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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ADBE ADOBE INC Technology 18,709 $6.6M 3.11% SOLD
2 INTU INTUIT Technology 9,348 $6.3M 2.97% SOLD
3 INSTALLED BLDG PRODS INC 2,772 $739K 0.35% SOLD
4 XOM EXXON MOBIL CORP Energy 4,558 $549K 0.26% SOLD
5 ATHM AUTOHOME INC Communication Services 12,300 $284K 0.13% SOLD
6 DOC HEALTHPEAK PROPERTIES INC Real Estate 601 $10K 0.01% SOLD
7 FDS FACTSET RESH SYS INC Financial Services 29 $9K 0.00% SOLD
8 LMT LOCKHEED MARTIN CORP Industrials 17 $8K 0.00% SOLD
9 IVZ INVESCO LTD Financial Services 308 $8K 0.00% SOLD
10 TROW PRICE T ROWE GROUP INC Financial Services 79 $8K 0.00% SOLD
11 MRSH MARSH & MCLENNAN COS INC Financial Services 44 $8K 0.00% SOLD
12 AVY AVERY DENNISON CORP Industrials 45 $8K 0.00% SOLD
13 BDX BECTON DICKINSON & CO Healthcare 42 $8K 0.00% SOLD
14 BR BROADRIDGE FINL SOLUTIONS IN Technology 36 $8K 0.00% SOLD
15 FNF FIDELITY NATIONAL FINANCIAL Financial Services 147 $8K 0.00% SOLD
16 ADP AUTOMATIC DATA PROCESSING IN Industrials 31 $8K 0.00% SOLD
17 OMC OMNICOM GROUP INC Communication Services 100 $8K 0.00% SOLD
18 TSCO TRACTOR SUPPLY CO Consumer Cyclical 158 $8K 0.00% SOLD
19 GIS GENERAL MLS INC Consumer Defensive 171 $8K 0.00% SOLD
20 HSY HERSHEY CO Consumer Defensive 44 $8K 0.00% SOLD
Page 1 of 2  ·  21 positions
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%