Arkolith/Funds/Guinness Asset Management LTD

Guinness Asset Management LTD

CIK 1409661
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Guinness Asset Management LTD holds a diversified book of 140 stocks worth $5.9B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Texas Instruments Inc. Their largest long position is Texas Instruments Inc at 6% of the equity book.

Added to
39
already held, bought more
Trimmed
79
sold some, still holds it
Sold out
5
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
44%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
40%
Financials
16%
Health Care
13%
Industrials
12%
Consumer Staples
10%
Materials
4%
Energy
3%
Consumer Discretionary
1%

+3 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Guinness Asset Management LTD

Manager / fundShared namesTheir $ in those
Guinness Atkinson Asset Management Inc76 / 80$216.8M
Uhlmann Price Securities, LLC34 / 80$2.4B
Ketron Financial17 / 80$280.7M
Howard Hughes Medical Institute17 / 80$369.6M
Hoey Investments, Inc44 / 80$578.8M
Jia Investment Alliance Pte. LTD.14 / 80$801.8M
Prospect Hill Management, LLC8 / 80$191.7M
Integrated Financial Solutions, Inc.10 / 80$137.3M

Ranked by the share of each fund's own book sitting in the names it shares with Guinness Asset Management LTD: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

140 positions
#SecurityValueShares% PortLast moveHistory
1Texas Instrs Inc
COM
$326.1M1.10M
5.5%
−5.2%
Reduced · −60K sh
2Cisco Sys Inc
COM
$318.9M2.73M
5.4%
−5.1%
Reduced · −146K sh
3Broadcom Inc
COM
$292.2M776.6K
4.9%
−6.1%
Reduced · −50K sh
4Johnson & Johnson
COM
$262.0M1.04M
4.4%
−5.2%
Reduced · −57K sh
5Abbvie Inc
COM
$261.2M1.04M
4.4%
−5.3%
Reduced · −59K sh
6Eaton Corp PLC
SHS
$241.3M568.8K
4.1%
−5.2%
Reduced · −31K sh
7Aflac Inc
COM
$238.8M2.04M
4.0%
−5.3%
Reduced · −115K sh
8Emerson Elec Co
COM
$234.1M1.64M
4.0%
−5.4%
Reduced · −93K sh
9Coca Cola Co
COM
$222.6M2.75M
3.8%
−5.4%
Reduced · −158K sh
10Microsoft Corp
COM
$213.6M574.9K
3.6%
−6.4%
Reduced · −40K sh
11Medtronic PLC
SHS
$201.5M2.58M
3.4%
−4.8%
Reduced · −132K sh
12Gallagher Arthur J & Co
COM
$194.7M851.3K
3.3%
−5.6%
Reduced · −51K sh
13Illinois Tool WKS Inc
COM
$194.2M721.1K
3.3%
−5.5%
Reduced · −42K sh
14Procter & Gamble Co
COM
$189.0M1.29M
3.2%
−5.5%
Reduced · −76K sh
15Mondelez Intl Inc
CL A
$188.7M3.26M
3.2%
−5.9%
Reduced · −204K sh
16Pepsico Inc
COM
$183.8M1.36M
3.1%
−5.5%
Reduced · −79K sh
17Paychex Inc
COM
$182.0M1.86M
3.1%
−5.7%
Reduced · −112K sh
18BlackRock Inc
COM
$178.9M186.9K
3.0%
−5.6%
Reduced · −11K sh
19Cme Group Inc
COM
$166.2M755.6K
2.8%
−5.7%
Reduced · −46K sh
20Otis Worldwide Corp
COM
$157.6M2.20M
2.7%
−6.1%
Reduced · −144K sh
21Taiwan Semiconductor Manufac
SPONSORED ADS
$97.2M206.4K
1.6%
−5.8%
Reduced · −13K sh
22Kla Corp
COM NEW
$74.0M250.8K
1.3%
+653%
Added · +217K sh
23Amphenol Corp
CL A
$69.3M392.8K
1.2%
−8.1%
Reduced · −35K sh
24Lam Research Corp
COM NEW
$66.0M155.8K
1.1%
−26%
Reduced · −54K sh
25Applied Matls Inc
COM
$65.6M90.8K
1.1%
−28%
Reduced · −35K sh
26Advanced Micro Devices Inc
COM
$57.0M98.2K
1.0%
New
New position
27Alphabet Inc
CAP STK CL A
$51.2M144.5K
0.9%
−6.6%
Reduced · −10K sh
28Amazon Com Inc
COM
$48.7M204.5K
0.8%
−10%
Reduced · −23K sh
29Apple Inc
COM
$48.4M170.7K
0.8%
−7.6%
Reduced · −14K sh
30Nvidia Corporation
COM
$47.6M241.8K
0.8%
−6.1%
Reduced · −16K sh
31Visa Inc
COM CL A
$46.4M135.3K
0.8%
−10%
Reduced · −15K sh
32Ametek Inc
COM
$44.6M184.2K
0.8%
−10%
Reduced · −21K sh
33Nasdaq Inc
COM
$44.4M563.3K
0.8%
31×
Added · +545K sh
34Mastercard Incorporated
CL A
$42.7M83.2K
0.7%
−10%
Reduced · −9K sh
35Roper Technologies Inc
COM
$42.2M124.7K
0.7%
−9.5%
Reduced · −13K sh
36Thermo Fisher Scientific Inc
COM
$41.9M83.7K
0.7%
−10%
Reduced · −9K sh
37Danaher Corp Del
COM
$39.2M205.7K
0.7%
−10%
Reduced · −23K sh
38Intercontinental Exchange In
COM
$37.8M312.1K
0.6%
+0.3%
Added · +909 sh
39Meta Platforms Inc
CL A
$36.7M65.1K
0.6%
−10%
Reduced · −7K sh
40Netflix Inc.
COM
$36.4M510.4K
0.6%
−10%
Reduced · −57K sh
41Salesforce Inc
COM
$34.5M220.3K
0.6%
−10%
Reduced · −25K sh
42Valero Energy Corp
COM
$16.7M64.3K
0.3%
−28%
Reduced · −25K sh
43Hubbell Inc
COM
$16.6M31.7K
0.3%
−1.8%
Reduced · −568 sh
44Trane Technologies PLC
SHS
$15.7M32.0K
0.3%
−2.5%
Reduced · −839 sh
45NextEra Energy Inc
COM
$15.0M170.4K
0.3%
−2.5%
Reduced · −4K sh
46Chevron Corporation
COM
$14.8M89.3K
0.3%
−11%
Reduced · −11K sh
47ConocoPhillips
COM
$13.5M130.1K
0.2%
−11%
Reduced · −16K sh
48Sensata Technologies Hldg PL
SHS
$13.0M272.8K
0.2%
−2.5%
Reduced · −7K sh
49NXP Semiconductors N V
COM
$13.0M46.1K
0.2%
−2.5%
Reduced · −1K sh
50Canadian Nat Res Ltd Med Ter
COM
$12.1M305.7K
0.2%
−14%
Reduced · −49K sh
Showing 50 of 140 positions
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Filing history

As-of date vs the date the SEC received each filing

$6.3B · Q3 2025Q4 2020 · $1.4BQ2 2026 · $5.9B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d141$5.9B13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d143$5.8B13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d146$6.2B13F-HR
Q3 2025Sep 30, 2025Nov 5, 202536d127$6.3B13F-HR
Q2 2025Jun 30, 2025Aug 1, 202532d103$5.6B13F-HR
Q1 2025Mar 31, 2025Jun 17, 202578d103$5.2B13F-HR/A
Q4 2024Dec 31, 2024Jan 16, 202516d106$5.3B13F-HR
Q3 2024Sep 30, 2024Oct 10, 202410d106$5.3B13F-HR
Q2 2024Jun 30, 2024Jul 11, 202411d105$4.8B13F-HR
Q1 2024Mar 31, 2024Apr 11, 202411d109$4.8B13F-HR
Q4 2023Dec 31, 2023Feb 12, 202443d109$4.6B13F-HR
Q3 2023Sep 30, 2023Nov 6, 202337d110$4.3B13F-HR
Q2 2023Jun 30, 2023Jul 24, 202324d111$4.3B13F-HR
Q1 2023Mar 31, 2023Apr 10, 202310d110$3.9B13F-HR
Q4 2022Dec 31, 2022Feb 2, 202333d111$3.6B13F-HR
Q3 2022Sep 30, 2022Oct 24, 202224d112$2.9B13F-HR
Q2 2022Jun 30, 2022Sep 6, 202268d108$2.5B13F-HR
Q1 2022Mar 31, 2022Apr 13, 202213d103$2.7B13F-HR
Q4 2021Dec 31, 2021Jan 19, 202219d99$2.6B13F-HR
Q3 2021Sep 30, 2021Dec 7, 202168d99$2.1B13F-HR
Q2 2021Jun 30, 2021Aug 3, 202134d99$1.8B13F-HR
Q1 2021Mar 31, 2021Apr 21, 202121d97$1.6B13F-HR
Q4 2020Dec 31, 2020Jan 25, 202125d98$1.4B13F-HR
Amended / restated
  • Q1 2025 · filed May 13, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.