Guinness Atkinson Asset Management Inc

13F filer · CIK 0001409765

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$223MU.S. long equity reported on 13F

Positions1073 new · 19 closed

Net flow last quarter-$5.78MBuys minus sells

Top 10 positions weight40.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026107 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.3M	5.51%	0.00%	+0.1%	Q2 2013
AVGOBroadcom Inc.	$10.7M	4.78%	0.00%	-1.0%	Q3 2018
AMATApplied Materials Inc	$10.1M	4.55%	0.00%	-20.8%	Q2 2013
KLACKla Corp	$9.96M	4.46%	0.00%	-20.2%	Q1 2018
LRCXLam Research Corp	$8.89M	3.98%	0.00%	-21.2%	Q1 2018
APHAmphenol Corp	$8.81M	3.95%	0.00%	-4.3%	Q4 2019
AMDAdvanced Micro Devices Inc	$8.24M	3.69%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$7.18M	3.22%	0.00%	-2.1%	Q4 2015
AMZNAmazon Com Inc	$7.04M	3.16%	0.00%	-2.1%	Q2 2019
NVDANvidia Corp	$6.94M	3.11%	0.00%	-2.0%	Q2 2013
MSFTMicrosoft Corp	$6.73M	3.02%	0.00%	-2.8%	Q2 2013
VVisa Inc.	$6.7M	3.01%	0.00%	-2.1%	Q1 2020
AAPLApple Inc.	$6.53M	2.93%	0.00%	-2.1%	Q2 2021
AMEAmetek Inc/	$6.44M	2.89%	0.01%	-2.1%	Q4 2024
MDTMedtronic plc	$6.29M	2.82%	0.01%	+5.2%	Q3 2025
MAMastercard Inc	$6.17M	2.77%	0.00%	-2.1%	Q1 2020
NDAQNasdaq, Inc.	$6.14M	2.75%	0.01%	New	Q2 2026
TMOThermo Fisher Scientific Inc.	$6.06M	2.72%	0.00%	-2.1%	Q1 2020
ROPRoper Technologies Inc	$6.02M	2.70%	0.02%	-2.1%	Q2 2013
DHRDanaher Corp	$5.66M	2.54%	0.00%	-2.1%	Q2 2013
METAMeta Platforms, Inc.	$5.3M	2.37%	Not reported	-2.1%	Q3 2017
NFLXNetflix Inc	$5.26M	2.36%	0.00%	-2.1%	Q3 2024
ICEIntercontinental Exchange, Inc.	$5.16M	2.31%	0.01%	+7.2%	Q2 2013
CRMSalesforce, Inc.	$4.99M	2.24%	0.00%	-2.1%	Q4 2020
NTESNetEase, Inc.	$3.11M	1.39%	0.00%	+16.2%	Q2 2013
ETNEaton Corp plc	$2.62M	1.17%	0.00%	-10.1%	Q3 2025
AFLAflac Inc	$2.47M	1.11%	0.00%	+3.0%	Q2 2013
CSCOCisco Systems, Inc.	$1.65M	0.74%	0.00%	-7.1%	Q2 2014
TXNTexas Instruments Inc	$1.57M	0.70%	0.00%	-7.2%	Q3 2021
QCOMQualcomm Inc	$1.29M	0.58%	0.00%	-25.8%	Q4 2013
ABBVAbbVie Inc.	$1.27M	0.57%	0.00%	-7.0%	Q2 2013
BIDUBaidu, Inc.	$1.17M	0.52%	Not reported	Not reported	Q1 2018
KOCoca Cola Co	$1.16M	0.52%	0.00%	-7.1%	Q2 2013
JNJJohnson & Johnson	$1.14M	0.51%	0.00%	-7.2%	Q2 2013
PAYXPaychex Inc	$1.14M	0.51%	0.00%	-6.9%	Q4 2018
AJGArthur J. Gallagher & Co.	$1.12M	0.50%	0.00%	-6.4%	Q2 2013
NXPINXP Semiconductors N.V.	$1.06M	0.48%	0.00%	-13.2%	Q3 2025
MDLZMondelez International, Inc.	$1.06M	0.47%	0.00%	-7.1%	Q2 2013
STSensata Technologies Holding plc	$1.04M	0.47%	0.01%	-13.6%	Q3 2025
EMREmerson Electric Co	$1.03M	0.46%	0.00%	-6.4%	Q3 2022
ITWIllinois Tool Works Inc	$1.01M	0.45%	0.00%	-7.1%	Q2 2013
PGPROCTER & GAMBLE Co	$980K	0.44%	0.00%	-7.1%	Q2 2013
BLKBlackRock, Inc.	$934K	0.42%	0.00%	-7.3%	Q2 2019
HUBBHubbell Inc	$918K	0.41%	0.00%	-18.1%	Q4 2020
TTTrane Technologies plc	$902K	0.40%	0.00%	-17.5%	Q3 2025
PEPPepsico Inc	$896K	0.40%	0.00%	-7.1%	Q1 2020
OTISOtis Worldwide Corp	$856K	0.38%	0.00%	-6.4%	Q2 2020
NEENextera Energy Inc	$854K	0.38%	0.00%	-18.1%	Q1 2020
JDJD.com, Inc.	$827K	0.37%	0.00%	Not reported	Q2 2020
CMECme Group Inc.	$764K	0.34%	0.00%	-6.4%	Q4 2015

Q1 2026Reported Apr 21, 2026123 positions
AVGOBroadcom Inc.	$8.83M	4.41%	0.00%	+9.2%	Q3 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.68M	4.34%	0.00%	-16.4%	Q2 2013
NFLXNetflix Inc	$7.24M	3.62%	0.00%	+39.0%	Q3 2024
MSFTMicrosoft Corp	$6.87M	3.43%	0.00%	+27.9%	Q2 2013
MDTMedtronic plc	$6.63M	3.31%	0.01%	+3.6%	Q3 2025
APHAmphenol Corp	$6.6M	3.30%	0.00%	-6.5%	Q4 2019
ROPRoper Technologies Inc	$6.43M	3.21%	0.02%	+31.6%	Q2 2013
AMZNAmazon Com Inc	$6.28M	3.14%	0.00%	+13.6%	Q2 2019
NVDANvidia Corp	$6.17M	3.08%	0.00%	+1.3%	Q2 2013
ICEIntercontinental Exchange, Inc.	$6.16M	3.07%	0.01%	-4.4%	Q2 2013
MAMastercard Inc	$6.13M	3.06%	0.00%	+8.0%	Q1 2020
KLACKla Corp	$6.09M	3.04%	0.00%	-22.7%	Q1 2018
CRMSalesforce, Inc.	$6.07M	3.03%	0.00%	+25.8%	Q4 2020
TMOThermo Fisher Scientific Inc.	$6.07M	3.03%	0.00%	+14.3%	Q1 2020
AMATApplied Materials Inc	$6.06M	3.03%	0.00%	-38.5%	Q2 2013
VVisa Inc.	$6.03M	3.01%	0.00%	+13.0%	Q1 2020
GOOGLAlphabet Inc.	$5.9M	2.95%	0.00%	-5.4%	Q4 2015
AAPLApple Inc.	$5.85M	2.92%	0.00%	+7.2%	Q2 2021
AMEAmetek Inc/	$5.82M	2.91%	0.01%	-12.6%	Q4 2024
DHRDanaher Corp	$5.75M	2.87%	0.00%	+5.2%	Q2 2013
LRCXLam Research Corp	$5.56M	2.78%	0.00%	-36.7%	Q1 2018
METAMeta Platforms, Inc.	$5.49M	2.74%	Not reported	-6.0%	Q3 2017
ADBEAdobe Inc.	$4.55M	2.27%	0.00%	Not reported	Q2 2019
INTUIntuit Inc.	$4.04M	2.02%	0.00%	Not reported	Q2 2022
ETNEaton Corp plc	$2.44M	1.22%	0.00%	-3.0%	Q3 2025
NTESNetEase, Inc.	$2.34M	1.17%	0.00%	+31.7%	Q2 2013
AFLAflac Inc	$2.24M	1.12%	0.00%	+18.8%	Q2 2013
QCOMQualcomm Inc	$1.21M	0.61%	0.00%	+93.3%	Q4 2013
JNJJohnson & Johnson	$1.18M	0.59%	0.00%	-31.3%	Q2 2013
ABBVAbbVie Inc.	$1.18M	0.59%	0.00%	-6.0%	Q2 2013
CSCOCisco Systems, Inc.	$1.17M	0.58%	0.00%	-13.5%	Q2 2014
KOCoca Cola Co	$1.17M	0.58%	0.00%	-6.0%	Q2 2013
PAYXPaychex Inc	$1.15M	0.57%	0.00%	+66.8%	Q4 2018
BIDUBaidu, Inc.	$1.14M	0.57%	Not reported	Not reported	Q1 2018
MDLZMondelez International, Inc.	$1.13M	0.57%	0.00%	+5.4%	Q2 2013
AJGArthur J. Gallagher & Co.	$1.12M	0.56%	0.00%	+54.2%	Q2 2013
PEPPepsico Inc	$1.11M	0.55%	0.00%	-6.0%	Q1 2020
TXNTexas Instruments Inc	$1.1M	0.55%	0.00%	-6.0%	Q3 2021
NEENextera Energy Inc	$1.1M	0.55%	0.00%	Not reported	Q1 2020
CMECme Group Inc.	$1.09M	0.55%	0.00%	-18.1%	Q4 2015
HUBBHubbell Inc	$1.05M	0.53%	0.00%	Not reported	Q4 2020
ITWIllinois Tool Works Inc	$1.04M	0.52%	0.00%	-5.9%	Q2 2013
PGPROCTER & GAMBLE Co	$1.04M	0.52%	0.00%	+10.0%	Q2 2013
BLKBlackRock, Inc.	$1.01M	0.50%	0.00%	-6.1%	Q2 2019
EMREmerson Electric Co	$1M	0.50%	0.00%	-10.8%	Q3 2022
OTISOtis Worldwide Corp	$985K	0.49%	0.00%	+13.5%	Q2 2020
JDJD.com, Inc.	$959K	0.48%	0.00%	Not reported	Q2 2020
TTTrane Technologies plc	$928K	0.46%	0.00%	Not reported	Q3 2025
STSensata Technologies Holding plc	$886K	0.44%	0.02%	Not reported	Q3 2025
NXPINXP Semiconductors N.V.	$858K	0.43%	0.00%	Not reported	Q3 2025

Q4 2025Reported Feb 10, 2026123 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.25M	4.35%	0.00%	-12.0%	Q2 2013
AVGOBroadcom Inc.	$9.13M	4.30%	0.00%	-0.4%	Q3 2018
APHAmphenol Corp	$7.65M	3.60%	0.00%	-20.1%	Q4 2019
AMATApplied Materials Inc	$7.59M	3.57%	0.00%	-6.1%	Q2 2013
LRCXLam Research Corp	$7.24M	3.41%	0.00%	-22.9%	Q1 2018
MDTMedtronic plc	$7.1M	3.34%	0.01%	-5.0%	Q3 2025
MSFTMicrosoft Corp	$7.07M	3.33%	0.00%	-5.0%	Q2 2013
CRMSalesforce, Inc.	$6.88M	3.24%	0.00%	+26.8%	Q4 2020
GOOGLAlphabet Inc.	$6.81M	3.21%	0.00%	-30.3%	Q4 2015
KLACKla Corp	$6.74M	3.18%	0.00%	-17.9%	Q1 2018
METAMeta Platforms, Inc.	$6.73M	3.17%	Not reported	+7.3%	Q3 2017
ICEIntercontinental Exchange, Inc.	$6.71M	3.16%	0.01%	+13.1%	Q2 2013
DHRDanaher Corp	$6.65M	3.13%	0.00%	-5.5%	Q2 2013
ADBEAdobe Inc.	$6.61M	3.11%	0.00%	+38.3%	Q2 2019
NVDANvidia Corp	$6.58M	3.10%	0.00%	-28.9%	Q2 2013
MAMastercard Inc	$6.57M	3.09%	0.00%	-5.5%	Q1 2020
AMEAmetek Inc/	$6.49M	3.06%	0.01%	-5.5%	Q4 2024
TMOThermo Fisher Scientific Inc.	$6.32M	2.98%	0.00%	-5.5%	Q1 2020
INTUIntuit Inc.	$6.3M	2.97%	0.00%	+5.8%	Q2 2022
VVisa Inc.	$6.26M	2.95%	0.00%	-5.5%	Q1 2020
ROPRoper Technologies Inc	$6.22M	2.93%	0.01%	+24.3%	Q2 2013
AMZNAmazon Com Inc	$6.16M	2.90%	0.00%	-5.5%	Q2 2019
AAPLApple Inc.	$5.88M	2.77%	0.00%	-5.5%	Q2 2021
NFLXNetflix Inc	$5.1M	2.40%	0.00%	-5.5%	Q3 2024
ETNEaton Corp plc	$2.26M	1.07%	0.00%	-1.0%	Q3 2025
NTESNetEase, Inc.	$2.21M	1.04%	0.00%	+11.0%	Q2 2013
AFLAflac Inc	$1.89M	0.89%	0.00%	+14.8%	Q2 2013
JNJJohnson & Johnson	$1.46M	0.69%	0.00%	-2.3%	Q2 2013
CSCOCisco Systems, Inc.	$1.36M	0.64%	0.00%	-2.2%	Q2 2014
ABBVAbbVie Inc.	$1.33M	0.63%	0.00%	-2.2%	Q2 2013
BIDUBaidu, Inc.	$1.3M	0.61%	Not reported	-14.2%	Q1 2018
CMECme Group Inc.	$1.26M	0.59%	0.00%	-2.8%	Q4 2015
BLKBlackRock, Inc.	$1.21M	0.57%	0.00%	-2.1%	Q2 2019
EMREmerson Electric Co	$1.16M	0.55%	0.00%	-2.8%	Q3 2022
KOCoca Cola Co	$1.15M	0.54%	0.00%	-2.1%	Q2 2013
PEPPepsico Inc	$1.09M	0.51%	0.00%	-2.1%	Q1 2020
ITWIllinois Tool Works Inc	$1.07M	0.51%	0.00%	-2.1%	Q2 2013
TXNTexas Instruments Inc	$1.06M	0.50%	0.00%	-2.1%	Q3 2021
MDLZMondelez International, Inc.	$1.03M	0.48%	0.00%	-2.0%	Q2 2013
OTISOtis Worldwide Corp	$990K	0.47%	0.00%	-2.8%	Q2 2020
HUBBHubbell Inc	$968K	0.46%	0.00%	-2.5%	Q4 2020
NXPINXP Semiconductors N.V.	$961K	0.45%	0.00%	+13.5%	Q3 2025
NEENextera Energy Inc	$953K	0.45%	0.00%	+0.3%	Q1 2020
JDJD.com, Inc.	$949K	0.45%	0.00%	Not reported	Q2 2020
PGPROCTER & GAMBLE Co	$946K	0.45%	0.00%	-2.0%	Q2 2013
FSLRFirst Solar, Inc.	$910K	0.43%	0.00%	+0.8%	Q4 2015
APTVAptiv PLC	$898K	0.42%	0.01%	+6.1%	Q3 2025
AJGArthur J. Gallagher & Co.	$886K	0.42%	0.00%	-2.8%	Q2 2013
TTTrane Technologies plc	$877K	0.41%	0.00%	+3.1%	Q3 2025
PAYXPaychex Inc	$851K	0.40%	0.00%	-1.9%	Q4 2018

Q3 2025Reported Nov 5, 202594 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.54M	4.53%	0.00%	-19.1%	Q2 2013
NVDANvidia Corp	$8.93M	4.24%	0.00%	-7.6%	Q2 2013
AVGOBroadcom Inc.	$8.6M	4.09%	0.00%	+248.2%	Q3 2018
APHAmphenol Corp	$8.46M	4.02%	0.01%	-26.5%	Q4 2019
MSFTMicrosoft Corp	$7.86M	3.73%	0.00%	-6.6%	Q2 2013
GOOGLAlphabet Inc.	$7.6M	3.61%	0.00%	-7.9%	Q4 2015
MDTMedtronic plc	$7.3M	3.47%	0.01%	New	Q3 2025
METAMeta Platforms, Inc.	$7.07M	3.36%	Not reported	-7.9%	Q3 2017
LRCXLam Research Corp	$7M	3.33%	0.00%	-23.1%	Q1 2018
KLACKla Corp	$6.93M	3.29%	0.00%	-20.3%	Q1 2018
NFLXNetflix Inc	$6.92M	3.28%	0.00%	-7.9%	Q3 2024
MAMastercard Inc	$6.83M	3.24%	0.00%	-7.9%	Q1 2020
VVisa Inc.	$6.36M	3.02%	0.00%	-7.9%	Q1 2020
AMATApplied Materials Inc	$6.3M	2.99%	0.00%	-7.8%	Q2 2013
AMZNAmazon Com Inc	$6.24M	2.96%	0.00%	-7.9%	Q2 2019
AMEAmetek Inc/	$6.15M	2.92%	0.01%	-7.9%	Q4 2024
INTUIntuit Inc.	$6.14M	2.92%	0.00%	-7.9%	Q2 2022
ICEIntercontinental Exchange, Inc.	$6.08M	2.89%	0.01%	-7.9%	Q2 2013
AAPLApple Inc.	$5.78M	2.75%	0.00%	-7.9%	Q2 2021
DHRDanaher Corp	$5.68M	2.70%	0.00%	+9.3%	Q2 2013
ROPRoper Technologies Inc	$5.57M	2.64%	0.01%	+9.6%	Q2 2013
TMOThermo Fisher Scientific Inc.	$5.28M	2.51%	0.00%	+10.6%	Q1 2020
CRMSalesforce, Inc.	$4.99M	2.37%	0.00%	+11.8%	Q4 2020
ADBEAdobe Inc.	$4.86M	2.31%	0.00%	+12.4%	Q2 2019
ETNEaton Corp plc	$2.61M	1.24%	0.00%	New	Q3 2025
NTESNetEase, Inc.	$2.16M	1.03%	0.00%	+0.5%	Q2 2013
AFLAflac Inc	$1.67M	0.79%	0.00%	+8.9%	Q2 2013
BIDUBaidu, Inc.	$1.61M	0.76%	Not reported	Not reported	Q1 2018
BLKBlackRock, Inc.	$1.34M	0.64%	0.00%	Not reported	Q2 2019
ABBVAbbVie Inc.	$1.32M	0.63%	0.00%	Not reported	Q2 2013
JNJJohnson & Johnson	$1.31M	0.62%	0.00%	Not reported	Q2 2013
CMECme Group Inc.	$1.26M	0.60%	0.00%	Not reported	Q4 2015
CSCOCisco Systems, Inc.	$1.21M	0.57%	0.00%	Not reported	Q2 2014
MDLZMondelez International, Inc.	$1.19M	0.57%	0.00%	Not reported	Q2 2013
JDJD.com, Inc.	$1.16M	0.55%	0.00%	Not reported	Q2 2020
EMREmerson Electric Co	$1.14M	0.54%	0.00%	Not reported	Q3 2022
ITWIllinois Tool Works Inc	$1.14M	0.54%	0.00%	Not reported	Q2 2013
TXNTexas Instruments Inc	$1.13M	0.54%	0.00%	Not reported	Q3 2021
KOCoca Cola Co	$1.1M	0.52%	0.00%	Not reported	Q2 2013
PEPPepsico Inc	$1.09M	0.52%	0.00%	Not reported	Q1 2020
AJGArthur J. Gallagher & Co.	$1.06M	0.50%	0.00%	Not reported	Q2 2013
OTISOtis Worldwide Corp	$1.06M	0.50%	0.00%	Not reported	Q2 2020
PGPROCTER & GAMBLE Co	$1.02M	0.49%	0.00%	Not reported	Q2 2013
PAYXPaychex Inc	$978K	0.46%	0.00%	Not reported	Q4 2018
APTVAptiv PLC	$945K	0.45%	0.01%	New	Q3 2025
HUBBHubbell Inc	$938K	0.45%	0.00%	-0.9%	Q4 2020
NEENextera Energy Inc	$902K	0.43%	0.00%	-1.0%	Q1 2020
TTTrane Technologies plc	$895K	0.42%	0.00%	New	Q3 2025
NXPINXP Semiconductors N.V.	$869K	0.41%	0.00%	New	Q3 2025
BABAAlibaba Group Holding Ltd	$864K	0.41%	0.00%	Not reported	Q4 2019

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