Guinness Atkinson Asset Management Inc Top Holdings and 13F Report (2025) About Guinness Atkinson Asset Management IncInvestment ActivityGuinness Atkinson Asset Management Inc has $179.50 million in total holdings as of March 31, 2025.Guinness Atkinson Asset Management Inc owns shares of 85 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 1.00% of the portfolio was purchased this quarter.About 5.59% of the portfolio was sold this quarter.This quarter, Guinness Atkinson Asset Management Inc has purchased 85 new stocks and bought additional shares in 10 stocks.Guinness Atkinson Asset Management Inc sold shares of 71 stocks and completely divested from 1 stock this quarter.Largest Holdings Mastercard $7,723,559Visa $7,676,476Taiwan Semiconductor Manufacturing $7,578,232Intercontinental Exchange $7,317,795Amphenol $7,231,690 Largest New Holdings this Quarter 142339100 - Carlisle Companies $519,603 Holding Largest Purchases this Quarter Carlisle Companies 1,526 shares (about $519.60K)Amphenol 4,257 shares (about $279.22K)PepsiCo 1,575 shares (about $236.16K)Mondelez International 3,324 shares (about $225.53K)Texas Instruments 825 shares (about $148.25K) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 3,000 shares (about $498K)Broadcom 2,720 shares (about $455.41K)Mastercard 683 shares (about $374.37K)Visa 1,062 shares (about $372.19K)Intercontinental Exchange 2,058 shares (about $355.01K) 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 PortfolioSectorMAMastercard$7,723,559$374,366 ▼-4.6%14,0914.3%Business ServicesVVisa$7,676,476$372,189 ▼-4.6%21,9044.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$7,578,232$498,000 ▼-6.2%45,6524.2%Computer and TechnologyICEIntercontinental Exchange$7,317,795$355,005 ▼-4.6%42,4224.1%FinanceAPHAmphenol$7,231,690$279,217 ▲4.0%110,2564.0%Computer and TechnologyNFLXNetflix$7,039,669$340,373 ▼-4.6%7,5493.9%Consumer DiscretionaryAMEAMETEK$6,639,440$321,902 ▼-4.6%38,5703.7%Computer and TechnologyMSFTMicrosoft$6,545,676$262,773 ▼-3.9%17,4373.6%Computer and TechnologyNVDANVIDIA$6,520,899$342,589 ▼-5.0%60,1673.6%Computer and TechnologyROPRoper Technologies$6,447,057$312,477 ▼-4.6%10,9353.6%Computer and TechnologyMETAMeta Platforms$6,425,838$311,234 ▼-4.6%11,1493.6%Computer and TechnologyINTUIntuit$6,359,708$307,609 ▼-4.6%10,3583.5%Computer and TechnologyAMZNAmazon.com$6,265,452$304,035 ▼-4.6%32,9313.5%Retail/WholesaleKLACKLA$5,994,476$290,275 ▼-4.6%8,8183.3%Computer and TechnologyAAPLApple$5,919,987$286,992 ▼-4.6%26,6513.3%Computer and TechnologyGOOGLAlphabet$5,641,886$273,713 ▼-4.6%36,4843.1%Computer and TechnologyTMOThermo Fisher Scientific$5,548,738$269,202 ▼-4.6%11,1513.1%MedicalLAM RESEARCH CORP$5,446,684$264,265 ▼-4.6%74,9203.0%COM NEWAMATApplied Materials$5,289,044$278,485 ▼-5.0%36,4462.9%Computer and TechnologyCRMSalesforce$5,277,568$255,747 ▼-4.6%19,6662.9%Computer and TechnologyDHRDanaher$5,202,900$252,355 ▼-4.6%25,3802.9%MedicalADBEAdobe$4,981,671$241,624 ▼-4.6%12,9892.8%Computer and TechnologyNTESNetEase$1,639,824$99,627 ▲6.5%15,9330.9%Computer and TechnologyAVGOBroadcom$1,471,375$455,410 ▼-23.6%8,7880.8%Computer and TechnologyAFLAflac$1,441,356$35,136 ▼-2.4%12,9630.8%FinanceJDJD.com$1,333,850$124,265 ▼-8.5%32,4380.7%Retail/WholesaleMDLZMondelez International$1,291,050$225,533 ▲21.2%19,0280.7%Consumer StaplesABBVAbbVie$1,236,168$189,406 ▼-13.3%5,9000.7%MedicalCMECME Group$1,231,476$51,997 ▼-4.1%4,6420.7%FinanceOTISOtis Worldwide$1,195,778$41,796 ▲3.6%11,5870.7%ConstructionJNJJohnson & Johnson$1,195,706$17,579 ▼-1.4%7,2100.7%MedicalAJGArthur J. Gallagher & Co.$1,195,566$341,788 ▼-22.2%3,4630.7%FinanceKOCoca-Cola$1,194,264$83,151 ▲7.5%16,6750.7%Consumer StaplesPAYXPaychex$1,173,454$129,750 ▼-10.0%7,6060.7%Business ServicesPEPPepsiCo$1,161,135$236,155 ▲25.5%7,7440.6%Consumer StaplesPGProcter & Gamble$1,137,724$47,718 ▲4.4%6,6760.6%Consumer StaplesTXNTexas Instruments$1,108,749$148,253 ▲15.4%6,1700.6%Computer and TechnologyCSCOCisco Systems$1,100,660$313,425 ▼-22.2%17,8360.6%Computer and TechnologyBIDUBaidu$1,096,0770.0%11,9100.6%Computer and TechnologyBLACKROCK INC$1,078,041$99,380 ▼-8.4%1,1390.6%COMITWIllinois Tool Works$1,077,603$31,001 ▼-2.8%4,3450.6%IndustrialsNEENextEra Energy$974,667$119,166 ▼-10.9%13,7490.5%UtilitiesEMREmerson Electric$968,450$73,349 ▼-7.0%8,8330.5%IndustrialsBABAAlibaba Group$875,3630.0%6,6200.5%Retail/WholesaleHUBBHubbell$809,406$71,807 ▼-8.1%2,4460.5%IndustrialsITRIItron$749,244$153,683 ▼-17.0%7,1520.4%Computer and TechnologyORAOrmat Technologies$712,796$124,201 ▼-14.8%10,0720.4%EnergyCVXChevron$605,924$47,176 ▼-7.2%3,6220.3%EnergyXOMExxon Mobil$559,685$26,997 ▼-4.6%4,7060.3%EnergyONOnsemi$557,168$56,193 ▼-9.2%13,6930.3%Computer and TechnologyIBPInstalled Building Products$520,895$115,221 ▼-18.1%3,0380.3%ConstructionCSLCarlisle Companies$519,603$519,603 ▲New Holding1,5260.3%Multi-Sector ConglomeratesOCOwens Corning$514,152$202,662 ▼-28.3%3,6000.3%ConstructionFSLRFirst Solar$475,250$42,228 ▼-8.2%3,7590.3%EnergyCOPConocoPhillips$452,846$21,949 ▼-4.6%4,3120.3%EnergyKMIKinder Morgan$418,278$20,313 ▼-4.6%14,6610.2%EnergySUSuncor Energy$415,950$20,170 ▼-4.6%10,7440.2%EnergyVLOValero Energy$396,738$19,150 ▼-4.6%3,0040.2%EnergyIMOImperial Oil$389,077$18,851 ▼-4.6%5,3870.2%EnergyEOGEOG Resources$373,820$18,082 ▼-4.6%2,9150.2%EnergyENBEnbridge$362,411$17,591 ▼-4.6%8,1790.2%EnergyATHMAutohome$340,9560.0%12,3000.2%Computer and TechnologyCNQCanadian Natural Resources$337,842$16,398 ▼-4.6%10,9810.2%EnergyFANGDiamondback Energy$328,553$15,828 ▼-4.6%2,0550.2%EnergySLBSchlumberger$317,095$15,382 ▼-4.6%7,5860.2%EnergyENPHEnphase Energy$303,425$26,309 ▲9.5%4,8900.2%EnergyTHRMGentherm$292,054$112,201 ▼-27.8%10,9220.2%Auto/Tires/TrucksBKRBaker Hughes$286,422$13,888 ▼-4.6%6,5170.2%EnergyGOOGAlphabet$279,964$39,995 ▼-12.5%1,7920.2%Computer and TechnologyPWRQuanta Services$276,294$39,398 ▼-12.5%1,0870.2%ConstructionDVNDevon Energy$267,672$12,978 ▼-4.6%7,1570.1%EnergyTSLATesla$265,380$37,837 ▼-12.5%1,0240.1%Auto/Tires/TrucksCVECenovus Energy$260,677$12,659 ▼-4.6%18,7590.1%EnergyCSIQCanadian Solar$258,445$19,938 ▼-7.2%29,8780.1%EnergyHALHalliburton$248,854$12,076 ▼-4.6%9,8090.1%EnergyADIAnalog Devices$241,399$34,486 ▼-12.5%1,1970.1%Computer and TechnologyQCOMQUALCOMM$206,605$81,106 ▲64.6%1,3450.1%Computer and TechnologyAMRCAmeresco$193,316$10,969 ▼-5.4%16,0030.1%EnergyDANDana$153,402$21,915 ▼-12.5%11,5080.1%Auto/Tires/TrucksPOWIPower Integrations$151,652$21,665 ▼-12.5%3,0030.1%Computer and TechnologySWKSSkyworks Solutions$122,603$17,515 ▼-12.5%1,8970.1%Computer and TechnologyDARDarling Ingredients$108,465$15,495 ▼-12.5%3,4720.1%Consumer StaplesMBLYMobileye Global$87,666$12,524 ▼-12.5%6,0900.0%Auto/Tires/TrucksHLXHelix Energy Solutions Group$81,122$3,931 ▼-4.6%9,7620.0%EnergySEDGSolarEdge Technologies$8,025$45,755 ▼-85.1%4960.0%EnergyTPICTPI Composites$0$25,651 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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