17%
COM
V
0.17%
COM CL A
OMC
0.17%
COM
VB
0.17%
SMALL CP ETF
FIBK
0.17%
COM CL A
MCO
0.17%
COM
BSV
0.17%
SHORT TRM BOND
GIS
0.16%
COM
TEL
0.16%
REG SHS
XLF
0.16%
SBI INT-FINL
SHM
0.16%
NUVN BR SHT MUNI
HDV
0.16%
HIGH DIVIDND ETF
CAG
0.16%
COM
STWD
0.15%
COM
CQP
0.15%
COM UNIT
IJR
0.15%
CORE S&P SCP ETF
MC
0.15%
CL A
BBT
0.15%
COM
PNW
0.15%
COM
ICE
0.15%
COM
ADP
0.15%
COM
CAT
0.15%
COM
GD
0.14%
COM
EVRG
0.14%
COM
VZ
0.14%
COM
CNXM
0.14%
UNIT REPST
IWM
0.14%
RUSSELL 2000 ETF
TDTT
0.14%
IBOXX 3R TARGT
UBSI
0.14%
COM
WRI
0.14%
SH BEN INT
ONB
0.13%
COM
ENB
0.13%
COM
EXPD
0.13%
COM
IGF
0.13%
GLB INFRASTR ETF
VXUS
0.13%
VG TL INTL STK F
CVS
0.13%
COM
LNC
0.13%
COM
VTR
0.13%
COM
RY
0.13%
COM
OMAB
0.13%
SPON ADR
EEMV
0.12%
EM MK MINVOL ETF
ACWI
0.12%
MSCI ACWI ETF
GNTX
0.12%
COM
ABT
0.12%
COM
BDX
0.12%
COM
FLRN
0.12%
INV GRD FLT RT
SCHW
0.12%
COM
UN
0.12%
N Y SHS NEW
COP
0.11%
COM
EBMT
0.11%
COM
KHC
0.11%
COM
LARK
0.11%
COM
SCHA
0.11%
US SML CAP ETF
GWL
0.11%
S&P WRLD EX US
HBI
0.11%
COM
COST
0.11%
COM
OEF
0.11%
S&P 100 ETF
FDEF
0.11%
COM
LLL
0.1%
COM
OHI
0.1%
COM
MPW
0.1%
COM
NFRA
0.1%
STOXX GLOBR INF
CME
0.1%
COM
BAC
0.1%
COM
COR
0.1%
COM
FAST
0.09%
COM
BFO
0.09%
COM SHS
CNK
0.09%
COM
VIG
0.09%
DIV APP ETF
ABEV
0.09%
SPONSORED ADR
ASR
0.09%
SPON ADR SER B
HOMB
0.09%
COM
ABB
0.09%
SPONSORED ADR
RLJ
0.09%
COM
MDP
0.09%
COM
PAC
0.09%
SPON ADR B
QCOM
0.08%
COM
NHI
0.08%
COM
LSI
0.08%
COM
MFNC
0.08%
COM
TOT
0.08%
SPONSORED ADR
ONEK
0.08%
RUSSELL 1000 ETF
SCHM
0.08%
US MID-CAP ETF
IEFA
0.08%
CORE MSCI EAFE
BGS
0.08%
COM
ADC
0.08%
COM
IWS
0.08%
RUS MDCP VAL ETF
IBM
0.08%
COM
LOW
0.08%
COM
SCHX
0.07%
US LRG CAP ETF
SRPT
0.07%
COM
MMP
0.07%
COM UNIT RP LP
IWW
0.07%
RUS 3000 VAL ETF
VOO
0.07%
SHS
BCH
0.07%
SPONSORED ADR
FHB
0.07%
COM
NEAR
0.07%
SHT MAT BD ETF
CNS
0.07%
COM
BIIB
0.07%
COM
WFC
0.07%
COM
GGG
0.07%
COM
BABA
0.07%
SPONSORED ADS
SDIV
0.07%
GLB X SUPERDIV
TJX
0.07%
COM
FDM
0.06%
COM SHS ANNUAL
IWD
0.06%
RUS 1000 VAL ETF
VEA
0.06%
FTSE DEV MKT ETF
MA
0.06%
CL A
USMV
0.06%
USA MIN VOL ETF
AGG
0.06%
CORE TOTUSBD ETF
NWE
0.06%
COM NEW
SMB
0.06%
AMT FREE SHORT M
MPLX
0.06%
COM UNIT REP LTD
APD
0.06%
COM
VO
0.06%
MID CAP ETF
PACW
0.06%
COM
NP
0.06%
COM
AXP
0.06%
COM
MUB
0.06%
NAT AMT FREE BD
ETR
0.06%
COM
ENBL
0.05%
COM UNIT RP IN
UVSP
0.05%
COM
SCHZ
0.05%
US AGGREGATE B
KO
0.05%
COM
AMAT
0.05%
COM
GPC
0.05%
COM
BUD
0.05%
SPONSORED ADR
SCHC
0.05%
INTL SCEQT ETF
ADBE
0.05%
COM
ZTS
0.05%
CL A
TEGP
0.05%
CL A
ILPT
0.05%
COM SHS BEN INT
F
0.05%
COM PAR $0.01
FAM
0.04%
COM SHS
EXG
0.03%
COM
EDAP
0.01%
SPONSORED ADR
AKS
0.01%
COM
DWDP
0.41%
COM
JNK
0.28%
BRC HGH YLD BD
SWM
0.05%
COM
DGS
0.05%
EMG MKTS SMCAP
GSH
0.05%
SPONSORED ADR
ORIT
0.05%
COM
AMLP
0.05%
ALERIAN MLP