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Portfolio (Quarterly) Guide ↗

Guinness Atkinson Asset Management Inc

· CIK 0001409765
13F Portfolio $223M AUM 107 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 37 Added 41 Reduced 21 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OTIS OTIS WORLDWIDE CORP Industrials 11,961.0 $856K 0.38% +702.0 +6.2% $71.60 -0.7%
22 CVX CHEVRON CORPORATION Energy 3,472.0 $576K 0.26% +183.0 +5.6% $165.76 +26.4%
23 COP CONOCOPHILLIPS Energy 5,055.0 $526K 0.24% +314.0 +6.6% $103.96 +30.6%
24 CNQ CANADIAN NAT RES LTD MED TER Energy 11,899.0 $470K 0.21% +355.0 +3.1% $39.53 +27.6%
25 FANG DIAMONDBACK ENERGY INC Energy 2,601.0 $457K 0.20% +150.0 +6.1% $175.78 +14.4%
26 SU SUNCOR ENERGY INC NEW Energy 8,506.0 $457K 0.20% +133.0 +1.6% $53.75 +27.1%
27 EOG EOG RES INC Energy 3,513.0 $456K 0.20% +201.0 +6.1% $129.73 +11.8%
28 HDB HDFC BANK LTD Financial Services 16,217.0 $419K 0.19% +7K +72.5% $25.83 -10.0%
29 DVN DEVON ENERGY CORP NEW Energy 9,991.0 $413K 0.18% +572.0 +6.1% $41.32 +18.1%
30 HAL HALLIBURTON CO Energy 11,589.0 $393K 0.18% +518.0 +4.7% $33.95 +9.6%
31 WMB WILLIAMS COS INC Energy 5,245.0 $390K 0.17% +241.0 +4.8% $74.34 -0.4%
32 ENB ENBRIDGE INC Energy 6,719.0 $364K 0.16% +244.0 +3.8% $54.21 -6.8%
33 TRP TC ENERGY CORP Energy 5,449.0 $360K 0.16% +85.0 +1.6% $66.16 -5.5%
34 KMI KINDER MORGAN INC DEL Energy 11,152.0 $357K 0.16% +173.0 +1.6% $31.97 -1.2%
35 BKR BAKER HUGHES COMPANY Energy 5,811.0 $323K 0.14% +91.0 +1.6% $55.50 +13.9%
36 HLX HELIX ENERGY SOLUTIONS GRP I Energy 9,917.0 $87K 0.04% +155.0 +1.6% $8.74 +21.3%
37 AMT AMERICAN TOWER CORP Real Estate 66.0 $11K 0.01% +7.0 +11.9% $163.58 +8.7%
Page 2 of 2  ·  37 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 47.6%
Financial Services 13.5%
Industrials 10.5%
Healthcare 9.2%
Communication Services 8.5%
Consumer Cyclical 4.1%
Energy 3.9%
Consumer Defensive 1.9%
Utilities 0.7%
Real Estate 0.0%