NOESIS CAPITAL MANGEMENT CORP

CIK 0001262677 · BOCA RATON, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

NOESIS CAPITAL MANGEMENT CORP reported 124 positions worth $831.6M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: GOOG (7.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$831.6M
2026 Q2
Positions
124
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.8%
Est. Net Flow (Q)
2026 Q2
10 / 124 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$60.1M7.23%170,064
2AMDADVANCED MICRO DEVICES INCSH$55.6M6.69%95,746
3TSMTAIWAN SEMICONDUCTOR MANUFACSH$54.7M6.58%114,610
4APHAMPHENOL CORPSH$47.6M5.73%270,159
5JPMJPMORGAN CHASE & COSH$45.7M5.49%139,566
6CATCATERPILLAR INCSH$42.8M5.14%40,173
7AXPAMERICAN EXPRESS COSH$38.1M4.58%112,536
8AMZNAMAZON COM INCSH$27.0M3.24%113,112
9RCLROYAL CARIBBEAN GROUPSH$25.6M3.08%80,752
10CMICUMMINS INCSH$25.5M3.06%35,703

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

Frequently Asked Questions

What stocks does NOESIS CAPITAL MANGEMENT CORP hold as of Q2 2026?

NOESIS CAPITAL MANGEMENT CORP reported 124 positions worth $831.6M in its Q2 2026 13F filing. Largest positions: GOOG (7.2%), AMD (6.7%), TSM (6.6%), APH (5.7%) and JPM (5.5%).

What did NOESIS CAPITAL MANGEMENT CORP buy in Q2 2026?

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

What did NOESIS CAPITAL MANGEMENT CORP 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.