FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,152.65-0.16%
XLE56.78-0.17%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,864.820.11%
RUT2,787.790.03%
GSPC7,172.230.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001409765

Guinness Atkinson Asset Management Inc

PASADENA, CA · File #028-12657

Latest AUM
$210.5M
Positions
93
Top-10 Concentration
38.7%
Filings
10

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDDIVERSIFIED ENERGY COMPANY PG2891G204-348-$4,888$0
REDUCESUNCOR ENERGY INC NEWSU0$0$0
REDUCETAIWAN SEMICONDUCTOR MFG LTD8740391000$0$0
REDUCETC ENERGY CORPTRPRF0$0$0
REDUCETE CONNECTIVITY PLCTEL0$0$0
REDUCETESLA INCTSLA0$0$0
REDUCETEXAS INSTRS INC8825081040$0$0
REDUCETHERMO FISHER SCIENTIFIC INCTMO0$0$0
REDUCETRANE TECHNOLOGIES PLCTT0$0$0
REDUCEVALERO ENERGY CORPVLO0$0$0

Sector Allocation

Technology
35.3%$74.2M
Financials
8.4%$17.8M
Healthcare
7.2%$15.2M
Industrials
6.5%$13.8M
Energy
2.2%$4.7M
Utilities
0.4%$822,294

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1TAIWAN SEMICONDUCTOR MFG LTD87403910030,725$9.2M4.74%
2BROADCOM INCAVGO26,123$9.1M4.68%
3AMPHENOL CORP NEW03209510155,867$7.6M3.92%
4APPLIED MATLS INC03822210528,840$7.6M3.89%
5LAM RESEARCH CORPLRCX41,159$7.2M3.71%
6MEDTRONIC PLCMDT73,824$7.1M3.64%
7MICROSOFT CORPMSFT14,513$7.1M3.62%
8SALESFORCE INCCRM25,835$6.9M3.53%
9ALPHABET INCGOOG21,704$6.8M3.49%
10KLA CORPKLAC5,349$6.7M3.46%
11META PLATFORMS INCMETA10,212$6.7M3.45%
12INTERCONTINENTAL EXCHANGE IN45866F10440,915$6.7M3.44%
13DANAHER CORPORATION23585110228,845$6.7M3.41%
14ADOBE INCADBE18,709$6.6M3.39%
15NVIDIA CORPORATIONNVDA34,933$6.6M3.37%
16MASTERCARD INCORPORATEDMA11,365$6.6M3.37%
17AMETEK INCAME31,105$6.5M3.33%
18THERMO FISHER SCIENTIFIC INCTMO10,803$6.3M3.24%
19INTUITINTU9,348$6.3M3.23%
20VISA INCV17,664$6.3M3.21%