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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 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CVX CHEVRON CORP NEW Energy 3,289.0 $497K 0.23% -51.0 -1.5% $150.99 +26.5%
62 OC OWENS CORNING NEW Industrials 4,328.0 $489K 0.23% +1K +32.4% $112.94 +2.8%
63 VLO VALERO ENERGY CORP Energy 2,892.0 $479K 0.23% -112.0 -3.7% $165.66 +53.2%
64 COP CONOCOPHILLIPS Energy 4,741.0 $439K 0.21% $92.63 +30.1%
65 AMRC AMERESCO INC Industrials 12,768.0 $384K 0.18% -2K -13.2% $30.07 +0.5%
66 CNQ CANADIAN NAT RES LTD Energy 11,544.0 $384K 0.18% $33.23 +46.5%
67 SU SUNCOR ENERGY INC NEW Energy 8,373.0 $366K 0.17% -2K -20.2% $43.76 +55.0%
68 FANG DIAMONDBACK ENERGY INC Energy 2,451.0 $364K 0.17% +209.0 +9.3% $148.57 +35.3%
69 EOG EOG RES INC Energy 3,312.0 $347K 0.16% +341.0 +11.5% $104.64 +33.8%
70 GOOG ALPHABET INC Communication Services 1,098.0 $345K 0.16% -438.0 -28.5% $314.39 +22.0%
71 IMO IMPERIAL OIL LTD Energy 4,012.0 $345K 0.16% -574.0 -12.5% $85.91 +55.8%
72 HDB HDFC BANK LTD Financial Services 9,400.0 $342K 0.16% $36.34 -32.3%
73 DVN DEVON ENERGY CORP NEW Energy 9,419.0 $341K 0.16% +2K +24.6% $36.18 +30.2%
74 TSLA TESLA INC Consumer Cyclical 740.0 $340K 0.16% -138.0 -15.7% $459.64 -9.2%
75 TEL TE CONNECTIVITY PLC Technology 1,405.0 $326K 0.15% +37.0 +2.7% $231.80 -13.1%
76 PWR QUANTA SVCS INC Industrials 740.0 $319K 0.15% -192.0 -20.6% $431.03 +64.7%
77 CVE CENOVUS ENERGY INC Energy 18,759.0 $317K 0.15% $16.89 +79.4%
78 HAL HALLIBURTON CO Energy 11,071.0 $312K 0.15% +1K +12.9% $28.15 +49.1%
79 ENB ENBRIDGE INC Energy 6,475.0 $309K 0.15% +213.0 +3.4% $47.73 +21.1%
80 SLB SLB LIMITED Energy 8,059.0 $305K 0.14% +473.0 +6.2% $37.90 +51.1%
Page 4 of 7  ·  123 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%