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Showing Q3 2024 data
Naples Money Management LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Naples Money Management LLC
•CIK: 2008660•Filing: Q3 2024
**Naples Money Management LLC** manages $118M across a diversified portfolio of 376 positions. The fund maintains significant exposure to large-cap technology and market indices, with SPY representing the largest holding at $15.8M. Key concentrations include NVDA ($11.3M), NFLX ($6.5M), and MSFT ($5.7M), signaling a focus on established growth leaders. This allocation structure suggests a tactical, large-cap growth mandate within its current asset base.
Total AUM
$118.0M
+ $170.2K in options
QoQ Performance
+0.6%
Positions
374
+ 2 options
Top 10 Concentration
52.5%
Latest Filing
Q3 2024
Top Holdings Allocation
SPY
NVDA
NFLX
SPY13.4%
NVDA9.6%
NFLX5.5%
MSFT4.8%
TER4.0%
CRS3.5%
META3.4%
COF3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.1%
Technology23.4%
ETF13.5%
Consumer7.7%
Financial6.6%
Communication5.7%
Energy3.1%
Utilities2.6%
🚪 Exited Positionssold since Q2 2024
+201 more exited positions
Changes from Q2 2024
NEW12 new positions
↑32 increased
↓55 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023