Naples Global Advisors as of June 30, 2014
Portfolio Holdings for Naples Global Advisors
Naples Global Advisors holds 227 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Large-Cap ETF (VV) | 3.0 | $5.0M | 56k | 90.01 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.2 | $3.7M | 14k | 260.54 | |
General Electric Company | 1.4 | $2.3M | 88k | 26.28 | |
Taiwan Semiconductor Mfg (TSM) | 1.2 | $2.0M | 96k | 21.39 | |
Microsoft Corporation (MSFT) | 1.0 | $1.7M | 42k | 41.71 | |
V.F. Corporation (VFC) | 1.0 | $1.7M | 27k | 62.99 | |
SPDR Barclays Capital High Yield B | 1.0 | $1.7M | 41k | 41.72 | |
At&t (T) | 1.0 | $1.7M | 47k | 35.36 | |
Amgen | 1.0 | $1.7M | 14k | 118.33 | |
ConocoPhillips (COP) | 1.0 | $1.6M | 19k | 85.72 | |
Johnson & Johnson (JNJ) | 1.0 | $1.6M | 16k | 104.65 | |
Apple (AAPL) | 1.0 | $1.6M | 17k | 92.94 | |
Procter & Gamble Company (PG) | 0.9 | $1.5M | 19k | 78.57 | |
Corning Incorporated (GLW) | 0.8 | $1.4M | 65k | 21.94 | |
E.I. du Pont de Nemours & Company | 0.8 | $1.4M | 21k | 65.42 | |
Walt Disney Company (DIS) | 0.8 | $1.4M | 16k | 85.76 | |
Molson Coors Brewing Company (TAP) | 0.8 | $1.4M | 19k | 74.14 | |
ANALOG DEVICES INC COM Stk | 0.8 | $1.4M | 25k | 54.08 | |
Orchids Paper Products Company | 0.8 | $1.4M | 42k | 32.04 | |
Qualcomm (QCOM) | 0.8 | $1.3M | 17k | 79.20 | |
Boeing | 0.8 | $1.3M | 10k | 127.20 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.8 | $1.3M | 203k | 6.28 | |
Southern Company (SO) | 0.8 | $1.3M | 28k | 45.36 | |
Abbvie (ABBV) | 0.8 | $1.3M | 22k | 56.46 | |
US Ecology | 0.7 | $1.2M | 25k | 48.93 | |
McDonald's Corporation (MCD) | 0.7 | $1.2M | 12k | 100.77 | |
Intel Corporation (INTC) | 0.7 | $1.2M | 39k | 30.89 | |
Deere & Company (DE) | 0.7 | $1.2M | 13k | 90.55 | |
Lockheed Martin Corporation (LMT) | 0.7 | $1.2M | 7.4k | 160.73 | |
AFLAC Incorporated (AFL) | 0.7 | $1.2M | 19k | 62.26 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.7 | $1.2M | 48k | 24.33 | |
Waste Management (WM) | 0.7 | $1.1M | 26k | 44.72 | |
Emerson Electric (EMR) | 0.7 | $1.2M | 17k | 66.39 | |
Microchip Technology (MCHP) | 0.7 | $1.1M | 23k | 48.80 | |
American Express | 0.7 | $1.1M | 12k | 94.84 | |
Rockwood Holdings | 0.7 | $1.1M | 15k | 75.97 | |
Diageo (DEO) | 0.7 | $1.1M | 8.7k | 127.32 | |
Bce (BCE) | 0.7 | $1.1M | 25k | 45.35 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.1M | 11k | 100.69 | |
3M Company (MMM) | 0.7 | $1.1M | 7.7k | 143.21 | |
International Business Machines (IBM) | 0.7 | $1.1M | 6.0k | 181.22 | |
Pepsi (PEP) | 0.7 | $1.1M | 12k | 89.34 | |
Nordstrom (JWN) | 0.6 | $1.1M | 16k | 67.90 | |
Unilever | 0.6 | $1.1M | 25k | 43.76 | |
Norfolk Southern (NSC) | 0.6 | $1.0M | 10k | 103.00 | |
General Mills (GIS) | 0.6 | $1.1M | 20k | 52.53 | |
Bank Of Montreal Cadcom (BMO) | 0.6 | $1.0M | 14k | 73.60 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $1.0M | 5.3k | 195.69 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $1.0M | 9.3k | 111.18 | |
MTS Systems Corporation | 0.6 | $1.0M | 15k | 67.79 | |
Eli Lilly & Co. (LLY) | 0.6 | $1.0M | 16k | 62.19 | |
ConAgra Foods (CAG) | 0.6 | $1.0M | 34k | 29.67 | |
Home Depot (HD) | 0.6 | $1.0M | 12k | 80.95 | |
AstraZeneca (AZN) | 0.6 | $983k | 13k | 74.29 | |
Sanofi-Aventis SA (SNY) | 0.6 | $974k | 18k | 53.19 | |
United Technologies Corporation | 0.6 | $979k | 8.5k | 115.45 | |
Kayne Anderson MLP Investment (KYN) | 0.6 | $984k | 25k | 39.40 | |
Travelers Companies | 0.6 | $956k | 10k | 94.05 | |
China Mobile | 0.6 | $937k | 19k | 48.62 | |
Compania Cervecerias Unidas (CCU) | 0.6 | $952k | 41k | 23.42 | |
Dr Pepper Snapple Group | 0.6 | $946k | 16k | 58.58 | |
Blackstone | 0.6 | $930k | 28k | 33.45 | |
Wal-Mart Stores (WMT) | 0.6 | $925k | 12k | 75.10 | |
Psychemedics (PMD) | 0.6 | $921k | 65k | 14.16 | |
International Flavors & Fragrances (IFF) | 0.6 | $936k | 9.0k | 104.29 | |
Clorox Company (CLX) | 0.6 | $934k | 10k | 91.39 | |
Computer Programs & Systems (TBRG) | 0.6 | $936k | 15k | 63.61 | |
Zurich Insurance (ZURVY) | 0.6 | $924k | 31k | 30.16 | |
Accenture (ACN) | 0.5 | $902k | 11k | 80.82 | |
Meridian Bioscience | 0.5 | $892k | 43k | 20.64 | |
Hercules Technology Growth Capital (HTGC) | 0.5 | $896k | 55k | 16.17 | |
Vanguard Short-Term Bond ETF (BSV) | 0.5 | $875k | 11k | 80.30 | |
Lorillard | 0.5 | $882k | 15k | 60.95 | |
Ares Capital Corporation (ARCC) | 0.5 | $871k | 49k | 17.85 | |
Paychex (PAYX) | 0.5 | $852k | 21k | 41.56 | |
Leggett & Platt (LEG) | 0.5 | $851k | 25k | 34.28 | |
Kohl's Corporation (KSS) | 0.5 | $824k | 16k | 52.65 | |
Semen Gresik Adr F Un (PSGTY) | 0.5 | $808k | 32k | 25.42 | |
Baxter International (BAX) | 0.5 | $789k | 11k | 72.31 | |
Cracker Barrel Old Country Store (CBRL) | 0.5 | $800k | 8.0k | 99.56 | |
Air Products & Chemicals (APD) | 0.5 | $792k | 6.2k | 128.68 | |
Statoil ASA | 0.5 | $787k | 26k | 30.83 | |
Seadrill | 0.5 | $789k | 20k | 39.97 | |
CSX Corporation (CSX) | 0.5 | $778k | 25k | 30.82 | |
Novartis (NVS) | 0.5 | $777k | 8.6k | 90.50 | |
GlaxoSmithKline | 0.5 | $761k | 14k | 53.46 | |
Gdf Suez | 0.5 | $759k | 28k | 27.52 | |
Coca-Cola Company (KO) | 0.4 | $744k | 18k | 42.34 | |
Olin Corporation (OLN) | 0.4 | $741k | 28k | 26.91 | |
Cinemark Holdings (CNK) | 0.4 | $737k | 21k | 35.35 | |
British American Tobac (BTI) | 0.4 | $738k | 6.2k | 119.05 | |
Spdr Short-term High Yield mf (SJNK) | 0.4 | $743k | 24k | 30.98 | |
Shaw Communications Inc cl b conv | 0.4 | $718k | 28k | 25.65 | |
Sonoco Products Company (SON) | 0.4 | $717k | 16k | 43.96 | |
Avista Corporation (AVA) | 0.4 | $721k | 22k | 33.53 | |
Cibc Cad (CM) | 0.4 | $722k | 7.9k | 90.93 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.4 | $733k | 6.9k | 105.67 | |
Te Connectivity Ltd for (TEL) | 0.4 | $719k | 12k | 61.82 | |
Ambev Sa- (ABEV) | 0.4 | $726k | 103k | 7.04 | |
National Grid | 0.4 | $708k | 9.5k | 74.35 | |
SELECT INCOME REIT COM SH BEN int | 0.4 | $701k | 24k | 29.62 | |
Eaton Vance Short Duration Diversified I (EVG) | 0.4 | $686k | 45k | 15.33 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.4 | $692k | 17k | 39.94 | |
Hannover Rueckversicherung (HVRRY) | 0.4 | $687k | 15k | 45.06 | |
Oaktree Cap | 0.4 | $698k | 14k | 50.02 | |
Hospitality Properties Trust | 0.4 | $677k | 22k | 30.40 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $672k | 14k | 47.73 | |
Daimler | 0.4 | $672k | 7.2k | 93.66 | |
Penns Woods Ban (PWOD) | 0.4 | $654k | 14k | 47.11 | |
Reckitt Benckiser- (RBGLY) | 0.4 | $656k | 38k | 17.44 | |
Chubb Corporation | 0.4 | $648k | 7.0k | 92.11 | |
Hawaiian Electric Industries (HE) | 0.4 | $645k | 26k | 25.33 | |
Westar Energy | 0.4 | $640k | 17k | 38.21 | |
Government Properties Income Trust | 0.4 | $640k | 25k | 25.39 | |
Kimberly-Clark de Mexico SAB de CV (KCDMY) | 0.4 | $647k | 46k | 14.02 | |
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.4 | $636k | 13k | 50.25 | |
BHP Billiton | 0.4 | $622k | 9.5k | 65.20 | |
Infosys Technologies (INFY) | 0.4 | $624k | 12k | 53.75 | |
Altria (MO) | 0.4 | $620k | 15k | 41.94 | |
Philip Morris International (PM) | 0.4 | $629k | 7.5k | 84.26 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $627k | 9.2k | 68.32 | |
Nextera Energy (NEE) | 0.4 | $610k | 6.0k | 102.45 | |
IBERIABANK Corporation | 0.4 | $613k | 8.9k | 69.16 | |
Caterpillar (CAT) | 0.3 | $592k | 5.5k | 108.62 | |
Maiden Holdings (MHLD) | 0.3 | $597k | 49k | 12.09 | |
Cisco Systems (CSCO) | 0.3 | $570k | 23k | 24.84 | |
Portland General Electric Company (POR) | 0.3 | $560k | 16k | 34.67 | |
U.S. Bancorp (USB) | 0.3 | $553k | 13k | 43.31 | |
Daimler Ag reg (MBGAF) | 0.3 | $564k | 6.0k | 93.41 | |
Mattel (MAT) | 0.3 | $551k | 14k | 39.00 | |
Textainer Group Holdings | 0.3 | $558k | 14k | 38.64 | |
Realty Income (O) | 0.3 | $555k | 13k | 44.38 | |
Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.3 | $554k | 38k | 14.74 | |
United-Guardian (UG) | 0.3 | $559k | 20k | 28.61 | |
Reckitt Benckiser Group Gbp Pa (RBGPF) | 0.3 | $557k | 6.4k | 87.24 | |
Pfizer (PFE) | 0.3 | $541k | 18k | 29.67 | |
Eaton Corporation | 0.3 | $536k | 6.9k | 77.17 | |
Raytheon Company | 0.3 | $540k | 5.9k | 92.31 | |
Target Corporation (TGT) | 0.3 | $529k | 9.1k | 58.00 | |
Swedbank AB (SWDBY) | 0.3 | $525k | 20k | 26.52 | |
Surgutneftegas OAO | 0.3 | $531k | 65k | 8.23 | |
Macquarie Global Infr Total Rtrn Fnd | 0.3 | $531k | 21k | 25.74 | |
Nokian Renkaat Oyj for (NKRKY) | 0.3 | $530k | 27k | 19.52 | |
Packaging Corporation of America (PKG) | 0.3 | $506k | 7.1k | 71.53 | |
BlackRock (BLK) | 0.3 | $505k | 1.6k | 319.62 | |
Oracle Corporation (ORCL) | 0.3 | $503k | 12k | 40.56 | |
Corrections Corporation of America | 0.3 | $506k | 15k | 32.86 | |
Medtronic | 0.3 | $490k | 7.7k | 63.80 | |
iShares Russell 2000 Index (IWM) | 0.3 | $487k | 4.1k | 118.93 | |
Wp Carey (WPC) | 0.3 | $487k | 7.6k | 64.42 | |
Chevron Corporation (CVX) | 0.3 | $466k | 3.6k | 130.46 | |
Automatic Data Processing (ADP) | 0.3 | $466k | 5.9k | 79.32 | |
Rayonier (RYN) | 0.3 | $468k | 13k | 35.54 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.3 | $479k | 8.0k | 60.21 | |
Total S A Adr F cs | 0.3 | $467k | 6.5k | 72.16 | |
Merck & Co (MRK) | 0.3 | $462k | 8.0k | 57.81 | |
iShares S&P MidCap 400 Index (IJH) | 0.3 | $447k | 3.1k | 143.04 | |
Morgan Stanley Emerging Markets Debt (MSD) | 0.3 | $453k | 45k | 10.16 | |
United Parcel Service (UPS) | 0.3 | $431k | 4.2k | 102.64 | |
TransMontaigne Partners | 0.3 | $438k | 10k | 43.80 | |
Kinder Morgan Energy Partners | 0.3 | $437k | 5.3k | 82.24 | |
iShares S&P 100 Index (OEF) | 0.3 | $442k | 5.1k | 86.50 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $422k | 9.8k | 43.18 | |
Berkshire Hathaway (BRK.B) | 0.2 | $415k | 3.3k | 126.56 | |
National Australia Bank (NABZY) | 0.2 | $426k | 28k | 15.46 | |
Landmark Ban (LARK) | 0.2 | $422k | 21k | 19.86 | |
Ca | 0.2 | $399k | 14k | 28.71 | |
Questcor Pharmaceuticals | 0.2 | $400k | 4.3k | 92.38 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $401k | 9.3k | 43.18 | |
Rolls-Royce (RYCEY) | 0.2 | $397k | 4.3k | 91.47 | |
Darden Restaurants (DRI) | 0.2 | $396k | 8.6k | 46.31 | |
Magellan Midstream Partners | 0.2 | $395k | 4.7k | 84.04 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.2 | $390k | 3.7k | 106.27 | |
Guangshen Railway | 0.2 | $371k | 20k | 18.60 | |
Bank Of China (BACHY) | 0.2 | $373k | 33k | 11.20 | |
Intercontinental Exchange (ICE) | 0.2 | $375k | 2.0k | 188.92 | |
Abbott Laboratories (ABT) | 0.2 | $349k | 8.5k | 40.86 | |
Buckeye Partners | 0.2 | $359k | 4.3k | 83.01 | |
CenterPoint Energy (CNP) | 0.2 | $348k | 14k | 25.54 | |
L-3 Communications Holdings | 0.2 | $353k | 2.9k | 120.68 | |
Royce Micro Capital Trust (RMT) | 0.2 | $353k | 28k | 12.62 | |
Bar Harbor Bankshares (BHB) | 0.2 | $339k | 12k | 27.89 | |
Pinnacle West Capital Corporation (PNW) | 0.2 | $343k | 5.9k | 57.89 | |
Kraft Foods | 0.2 | $334k | 5.6k | 59.91 | |
Royal Dutch Shell | 0.2 | $325k | 3.7k | 86.99 | |
National Health Investors (NHI) | 0.2 | $312k | 5.0k | 62.59 | |
Morgan Crucible Co Ord | 0.2 | $314k | 57k | 5.55 | |
Union Pacific Corporation (UNP) | 0.2 | $307k | 3.1k | 99.87 | |
Helmerich & Payne (HP) | 0.2 | $300k | 2.6k | 116.05 | |
Church & Dwight (CHD) | 0.2 | $299k | 4.3k | 69.94 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $310k | 2.6k | 117.20 | |
iShares S&P 1500 Index Fund (ITOT) | 0.2 | $298k | 3.3k | 89.76 | |
First Trust Dow Jones Sel.MicroCap (FDM) | 0.2 | $296k | 9.2k | 32.05 | |
Market Vectors Short Municipal Index ETF | 0.2 | $306k | 17k | 17.60 | |
Ensco Plc Shs Class A | 0.2 | $303k | 5.4k | 55.65 | |
Cme (CME) | 0.2 | $287k | 4.0k | 71.04 | |
Linear Technology Corporation | 0.2 | $282k | 6.0k | 47.12 | |
Neenah Paper | 0.2 | $284k | 5.3k | 53.13 | |
Innophos Holdings | 0.2 | $295k | 5.1k | 57.56 | |
Omega Healthcare Investors (OHI) | 0.2 | $292k | 7.9k | 36.85 | |
WD-40 Company (WDFC) | 0.2 | $291k | 3.9k | 75.15 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.2 | $287k | 6.0k | 47.95 | |
Verizon Communications (VZ) | 0.2 | $263k | 5.4k | 48.97 | |
Market Vectors Etf Tr......... latam aggr bd | 0.2 | $278k | 12k | 24.04 | |
Grupo Aeroportuario del Pacifi (PAC) | 0.1 | $260k | 3.8k | 67.62 | |
Kellogg Company (K) | 0.1 | $245k | 3.7k | 65.60 | |
Sasol (SSL) | 0.1 | $257k | 4.4k | 59.04 | |
Duke Energy (DUK) | 0.1 | $250k | 3.4k | 74.27 | |
RPC (RES) | 0.1 | $243k | 10k | 23.46 | |
Regency Energy Partners | 0.1 | $239k | 7.4k | 32.18 | |
Westpac Banking Corporation | 0.1 | $229k | 7.1k | 32.10 | |
HCP | 0.1 | $231k | 5.6k | 41.42 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $235k | 2.1k | 112.17 | |
SPDR S&P Emerging Markets Small Cap (EWX) | 0.1 | $239k | 4.7k | 50.37 | |
Yum! Brands (YUM) | 0.1 | $224k | 2.8k | 81.31 | |
Ventas (VTR) | 0.1 | $219k | 3.4k | 64.22 | |
Targa Resources Partners | 0.1 | $225k | 3.1k | 72.00 | |
Agree Realty Corporation (ADC) | 0.1 | $213k | 7.1k | 30.21 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $226k | 22k | 10.39 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $220k | 2.0k | 111.39 | |
Mondelez Int (MDLZ) | 0.1 | $224k | 5.9k | 37.66 | |
Marine Harvest Asa Spons | 0.1 | $216k | 16k | 13.69 | |
Walgreen Company | 0.1 | $200k | 2.7k | 74.07 | |
Seagate Technology Com Stk | 0.1 | $207k | 3.7k | 56.71 | |
AmeriGas Partners | 0.1 | $207k | 4.6k | 45.49 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $207k | 4.9k | 42.68 | |
American National BankShares | 0.1 | $210k | 9.7k | 21.75 |