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Portfolio (Quarterly) Guide ↗

Guinness Asset Management LTD

· CIK 0001409661
13F Portfolio $5.9B AUM 141 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 141 New
Page 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FTV FORTIVE CORP Technology 8,191.0 $500K 0.01% NEW $61.09 -2.6%
102 TROW PRICE T ROWE GROUP INC Financial Services 4,398.0 $500K 0.01% NEW $113.69 -0.7%
103 CDNS CADENCE DESIGN SYSTEM INC Technology 1,328.0 $498K 0.01% NEW $375.32 -11.6%
104 A AGILENT TECHNOLOGIES INC Healthcare 3,653.0 $485K 0.01% NEW $132.83 +16.5%
105 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 13,250.0 $458K 0.01% NEW $34.53 +26.4%
106 WELL WELLTOWER INC Real Estate 1,535.0 $348K 0.01% NEW $226.97 +6.2%
107 EQIX EQUINIX INC Real Estate 324.0 $338K 0.01% NEW $1042.39 +3.0%
108 LNT ALLIANT ENERGY CORP Utilities 4,373.0 $334K 0.01% NEW $76.29 -10.4%
109 VTR VENTAS INC Real Estate 3,708.0 $329K 0.01% NEW $88.80 +5.7%
110 AEP AMERICAN ELEC PWR CO INC Utilities 2,403.0 $329K 0.01% NEW $136.81 -10.3%
111 UNP UNION PAC CORP Industrials 1,200.0 $326K 0.01% NEW $272.00 +13.8%
112 WEC WEC ENERGY GROUP INC Utilities 2,766.0 $323K 0.01% NEW $116.77 -8.6%
113 DLR DIGITAL RLTY TR INC Real Estate 1,753.0 $315K 0.01% NEW $179.58 +7.1%
114 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,821.0 $310K 0.01% NEW $81.16 -9.7%
115 DUK DUKE ENERGY CORP NEW Utilities 2,442.0 $309K 0.01% NEW $126.58 -3.9%
116 PLD PROLOGIS INC. Real Estate 2,264.0 $307K 0.01% NEW $135.47 +5.8%
117 WTRG ESSENTIAL UTILS INC Utilities 7,851.0 $301K 0.01% NEW $38.31 +6.4%
118 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 8,149.0 $297K 0.01% NEW $36.49 +6.7%
119 AMT AMERICAN TOWER CORP Real Estate 1,753.0 $287K 0.01% NEW $163.57 +9.2%
120 SBAC SBA COMMUNICATIONS CORP Real Estate 1,541.0 $272K 0.01% NEW $176.46 +6.3%
Page 6 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Industrials 19.7%
Financial Services 16.3%
Healthcare 13.7%
Consumer Defensive 13.3%
Energy 3.6%
Communication Services 2.1%
Consumer Cyclical 0.8%
Utilities 0.5%
Real Estate 0.0%