Guinness Atkinson Asset Management Inc Top Holdings and 13F Report (2025) About Guinness Atkinson Asset Management IncInvestment ActivityGuinness Atkinson Asset Management Inc has $190.68 million in total holdings as of June 30, 2025.Guinness Atkinson Asset Management Inc owns shares of 84 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 0.37% of the portfolio was purchased this quarter.About 8.23% of the portfolio was sold this quarter.This quarter, Guinness Atkinson Asset Management Inc has purchased 85 new stocks and bought additional shares in 3 stocks.Guinness Atkinson Asset Management Inc sold shares of 46 stocks and completely divested from 1 stock this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $9,776,668Amphenol $9,398,828NVIDIA $8,397,169Netflix $8,334,745Microsoft $8,136,135 Largest Purchases this Quarter Danaher 2,550 shares (about $503.73K)QUALCOMM 785 shares (about $125.02K)Aflac 816 shares (about $86.06K) Largest Sales this Quarter Netflix 1,325 shares (about $1.77M)Amphenol 15,078 shares (about $1.49M)NVIDIA 7,017 shares (about $1.11M)Meta Platforms 817 shares (about $603.02K)Intuit 758 shares (about $597.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuinness Atkinson Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$9,776,668$563,054 ▼-5.4%43,1665.1%Computer and TechnologyAPHAmphenol$9,398,828$1,488,953 ▼-13.7%95,1784.9%Computer and TechnologyNVDANVIDIA$8,397,169$1,108,616 ▼-11.7%53,1504.4%Computer and TechnologyNFLXNetflix$8,334,745$1,774,347 ▼-17.6%6,2244.4%Consumer DiscretionaryMSFTMicrosoft$8,136,135$537,203 ▼-6.2%16,3574.3%Computer and TechnologyMETAMeta Platforms$7,625,946$603,020 ▼-7.3%10,3324.0%Computer and TechnologyINTUIntuit$7,561,248$597,024 ▼-7.3%9,6004.0%Computer and TechnologyMAMastercard$7,337,813$580,484 ▼-7.3%13,0583.8%Business ServicesKLACKLA$7,319,987$578,648 ▼-7.3%8,1723.8%Computer and TechnologyICEIntercontinental Exchange$7,212,022$571,142 ▼-7.3%39,3093.8%FinanceVVisa$7,206,450$570,565 ▼-7.3%20,2973.8%Business ServicesLAM RESEARCH CORP$6,757,537$535,175 ▼-7.3%69,4223.5%COM NEWAMZNAmazon.com$6,694,905$529,827 ▼-7.3%30,5163.5%Retail/WholesaleAMEAMETEK$6,467,510$512,117 ▼-7.3%35,7403.4%Computer and TechnologyAMATApplied Materials$6,098,794$573,375 ▼-8.6%33,3143.2%Computer and TechnologyGOOGLAlphabet$5,957,808$471,768 ▼-7.3%33,8073.1%Computer and TechnologyROPRoper Technologies$5,744,357$454,039 ▼-7.3%10,1343.0%Computer and TechnologyDHRDanaher$5,517,292$503,727 ▲10.0%27,9302.9%MedicalAAPLApple$5,066,878$401,107 ▼-7.3%24,6962.7%Computer and TechnologyCRMSalesforce$4,969,503$393,219 ▼-7.3%18,2242.6%Computer and TechnologyADBEAdobe$4,656,875$368,310 ▼-7.3%12,0372.4%Computer and TechnologyTMOThermo Fisher Scientific$4,190,024$331,261 ▼-7.3%10,3342.2%MedicalAVGOBroadcom$2,077,024$345,390 ▼-14.3%7,5351.1%Computer and TechnologyNTESNetEase$1,914,536$229,728 ▼-10.7%14,2261.0%Computer and TechnologyAFLAflac$1,453,133$86,055 ▲6.3%13,7790.8%FinanceMDLZMondelez International$1,283,2480.0%19,0280.7%Consumer StaplesTXNTexas Instruments$1,281,0150.0%6,1700.7%Computer and TechnologyCMECME Group$1,279,4280.0%4,6420.7%FinanceCSCOCisco Systems$1,237,4620.0%17,8360.6%Computer and TechnologyBLACKROCK INC$1,195,0960.0%1,1390.6%COMKOCocaCola$1,179,7560.0%16,6750.6%Consumer StaplesEMREmerson Electric$1,177,7040.0%8,8330.6%IndustrialsOTISOtis Worldwide$1,147,3450.0%11,5870.6%IndustrialsAJGArthur J. Gallagher & Co.$1,108,5760.0%3,4630.6%FinancePAYXPaychex$1,106,3690.0%7,6060.6%Computer and TechnologyJNJJohnson & Johnson$1,101,3280.0%7,2100.6%MedicalABBVAbbVie$1,095,1580.0%5,9000.6%MedicalITWIllinois Tool Works$1,074,3010.0%4,3450.6%IndustrialsPGProcter & Gamble$1,063,6200.0%6,6760.6%Consumer StaplesJDJD.com$1,058,7760.0%32,4380.6%Retail/WholesalePEPPepsiCo$1,022,5180.0%7,7440.5%Consumer StaplesBIDUBaidu$1,021,4020.0%11,9100.5%Computer and TechnologyHUBBHubbell$906,261$92,709 ▼-9.3%2,2190.5%IndustrialsNEENextEra Energy$829,569$124,887 ▼-13.1%11,9500.4%UtilitiesITRIItron$773,589$167,828 ▼-17.8%5,8770.4%Computer and TechnologyORAOrmat Technologies$727,875$115,756 ▼-13.7%8,6900.4%EnergyONON Semiconductor$654,548$63,102 ▼-8.8%12,4890.3%Computer and TechnologyFSLRFirst Solar$562,670$59,594 ▼-9.6%3,3990.3%EnergyBABAAlibaba Group$544,481$206,293 ▼-27.5%4,8010.3%Retail/WholesaleCSLCarlisle Companies$527,240$42,568 ▼-7.5%1,4120.3%Multi-Sector ConglomeratesCVXChevron$518,6340.0%3,6220.3%EnergyXOMExxon Mobil$507,3070.0%4,7060.3%EnergyIBPInstalled Building Products$502,191$45,621 ▼-8.3%2,7850.3%ConstructionOCOwens Corning$453,678$41,393 ▼-8.4%3,2990.2%ConstructionKMIKinder Morgan$431,0330.0%14,6610.2%EnergyIMOImperial Oil$427,8280.0%5,3870.2%EnergyVLOValero Energy$403,7980.0%3,0040.2%EnergySUSuncor Energy$402,3430.0%10,7440.2%EnergyCOPConocoPhillips$386,9590.0%4,3120.2%EnergyENBEnbridge$370,6720.0%8,1790.2%EnergyPWRQuanta Services$352,371$58,602 ▼-14.3%9320.2%ConstructionEOGEOG Resources$348,6630.0%2,9150.2%EnergyCNQCanadian Natural Resources$345,0330.0%10,9810.2%EnergyQCOMQUALCOMM$339,224$125,019 ▲58.4%2,1300.2%Computer and TechnologyATHMAutohome$317,2170.0%12,3000.2%Computer and TechnologyFANGDiamondback Energy$282,3570.0%2,0550.1%EnergyTSLATesla$278,905$46,378 ▼-14.3%8780.1%Auto/Tires/TrucksGOOGAlphabet$272,471$45,412 ▼-14.3%1,5360.1%Computer and TechnologyCSIQCanadian Solar$265,081$64,772 ▼-19.6%24,0110.1%EnergySLBSchlumberger$256,4070.0%7,5860.1%EnergyCVECenovus Energy$255,1880.0%18,7590.1%EnergyBKRBaker Hughes$249,8620.0%6,5170.1%EnergyADIAnalog Devices$244,209$40,702 ▼-14.3%1,0260.1%Computer and TechnologyDVNDevon Energy$227,6640.0%7,1570.1%EnergyAMRCAmeresco$225,495$17,590 ▼-7.2%14,8450.1%EnergyHALHalliburton$199,9070.0%9,8090.1%EnergyENPHEnphase Energy$184,690$9,199 ▼-4.7%4,6580.1%EnergyDANDana$169,168$28,195 ▼-14.3%9,8640.1%Auto/Tires/TrucksPOWIPower Integrations$143,887$23,981 ▼-14.3%2,5740.1%Computer and TechnologySWKSSkyworks Solutions$121,170$20,195 ▼-14.3%1,6260.1%Computer and TechnologyDARDarling Ingredients$112,909$18,818 ▼-14.3%2,9760.1%Consumer StaplesTHRMGentherm$96,073$212,911 ▼-68.9%3,3960.1%Auto/Tires/TrucksMBLYMobileye Global$93,856$15,643 ▼-14.3%5,2200.0%Auto/Tires/TrucksHLXHelix Energy Solutions Group$60,9150.0%9,7620.0%EnergySEDGSolarEdge Technologies$0$8,025 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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