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Portfolio (Quarterly) Guide ↗

Guinness Atkinson Asset Management Inc

· CIK 0001409765
13F Portfolio $212M AUM 123 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 30 New 33 Added 46 Reduced 1 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIDU BAIDU INC Communication Services 10,223.0 $1.3M 0.61% -2K -14.2% $126.81 +3.4%
22 CME CME GROUP INC Financial Services 4,511.0 $1.3M 0.59% -131.0 -2.8% $278.42 +3.9%
23 BLK BLACKROCK INC Financial Services 1,115.0 $1.2M 0.57% -24.0 -2.1% $1088.40 -2.3%
24 EMR EMERSON ELEC CO Industrials 8,583.0 $1.2M 0.55% -250.0 -2.8% $135.22 -0.2%
25 KO COCA COLA CO Consumer Defensive 16,320.0 $1.1M 0.54% -355.0 -2.1% $70.16 +15.7%
26 PEP PEPSICO INC Consumer Defensive 7,580.0 $1.1M 0.52% -164.0 -2.1% $144.24 +3.2%
27 ITW ILLINOIS TOOL WKS INC Industrials 4,256.0 $1.1M 0.51% -89.0 -2.0% $252.23 -0.9%
28 TXN TEXAS INSTRS INC Technology 6,043.0 $1.1M 0.50% -127.0 -2.1% $175.69 +73.5%
29 MDLZ MONDELEZ INTL INC Consumer Defensive 18,641.0 $1.0M 0.48% -387.0 -2.0% $55.04 +11.7%
30 OTIS OTIS WORLDWIDE CORP Industrials 11,259.0 $990K 0.47% -328.0 -2.8% $87.95 -18.6%
31 HUBB HUBBELL INC Industrials 2,144.0 $968K 0.46% -55.0 -2.5% $451.39 +2.1%
32 PG PROCTER AND GAMBLE CO Consumer Defensive 6,543.0 $946K 0.45% -133.0 -2.0% $144.57 -1.5%
33 AJG GALLAGHER ARTHUR J & CO Financial Services 3,366.0 $886K 0.42% -97.0 -2.8% $263.14 -21.2%
34 PAYX PAYCHEX INC Industrials 7,462.0 $851K 0.40% -144.0 -1.9% $114.00 -17.3%
35 ORA ORMAT TECHNOLOGIES INC Utilities 7,386.0 $832K 0.39% -1K -14.2% $112.62 +18.9%
36 XOM EXXON MOBIL CORP Energy 4,558.0 $549K 0.26% -148.0 -3.1% $120.53 +29.7%
37 CSIQ CANADIAN SOLAR INC Energy 21,899.0 $532K 0.25% -2K -7.9% $24.31 -25.5%
38 CVX CHEVRON CORP NEW Energy 3,289.0 $497K 0.23% -51.0 -1.5% $150.99 +26.5%
39 VLO VALERO ENERGY CORP Energy 2,892.0 $479K 0.23% -112.0 -3.7% $165.66 +53.2%
40 AMRC AMERESCO INC Industrials 12,768.0 $384K 0.18% -2K -13.2% $30.07 +0.5%
Page 2 of 3  ·  46 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 45.7%
Financial Services 11.9%
Healthcare 10.9%
Industrials 10.8%
Communication Services 9.8%
Consumer Cyclical 4.1%
Energy 3.9%
Consumer Defensive 2.1%
Utilities 0.9%
Real Estate 0.0%