Guinness Atkinson Asset Management Inc

Est. AUM

$200.2M

13F long equity, this entity only

Positions

123

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$8.8M	28517	4.41%	SOLE
2	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$8.7M	25684	4.34%	SOLE
3	NETFLIX INC.	COM	$7.2M	75298	3.62%	SOLE
4	MICROSOFT CORP	COM	$6.9M	18566	3.43%	SOLE
5	MEDTRONIC PLC	SHS	$6.6M	76481	3.31%	SOLE
6	AMPHENOL CORP	CL A	$6.6M	52213	3.30%	SOLE
7	ROPER TECHNOLOGIES INC	COM	$6.4M	18169	3.21%	SOLE
8	AMAZON COM INC	COM	$6.3M	30164	3.14%	SOLE
9	NVIDIA CORPORATION	COM	$6.2M	35389	3.08%	SOLE
10	INTERCONTINENTAL EXCHANGE IN	COM	$6.2M	39137	3.07%	SOLE
11	MASTERCARD INCORPORATED	CL A	$6.1M	12270	3.06%	SOLE
12	KLA CORP	COM NEW	$6.1M	4134	3.04%	SOLE
13	SALESFORCE INC	COM	$6.1M	32504	3.03%	SOLE
14	THERMO FISHER SCIENTIFIC INC	COM	$6.1M	12343	3.03%	SOLE
15	APPLIED MATLS INC	COM	$6.1M	17729	3.03%	SOLE
16	VISA INC	COM CL A	$6.0M	19959	3.01%	SOLE
17	ALPHABET INC	CAP STK CL A	$5.9M	20530	2.95%	SOLE
18	APPLE INC	COM	$5.8M	23043	2.92%	SOLE
19	AMETEK INC	COM	$5.8M	27172	2.91%	SOLE
20	DANAHER CORP DEL	COM	$5.8M	30342	2.87%	SOLE
21	LAM RESEARCH CORP	COM NEW	$5.6M	26038	2.78%	SOLE
22	META PLATFORMS INC	CL A	$5.5M	9604	2.74%	SOLE
23	ADOBE INC	COM	$4.5M	18709	2.27%	SOLE
24	INTUIT	COM	$4.0M	9348	2.02%	SOLE
25	EATON CORP PLC	SHS	$2.4M	6829	1.22%	SOLE
26	NETEASE COM INC	SPONSORED ADS	$2.3M	20880	1.17%	SOLE
27	AFLAC INC	COM	$2.2M	20456	1.12%	SOLE
28	QUALCOMM INC	COM	$1.2M	9427	0.61%	SOLE
29	JOHNSON & JOHNSON	COM	$1.2M	4841	0.59%	SOLE
30	ABBVIE INC	COM	$1.2M	5426	0.59%	SOLE
31	CISCO SYS INC	COM	$1.2M	15078	0.58%	SOLE
32	COCA COLA CO	COM	$1.2M	15341	0.58%	SOLE
33	PAYCHEX INC	COM	$1.1M	12444	0.57%	SOLE
34	BAIDU INC	SPON ADR REP A	$1.1M	10223	0.57%	SOLE
35	MONDELEZ INTL INC	CL A	$1.1M	19656	0.57%	SOLE
36	GALLAGHER ARTHUR J & CO	COM	$1.1M	5191	0.56%	SOLE
37	PEPSICO INC	COM	$1.1M	7126	0.55%	SOLE
38	NEXTERA ENERGY INC	COM	$1.1M	11873	0.55%	SOLE
39	TEXAS INSTRS INC	COM	$1.1M	5682	0.55%	SOLE
40	CME GROUP INC	COM	$1.1M	3695	0.54%	SOLE
41	HUBBELL INC	COM	$1.1M	2144	0.53%	SOLE
42	ILLINOIS TOOL WKS INC	COM	$1.0M	4003	0.52%	SOLE
43	PROCTER & GAMBLE CO	COM	$1.0M	7196	0.52%	SOLE
44	BLACKROCK INC	COM	$1.0M	1047	0.50%	SOLE
45	EMERSON ELEC CO	COM	$1.0M	7656	0.50%	SOLE
46	OTIS WORLDWIDE CORP	COM	$985K	12781	0.49%	SOLE
47	JD.COM INC	SPON ADS CL A	$959K	32438	0.48%	SOLE
48	TRANE TECHNOLOGIES PLC	SHS	$928K	2226	0.46%	SOLE
49	SENSATA TECHNOLOGIES HLDG PL	SHS	$886K	25146	0.44%	SOLE
50	NXP SEMICONDUCTORS N V	COM	$858K	4360	0.43%	SOLE

1–50 of 123

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.