Naples Global Advisors: Technology Focus and Consumer Defensive Reductions in Q2 2026 Portfolio Activity
This filing details Naples Global Advisors' significant changes to its portfolio holdings during the quarter ending June 30, 2026. The investor notably increased allocations in Vanguard World Fund (VGT) and KLA Corp (KLAC), while reducing their stake in Conagra Brands Inc (CAG).
According to filings from Naples Global Advisors, Llc, substantial changes occurred within its portfolio during the quarter ending June 30, 2026. The investor demonstrated a clear focus on Technology sector additions and enhancements while also exiting certain positions.
The most significant new investment appears to be in VANGUARD WORLD FD (VGT). This fund, representing a portfolio allocation of 0.83%, saw an enormous increase in shares held during the period.
Additionally, KLA CORP (KLAC), categorized under Technology, was added to the portfolio with a 1.23% allocation increase.
The investor also bolstered its position in SCHWAB STRATEGIC TR (SCHF), which increased by 0.61%, though it already held a prior allocation of 1.89%.
Conversely, the investor significantly reduced its stake in CONAGRA BRANDS INC (CAG). This position was decreased by a substantial -23.59%, effectively exiting this Consumer Defensive holding.
Furthermore, the investor noted notable increases in other funds including ZOETIS INC (ZTS), which added a new position with 0.12% allocation and also increased its Technology sector exposure.