Naples Global Advisors as of Dec. 31, 2013
Portfolio Holdings for Naples Global Advisors
Naples Global Advisors holds 255 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Large-Cap ETF (VV) | 3.0 | $4.5M | 53k | 84.79 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.0 | $3.0M | 12k | 244.18 | |
General Electric Company | 1.3 | $1.9M | 69k | 28.03 | |
V.F. Corporation (VFC) | 1.1 | $1.7M | 27k | 62.34 | |
SPDR Barclays Capital High Yield B | 1.1 | $1.6M | 40k | 40.56 | |
Taiwan Semiconductor Mfg (TSM) | 1.1 | $1.6M | 90k | 17.43 | |
Procter & Gamble Company (PG) | 0.9 | $1.4M | 17k | 81.43 | |
At&t (T) | 0.9 | $1.3M | 38k | 35.16 | |
Amgen | 0.9 | $1.3M | 12k | 114.04 | |
Johnson & Johnson (JNJ) | 0.9 | $1.3M | 14k | 91.58 | |
Orchids Paper Products Company | 0.9 | $1.3M | 39k | 32.83 | |
Microsoft Corporation (MSFT) | 0.8 | $1.2M | 33k | 37.42 | |
ConocoPhillips (COP) | 0.8 | $1.2M | 18k | 70.66 | |
Walt Disney Company (DIS) | 0.8 | $1.2M | 16k | 76.42 | |
Emerson Electric (EMR) | 0.8 | $1.2M | 17k | 70.20 | |
ANALOG DEVICES INC COM Stk | 0.8 | $1.2M | 23k | 50.94 | |
McDonald's Corporation (MCD) | 0.8 | $1.1M | 12k | 97.01 | |
E.I. du Pont de Nemours & Company | 0.8 | $1.1M | 18k | 64.96 | |
Boeing | 0.8 | $1.1M | 8.2k | 136.45 | |
Apple Computer | 0.8 | $1.1M | 2.0k | 561.01 | |
Rockwood Holdings | 0.7 | $1.1M | 15k | 71.93 | |
Aberdeen Asia Pacific Incom | 0.7 | $1.1M | 188k | 5.76 | |
3M Company (MMM) | 0.7 | $1.1M | 7.6k | 140.28 | |
Lockheed Martin Corporation (LMT) | 0.7 | $1.1M | 7.2k | 148.67 | |
International Business Machines (IBM) | 0.7 | $1.1M | 5.7k | 187.65 | |
Qualcomm (QCOM) | 0.7 | $1.1M | 14k | 74.23 | |
Southern Company (SO) | 0.7 | $1.1M | 26k | 41.11 | |
Bce (BCE) | 0.7 | $1.0M | 24k | 43.30 | |
Home Depot (HD) | 0.7 | $1.0M | 12k | 82.36 | |
Intel Corporation (INTC) | 0.7 | $1.0M | 39k | 25.95 | |
Aflac | 0.7 | $1.0M | 15k | 66.80 | |
Waste Management (WM) | 0.7 | $999k | 22k | 44.89 | |
Molson Coors Brewing Company (TAP) | 0.7 | $1.0M | 18k | 56.13 | |
Abbvie (ABBV) | 0.7 | $1.0M | 19k | 52.80 | |
Deere & Company (DE) | 0.7 | $993k | 11k | 91.35 | |
Corning Incorporated (GLW) | 0.7 | $981k | 55k | 17.81 | |
Wal-Mart Stores (WMT) | 0.7 | $976k | 12k | 78.65 | |
General Mills (GIS) | 0.7 | $978k | 20k | 49.91 | |
Pepsi (PEP) | 0.6 | $954k | 12k | 82.91 | |
Sanofi-Aventis SA (SNY) | 0.6 | $962k | 18k | 53.61 | |
Unilever | 0.6 | $959k | 24k | 40.25 | |
Norfolk Southern (NSC) | 0.6 | $946k | 10k | 92.80 | |
Prospect Capital Corporation (PSEC) | 0.6 | $939k | 84k | 11.22 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.6 | $943k | 39k | 24.28 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $928k | 8.9k | 104.42 | |
Microchip Technology (MCHP) | 0.6 | $931k | 21k | 44.75 | |
Nordstrom (JWN) | 0.6 | $931k | 15k | 61.78 | |
China Mobile | 0.6 | $910k | 17k | 52.27 | |
Kayne Anderson MLP Investment (KYN) | 0.6 | $904k | 23k | 39.86 | |
Vanguard Short-Term Bond ETF (BSV) | 0.6 | $885k | 11k | 79.93 | |
Compania Cervecerias Unidas (CCU) | 0.6 | $878k | 36k | 24.12 | |
BANK OF MONTREAL Cadcom | 0.6 | $870k | 13k | 66.69 | |
Psychemedics (PMD) | 0.6 | $862k | 59k | 14.69 | |
United Technologies Corporation | 0.6 | $851k | 7.5k | 113.85 | |
ConAgra Foods (CAG) | 0.6 | $844k | 25k | 33.70 | |
US Ecology | 0.6 | $835k | 23k | 37.09 | |
Accenture (ACN) | 0.6 | $818k | 10k | 82.21 | |
Paychex (PAYX) | 0.5 | $805k | 18k | 45.54 | |
Meridian Bioscience | 0.5 | $811k | 31k | 26.53 | |
Hercules Technology Growth Capital (HTGC) | 0.5 | $805k | 49k | 16.41 | |
Eli Lilly & Co. (LLY) | 0.5 | $796k | 16k | 50.98 | |
Kohl's Corporation (KSS) | 0.5 | $790k | 14k | 56.73 | |
MTS Systems Corporation | 0.5 | $779k | 11k | 71.04 | |
Seadrill | 0.5 | $776k | 19k | 41.06 | |
Pfeiffer Vacuum Technology | 0.5 | $779k | 5.7k | 136.67 | |
Travelers Companies (TRV) | 0.5 | $766k | 8.5k | 90.50 | |
Computer Programs & Systems (TBRG) | 0.5 | $758k | 12k | 61.83 | |
Astrazeneca | 0.5 | $765k | 13k | 59.39 | |
Oaktree Cap | 0.5 | $761k | 13k | 58.88 | |
International Flavors & Fragrances (IFF) | 0.5 | $754k | 8.8k | 85.93 | |
Clorox Company (CLX) | 0.5 | $753k | 8.1k | 92.73 | |
Zurich Insurance (ZURVY) | 0.5 | $756k | 26k | 29.05 | |
Exxon Mobil Corporation (XOM) | 0.5 | $732k | 7.2k | 101.26 | |
Ares Capital Corporation (ARCC) | 0.5 | $739k | 42k | 17.78 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.5 | $737k | 7.0k | 105.48 | |
Coca-Cola Company (KO) | 0.5 | $713k | 17k | 41.28 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $717k | 3.9k | 184.75 | |
Leggett & Platt (LEG) | 0.5 | $714k | 23k | 30.95 | |
American Express | 0.5 | $715k | 7.9k | 90.71 | |
Baxter Intl Inc Com Stk | 0.5 | $724k | 10k | 69.54 | |
Dr Pepper Snapple | 0.5 | $698k | 14k | 48.73 | |
Air Prod & Chem | 0.5 | $704k | 6.3k | 111.75 | |
Huabao Intl Hldgs | 0.5 | $706k | 26k | 27.66 | |
Diageo (DEO) | 0.5 | $691k | 5.2k | 132.38 | |
Lorillard | 0.5 | $689k | 14k | 50.66 | |
Ambev Sa- (ABEV) | 0.5 | $688k | 94k | 7.35 | |
Darden Restaurants (DRI) | 0.4 | $658k | 12k | 54.38 | |
Eaton Vance Short Duration Diversified I (EVG) | 0.4 | $655k | 43k | 15.26 | |
Semen Gresik Adr F Un (PSGTY) | 0.4 | $665k | 29k | 23.26 | |
Gdf Suez | 0.4 | $659k | 28k | 23.56 | |
CSX Corporation (CSX) | 0.4 | $651k | 23k | 28.75 | |
GlaxoSmithKline | 0.4 | $647k | 12k | 53.37 | |
British American Tobac (BTI) | 0.4 | $624k | 5.8k | 107.49 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $634k | 17k | 36.85 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $627k | 14k | 45.01 | |
Novartis (NVS) | 0.4 | $618k | 7.7k | 80.41 | |
National Grid | 0.4 | $618k | 9.5k | 65.31 | |
Hannover Rueckversicherung (HVRRY) | 0.4 | $612k | 14k | 42.96 | |
Statoil ASA | 0.4 | $602k | 25k | 24.15 | |
Coca-Cola Amatil | 0.4 | $601k | 28k | 21.54 | |
Te Connectivity Ltd for (TEL) | 0.4 | $594k | 11k | 55.08 | |
Olin Corporation (OLN) | 0.4 | $578k | 20k | 28.87 | |
Daimler | 0.4 | $581k | 6.7k | 86.72 | |
Sonoco Products Company (SON) | 0.4 | $577k | 14k | 41.70 | |
Cibc Cad (CM) | 0.4 | $577k | 6.8k | 85.48 | |
Bhp Billiton Plc sponsored adr 0 | 0.4 | $577k | 9.3k | 62.11 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.4 | $572k | 11k | 50.16 | |
Shaw Communications Inc cl b conv | 0.4 | $552k | 23k | 24.33 | |
Kimberly-Clark de Mexico SAB de CV (KCDMY) | 0.4 | $551k | 39k | 14.16 | |
Reckitt Benckiser- (RBGLY) | 0.4 | $557k | 35k | 15.86 | |
Avista Corporation (AVA) | 0.4 | $536k | 19k | 28.21 | |
Nokian Renkaat Oyj for (NKRKY) | 0.4 | $545k | 23k | 24.02 | |
SELECT INCOME REIT COM SH BEN int | 0.4 | $533k | 20k | 26.73 | |
Hospitality Properties Trust | 0.3 | $530k | 20k | 27.04 | |
Westar Energy | 0.3 | $525k | 16k | 32.16 | |
Basf | 0.3 | $520k | 4.9k | 106.78 | |
Government Properties Income Trust | 0.3 | $517k | 21k | 24.86 | |
Surgutneftegas OAO | 0.3 | $510k | 65k | 7.89 | |
Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.3 | $504k | 6.4k | 79.37 | |
Portland General Electric Company (POR) | 0.3 | $488k | 16k | 30.22 | |
Nextera Energy (NEE) | 0.3 | $498k | 5.8k | 85.66 | |
iShares Russell 2000 Index (IWM) | 0.3 | $490k | 4.2k | 115.43 | |
Textainer Group Holdings | 0.3 | $495k | 12k | 40.24 | |
Rayonier (RYN) | 0.3 | $501k | 12k | 42.06 | |
Corts Bellsouth 7% pref shrs | 0.3 | $488k | 19k | 25.99 | |
Corrections Corporation of America | 0.3 | $478k | 15k | 32.10 | |
D Automatic Data Proce Ssing Inc Common Stock 0 | 0.3 | $475k | 5.9k | 80.85 | |
Daimler Ag reg (MBGAF) | 0.3 | $465k | 5.3k | 86.95 | |
Cisco Systems (CSCO) | 0.3 | $465k | 21k | 22.43 | |
Altria (MO) | 0.3 | $461k | 12k | 38.39 | |
Ca | 0.3 | $465k | 14k | 33.62 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.3 | $462k | 8.0k | 57.68 | |
Penns Woods Ban (PWOD) | 0.3 | $461k | 9.0k | 51.05 | |
United-Guardian (UG) | 0.3 | $467k | 17k | 28.15 | |
Medtronic | 0.3 | $449k | 7.8k | 57.34 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $457k | 6.8k | 67.03 | |
Maiden Holdings (MHLD) | 0.3 | $445k | 41k | 10.93 | |
Morgan Stanley Emerging Markets Debt (MSD) | 0.3 | $451k | 47k | 9.54 | |
Spdr Short-term High Yield mf (SJNK) | 0.3 | $448k | 15k | 30.86 | |
Intercontinental Exchange (ICE) | 0.3 | $452k | 2.0k | 224.76 | |
U.S. Bancorp (USB) | 0.3 | $433k | 11k | 40.40 | |
Guangshen Railway | 0.3 | $433k | 19k | 23.11 | |
Standard Chartered Pl (SCBFF) | 0.3 | $442k | 20k | 22.52 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $422k | 10k | 41.81 | |
Caterpillar (CAT) | 0.3 | $417k | 4.6k | 90.85 | |
TransMontaigne Partners | 0.3 | $425k | 10k | 42.50 | |
Realty Income (O) | 0.3 | $424k | 11k | 37.36 | |
iShares S&P 100 Index (OEF) | 0.3 | $421k | 5.1k | 82.39 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $418k | 3.1k | 133.76 | |
BAE Systems (BAESY) | 0.3 | $414k | 14k | 28.85 | |
Pfizer (PFE) | 0.3 | $407k | 13k | 30.61 | |
Total (TTE) | 0.3 | $398k | 6.5k | 61.26 | |
Philip Morris International (PM) | 0.3 | $391k | 4.5k | 87.08 | |
J Sainsbury (JSAIY) | 0.3 | $393k | 16k | 24.21 | |
Teche Holding Company | 0.3 | $383k | 7.7k | 49.90 | |
Rotork Plc Ord | 0.3 | $385k | 8.1k | 47.53 | |
BlackRock (BLK) | 0.2 | $369k | 1.2k | 316.74 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.2 | $382k | 27k | 13.99 | |
Swedbank AB (SWDBY) | 0.2 | $378k | 13k | 28.16 | |
Bank Of China (BACHY) | 0.2 | $374k | 33k | 11.51 | |
Aberdeen Asset Mgmt Plc Uk Ord | 0.2 | $381k | 46k | 8.28 | |
Atlas Copco B | 0.2 | $376k | 15k | 25.41 | |
Dundee Intl Reit | 0.2 | $369k | 47k | 7.93 | |
Rsa Ins Gp | 0.2 | $377k | 50k | 7.57 | |
Chubb Corporation | 0.2 | $367k | 3.8k | 96.58 | |
Packaging Corporation of America (PKG) | 0.2 | $359k | 5.7k | 63.26 | |
National Australia Bank (NABZY) | 0.2 | $364k | 12k | 31.18 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $358k | 8.7k | 41.15 | |
Merck & Co (MRK) | 0.2 | $350k | 7.0k | 50.06 | |
Oracle Corporation (ORCL) | 0.2 | $352k | 9.2k | 38.26 | |
United Overseas Bank (UOVEY) | 0.2 | $343k | 10k | 33.68 | |
SABMiller (SBMRY) | 0.2 | $348k | 6.8k | 51.37 | |
Asx | 0.2 | $350k | 11k | 32.88 | |
Vodafone | 0.2 | $332k | 8.5k | 39.27 | |
L-3 Communications Holdings | 0.2 | $331k | 3.1k | 106.77 | |
Monmouth R.E. Inv | 0.2 | $332k | 37k | 9.08 | |
Royce Micro Capital Trust (RMT) | 0.2 | $337k | 27k | 12.60 | |
Market Vectors Etf Tr......... latam aggr bd | 0.2 | $332k | 14k | 23.65 | |
Cementos Pacasmayo | 0.2 | $331k | 28k | 11.84 | |
Eaton (ETN) | 0.2 | $335k | 4.4k | 76.22 | |
Vodacom Group Hldgs (VDMCY) | 0.2 | $326k | 26k | 12.70 | |
Macquarie Global Infr Total Rtrn Fnd | 0.2 | $312k | 14k | 22.10 | |
Indofood Sukses Makmur Tbk (PIFMY) | 0.2 | $316k | 12k | 27.11 | |
United Parcel Service (UPS) | 0.2 | $307k | 2.9k | 105.25 | |
Buckeye Partners | 0.2 | $307k | 4.3k | 70.98 | |
CenterPoint Energy (CNP) | 0.2 | $297k | 13k | 23.16 | |
WD-40 Company (WDFC) | 0.2 | $301k | 4.0k | 74.60 | |
Magellan Midstream Partners | 0.2 | $297k | 4.7k | 63.19 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.2 | $301k | 6.5k | 46.02 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $294k | 2.8k | 106.14 | |
Singapore Telecom Ltd New 2006 (SGAPY) | 0.2 | $296k | 10k | 28.99 | |
First Trust Dow Jones Sel.MicroCap (FDM) | 0.2 | $301k | 9.2k | 32.59 | |
Kraft Foods | 0.2 | $299k | 5.6k | 53.86 | |
Private Bancorp 7.125% | 0.2 | $298k | 13k | 23.79 | |
National Health Investors (NHI) | 0.2 | $280k | 5.0k | 56.17 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $291k | 2.6k | 110.02 | |
Market Vectors Short Municipal Index ETF | 0.2 | $289k | 16k | 17.58 | |
Klabin SA (KLBAY) | 0.2 | $279k | 5.4k | 52.05 | |
Bar Harbor Bankshares cs | 0.2 | $280k | 7.0k | 39.94 | |
Admiral | 0.2 | $284k | 13k | 21.68 | |
Legg Mason Global Bw glbl fixed incm etf | 0.2 | $285k | 26k | 10.78 | |
Abbott Laboratories | 0.2 | $264k | 6.9k | 38.40 | |
Koppers Holdings (KOP) | 0.2 | $271k | 5.9k | 45.74 | |
Wp Carey (WPC) | 0.2 | $277k | 4.5k | 61.42 | |
Ag Growth Intl | 0.2 | $265k | 6.3k | 41.98 | |
Pinnacle West Capital Corporation (PNW) | 0.2 | $259k | 4.9k | 52.86 | |
Tiger Brands (TBLMY) | 0.2 | $258k | 10k | 25.44 | |
Csl Ltd Un | 0.2 | $258k | 8.4k | 30.84 | |
Wm Morrison Supermarkets | 0.2 | $248k | 12k | 21.60 | |
Chevron Corporation (CVX) | 0.2 | $234k | 1.9k | 124.73 | |
Landmark Ban (LARK) | 0.2 | $247k | 13k | 19.61 | |
Jiangsu Express Co-spons (JEXYY) | 0.2 | $238k | 9.7k | 24.54 | |
Duke Energy (DUK) | 0.2 | $238k | 3.5k | 68.97 | |
Javelin Mtg Invt | 0.2 | $241k | 17k | 13.93 | |
Maiden Hldgs 8.25% Nts 2041 Ca p | 0.2 | $242k | 10k | 23.61 | |
Morgan Crucible Co Ord | 0.2 | $235k | 45k | 5.27 | |
Royal Dutch Shell | 0.1 | $221k | 2.9k | 74.97 | |
Linear Technology Corporation | 0.1 | $232k | 5.1k | 45.49 | |
Neenah Paper | 0.1 | $226k | 5.3k | 42.68 | |
Innophos Holdings | 0.1 | $227k | 4.7k | 48.56 | |
Omega Healthcare Investors (OHI) | 0.1 | $221k | 7.4k | 29.76 | |
Sasol (SSL) | 0.1 | $219k | 4.4k | 49.51 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $229k | 2.1k | 109.31 | |
iShares S&P 1500 Index Fund (ITOT) | 0.1 | $223k | 2.6k | 84.47 | |
SPDR S&P Emerging Markets Small Cap (EWX) | 0.1 | $220k | 4.7k | 46.46 | |
China Resources Enterprise (CRHKY) | 0.1 | $223k | 34k | 6.66 | |
Wachovia Fnd 7.25% $1.8125 Pfd preferred | 0.1 | $225k | 9.0k | 25.00 | |
Ensco Plc Shs Class A | 0.1 | $218k | 3.8k | 57.07 | |
Yum! Brands (YUM) | 0.1 | $216k | 2.9k | 75.66 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $209k | 2.8k | 73.59 | |
Questcor Pharmaceuticals | 0.1 | $209k | 3.8k | 54.57 | |
Westpac Banking Corporation | 0.1 | $207k | 7.1k | 29.01 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $210k | 5.1k | 41.58 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $203k | 2.0k | 102.78 | |
Mondelez Int (MDLZ) | 0.1 | $211k | 6.0k | 35.36 | |
Loomis Sayles Invest Gr Cl A mf | 0.1 | $191k | 16k | 11.88 | |
Corts Aon Cap (KTN) | 0.1 | $202k | 7.0k | 28.86 | |
Alabama Pwr Co 6.45% pref shrs | 0.1 | $202k | 7.8k | 25.98 | |
Grupo Herdez S A | 0.1 | $193k | 14k | 14.16 | |
RPC (RES) | 0.1 | $179k | 10k | 17.90 | |
Campus Crest Communities | 0.1 | $184k | 20k | 9.39 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $182k | 18k | 9.99 | |
CLP Holdings (CLPHY) | 0.1 | $159k | 20k | 7.93 | |
Hutchinson Port Holdings Trust | 0.1 | $164k | 245k | 0.67 | |
Medical Properties Trust (MPW) | 0.1 | $144k | 12k | 12.20 | |
Hengan International (HEGIF) | 0.1 | $128k | 11k | 11.85 | |
Harding Loevner Front m (HLFMX) | 0.1 | $140k | 16k | 8.54 | |
Global High Income Fund | 0.1 | $122k | 12k | 9.92 | |
First Pacific Company (FPAFY) | 0.1 | $125k | 22k | 5.67 | |
Sembcorp Marine (SMBMF) | 0.1 | $124k | 35k | 3.52 | |
Portucel Sa Ord | 0.1 | $80k | 20k | 4.00 | |
Portucel-empresa Produtora De | 0.0 | $62k | 16k | 4.00 | |
Thai Beverage Pcl (TBVPF) | 0.0 | $11k | 25k | 0.44 | |
Lloyd's Banking Group (LLDTF) | 0.0 | $20k | 15k | 1.33 | |
Cnlbancshares | 0.0 | $19k | 10k | 1.90 |