Fund HoldingsGuinness Asset Management LTD

Total Portfolio Value
$5.59B
Total Bought
$5.13B
Total Sold
$0
Net Transaction
+$5.13B
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BROADCOM INC(AVGO)01,124,401+1,124,4010309,6745.54%+309,674
CME GROUP INC(CME)01,023,131+1,023,1310281,9805.05%+281,980
MICROSOFT CORP(MSFT)0551,934+551,9340274,5294.91%+274,529
BLACKROCK INC(BLK)0260,729+260,7290273,5764.90%+273,576
GALLAGHER ARTHUR J & CO(AJG)0831,166+831,1660266,0154.76%+266,015
EMERSON ELEC CO(EMR)01,901,595+1,901,5950253,5494.54%+253,549
PAYCHEX INC(PAYX)01,630,507+1,630,5070237,0944.24%+237,094
COCA COLA CO(KO)03,184,783+3,184,7830225,2864.03%+225,286
ABBVIE INC(ABBV)01,206,025+1,206,0250223,7214.00%+223,721
JOHNSON & JOHNSON(JNJ)01,377,201+1,377,2010210,3653.76%+210,365
TEXAS INSTRS INC(TXN)01,006,421+1,006,4210208,9533.74%+208,953
ILLINOIS TOOL WKS INC(ITW)0835,068+835,0680206,5173.70%+206,517
MONDELEZ INTL INC(MDLZ)03,029,642+3,029,6420204,3833.66%+204,383
PROCTER AND GAMBLE CO(PG)01,233,364+1,233,3640196,5433.52%+196,543
OTIS WORLDWIDE CORP(OTIS)01,925,000+1,925,0000190,5123.41%+190,512
PEPSICO INC(PEP)01,222,356+1,222,3560161,3622.89%+161,362
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0391,363+391,363088,7731.59%+88,773
AMPHENOL CORP NEW0724,311+724,311071,5121.28%+71,512
CISCO SYS INC(CSCO)3,786,5974,389,728+603,131233,671304,4515.45%+70,780
NETFLIX INC(NFLX)044,584+44,584059,6941.07%+59,694
NVIDIA CORPORATION(NVDA)0364,975+364,975057,6631.03%+57,663
INTUIT(INTU)069,482+69,482054,7160.98%+54,716
META PLATFORMS INC(META)074,013+74,013054,6250.98%+54,625
MASTERCARD INCORPORATED(MA)093,546+93,546052,5530.94%+52,553
KLA CORP(KLAC)058,537+58,537052,4300.94%+52,430
INTERCONTINENTAL EXCHANGE IN(ICE)0281,958+281,958051,7240.93%+51,724
VISA INC(V)0145,662+145,662051,7050.93%+51,705
LAM RESEARCH CORP(LRCX)0497,423+497,423048,4200.87%+48,420
AMAZON COM INC(AMZN)0219,053+219,053048,0730.86%+48,073
AMETEK INC0261,903+261,903047,3930.85%+47,393
ALPHABET INC(GOOG)0241,910+241,910042,6420.76%+42,642
ROPER TECHNOLOGIES INC(ROP)073,232+73,232041,5080.74%+41,508
APPLIED MATLS INC0224,688+224,688041,1350.74%+41,135
DANAHER CORPORATION(DHR)0196,674+196,674038,8560.70%+38,856
APPLE INC(AAPL)0174,955+174,955035,8850.64%+35,885
SALESFORCE INC(CRM)0130,558+130,558035,6040.64%+35,604
ADOBE INC(ADBE)086,236+86,236033,3630.60%+33,363
THERMO FISHER SCIENTIFIC INC(TMO)074,032+74,032030,0210.54%+30,021
AFLAC INC(AFL)1,986,9382,372,484+385,546220,928250,1874.48%+29,260
HUBBELL INC(HUBB)038,298+38,298015,6390.28%+15,639
NEXTERA ENERGY INC(NEE)0200,328+200,328013,9200.25%+13,920
ITRON INC(ITRI)098,523+98,523012,9730.23%+12,973
ORMAT TECHNOLOGIES INC(ORA)0145,611+145,611012,1990.22%+12,199
CHEVRON CORP NEW(CVX)081,117+81,117011,6370.21%+11,637
EXXON MOBIL CORP0106,849+106,849011,5740.21%+11,574
KINDER MORGAN INC DEL(KMI)0337,108+337,10809,8750.18%+9,875
IMPERIAL OIL LTD(IMO)0120,149+120,14909,5430.17%+9,543
NETEASE INC(NTES)070,514+70,51409,4890.17%+9,489
FIRST SOLAR INC(FSLR)057,202+57,20209,4400.17%+9,440
VALERO ENERGY CORP(VLO)068,342+68,34209,1970.16%+9,197
SUNCOR ENERGY INC NEW(SU)0245,325+245,32509,1940.16%+9,194
CONOCOPHILLIPS(COP)0101,250+101,25009,1040.16%+9,104
CARLISLE COS INC(CSL)024,184+24,18409,0320.16%+9,032
QUALCOMM INC(QCOM)055,410+55,41008,8240.16%+8,824
ON SEMICONDUCTOR CORP(ON)0164,946+164,94608,6490.15%+8,649
ENBRIDGE INC(ENB)0187,398+187,39808,4690.15%+8,469
INSTALLED BLDG PRODS INC(IBP)046,451+46,45108,3740.15%+8,374
EOG RES INC(EOG)067,564+67,56408,1090.15%+8,109
CANADIAN NAT RES LTD(CNQ)0252,613+252,61307,9410.14%+7,941
OWENS CORNING NEW(OC)055,103+55,10307,5800.14%+7,580
DIAMONDBACK ENERGY INC(FANG)046,628+46,62806,4430.12%+6,443
SCHLUMBERGER LTD(SLB)0172,736+172,73605,8520.10%+5,852
BAKER HUGHES COMPANY(BKR)0149,694+149,69405,7300.10%+5,730
CENOVUS ENERGY INC(CVE)0419,975+419,97505,7180.10%+5,718
DEVON ENERGY CORP NEW(DVN)0162,112+162,11205,1800.09%+5,180
HALLIBURTON CO(HAL)0222,036+222,03604,5390.08%+4,539
CANADIAN SOLAR INC(CSIQ)0393,116+393,11604,3450.08%+4,345
AMERESCO INC0242,304+242,30403,6810.07%+3,681
ENPHASE ENERGY INC(ENPH)077,085+77,08503,0600.05%+3,060
HELIX ENERGY SOLUTIONS GRP I(HLX)0217,444+217,44401,3600.02%+1,360
NASDAQ INC(NDAQ)09,767+9,76708730.02%+873
ARES MANAGEMENT CORPORATION(ARES)04,728+4,72808190.01%+819
AMERIPRISE FINL INC(AMP)01,532+1,53208180.01%+818
STATE STR CORP(STT)07,214+7,21407670.01%+767
KKR & CO INC(KKR)05,385+5,38507160.01%+716
BLACKSTONE INC(BX)04,697+4,69707030.01%+703
CARLYLE GROUP INC(CG)012,417+12,41706380.01%+638
RAYMOND JAMES FINL INC(RJF)04,118+4,11806320.01%+632
AFFILIATED MANAGERS GROUP IN03,196+3,19606290.01%+629
ARTISAN PARTNERS ASSET MGMT(APAM)010,917+10,91704840.01%+484
VERTIV HOLDINGS CO(VRT)03,421+3,42104390.01%+439
ARISTA NETWORKS INC(ANET)04,210+4,21004300.01%+430
MSCI INC(MSCI)0737+73704250.01%+425
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)01,376+1,37604240.01%+424
EDWARDS LIFESCIENCES CORP05,424+5,42404240.01%+424
FRANKLIN RESOURCES INC(BEN)017,736+17,73604230.01%+423
ENTEGRIS INC(ENTG)05,206+5,20604200.01%+420
MONOLITHIC PWR SYS INC(MPWR)0573+57304190.01%+419
CADENCE DESIGN SYSTEM INC(CDNS)01,349+1,34904160.01%+416
ADDUS HOMECARE CORP03,591+3,59104140.01%+414
TERADYNE INC(TER)04,595+4,59504130.01%+413
REVVITY INC(RVTY)04,235+4,23504100.01%+410
KEYSIGHT TECHNOLOGIES INC(KEYS)02,481+2,48104070.01%+407
AGILENT TECHNOLOGIES INC(A)03,412+3,41204030.01%+403
ADVANCED DRAIN SYS INC DEL(WMS)03,495+3,49504020.01%+402
IDEX CORP(IEX)02,246+2,24603940.01%+394
PRICE T ROWE GROUP INC(TROW)03,624+3,62403500.01%+350
FORTIVE CORP(FTV)05,613+5,61302930.01%+293
BAIDU INC02,762+2,76202370.00%+237
JD.COM INC(JD)03,859+3,85901260.00%+126
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