Guinness Atkinson Asset Management Inc 13F Holdings
CIK 0001409765 · PASADENA, CA
As of Sep 30, 2025, Guinness Atkinson Asset Management Inc reported 94 positions worth $210.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 34,911 | $9.5M | 4.53% |
| NVIDIA CORP | NVDA | Technology | 49,108 | $8.9M | 4.24% |
| BROADCOM INC | AVGO | Technology | 26,238 | $8.6M | 4.09% |
| AMPHENOL CORP-CL A | APH | Technology | 69,952 | $8.5M | 4.02% |
| MICROSOFT CORP | MSFT | Technology | 15,276 | $7.9M | 3.73% |
| ALPHABET INC | GOOGL | Equity | 31,124 | $7.6M | 3.61% |
| MEDTRONIC PLC | MDT | Healthcare | 77,667 | $7.3M | 3.47% |
| META PLATFORMS INC | META | Communication Services | 9,514 | $7.1M | 3.36% |
| LAM RESEARCH CORP | LRCX | Technology | 53,404 | $7.0M | 3.33% |
| KLA CORP | KLAC | Technology | 6,513 | $6.9M | 3.29% |
| NETFLIX INC | NFLX | Communication Services | 5,732 | $6.9M | 3.28% |
| MASTERCARD INC | MA | Financial Services | 12,023 | $6.8M | 3.24% |
| VISA INC-CLASS A SHARES | V | Financial Services | 18,687 | $6.4M | 3.02% |
| APPLIED MATERIALS INC | AMAT | Technology | 30,727 | $6.3M | 2.99% |
| AMAZON.COM INC | AMZN | Equity | 28,095 | $6.2M | 2.96% |
| AMETEK INC | AME | Industrials | 32,905 | $6.1M | 2.92% |
| INTUIT INC | INTU | Technology | 8,839 | $6.1M | 2.92% |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 36,190 | $6.1M | 2.89% |
| APPLE INC | AAPL | Technology | 22,737 | $5.8M | 2.75% |
| DANAHER CORP | DHR | Healthcare | 30,515 | $5.7M | 2.70% |
| ROPER TECHNOLOGIES INC | ROP | Technology | 11,109 | $5.6M | 2.64% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 11,428 | $5.3M | 2.51% |
| SALESFORCE INC | CRM | Technology | 20,376 | $5.0M | 2.37% |
| ADOBE INC | ADBE | Technology | 13,528 | $4.9M | 2.31% |
| EATON CORP PLC | ETN | Industrials | 7,106 | $2.6M | 1.24% |