StockDriftsStockDriftsTop 50 Naples Global Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.4% | 183.7K | $46.6M | -0.74%(-1.38K) | $58.77(+408.57%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.54% | 112.3K | $34.8M | -0.20%(-229) | $22.93(+1717.31%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.38% | 96.5K | $32.7M | -2.99%(-2.97K) | $30.39(+1215.60%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.05% | 43.1K | $28.1M | +4.01%(+1.66K) | $432.63(+72.37%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.05% | 75.8K | $28.1M | +1.83%(+1.37K) | $90.65(+347.00%) | 2026-03-31 | |
| GLW | CORNING INC | 2.04% | 206.0K | $28.0M | -3.55%(-7.59K) | $25.57(+707.54%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 1.97% | 1.09M | $27.0M | +4.87%(+50.57K) | $18.17(+50.33%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.76% | 40.5K | $24.2M | +0.80%(+322) | $363.62(+87.67%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 1.31% | 59.9K | $17.9M | -0.34%(-207) | $94.17(+262.42%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.29% | 104.3K | $17.7M | -0.05%(-48) | $81.10(+86.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.72% | +71.61% |
| Top 20 Holdings Unweighted | +19.28% | +69.71% |
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