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Portfolio (Quarterly) Guide ↗

Guinness Atkinson Asset Management Inc

· CIK 0001409765
13F Portfolio $211M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 94 New
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TRP TC ENERGY CORP Energy 5,118.0 $274K 0.13% NEW $53.46 +31.1%
82 DVN DEVON ENERGY CORP NEW Energy 7,560.0 $269K 0.13% NEW $35.52 +32.6%
83 SLB SCHLUMBERGER LTD Energy 7,586.0 $266K 0.13% NEW $35.11 +63.1%
84 ADI ANALOG DEVICES INC Technology 1,026.0 $251K 0.12% NEW $244.79 +57.0%
85 HAL HALLIBURTON CO Energy 9,809.0 $245K 0.12% NEW $25.00 +67.8%
86 DAN DANA INC Consumer Cyclical 9,864.0 $196K 0.09% NEW $19.92 +70.0%
87 ENPH ENPHASE ENERGY INC Energy 4,616.0 $167K 0.08% NEW $36.08 +72.8%
88 SWKS SKYWORKS SOLUTIONS INC Technology 1,626.0 $125K 0.06% NEW $76.93 -3.4%
89 THRM GENTHERM INC Consumer Cyclical 3,396.0 $117K 0.06% NEW $34.46 -9.5%
90 POWI POWER INTEGRATIONS INC Technology 2,574.0 $101K 0.05% NEW $39.37 +75.6%
91 DAR DARLING INGREDIENTS INC Consumer Defensive 2,976.0 $91K 0.04% NEW $30.65 +88.8%
92 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 5,220.0 $74K 0.04% NEW $14.14 -30.7%
93 HLX HELIX ENERGY SOLUTIONS GRP I Energy 9,762.0 $66K 0.03% NEW $6.71 +49.6%
94 DIVERSIFIED ENERGY COMPANY P 348.0 $5K 0.00% NEW $14.05
Page 5 of 5  ·  94 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.0%
Financial Services 11.9%
Communication Services 11.5%
Industrials 10.7%
Healthcare 10.0%
Consumer Cyclical 4.3%
Energy 3.6%
Consumer Defensive 2.2%
Utilities 0.8%