Guinness Atkinson Asset Management Inc

CIK 0001409765 · PASADENA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Guinness Atkinson Asset Management Inc reported 107 positions worth $223.1M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: TSM (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$223.1M
2026 Q2
Positions
107
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.4%
Est. Net Flow (Q)
2026 Q2
10 / 107 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSMTAIWAN SEMICONDUCTOR MANUFACSH$12.3M5.51%25,719
2AVGOBROADCOM INCSH$10.7M4.78%28,243
3AMATAPPLIED MATLS INCSH$10.1M4.55%14,038
4KLACKLA CORPSH$10.0M4.46%33,005
5LRCXLAM RESEARCH CORPSH$8.9M3.98%20,507
6APHAMPHENOL CORPSH$8.8M3.95%49,982
7AMDADVANCED MICRO DEVICES INCSH$8.2M3.69%14,186
8GOOGLALPHABET INCSH$7.2M3.22%20,101
9AMZNAMAZON COM INCSH$7.0M3.16%29,534
10NVDANVIDIA CORPORATIONSH$6.9M3.11%34,689

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Guinness Atkinson Asset Management Inc hold as of Q2 2026?

Guinness Atkinson Asset Management Inc reported 107 positions worth $223.1M in its Q2 2026 13F filing. Largest positions: TSM (5.5%), AVGO (4.8%), AMAT (4.6%), KLAC (4.5%) and LRCX (4.0%).

What did Guinness Atkinson Asset Management Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Guinness Atkinson Asset Management Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.