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Naples Global Advisors’s Espey Mfg & Electronics Corp ESP Stock Holding History

Naples Global Advisors’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$825K Buy
14,877
+436
+3% +$23.8K 0.06% 259
2025
Q4 		$681K Buy
14,441
+932
+7% +$37.2K 0.05% 278
2025
Q3 		$535K Buy
13,509
+7,282
+117% +$340K 0.04% 309
2025
Q2 		$285K Buy
+6,227
New +$215K 0.02% 368

Other funds holding ESP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Naples Global Advisors's ESP Position: Q1 2026 in Review

Naples Global Advisors increased its Espey Mfg & Electronics Corp (ESP) stake by 3% in Q1 2026, buying an estimated $23.8K and bringing the position to 14,877 shares worth $825K. The position accounts for 0.06% of the portfolio, ranked #259.

Naples Global Advisors first reported a position in ESP in Q2 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold ESP as of Q1 2026.

  • Naples Global Advisors held 14,877 shares of Espey Mfg & Electronics Corp worth $825K as of Q1 2026.
  • Naples Global Advisors bought 436 Espey Mfg & Electronics Corp shares in Q1 2026, an estimated $23.8K.
  • Espey Mfg & Electronics Corp made up 0.06% of Naples Global Advisors's portfolio in Q1 2026, its #259 holding.
  • Naples Global Advisors first reported a position in Espey Mfg & Electronics Corp in Q2 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.