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Portfolio (Quarterly) Guide ↗

Guinness Atkinson Asset Management Inc

· CIK 0001409765
13F Portfolio $212M AUM 123 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 30 New 33 Added 46 Reduced 1 Exited
Page 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HUBB HUBBELL INC Industrials 2,144.0 $968K 0.46% -55.0 -2.5% $451.39 +2.1%
42 NXPI NXP SEMICONDUCTORS N V Technology 4,360.0 $961K 0.45% +518.0 +13.5% $220.46 +35.8%
43 NEE NEXTERA ENERGY INC Utilities 11,873.0 $953K 0.45% $80.27 +11.7%
44 JD JD.COM INC Consumer Cyclical 32,438.0 $949K 0.45% $29.27 +7.5%
45 PG PROCTER AND GAMBLE CO Consumer Defensive 6,543.0 $946K 0.45% -133.0 -2.0% $144.57 -1.5%
46 FSLR FIRST SOLAR INC Energy 3,393.0 $910K 0.43% +26.0 +0.8% $268.25 -7.2%
47 APTIV PLC 11,695.0 $898K 0.42% +676.0 +6.1% $76.79
48 AJG GALLAGHER ARTHUR J & CO Financial Services 3,366.0 $886K 0.42% -97.0 -2.8% $263.14 -21.2%
49 TT TRANE TECHNOLOGIES PLC Industrials 2,226.0 $877K 0.41% +67.0 +3.1% $394.19 +14.6%
50 PAYX PAYCHEX INC Industrials 7,462.0 $851K 0.40% -144.0 -1.9% $114.00 -17.3%
51 QCOM QUALCOMM INC Technology 4,877.0 $846K 0.40% +2K +61.0% $173.43 +16.8%
52 ST SENSATA TECHNOLOGIES HLDG PL Technology 25,146.0 $835K 0.39% +3K +12.6% $33.19 +43.8%
53 ORA ORMAT TECHNOLOGIES INC Utilities 7,386.0 $832K 0.39% -1K -14.2% $112.62 +18.9%
54 INSTALLED BLDG PRODS INC 2,772.0 $739K 0.35% $266.50
55 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,801.0 $713K 0.34% $148.49 -11.5%
56 ON ON SEMICONDUCTOR CORP Technology 12,873.0 $695K 0.33% +477.0 +3.9% $54.02 +102.9%
57 ITRI ITRON INC Technology 6,410.0 $610K 0.29% +589.0 +10.1% $95.10 -13.9%
58 XOM EXXON MOBIL CORP Energy 4,558.0 $549K 0.26% -148.0 -3.1% $120.53 +29.7%
59 CSL CARLISLE COS INC Industrials 1,630.0 $533K 0.25% +232.0 +16.6% $326.89 +1.7%
60 CSIQ CANADIAN SOLAR INC Energy 21,899.0 $532K 0.25% -2K -7.9% $24.31 -25.5%
Page 3 of 7  ·  123 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 45.7%
Financial Services 11.9%
Healthcare 10.9%
Industrials 10.8%
Communication Services 9.8%
Consumer Cyclical 4.1%
Energy 3.9%
Consumer Defensive 2.1%
Utilities 0.9%
Real Estate 0.0%