Guinness Atkinson Asset Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$200.2M
Q ending 2026-03-31
Prior quarter
$212.3M
Q ending 2025-12-31
Change
-5.7% QoQ · +11.5% YoY
Positions
123
reported holdings
Largest positions
Top 100 of 123 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Broadcom Inc | AVGO | Shares | $8.8M | 29K |
| Taiwan Semiconductor Manufac | TSM | Shares | $8.7M | 26K |
| Netflix Inc. | NFLX | Shares | $7.2M | 75K |
| Microsoft Corp | MSFT | Shares | $6.9M | 19K |
| Medtronic Plc | Shares | $6.6M | 76K | |
| Amphenol Corp | APH | Shares | $6.6M | 52K |
| Roper Technologies Inc | ROP | Shares | $6.4M | 18K |
| Amazon Com Inc | AMZN | Shares | $6.3M | 30K |
| Nvidia Corporation | NVDA | Shares | $6.2M | 35K |
| Intercontinental Exchange In | ICE | Shares | $6.2M | 39K |
| Mastercard Incorporated | MA | Shares | $6.1M | 12K |
| Kla Corp | KLAC | Shares | $6.1M | 4K |
| Salesforce Inc | CRM | Shares | $6.1M | 33K |
| Thermo Fisher Scientific Inc | TMO | Shares | $6.1M | 12K |
| Applied Matls Inc | AMAT | Shares | $6.1M | 18K |
| Visa Inc | V | Shares | $6.0M | 20K |
| Alphabet Inc | GOOGL | Shares | $5.9M | 21K |
| Apple Inc | AAPL | Shares | $5.8M | 23K |
| Ametek Inc | AME | Shares | $5.8M | 27K |
| Danaher Corp Del | DHR | Shares | $5.8M | 30K |
| Lam Research Corp | LRCX | Shares | $5.6M | 26K |
| Meta Platforms Inc | META | Shares | $5.5M | 10K |
| Adobe Inc | ADBE | Shares | $4.5M | 19K |
| Intuit | INTU | Shares | $4.0M | 9K |
| Eaton Corp Plc | Shares | $2.4M | 7K | |
| Netease Com Inc | NTES | Shares | $2.3M | 21K |
| Aflac Inc | AFL | Shares | $2.2M | 20K |
| Qualcomm Inc | QCOM | Shares | $1.2M | 9K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Abbvie Inc | ABBV | Shares | $1.2M | 5K |
| Cisco Sys Inc | CSCO | Shares | $1.2M | 15K |
| Coca Cola Co | KO | Shares | $1.2M | 15K |
| Paychex Inc | PAYX | Shares | $1.1M | 12K |
| Baidu Inc | BIDU | Shares | $1.1M | 10K |
| Mondelez Intl Inc | MDLZ | Shares | $1.1M | 20K |
| Gallagher Arthur J & Co | AJG | Shares | $1.1M | 5K |
| Pepsico Inc | PEP | Shares | $1.1M | 7K |
| Texas Instrs Inc | TXN | Shares | $1.1M | 6K |
| Nextera Energy Inc | NEE | Shares | $1.1M | 12K |
| Cme Group Inc | CME | Shares | $1.1M | 4K |
| Hubbell Inc | HUBB | Shares | $1.1M | 2K |
| Illinois Tool Wks Inc | ITW | Shares | $1.0M | 4K |
| Procter & Gamble Co | PG | Shares | $1.0M | 7K |
| Blackrock Inc | BLK | Shares | $1.0M | 1K |
| Emerson Elec Co | EMR | Shares | $1.0M | 8K |
| Otis Worldwide Corp | OTIS | Shares | $985K | 13K |
| Jd.Com Inc | JD | Shares | $959K | 32K |
| Trane Technologies Plc | Shares | $928K | 2K | |
| Sensata Technologies Hldg Pl | Shares | $886K | 25K | |
| Nxp Semiconductors N V | Shares | $858K | 4K | |
| Exxon Mobil Corp | XOM | Shares | $836K | 5K |
| Ormat Technologies Inc | ORA | Shares | $827K | 7K |
| Aptiv Plc | Shares | $812K | 12K | |
| Valero Energy Corp | VLO | Shares | $773K | 3K |
| Chevron Corporation | CVX | Shares | $736K | 4K |
| Aecom | ACM | Shares | $701K | 8K |
| Conocophillips | COP | Shares | $677K | 5K |
| First Solar Inc | FSLR | Shares | $669K | 3K |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $609K | 12K |
| Suncor Energy Inc New | SU | Shares | $599K | 9K |
| Itron Inc | ITRI | Shares | $575K | 6K |
| Imperial Oil Ltd | IMO | Shares | $568K | 4K |
| Carlisle Cos Inc | CSL | Shares | $544K | 2K |
| Cenovus Energy Inc | CVE | Shares | $536K | 20K |
| Alibaba Group Hldg Ltd | BABA | Shares | $527K | 4K |
| Diamondback Energy Inc | FANG | Shares | $524K | 3K |
| Eog Res Inc | EOG | Shares | $518K | 4K |
| Devon Energy Corp New | DVN | Shares | $513K | 10K |
| Owens Corning New | OC | Shares | $468K | 4K |
| Halliburton Co | HAL | Shares | $467K | 12K |
| Slb Limited | SLB | Shares | $448K | 9K |
| Quanta Svcs Inc | PWR | Shares | $406K | 740 |
| Kinder Morgan Inc Del | KMI | Shares | $398K | 12K |
| Williams Cos Inc | WMB | Shares | $394K | 5K |
| Enbridge Inc | ENB | Shares | $378K | 7K |
| Baker Hughes Company | BKR | Shares | $378K | 6K |
| Tc Energy Corp | TRP | Shares | $362K | 6K |
| Dana Inc | DAN | Shares | $349K | 10K |
| Analog Devices Inc | ADI | Shares | $326K | 1K |
| Ameresco Inc | AMRC | Shares | $326K | 13K |
| Alphabet Inc | GOOG | Shares | $315K | 1K |
| Canadian Solar Inc | CSIQ | Shares | $303K | 22K |
| Te Connectivity Plc | Shares | $294K | 1K | |
| Tesla Inc | TSLA | Shares | $275K | 740 |
| Hdfc Bank Ltd | HDB | Shares | $234K | 9K |
| Darling Ingredients Inc | DAR | Shares | $226K | 4K |
| Autohome Inc | ATHM | Shares | $214K | 12K |
| On Semiconductor Corp | ON | Shares | $183K | 3K |
| Enphase Energy Inc | ENPH | Shares | $175K | 5K |
| Power Integrations Inc | POWI | Shares | $165K | 3K |
| Gentherm Inc | THRM | Shares | $112K | 4K |
| Skyworks Solutions Inc | SWKS | Shares | $106K | 2K |
| Helix Energy Solutions Grp I | HLX | Shares | $104K | 11K |
| Mobileye Global Inc | MBLY | Shares | $41K | 6K |
| Equinix Inc | EQIX | Shares | $13K | 13 |
| Ventas Inc | VTR | Shares | $12K | 152 |
| Duke Energy Corp New | DUK | Shares | $12K | 93 |
| Welltower Inc | WELL | Shares | $12K | 60 |
| Prologis Inc. | PLD | Shares | $12K | 88 |
| Brookfield Infrastructure Pa | Shares | $12K | 320 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.