Institutions / Noesis Capital Mangement Corp
Noesis Capital Mangement Corp
CIK 1262677 · Institution · as of Mar 31, 2026
Portfolio value
$676.39M
Positions
125
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$676.39M-1.9%Positions
125-5.3%Top holdings
Mar 31, 2026View all 125 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $47.76M | 7.1% |
| JPMorgan Chase & Co | $39.96M | 5.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $39.02M | 5.8% |
| Amphenol Corp /De | $33.58M | 5.0% |
| American Express Co | $32.96M | 4.9% |
| Caterpillar Inc | $28.92M | 4.3% |
| Stryker Corp | $23.16M | 3.4% |
| Amazon.com Inc | $22.64M | 3.3% |
| Royal Caribbean Cruises Ltd | $21.73M | 3.2% |
| Advanced Micro Devices Inc | $19.68M | 2.9% |
| Cummins Inc | $19.21M | 2.8% |
| Visa Inc | $17.96M | 2.7% |
| Ecolab Inc. | $16.85M | 2.5% |
| Qualcomm INC/DE | $16.76M | 2.5% |
| Regeneron Pharmaceuticals, Inc. | $16.52M | 2.4% |
| Nextera Energy Inc | $16.49M | 2.4% |
| Lowes Companies Inc | $16.38M | 2.4% |
| Merck & Co., Inc. | $16.32M | 2.4% |
| Linde PLC | $16.23M | 2.4% |
| Gilead Sciences, Inc. | $16.06M | 2.4% |
| J P Morgan Exchange Traded F | $15.88M | 2.3% |
| Agilent Technologies Inc | $15.11M | 2.2% |
| iShares Tr | $12.13M | 1.8% |
| Medtronic plc | $10.88M | 1.6% |
| Walt Disney Co | $9.13M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $5.06M | +24K +28.76% | 108,700 3.35% of portfolio | medium |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $4.39M | +14K +1062.77% | 15,523 0.71% of portfolio | low |
| Q1 2026 as of | Add | 46641Q837 Common stock | $2.32M | +46K +17.11% | 313,764 2.35% of portfolio | low |
| Q1 2026 as of | Add | Lam Research Corp Common stock | $1.04M | +5K +25.54% | 24,007 0.76% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $869.5K | +9K +5.57% | 177,543 2.44% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $814.3K | +4K +4.32% | 96,735 2.91% of portfolio | low |
| Q1 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-790.1K | -2K -1.98% | 115,455 5.77% of portfolio | low |
| Q1 2026 as of | Add | Amphenol Corp /De Common stock | $767.3K | +6K +2.34% | 265,749 4.96% of portfolio | low |
| Q1 2026 as of | Add | Agilent Technologies Inc Common stock | $684.6K | +6K +4.75% | 132,538 2.23% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $577.2K | +2K +3.65% | 69,322 2.42% of portfolio | low |