Long-term investor

Guinness Asset Management LTD @guinnessassetmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001409661).

Record

  • Tracked since 2025-06-30 (446 days), 34 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +8.9% · all +8.9%
  • Max drawdown n/a · win rate 23% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TXN · 5.5% · long · since 2025-06-30
  • CSCO · 5.4% · long · since 2025-06-30
  • AVGO · 4.9% · long · since 2025-06-30
  • JNJ · 4.4% · long · since 2025-06-30
  • ABBV · 4.4% · long · since 2025-06-30
  • ETN · 4.1% · long · since 2025-09-30
  • AFL · 4.0% · long · since 2025-06-30
  • EMR · 4.0% · long · since 2025-06-30
  • KO · 3.8% · long · since 2025-06-30
  • MSFT · 3.6% · long · since 2025-06-30
  • MDT · 3.4% · long · since 2025-09-30
  • AJG · 3.3% · long · since 2025-06-30

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