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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO DEVICES INC Technology 14,186.0 $8.2M 3.69% NEW $580.91 -19.9%
2 NDAQ NASDAQ INC Financial Services 77,850.0 $6.1M 2.75% NEW $78.82 +23.3%
3 ACM AECOM Industrials 6,764.0 $472K 0.21% NEW $69.80 -5.4%
4 WELL WELLTOWER INC Real Estate 60.0 $14K 0.01% NEW $226.97 +6.2%
5 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 145.0 $12K 0.01% NEW $81.16 -9.1%

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%