StockDriftsStockDriftsTop 50 Guinness Atkinson Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.51% | 25.7K | $12.3M | +0.14%(+35) | $115.17(+270.64%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.78% | 28.2K | $10.7M | -0.96%(-274) | $243.46(+61.73%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.55% | 14.0K | $10.1M | -20.82%(-3.69K) | $38.72(+1273.35%) | 2026-06-30 | |
| KLAC | KLA CORP | 4.46% | 33.0K | $10.0M | -20.16%(-8.34K) | $16.39(+1111.39%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.98% | 20.5K | $8.9M | -21.24%(-5.53K) | $23.22(+1353.30%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 3.95% | 50.0K | $8.8M | -4.27%(-2.23K) | $36.42(+361.91%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.69% | 14.2K | $8.2M | new | $388.47(+31.86%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.22% | 20.1K | $7.2M | -2.09%(-429) | $38.09(+805.08%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.16% | 29.5K | $7.0M | -2.09%(-630) | $118.29(+121.94%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.11% | 34.7K | $6.9M | -1.98%(-700) | $5.58(+3948.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.69% | +108.19% | +13.81% | +90.91% |
| Top 20 Holdings Unweighted | +26.65% | +103.16% | +13.19% | +85.77% |
Guinness Atkinson Asset Management Inc reports $223.05M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are TSM (5.5%), AVGO (4.8%) and AMAT (4.5%). The top 20 holdings account for 68.56% of reported assets. Its disclosed equity book has returned +108.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Guinness Atkinson Asset Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1409765). View Guinness Atkinson Asset Management Inc’s 13F filings on SEC