Guinness Atkinson Asset Management Inc Top Holdings and 13F Report (2026) About Guinness Atkinson Asset Management IncInvestment ActivityGuinness Atkinson Asset Management Inc has $200.20 million in total holdings as of March 31, 2026.Guinness Atkinson Asset Management Inc owns shares of 123 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 7.38% of the portfolio was purchased this quarter.About 7.90% of the portfolio was sold this quarter.This quarter, Guinness Atkinson Asset Management Inc has purchased 123 new stocks and bought additional shares in 40 stocks.Guinness Atkinson Asset Management Inc sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings Broadcom $8,826,297Taiwan Semiconductor Manufacturing $8,679,908Netflix $7,239,903Microsoft $6,872,576Medtronic $6,627,079 Largest New Holdings this Quarter 00766T100 - AECOM $700,528 Holding95040Q104 - Welltower $11,863 Holding941848103 - Waters $1,489 Holding Largest Purchases this Quarter Netflix 21,113 shares (about $2.03M)ROPER TECHNOLOGIES INC 4,363 shares (about $1.54M)Microsoft 4,053 shares (about $1.50M)Salesforce 6,669 shares (about $1.24M)Thermo Fisher Scientific 1,540 shares (about $756.96K) Largest Sales this Quarter Applied Materials 11,111 shares (about $3.80M)LAM RESEARCH CORP 15,121 shares (about $3.23M)KLA 1,215 shares (about $1.79M)Taiwan Semiconductor Manufacturing 5,041 shares (about $1.70M)AMETEK 3,933 shares (about $843.08K) 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 PortfolioSectorAVGOBroadcom$8,826,297$740,967 ▲9.2%28,5174.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$8,679,908$1,703,606 ▼-16.4%25,6844.3%Computer and TechnologyNFLXNetflix$7,239,903$2,030,015 ▲39.0%75,2983.6%Consumer DiscretionaryMSFTMicrosoft$6,872,576$1,500,299 ▲27.9%18,5663.4%Computer and TechnologyMDTMedtronic$6,627,079$230,229 ▲3.6%76,4813.3%MedicalAPHAmphenol$6,597,113$461,683 ▼-6.5%52,2133.3%Computer and TechnologyROPER TECHNOLOGIES INC$6,429,282$1,543,891 ▲31.6%18,1693.2%COMAMZNAmazon.com$6,282,256$751,022 ▲13.6%30,1643.1%Retail/WholesaleNVDANVIDIA$6,171,842$79,526 ▲1.3%35,3893.1%Computer and TechnologyICEIntercontinental Exchange$6,155,467$279,644 ▼-4.3%39,1373.1%FinanceMAMastercard$6,130,828$452,192 ▲8.0%12,2703.1%Business ServicesKLACKLA$6,086,943$1,788,978 ▼-22.7%4,1343.0%Computer and TechnologyCRMSalesforce$6,067,522$1,244,902 ▲25.8%32,5043.0%Computer and TechnologyTMOThermo Fisher Scientific$6,066,955$756,956 ▲14.3%12,3433.0%MedicalAMATApplied Materials$6,059,595$3,797,629 ▼-38.5%17,7293.0%Computer and TechnologyVVisa$6,032,408$693,641 ▲13.0%19,9593.0%Business ServicesGOOGLAlphabet$5,903,607$337,595 ▼-5.4%20,5302.9%Computer and TechnologyAAPLApple$5,848,083$393,375 ▲7.2%23,0432.9%Computer and TechnologyAMEAMETEK$5,824,590$843,078 ▼-12.6%27,1722.9%Computer and TechnologyDHRDanaher$5,752,843$283,831 ▲5.2%30,3422.9%MedicalLAM RESEARCH CORP$5,563,279$3,230,753 ▼-36.7%26,0382.8%COM NEWMETAMeta Platforms$5,494,737$347,855 ▼-6.0%9,6042.7%Computer and TechnologyADBEAdobe$4,547,7840.0%18,7092.3%Computer and TechnologyINTUIntuit$4,041,8880.0%9,3482.0%Computer and TechnologyETNEaton$2,442,528$74,395 ▼-3.0%6,8291.2%IndustrialsNTESNetEase$2,337,307$561,939 ▲31.7%20,8801.2%Computer and TechnologyAFLAflac$2,244,228$355,241 ▲18.8%20,4561.1%FinanceQCOMQualcomm$1,214,009$585,949 ▲93.3%9,4270.6%Computer and TechnologyJNJJohnson & Johnson$1,183,334$538,990 ▼-31.3%4,8410.6%MedicalABBVAbbVie$1,180,101$75,034 ▼-6.0%5,4260.6%MedicalCSCOCisco Systems$1,169,902$183,190 ▼-13.5%15,0780.6%Computer and TechnologyKOCocaCola$1,166,683$74,453 ▼-6.0%15,3410.6%Consumer StaplesPAYXPaychex$1,146,341$458,942 ▲66.8%12,4440.6%Computer and TechnologyBIDUBaidu$1,139,0470.0%10,2230.6%Computer and TechnologyMDLZMondelez International$1,132,972$58,505 ▲5.4%19,6560.6%Consumer StaplesAJGArthur J. Gallagher & Co.$1,124,267$395,259 ▲54.2%5,1910.6%FinancePEPPepsiCo$1,106,597$70,502 ▼-6.0%7,1260.6%Consumer StaplesTXNTexas Instruments$1,103,103$70,085 ▼-6.0%5,6820.6%Computer and TechnologyNEENextEra Energy$1,102,7640.0%11,8730.6%UtilitiesCMECME Group$1,091,318$241,006 ▼-18.1%3,6950.5%FinanceHUBBHubbell$1,052,1470.0%2,1440.5%IndustrialsITWIllinois Tool Works$1,041,941$65,853 ▼-5.9%4,0030.5%IndustrialsPGProcter & Gamble$1,039,390$94,319 ▲10.0%7,1960.5%Consumer StaplesBLACKROCK INC$1,006,910$65,396 ▼-6.1%1,0470.5%COMEMREmerson Electric$1,003,089$121,456 ▼-10.8%7,6560.5%IndustrialsOTISOtis Worldwide$985,159$117,316 ▲13.5%12,7810.5%IndustrialsJDJD.com$959,1920.0%32,4380.5%Retail/WholesaleTTTrane Technologies$927,6630.0%2,2260.5%ConstructionSTSensata Technologies$885,6420.0%25,1460.4%Computer and TechnologyNXPINXP Semiconductors$858,3100.0%4,3600.4%Computer and TechnologyXOMExxonMobil$836,084$62,774 ▲8.1%4,9280.4%EnergyORAOrmat Technologies$826,6410.0%7,3860.4%EnergyAPTIV PLC$812,1010.0%11,6950.4%COM SHSVLOValero Energy$772,619$58,064 ▲8.1%3,1270.4%EnergyCVXChevron$735,736$55,242 ▲8.1%3,5560.4%EnergyACMAECOM$700,528$700,528 ▲New Holding8,2590.3%ConstructionCOPConocoPhillips$676,632$50,820 ▲8.1%5,1260.3%EnergyFSLRFirst Solar$669,3030.0%3,3930.3%EnergyCNQCanadian Natural Resources$608,634$45,783 ▲8.1%12,4830.3%EnergySUSuncor Energy$598,702$45,093 ▲8.1%9,0550.3%EnergyITRIItron$574,5280.0%6,4100.3%Computer and TechnologyIMOImperial Oil$568,001$42,685 ▲8.1%4,3380.3%EnergyCSLCarlisle Companies$543,8010.0%1,6300.3%Multi-Sector ConglomeratesCVECenovus Energy$536,453$40,381 ▲8.1%20,2860.3%EnergyBABAAlibaba Group$527,057$75,276 ▼-12.5%4,2010.3%Retail/WholesaleFANGDiamondback Energy$523,946$39,162 ▲8.1%2,6490.3%EnergyEOGEOG Resources$517,705$38,889 ▲8.1%3,5810.3%EnergyDVNDevon Energy$512,509$38,545 ▲8.1%10,1850.3%EnergyOCOwens Corning$468,3760.0%4,3280.2%ConstructionHALHalliburton$466,788$35,130 ▲8.1%11,9720.2%EnergySLBSLB$447,864$33,712 ▲8.1%8,7150.2%EnergyPWRQuanta Services$406,2750.0%7400.2%ConstructionKMIKinder Morgan$398,068$29,942 ▲8.1%11,8720.2%EnergyWMBWilliams Companies$393,740$29,549 ▲8.1%5,4100.2%EnergyENBEnbridge$378,061$27,503 ▲7.8%6,9830.2%EnergyBKRBaker Hughes$377,594$28,388 ▲8.1%6,1850.2%EnergyTRPTC Energy$362,439$27,245 ▲8.1%5,8000.2%EnergyDANDana$349,4890.0%10,3860.2%Auto/Tires/TrucksADIAnalog Devices$326,4120.0%1,0260.2%Computer and TechnologyAMRCAmeresco$325,5840.0%12,7680.2%EnergyGOOGAlphabet$314,9720.0%1,0980.2%Computer and TechnologyCSIQCanadian Solar$303,3010.0%21,8990.2%EnergyTE CONNECTIVITY PLC$293,6730.0%1,4050.1%ORD SHSTSLATesla$275,0950.0%7400.1%Auto/Tires/TrucksHDBHDFC Bank$233,8720.0%9,4000.1%FinanceDARDarling Ingredients$225,6290.0%3,6480.1%Consumer StaplesATHMAutohome$213,6510.0%12,3000.1%Computer and TechnologyONonsemi$183,159$613,936 ▼-77.0%2,9580.1%Computer and TechnologyENPHEnphase Energy$174,5310.0%4,6160.1%EnergyPOWIPower Integrations$165,2740.0%3,2280.1%Computer and TechnologyTHRMGentherm$112,3420.0%4,0440.1%Auto/Tires/TrucksSWKSSkyworks Solutions$106,3500.0%1,9860.1%Computer and TechnologyHLXHelix Energy Solutions Group$104,399$7,853 ▲8.1%10,5560.1%EnergyMBLYMobileye Global$41,2200.0%6,0000.0%Auto/Tires/TrucksEQIXEquinix$12,7430.0%130.0%FinanceVTRVentas$12,4310.0%1520.0%FinanceDUKDuke Energy$12,1770.0%930.0%UtilitiesWELLWelltower$11,863$11,863 ▲New Holding600.0%FinancePLDPrologis$11,6320.0%880.0%FinanceBIPBrookfield Infrastructure Partners$11,5390.0%3200.0%FinanceShowing largest 100 holdings. 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