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
57
11
20
1
5
3
35
7
12
NAPLES GLOBAL ADVISORS LLC

Time Period2018-12-31

Total Holdings288

Total Value ($x1000)351,349
Activities
New18

Increased150

Unchanged18

Decreased102

Sold Out22

Top 10 Stock Holdingstotal 16.84%
VV2.45

BA2.13

MSFT2.04

AAPL1.91

PG1.88

 
ITOT1.72

MRK1.25

AMGN1.23

TSM1.12

INTC1.11

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VV
2.45%
LARGE CAP ETF
BA
2.13%
COM
MSFT
2.04%
COM
AAPL
1.91%
COM
PG
1.88%
COM
ITOT
1.72%
CORE S&P TTL STK
MRK
1.25%
COM
AMGN
1.23%
COM
TSM
1.12%
SPONSORED ADR
INTC
1.11%
COM
GLW
1.09%
COM
SPY
1.01%
TR UNIT
PKG
0.99%
COM
IXUS
0.99%
CORE MSCITOTAL
HD
0.97%
COM
ACN
0.95%
SHS CLASS A
IJH
0.94%
CORE S&P MCP ETF
PAYX
0.92%
COM
JNJ
0.89%
COM
ADI
0.88%
COM
ETV
0.88%
COM
DIS
0.88%
COM DISNEY
MMM
0.88%
COM
VTI
0.85%
TOTAL STK MKT
VWO
0.82%
FTSE EMR MKT ETF
MCD
0.82%
COM
AVGO
0.81%
COM
VCSH
0.79%
SHRT TRM CORP BD
MDY
0.79%
UTSER1 S&PDCRP
MDT
0.78%
SHS
XOM
0.78%
COM
IFF
0.77%
COM
RIO
0.76%
SPONSORED ADR
ABBV
0.74%
COM
SO
0.73%
COM
LMT
0.72%
COM
DLR
0.71%
COM
RDS/B
0.7%
SPON ADR B
EFA
0.69%
MSCI EAFE ETF
BLK
0.69%
COM
MCHP
0.69%
COM
CSCO
0.66%
COM
UNH
0.64%
COM
USB
0.63%
COM NEW
T
0.61%
COM
UPS
0.6%
CL B
INFY
0.6%
SPONSORED ADR
UL
0.57%
SPON ADR NEW
IX
0.56%
SPONSORED ADR
TDTT
0.55%
IBOXX 3R TARGT
SBUX
0.54%
COM
SAP
0.54%
SPON ADR
AQN
0.54%
COM
DEO
0.53%
SPON ADR NEW
NSC
0.53%
COM
AMZN
0.52%
COM
NVS
0.52%
SPONSORED ADR
PFE
0.51%
COM
CLX
0.51%
COM
LLY
0.51%
COM
CBRL
0.5%
COM
SCHB
0.5%
US BRD MKT ETF
LIN
0.5%
COM
ORCL
0.49%
COM
VTEB
0.49%
TAX-EXEMPT BD
DWDP
0.49%
COM
ALB
0.48%
COM
SCPB
0.47%
BARC SHT TR CP
PEP
0.47%
COM
JPM
0.47%
COM
CM
0.46%
COM
SON
0.43%
COM
CCU
0.43%
SPONSORED ADR
SHYD
0.42%
SHORT HIGH YIELD
BCE
0.42%
COM NEW
MIC
0.42%
MEMBERSHIP INT
CHL
0.41%
SPONSORED ADR
LDOS
0.41%
COM
HUN
0.4%
COM
TXN
0.4%
COM
NRK
0.39%
COM
CSX
0.38%
COM
AFL
0.38%
COM
TAP
0.38%
CL B
RTN
0.38%
COM NEW
MO
0.37%
COM
FB
0.37%
CL A
EMR
0.36%
COM
VFC
0.36%
COM
CNP
0.36%
COM
TRV
0.36%
COM
GSK
0.36%
SPONSORED ADR
AZN
0.35%
SPONSORED ADR
UTX
0.34%
COM
HPT
0.34%
COM SH BEN INT
AVA
0.34%
COM
BMO
0.34%
COM
VCIT
0.34%
INT-TERM CORP
SAFT
0.33%
COM
PFF
0.33%
U.S. PFD STK ETF
SCHD
0.33%
US DIVIDEND EQ
MLPA
0.33%
GLBL X MLP ETF
BRK.B
0.33%
CL B NEW
O
0.33%
COM
WSO
0.32%
COM
ECOL
0.31%
COM
JNK
0.31%
BRC HGH YLD BD
SNY
0.31%
SPONSORED ADR
WBA
0.3%
COM
OXY
0.3%
COM
OMC
0.3%
COM
KMB
0.3%
COM
ARCC
0.3%
COM
DG
0.29%
COM
IVOO
0.29%
MIDCP 400 IDX
CCI
0.29%
COM
NEE
0.29%
COM
BXMT
0.29%
COM CL A
KR
0.29%
COM
SBSI
0.29%
COM
LRCX
0.29%
COM
BMY
0.29%
COM
MGIC
0.29%
ORD
LEG
0.28%
COM
EVA
0.28%
COM UNIT
CCL
0.28%
PAIRED CTF
WMT
0.28%
COM
SCHE
0.27%
EMRG MKTEQ ETF
HON
0.27%
COM
XLNX
0.26%
COM
GOOG
0.26%
CAP STK CL C
IVV
0.25%
CORE S&P500 ETF
FUN
0.25%
DEPOSITRY UNIT
SHYG
0.25%
0-5YR HI YL CP
UNP
0.25%
COM
MGU
0.25%
COM
COLB
0.25%
COM
EPI
0.24%
INDIA ERNGS FD
TGT
0.24%
COM
ORI
0.24%
COM
SCHF
0.24%
INTL EQTY ETF
FNLC
0.24%
COM
SUB
0.23%
SHT NTLAMTFR ETF
CB
0.23%
COM
DUK
0.23%
COM NEW
SJNK
0.23%
SHT TRM HGH YLD
CVX
0.23%
COM
CSFL
0.23%
COM
CTSH
0.22%
CL A
SHM
0.22%
NUVN BR SHT MUNI
BHB
0.22%
COM
BSV
0.22%
SHORT TRM BOND
HTGC
0.21%
COM
CCE
0.21%
SHS
PM
0.21%
COM
OLP
0.21%
COM
GOOGL
0.2%
CAP STK CL A
KHC
0.2%
COM
CNK
0.2%
COM
BX
0.2%
COM UNIT LTD
CHCT
0.2%
COM
CNXM
0.2%
UNIT REPST
UMPQ
0.19%
COM
FIBK
0.19%
COM CL A
ADC
0.19%
COM
LAMR
0.19%
CL A
ALGT
0.19%
COM
CQQQ
0.19%
CHINA TECHNLGY
CHD
0.19%
COM
KNOP
0.18%
COM UNITS
CVS
0.18%
COM
VB
0.18%
SMALL CP ETF
TECH
0.18%
COM
IWR
0.17%
RUS MID-CAP ETF
EVRG
0.17%
COM
PNW
0.17%
COM
BFO
0.16%
COM SHS
GUNR
0.16%
MORNSTAR UPSTR
CAG
0.16%
COM
BGS
0.16%
COM
MCO
0.16%
COM
TEL
0.16%
REG SHS
VXUS
0.15%
VG TL INTL STK F
TLP
0.15%
COM UNIT L P
WRI
0.15%
SH BEN INT
ONB
0.15%
COM
STWD
0.15%
COM
XLF
0.15%
SBI INT-FINL
GD
0.15%
COM
ENB
0.15%
COM
CQP
0.15%
COM UNIT
BBT
0.15%
COM
LARK
0.15%
COM
GIS
0.15%
COM
VZ
0.15%
COM
IEMG
0.14%
CORE MSCI EMKT
DGRO
0.14%
CORE DIV GRWTH
IWM
0.14%
RUSSELL 2000 ETF
COP
0.14%
COM
PRU
0.14%
COM
CAT
0.14%
COM
VGT
0.14%
INF TECH ETF
EEMV
0.14%
EM MK MINVOL ETF
OEF
0.14%
S&P 100 ETF
ACWI
0.14%
MSCI ACWI ETF
HDV
0.14%
HIGH DIVIDND ETF
RY
0.13%
COM
UBSI
0.13%
COM
FLRN
0.13%
INV GRD FLT RT
MC
0.13%
CL A
EBMT
0.13%
COM
ILPT
0.13%
COM SHS BEN INT
GNTX
0.13%
COM
VTR
0.13%
COM
OMAB
0.13%
SPON ADR
ICE
0.12%
COM
IJR
0.12%
CORE S&P SCP ETF
OHI
0.12%
COM
ADP
0.12%
COM
ABEV
0.12%
SPONSORED ADR
GWL
0.12%
S&P WRLD EX US
V
0.12%
COM CL A
IGF
0.12%
GLB INFRASTR ETF
FDEF
0.12%
COM
BDX
0.11%
COM
BIIB
0.11%
COM
ABT
0.11%
COM
NFRA
0.11%
STOXX GLOBR INF
CME
0.11%
COM
NHI
0.11%
COM
HBI
0.11%
COM
LNC
0.11%
COM
ASR
0.1%
SPON ADR SER B
MDP
0.1%
COM
UN
0.1%
N Y SHS NEW
COST
0.1%
COM
LSI
0.1%
COM
MPW
0.1%
COM
TOT
0.09%
SPONSORED ADR
BAC
0.09%
COM
FDM
0.09%
COM SHS ANNUAL
SMB
0.09%
AMT FREE SHORT M
VIG
0.09%
DIV APP ETF
FAST
0.09%
COM
BCH
0.09%
SPONSORED ADR
SDIV
0.09%
GLB X SUPERDIV
SAL
0.09%
COM
LLL
0.09%
COM
AMLP
0.09%
ALERIAN MLP
IWS
0.09%
RUS MDCP VAL ETF
MMP
0.08%
COM UNIT RP LP
BABA
0.08%
SPONSORED ADS
LOW
0.08%
COM
IWW
0.08%
RUS 3000 VAL ETF
MFNC
0.08%
COM
WFC
0.08%
COM
FHB
0.08%
COM
PAC
0.08%
SPON ADR B
SCHA
0.08%
US SML CAP ETF
VOO
0.08%
SHS
MPLX
0.07%
COM UNIT REP LTD
HOMB
0.07%
COM
NP
0.07%
COM
DGICA
0.07%
CL A
GGG
0.07%
COM
AGG
0.07%
CORE TOTUSBD ETF
SRPT
0.07%
COM
CNS
0.07%
COM
QCOM
0.07%
COM
NWE
0.07%
COM NEW
USMV
0.06%
USA MIN VOL ETF
GSH
0.06%
SPONSORED ADR
VEA
0.06%
FTSE DEV MKT ETF
TJX
0.06%
COM
MTSC
0.06%
COM
IWD
0.06%
RUS 1000 VAL ETF
UVSP
0.06%
COM
NVDA
0.06%
COM
KO
0.06%
COM
GPC
0.06%
COM
STT
0.06%
COM
ORIT
0.05%
COM
FAM
0.05%
COM SHS
F
0.05%
COM PAR $0.01
ETY
0.04%
COM
EXG
0.04%
COM
IEC
0.03%
COM
EDAP
0.01%
SPONSORED ADR
PX
0.48%
COM
SIR
0.46%
COM SH BEN INT
SWM
0.21%
COM
NGG
0.16%
SPONSORED ADR NE
SEP
0.15%
COM
BTI
0.15%
SPONSORED ADR
HOPE
0.14%
COM
AMAT
0.12%
COM
NYCB
0.11%
COM
CMP
0.08%
COM
POWERSHA...
0.07%
GUG BULSH 2019
UBA
0.06%
CL A
IEFA
0.06%
CORE MSCI EAFE
K
0.06%
COM
ETR
0.05%
COM
VSS
0.05%
FTSE SMCAP ETF
DGS
0.05%
EMG MKTS SMCAP
CTBI
0.05%
COM
SCHC
0.05%
INTL SCEQT ETF
CIU
0.05%
INTERM CR BD ETF
TEGP
0.05%
CL A
EVV
0.05%
COM