NOESIS CAPITAL MANGEMENT CORP
Top Portfolio Positions
74 positions ·
$551,661,862 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
135,829 | $39,955,458 | 7.24% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
115,455 | $39,018,017 | 7.07% | |
| APH |
Amphenol Corp /De/
Technology
|
265,749 | $33,577,386 | 6.09% | |
| AXP |
American Express Co
Financial Services
|
108,971 | $32,961,548 | 5.97% | |
| CAT |
Caterpillar Inc
Industrials
|
40,816 | $28,916,503 | 5.24% | |
| SYK |
Stryker Corp
Healthcare
|
70,485 | $23,160,666 | 4.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
108,700 | $22,638,949 | 4.10% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
78,973 | $21,731,790 | 3.94% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
96,735 | $19,678,801 | 3.57% | |
| CMI |
Cummins Inc
Industrials
|
35,700 | $19,207,314 | 3.48% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CAC
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $489,968 | 10,326 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $447,941 | 10,326 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $398,480 | 10,326 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $419,029 | 10,326 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $519,068 | 12,826 | Shares | Sole | 2025-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||