Guinness Atkinson Asset Management Inc Top Holdings and 13F Report (2025) About Guinness Atkinson Asset Management IncInvestment ActivityGuinness Atkinson Asset Management Inc has $196.10 million in total holdings as of December 31, 2024.Guinness Atkinson Asset Management Inc owns shares of 85 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 10.01% of the portfolio was purchased this quarter.About 15.31% of the portfolio was sold this quarter.This quarter, Guinness Atkinson Asset Management Inc has purchased 100 new stocks and bought additional shares in 23 stocks.Guinness Atkinson Asset Management Inc sold shares of 58 stocks and completely divested from 18 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $9,608,284NVIDIA $8,504,317Mastercard $7,779,545Microsoft $7,644,746Amazon.com $7,575,317 Largest New Holdings this Quarter AMETEK $7,289,714 HoldingLAM RESEARCH CORP $5,674,028 HoldingBLACKROCK INC $1,275,237 Holding Largest Purchases this Quarter AMETEK 40,440 shares (about $7.29M)LAM RESEARCH CORP 78,555 shares (about $5.67M)BLACKROCK INC 1,244 shares (about $1.28M)KLA 856 shares (about $539.38K)Applied Materials 2,892 shares (about $470.33K) Largest Sales this Quarter Netflix 3,047 shares (about $2.72M)Salesforce 5,973 shares (about $2.00M)Meta Platforms 2,922 shares (about $1.71M)NVIDIA 5,157 shares (about $692.53K)Amphenol 8,364 shares (about $580.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuinness Atkinson Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$9,608,284$417,691 ▼-4.2%48,6524.9%Computer and TechnologyNVDANVIDIA$8,504,317$692,534 ▼-7.5%63,3284.3%Computer and TechnologyMAMastercard$7,779,545$539,734 ▼-6.5%14,7744.0%Business ServicesMSFTMicrosoft$7,644,746$237,726 ▼-3.0%18,1373.9%Computer and TechnologyAMZNAmazon.com$7,575,317$566,465 ▼-7.0%34,5293.9%Retail/WholesaleAPHAmphenol$7,361,630$580,880 ▼-7.3%105,9993.8%Computer and TechnologyAMEAMETEK$7,289,714$7,289,714 ▲New Holding40,4403.7%Computer and TechnologyVVisa$7,258,175$503,768 ▼-6.5%22,9663.7%Business ServicesGOOGLAlphabet$7,241,482$539,884 ▼-6.9%38,2543.7%Computer and TechnologyNFLXNetflix$7,053,906$2,715,852 ▼-27.8%7,9143.6%Consumer DiscretionaryAAPLApple$6,997,486$485,815 ▼-6.5%27,9433.6%Computer and TechnologyCRMSalesforce$6,893,550$1,996,953 ▼-22.5%20,6193.5%Computer and TechnologyMETAMeta Platforms$6,844,026$1,710,860 ▼-20.0%11,6893.5%Computer and TechnologyINTUIntuit$6,824,882$473,261 ▼-6.5%10,8593.5%Computer and TechnologyICEIntercontinental Exchange$6,627,965$460,441 ▼-6.5%44,4803.4%FinanceAMATApplied Materials$6,239,300$470,326 ▲8.2%38,3653.2%Computer and TechnologyDHRDanaher$6,108,555$283,265 ▲4.9%26,6113.1%Multi-Sector ConglomeratesTMOThermo Fisher Scientific$6,082,529$225,780 ▲3.9%11,6923.1%MedicalADBEAdobe$6,056,097$463,357 ▲8.3%13,6193.1%Computer and TechnologyROPRoper Technologies$5,960,080$413,281 ▼-6.5%11,4653.0%Computer and TechnologyKLACKLA$5,825,459$539,383 ▲10.2%9,2453.0%Computer and TechnologyLAM RESEARCH CORP$5,674,028$5,674,028 ▲New Holding78,5552.9%COM NEWAVGOBroadcom$2,668,014$205,410 ▲8.3%11,5081.4%Computer and TechnologyAFLAflac$1,373,580$245,877 ▲21.8%13,2790.7%FinanceCSCOCisco Systems$1,356,568$257,046 ▲23.4%22,9150.7%Computer and TechnologyNTESNetEase$1,335,028$8,921 ▲0.7%14,9650.7%Computer and TechnologyBLACKROCK INC$1,275,237$1,275,237 ▲New Holding1,2440.7%COMAJGArthur J. Gallagher & Co.$1,263,984$239,853 ▲23.4%4,4530.6%FinanceJDJD.com$1,229,398$142,147 ▼-10.4%35,4600.6%Retail/WholesaleABBVAbbVie$1,209,071$228,700 ▲23.3%6,8040.6%MedicalPAYXPaychex$1,184,438$224,212 ▲23.3%8,4470.6%Business ServicesEMREmerson Electric$1,177,583$222,330 ▲23.3%9,5020.6%Industrial ProductsITWIllinois Tool Works$1,133,413$214,258 ▲23.3%4,4700.6%Industrial ProductsCMECME Group$1,123,529$211,329 ▲23.2%4,8380.6%FinanceHUBBHubbell$1,115,504$204,418 ▼-15.5%2,6630.6%Industrial ProductsNEENextEra Energy$1,106,177$49,968 ▼-4.3%15,4300.6%UtilitiesPGProcter & Gamble$1,072,289$202,689 ▲23.3%6,3960.5%Consumer StaplesJNJJohnson & Johnson$1,058,040$199,286 ▲23.2%7,3160.5%MedicalOTISOtis Worldwide$1,035,565$196,241 ▲23.4%11,1820.5%ConstructionBIDUBaidu$1,004,132$18,970 ▼-1.9%11,9100.5%Computer and TechnologyTXNTexas Instruments$1,002,241$190,135 ▲23.4%5,3450.5%Computer and TechnologyKOCoca-Cola$965,902$182,920 ▲23.4%15,5140.5%Consumer StaplesONOnsemi$950,416$141,169 ▼-12.9%15,0740.5%Computer and TechnologyPEPPepsiCo$938,058$177,910 ▲23.4%6,1690.5%Consumer StaplesMDLZMondelez International$938,000$177,816 ▲23.4%15,7040.5%Consumer StaplesITRIItron$935,851$101,631 ▼-9.8%8,6190.5%Computer and TechnologyOCOwens Corning$854,836$131,317 ▼-13.3%5,0190.4%ConstructionORAOrmat Technologies$800,925$79,300 ▼-9.0%11,8270.4%Oils/EnergyFSLRFirst Solar$721,350$49,876 ▼-6.5%4,0930.4%Oils/EnergyIBPInstalled Building Products$650,178$78,162 ▼-10.7%3,7100.3%ConstructionTHRMGentherm$603,585$112,229 ▼-15.7%15,1180.3%Auto/Tires/TrucksCVXChevron$565,455$1,304 ▼-0.2%3,9040.3%Oils/EnergyBABAAlibaba Group$561,310$93,269 ▼-14.2%6,6200.3%Retail/WholesaleXOMExxon Mobil$530,643$57,765 ▼-9.8%4,9330.3%Oils/EnergyTSLATesla$472,493$153,459 ▼-24.5%1,1700.2%Auto/Tires/TrucksCOPConocoPhillips$448,348$1,091 ▼-0.2%4,5210.2%Oils/EnergyKMIKinder Morgan$421,220$1,041 ▼-0.2%15,3730.2%Oils/EnergySUSuncor Energy$402,106$999 ▼-0.2%11,2650.2%Oils/EnergyAMRCAmeresco$397,071$27,401 ▼-6.5%16,9110.2%Oils/EnergyPWRQuanta Services$392,534$125,788 ▼-24.3%1,2420.2%ConstructionGOOGAlphabet$390,021$97,505 ▼-20.0%2,0480.2%Computer and TechnologyVLOValero Energy$386,036$981 ▼-0.3%3,1490.2%Oils/EnergyEOGEOG Resources$374,604$981 ▼-0.3%3,0560.2%Oils/EnergyENBEnbridge$363,880$933 ▼-0.3%8,5760.2%Oils/EnergyCSIQCanadian Solar$357,875$24,597 ▼-6.4%32,1830.2%Oils/EnergyCNQCanadian Natural Resources$355,485$895 ▼-0.3%11,5140.2%Oils/EnergyFANGDiamondback Energy$352,890$819 ▼-0.2%2,1540.2%Oils/EnergyIMOImperial Oil$348,086$52,201 ▼-13.0%5,6480.2%Oils/EnergyATHMAutohome$319,1850.0%12,3000.2%Computer and TechnologyENPHEnphase Energy$306,725$21,566 ▼-6.6%4,4660.2%Oils/EnergySLBSchlumberger$304,956$728 ▼-0.2%7,9540.2%Oils/EnergyCVECenovus Energy$298,173$743 ▼-0.2%19,6700.2%Oils/EnergyADIAnalog Devices$290,645$72,661 ▼-20.0%1,3680.1%Computer and TechnologyBKRBaker Hughes$280,290$697 ▼-0.2%6,8330.1%Oils/EnergyHALHalliburton$279,649$707 ▼-0.3%10,2850.1%Oils/EnergyDVNDevon Energy$245,606$589 ▼-0.2%7,5040.1%Oils/EnergyPOWIPower Integrations$211,754$52,939 ▼-20.0%3,4320.1%Computer and TechnologySWKSSkyworks Solutions$192,258$48,065 ▼-20.0%2,1680.1%Computer and TechnologyDANDana$152,037$38,009 ▼-20.0%13,1520.1%Auto/Tires/TrucksMBLYMobileye Global$138,643$34,661 ▼-20.0%6,9600.1%Auto/Tires/TrucksDARDarling Ingredients$133,682$33,421 ▼-20.0%3,9680.1%Consumer StaplesQCOMQUALCOMM$125,508$27,191 ▲27.7%8170.1%Computer and TechnologyHLXHelix Energy Solutions Group$95,390$242 ▼-0.3%10,2350.0%Oils/EnergySEDGSolarEdge Technologies$45,207$3,495 ▼-7.2%3,3240.0%Oils/EnergyTPICTPI Composites$25,651$2,019 ▼-7.3%13,5720.0%Industrial ProductsPYPLPayPal$0$8,190,029 ▼-100.0%00.0%Computer and TechnologyLRCXLam Research$0$6,116,520 ▼-100.0%00.0%Computer and TechnologyBLKBlackRock$0$959,005 ▼-100.0%00.0%FinanceTTDTrade Desk$0$39,474 ▼-100.0%00.0%Computer and TechnologyCRTOCriteo$0$38,429 ▼-100.0%00.0%Computer and TechnologyMGNIMagnite$0$35,456 ▼-100.0%00.0%Computer and TechnologyTRMRTremor International$0$30,890 ▼-100.0%00.0%Business ServicesHUBSHubSpot$0$29,238 ▼-100.0%00.0%Computer and TechnologyPEGAPegasystems$0$28,871 ▼-100.0%00.0%Computer and TechnologyROKURoku$0$24,265 ▼-100.0%00.0%Consumer DiscretionaryPUBMPubMatic$0$21,487 ▼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$20,645 ▼-100.0%00.0%Computer and TechnologyRAMPLiveRamp$0$17,718 ▼-100.0%00.0%Business ServicesTTGTTechTarget$0$16,382 ▼-100.0%00.0%Business ServicesAPPSDigital Turbine$0$15,734 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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