Arkolith/Funds/Guinness Atkinson Asset Management Inc

Guinness Atkinson Asset Management Inc

CIK 1409765
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Guinness Atkinson Asset Management Inc holds a diversified book of 107 stocks worth $223.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Broadcom Inc. Their largest long position is Taiwan Semiconductor-SP ADR at 6% of the equity book.

Opened
9
bought for the first time
Added to
8
already held, bought more
Trimmed
69
sold some, still holds it
Sold out
19
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
40%
Top 20 holdings
69%

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
60%
Financials
13%
Industrials
7%
Health Care
6%
Consumer Discretionary
4%
Communication Services
3%
Energy
3%
Consumer Staples
1%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.3T
FMR LLC80 / 80$813.5B
JPMORGAN CHASE & CO80 / 80$537.3B
MORGAN STANLEY80 / 80$500.7B
NORTHERN TRUST CORP80 / 80$300.2B
BANK OF AMERICA CORP /DE/80 / 80$290.8B
GOLDMAN SACHS GROUP INC80 / 80$235.8B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$223.1B

Ranked by the share of each fund's own book sitting in the names it shares with Guinness Atkinson Asset Management Inc: 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.

107 positions
#SecurityValueShares% PortLast moveHistory
1Taiwan Semiconductor Manufac
SPONSORED ADS
$12.3M25.7K
5.5%
+0.1%
Added · +35 sh
2Broadcom Inc
COM
$10.7M28.2K
4.8%
−1.0%
Reduced · −274 sh
3Applied Matls Inc
COM
$10.1M14.0K
4.6%
−21%
Reduced · −4K sh
4Kla Corp
COM NEW
$10.0M33.0K
4.5%
+698%
Added · +29K sh
5Lam Research Corp
COM NEW
$8.9M20.5K
4.0%
−21%
Reduced · −6K sh
6Amphenol Corp
CL A
$8.8M50.0K
4.0%
−4.3%
Reduced · −2K sh
7Advanced Micro Devices Inc
COM
$8.2M14.2K
3.7%
New
New position
8Alphabet Inc
CAP STK CL A
$7.2M20.1K
3.2%
−2.1%
Reduced · −429 sh
9Amazon Com Inc
COM
$7.0M29.5K
3.2%
−2.1%
Reduced · −630 sh
10Nvidia Corporation
COM
$6.9M34.7K
3.1%
−2.0%
Reduced · −700 sh
11Microsoft Corp
COM
$6.7M18.1K
3.0%
−2.8%
Reduced · −515 sh
12Visa Inc
COM CL A
$6.7M19.5K
3.0%
−2.1%
Reduced · −417 sh
13Apple Inc
COM
$6.5M22.6K
2.9%
−2.1%
Reduced · −481 sh
14Ametek Inc
COM
$6.4M26.6K
2.9%
−2.1%
Reduced · −568 sh
15Medtronic PLC
SHS
$6.3M80.4K
2.8%
+5.2%
Added · +4K sh
16Mastercard Incorporated
CL A
$6.2M12.0K
2.8%
−2.1%
Reduced · −256 sh
17Nasdaq Inc
COM
$6.1M77.8K
2.8%
New
New position
18Thermo Fisher Scientific Inc
COM
$6.1M12.1K
2.7%
−2.1%
Reduced · −258 sh
19Roper Technologies Inc
COM
$6.0M17.8K
2.7%
−2.1%
Reduced · −379 sh
20Danaher Corp Del
COM
$5.7M29.7K
2.5%
−2.1%
Reduced · −634 sh
21Meta Platforms Inc
CL A
$5.3M9.4K
2.4%
−2.1%
Reduced · −200 sh
22Netflix Inc.
COM
$5.3M73.7K
2.4%
−2.1%
Reduced · −2K sh
23Intercontinental Exchange In
COM
$5.2M41.9K
2.3%
+7.2%
Added · +3K sh
24Salesforce Inc
COM
$5.0M31.8K
2.2%
−2.1%
Reduced · −679 sh
25Netease Com Inc
SPONSORED ADS
$3.1M24.3K
1.4%
+16%
Added · +3K sh
26Eaton Corp PLC
SHS
$2.6M6.1K
1.2%
−10%
Reduced · −689 sh
27Aflac Inc
COM
$2.5M21.1K
1.1%
+3.0%
Added · +615 sh
28Cisco Sys Inc
COM
$1.6M14.0K
0.7%
−7.0%
Reduced · −1K sh
29Texas Instrs Inc
COM
$1.6M5.3K
0.7%
−7.2%
Reduced · −407 sh
30Qualcomm Inc
COM
$1.3M7.0K
0.6%
−26%
Reduced · −2K sh
31Abbvie Inc
COM
$1.3M5.0K
0.6%
−7.0%
Reduced · −381 sh
32Baidu Inc
SPON ADR REP A
$1.2M10.2K
0.5%
Held
33Coca Cola Co
COM
$1.2M14.2K
0.5%
−7.1%
Reduced · −1K sh
34Johnson & Johnson
COM
$1.1M4.5K
0.5%
−7.2%
Reduced · −348 sh
35Paychex Inc
COM
$1.1M11.6K
0.5%
−6.9%
Reduced · −863 sh
36Gallagher Arthur J & Co
COM
$1.1M4.9K
0.5%
−6.4%
Reduced · −332 sh
37NXP Semiconductors N V
COM
$1.1M3.8K
0.5%
−13%
Reduced · −574 sh
38Mondelez Intl Inc
CL A
$1.1M18.3K
0.5%
−7.1%
Reduced · −1K sh
39Sensata Technologies Hldg PL
SHS
$1.0M21.7K
0.5%
−14%
Reduced · −3K sh
40Emerson Elec Co
COM
$1.0M7.2K
0.5%
−6.4%
Reduced · −488 sh
41Illinois Tool WKS Inc
COM
$1.0M3.7K
0.5%
−7.1%
Reduced · −285 sh
42Procter & Gamble Co
COM
$980K6.7K
0.4%
−7.1%
Reduced · −512 sh
43BlackRock Inc
COM
$934K971
0.4%
−7.3%
Reduced · −76 sh
44Hubbell Inc
COM
$918K1.8K
0.4%
−18%
Reduced · −389 sh
45Trane Technologies PLC
SHS
$902K1.8K
0.4%
−18%
Reduced · −390 sh
46Pepsico Inc
COM
$896K6.6K
0.4%
−7.1%
Reduced · −507 sh
47Otis Worldwide Corp
COM
$856K12.0K
0.4%
−6.4%
Reduced · −820 sh
48NextEra Energy Inc
COM
$854K9.7K
0.4%
−18%
Reduced · −2K sh
49Jd.com Inc
SPON ADS CL A
$827K32.4K
0.4%
Held
50Cme Group Inc
COM
$764K3.5K
0.3%
−6.4%
Reduced · −236 sh
Showing 50 of 107 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026107$223.1M13F-HR
Q1 2026Mar 31, 2026Apr 21, 2026123$200.2M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026123$212.3M13F-HR/A
Q3 2025Sep 30, 2025Nov 5, 202594$210.5M13F-HR
Q2 2025Jun 30, 2025Aug 1, 202584$190.7M13F-HR
Q1 2025Mar 31, 2025May 12, 202585$179.5M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202585$196.1M13F-HR
Amended / restated
  • Q4 2025 · filed Feb 9, 202613F-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.