account_balance
Investment manager · 13F filer · SEC CIK 1409765
Guinness Atkinson Asset Management Inc
Reported value$225Mas of Sep 30, 2026
Positions108 1 new, 0 sold out
Top 10 weight38.1%TSM alone is 5%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.0%Trimmed −5%
AVGOBroadcom Inc.
4.4%
MSFTMicrosoft Corp
4.1%
NVDANVIDIA Corp
4.0%Added +13%
AMDAdvanced Micro Devices Inc
3.8%
APHAmphenol Corp
3.6%Trimmed −3%
TMOThermo Fisher Scientific Inc.
3.6%
AAPLApple Inc.
3.3%
AMZNAmazon.com Inc
3.2%
CRMSalesforce, Inc.
3.2%
AMATApplied Materials Inc
3.1%
NDAQNasdaq, Inc.
3.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.0%−5%
AVGOBroadcom Inc.
4.4%
MSFTMicrosoft Corp
4.1%
NVDANVIDIA Corp
4.0%+13%
AMDAdvanced Micro Devices Inc
3.8%
APHAmphenol Corp
3.6%−3%
TMOThermo Fisher Scientific Inc.
3.6%
AAPLApple Inc.
3.3%
AMZNAmazon.com Inc
3.2%
CRMSalesforce, Inc.
3.2%
AMATApplied Materials Inc
3.1%
NDAQNasdaq, Inc.
3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 5.0% Trimmed −5%AVGO Broadcom Inc. 4.4% HeldMSFT Microsoft Corp 4.1% HeldNVDA NVIDIA Corp 4.0% Added +13%AMD Advanced Micro Devices Inc 3.8% HeldAPH Amphenol Corp 3.6% Trimmed −3%TMO Thermo Fisher Scientific Inc. 3.6% HeldAAPL Apple Inc. 3.3% HeldAMZN Amazon.com Inc 3.2% HeldCRM Salesforce, Inc. 3.2% HeldAMAT Applied Materials Inc 3.1% HeldNDAQ Nasdaq, Inc. 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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