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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 9,404.0 $5.3M 2.38% -808.0 -7.9% $563.29 +8.4%
22 NFLX NETFLIX INC. Communication Services 73,724.0 $5.3M 2.36% +20K +36.1% $71.40 +15.8%
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 41,942.0 $5.2M 2.31% +1K +2.5% $123.11 +33.7%
24 CRM SALESFORCE INC Technology 31,825.0 $5.0M 2.23% +6K +23.2% $156.66 +68.8%
25 NTES NETEASE COM INC Technology 24,258.0 $3.1M 1.39% +8K +53.0% $128.14 -8.7%
26 ETN EATON CORP PLC Industrials 6,140.0 $2.6M 1.17% -897.0 -12.8% $426.12 -6.8%
27 AFL AFLAC INC Financial Services 21,071.0 $2.5M 1.11% +4K +22.4% $117.25 +0.9%
28 CSCO CISCO SYS INC Technology 14,014.0 $1.6M 0.74% -3K -19.6% $117.46 -7.5%
29 TXN TEXAS INSTRS INC Technology 5,275.0 $1.6M 0.70% -768.0 -12.7% $298.07 -14.8%
30 QCOM QUALCOMM INC Technology 7,000.0 $1.3M 0.58% +2K +43.5% $184.79 -8.8%
31 ABBV ABBVIE INC Healthcare 5,045.0 $1.3M 0.57% -726.0 -12.6% $251.64 +3.4%
32 BIDU BAIDU INC Communication Services 10,223.0 $1.2M 0.52% $114.29 -16.4%
33 KO COCA COLA CO Consumer Defensive 14,248.0 $1.2M 0.52% -2K -12.7% $81.27 +9.3%
34 JNJ JOHNSON & JOHNSON Healthcare 4,493.0 $1.1M 0.51% -3K -36.2% $253.97 +9.6%
35 PAYX PAYCHEX INC Industrials 11,581.0 $1.1M 0.51% +4K +55.2% $98.33 +27.2%
36 AJG GALLAGHER ARTHUR J & CO Financial Services 4,859.0 $1.1M 0.50% +1K +44.4% $229.57 +16.2%
37 NXPI NXP SEMICONDUCTORS N V Technology 3,786.0 $1.1M 0.48% -574.0 -13.2% $281.03 -19.9%
38 MDLZ MONDELEZ INTL INC Consumer Defensive 18,256.0 $1.1M 0.47% -385.0 -2.1% $57.84 +6.2%
39 ST SENSATA TECHNOLOGIES HLDG PL Technology 21,730.0 $1.0M 0.47% -3K -13.6% $47.74 -12.0%
40 EMR EMERSON ELEC CO Industrials 7,168.0 $1.0M 0.46% -1K -16.5% $143.15 +4.9%
Page 2 of 6  ·  107 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%