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.
NOESIS CAPITAL MANGEMENT CORP (CIK 1262677) reported $676.4M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($47.8M, 7.06%), JPM ($40.0M, 5.91%), TSM ($39.0M, 5.77%), APH ($33.6M, 4.96%), AXP ($33.0M, 4.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $47.8M | 7.06% | 166,502 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $40.0M | 5.91% | 135,829 | Added |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.0M | 5.77% | 115,455 | Trimmed |
| 4 | APH | AMPHENOL CORP | $33.6M | 4.96% | 265,749 | Added |
| 5 | AXP | AMERICAN EXPRESS CO | $33.0M | 4.87% | 108,971 | Added |
| 6 | CAT | CATERPILLAR INC | $28.9M | 4.28% | 40,816 | Trimmed |
| 7 | SYK | STRYKER CORPORATION | $23.2M | 3.42% | 70,485 | Added |
| 8 | AMZN | AMAZON COM INC | $22.6M | 3.35% | 108,700 | Added |
| 9 | RCL | ROYAL CARIBBEAN GROUP | $21.7M | 3.21% | 78,973 | Added |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $19.7M | 2.91% | 96,735 | Added |
| 11 | CMI | CUMMINS INC | $19.2M | 2.84% | 35,700 | Added |
| 12 | V | VISA INC | $18.0M | 2.66% | 59,431 | Added |
| 13 | ECL | ECOLAB INC | $16.8M | 2.49% | 63,340 | Added |
| 14 | QCOM | QUALCOMM INC | $16.8M | 2.48% | 130,114 | Added |
| 15 | REGN | REGENERON PHARMACEUTICALS | $16.5M | 2.44% | 21,380 | Trimmed |
| 16 | NEE | NEXTERA ENERGY INC | $16.5M | 2.44% | 177,543 | Added |
| 17 | LOW | LOWES COS INC | $16.4M | 2.42% | 69,322 | Added |
| 18 | MRK | MERCK & CO INC | $16.3M | 2.41% | 135,684 | Added |
| 19 | LIN | LINDE PLC | $16.2M | 2.40% | 32,739 | Added |
| 20 | GILD | GILEAD SCIENCES INC | $16.1M | 2.37% | 115,229 | Trimmed |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $15.9M | 2.35% | 313,764 | Added |
| 22 | A | AGILENT TECHNOLOGIES INC | $15.1M | 2.23% | 132,538 | Added |
| 23 | IGV | ISHARES TR | $12.1M | 1.79% | 151,496 | Trimmed |
| 24 | MDT | MEDTRONIC PLC | $10.9M | 1.61% | 125,611 | Added |
| 25 | DIS | DISNEY WALT CO | $9.1M | 1.35% | 94,747 | Added |
Source: SEC Form 13F filings · as of 2026-03-31