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Bernadett Horvath

@Guinness Atkinson Asset Management Inc

Latest period2024 - Q4ReportedManaged Assets$196.099MTotal holdings85
Assets growth rate-4.6%Assets growth rate (2-Q avg)-1.98%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Guinness Atkinson Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Guinness Atkinson Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 196.099M in assets, with a quarterly growth rate of -4.6% and a 2-quarter average growth rate of -1.98%. The portfolio is managed by Bernadett Horvath, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TXNTexas Instrs Inc
Recent Activity
Increased 23.42%
0.52%
$1.002M
5,345 shares@ $187.52 avg price
KOCoca Cola Co
Recent Activity
Increased 23.37%
0.5%
$965,902
15,514 shares@ $62.27 avg price
ONOn Semiconductor Corp
Recent Activity
Decreased -12.93%
0.49%
$950,416
15,074 shares@ $63.06 avg price
PEPPepsico Inc
Recent Activity
Increased 23.41%
0.48%
$938,058
6,169 shares@ $152.06 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 23.4%
0.48%
$938,000
15,704 shares@ $59.74 avg price
ITRIItron Inc
Recent Activity
Decreased -9.79%
0.48%
$935,851
8,619 shares@ $108.58 avg price
OCOwens Corning New
Recent Activity
Decreased -13.31%
0.44%
$854,836
5,019 shares@ $170.32 avg price
ORAOrmat Technologies Inc
Recent Activity
Decreased -9%
0.41%
$800,925
11,827 shares@ $67.73 avg price
FSLRFirst Solar Inc
Recent Activity
Decreased -6.46%
0.37%
$721,350
4,093 shares@ $176.24 avg price
IBPInstalled Bldg Prods Inc
Recent Activity
Decreased -10.73%
0.34%
$650,178
3,710 shares@ $175.26 avg price