Guinness Atkinson Asset Management Inc
Top Portfolio Positions
122 positions ·
$199,885,987 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
28,517 | $8,826,296 | 4.42% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
25,684 | $8,679,907 | 4.34% | |
| NFLX |
Netflix Inc
Communication Services
|
75,298 | $7,239,902 | 3.62% | |
| MSFT |
Microsoft Corp
Technology
|
18,566 | $6,872,576 | 3.44% | |
| MDT |
Medtronic plc
Healthcare
|
76,481 | $6,627,078 | 3.32% | |
| APH |
Amphenol Corp /De/
Technology
|
52,213 | $6,597,112 | 3.30% | |
| ROP |
Roper Technologies Inc
Technology
|
18,169 | $6,429,282 | 3.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
30,164 | $6,282,256 | 3.14% | |
| NVDA |
Nvidia Corp
Technology
|
35,389 | $6,171,841 | 3.09% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
39,137 | $6,155,467 | 3.08% |
Portfolio Trend
25 quarters · across all stocks
Holdings in THRM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,342 | 4,044 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $147,080 | 4,044 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $115,667 | 3,396 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $96,072 | 3,396 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $292,054 | 10,922 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $603,510 | 15,118 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $834,594 | 17,929 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $856,984 | 17,376 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,172,443 | 20,362 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,187,786 | 22,685 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,382,273 | 25,475 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,396,249 | 24,708 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,456,122 | 24,100 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,527,459 | 23,395 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,163,433 | 23,395 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,382,069 | 22,145 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,554,583 | 21,284 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,244,974 | 25,834 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,025,516 | 25,028 | Shares | Sole | 2021-12-07 | |
| 2021-06-30 | $1,955,864 | 27,528 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,057,812 | 27,767 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,072,934 | 16,451 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $437,057 | 10,686 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $312,444 | 8,032 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $250,038 | 7,963 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||