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Noesis Capital Mangement Corp

Portfolio Manager
Noesis Capital Mangement Corp
Performance
-4.75% (2026 Q1)
AUM (13F)
$676.39M
# of Holdings
125
Performance Rank
Allocation (Top 20)
70.69%

Noesis Capital Mangement Corp Holdings Map

Top 50 Noesis Capital Mangement Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
7.06%166.5K$47.8M
-0.87%(-1.47K)
2025-Q1: 181.5K shares2025-Q2: 184.2K shares2025-Q3: 182.8K shares2025-Q4: 168.0K shares2026-Q1: 166.5K shares
$56.68(+528.36%)
2026-03-31
JPM
JPMORGAN CHASE & CO
5.91%135.8K$40.0M
+0.20%(+272)
2025-Q1: 139.3K shares2025-Q2: 137.4K shares2025-Q3: 135.6K shares2025-Q4: 135.6K shares2026-Q1: 135.8K shares
$126.58(+164.23%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.77%115.5K$39.0M
-1.98%(-2.34K)
2025-Q1: 116.6K shares2025-Q2: 115.2K shares2025-Q3: 118.5K shares2025-Q4: 117.8K shares2026-Q1: 115.5K shares
$88.90(+388.37%)
2026-03-31
APH
AMPHENOL CORP
4.96%265.7K$33.6M
+2.34%(+6.07K)
2025-Q1: 348.6K shares2025-Q2: 342.0K shares2025-Q3: 261.4K shares2025-Q4: 259.7K shares2026-Q1: 265.7K shares
$28.53(+476.81%)
2026-03-31
AXP
AMERICAN EXPRESS CO
4.87%109.0K$33.0M
+1.78%(+1.91K)
2025-Q1: 104.1K shares2025-Q2: 105.0K shares2025-Q3: 105.9K shares2025-Q4: 107.1K shares2026-Q1: 109.0K shares
$42675.46(-99.18%)
2026-03-31
CAT
CATERPILLAR INC
4.28%40.8K$28.9M
-1.03%(-426)
2025-Q1: 41.5K shares2025-Q2: 40.9K shares2025-Q3: 42.1K shares2025-Q4: 41.2K shares2026-Q1: 40.8K shares
$149.40(+544.95%)
2026-03-31
SYK
STRYKER CORPORATION
3.42%70.5K$23.2M
+1.71%(+1.18K)
2025-Q1: 63.8K shares2025-Q2: 63.5K shares2025-Q3: 66.9K shares2025-Q4: 69.3K shares2026-Q1: 70.5K shares
$143.77(+127.13%)
2026-03-31
AMZN
AMAZON COM INC
3.35%108.7K$22.6M
+28.76%(+24.28K)
2025-Q1: 10.6K shares2025-Q2: 78.6K shares2025-Q3: 81.5K shares2025-Q4: 84.4K shares2026-Q1: 108.7K shares
$200.34(+21.13%)
2026-03-31
RCL
ROYAL CARIBBEAN GROUP
3.21%79.0K$21.7M
+0.69%(+542)
2025-Q1: 79.2K shares2025-Q2: 78.0K shares2025-Q3: 76.2K shares2025-Q4: 78.4K shares2026-Q1: 79.0K shares
$30208.80(-99.02%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
2.91%96.7K$19.7M
+4.32%(+4.00K)
2025-Q1: 90.3K shares2025-Q2: 90.1K shares2025-Q3: 93.5K shares2025-Q4: 92.7K shares2026-Q1: 96.7K shares
$143.04(+262.02%)
2026-03-31

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