Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Guinness Atkinson Asset Management Inc (CIK 1409765) reported $200.2M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($8.8M, 4.41%), TSM ($8.7M, 4.34%), NFLX ($7.2M, 3.62%), MSFT ($6.9M, 3.43%), MDT ($6.6M, 3.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $8.8M | 4.41% | 28,517 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.7M | 4.34% | 25,684 | Trimmed |
| 3 | NFLX | NETFLIX INC. | $7.2M | 3.62% | 75,298 | Added |
| 4 | MSFT | MICROSOFT CORP | $6.9M | 3.43% | 18,566 | Added |
| 5 | MDT | MEDTRONIC PLC | $6.6M | 3.31% | 76,481 | Added |
| 6 | APH | AMPHENOL CORP | $6.6M | 3.30% | 52,213 | Trimmed |
| 7 | ROP | ROPER TECHNOLOGIES INC | $6.4M | 3.21% | 18,169 | Added |
| 8 | AMZN | AMAZON COM INC | $6.3M | 3.14% | 30,164 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $6.2M | 3.08% | 35,389 | Added |
| 10 | ICE | INTERCONTINENTAL EXCHANGE IN | $6.2M | 3.07% | 39,137 | Trimmed |
| 11 | MA | MASTERCARD INCORPORATED | $6.1M | 3.06% | 12,270 | Added |
| 12 | KLAC | KLA CORP | $6.1M | 3.04% | 4,134 | Trimmed |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $6.1M | 3.03% | 12,343 | Added |
| 14 | CRM | SALESFORCE INC | $6.1M | 3.03% | 32,504 | Added |
| 15 | AMAT | APPLIED MATLS INC | $6.1M | 3.03% | 17,729 | Trimmed |
| 16 | V | VISA INC | $6.0M | 3.01% | 19,959 | Added |
| 17 | GOOGL | ALPHABET INC | $5.9M | 2.95% | 20,530 | Trimmed |
| 18 | AAPL | APPLE INC | $5.8M | 2.92% | 23,043 | Added |
| 19 | AME | AMETEK INC | $5.8M | 2.91% | 27,172 | Trimmed |
| 20 | DHR | DANAHER CORP DEL | $5.8M | 2.87% | 30,342 | Added |
| 21 | LRCX | LAM RESEARCH CORP | $5.6M | 2.78% | 26,038 | Trimmed |
| 22 | META | META PLATFORMS INC | $5.5M | 2.74% | 9,604 | Trimmed |
| 23 | ADBE | ADOBE INC | $4.5M | 2.27% | 18,709 | Hold |
| 24 | INTU | INTUIT | $4.0M | 2.02% | 9,348 | Hold |
| 25 | ETN | EATON CORP PLC | $2.4M | 1.22% | 6,829 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31