NOESIS CAPITAL MANGEMENT CORP: 13F holdings
CIK 12626772026Q2
| Positions | 124 |
|---|
| Reported value | $831.6m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 124 (-1 vs prior quarter) |
|---|
| Reported value | $831.6m (+23.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 170,064 | $60.1m | 7.2% |
| AMD ADVANCED MICRO DEVICES INC | 95,746 | $55.6m | 6.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 114,610 | $54.7m | 6.6% |
| APH AMPHENOL CORP | 270,159 | $47.6m | 5.7% |
| JPM JPMORGAN CHASE & CO | 139,566 | $45.7m | 5.5% |
| CAT CATERPILLAR INC | 40,173 | $42.8m | 5.1% |
| AXP AMERICAN EXPRESS CO | 112,536 | $38.1m | 4.6% |
| AMZN AMAZON COM INC | 113,112 | $27.0m | 3.2% |
| ROYAL CARIBBEAN GROUP | 80,752 | $25.6m | 3.1% |
| CMI CUMMINS INC | 35,703 | $25.5m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1262677")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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