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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
Q2 		$1.03M Buy
15,274
+397
+3% +$25.2K 0.06% 240
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Naples Global Advisors's ESP Position: Q2 2026 in Review

Naples Global Advisors increased its Espey Mfg & Electronics Corp (ESP) stake by 2.7% in Q2 2026, buying an estimated $25.2K and bringing the position to 15,274 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #240.

Naples Global Advisors first reported a position in ESP in Q2 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold ESP as of Q2 2026.

  • Naples Global Advisors held 15,274 shares of Espey Mfg & Electronics Corp worth $1.03M as of Q2 2026.
  • Naples Global Advisors bought 397 Espey Mfg & Electronics Corp shares in Q2 2026, an estimated $25.2K.
  • Espey Mfg & Electronics Corp made up 0.06% of Naples Global Advisors's portfolio in Q2 2026, its #240 holding.
  • Naples Global Advisors first reported a position in Espey Mfg & Electronics Corp in Q2 2025 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.