NOESIS CAPITAL MANGEMENT CORP
CIK 1262677
13F filing for Q2 2026・No. 2,884
- Holdings
- US$831.64M
- Quarter change
- +US$155.25M
- Entries
- 124
- Net bought (estimate)
- +US$16.89M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 7
- Cut 47
- Added 52
- Corporate actions 0
- Unchanged 19
Largest holdings
124 stocks worth US$831.64M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Added | 170,064 | US$60.09M | 7.23% |
| AMDAMDCOM | Cut | 95,746 | US$55.62M | 6.69% |
| TSMTSMC ADRSPONSORED ADS | Cut | 114,610 | US$54.73M | 6.58% |
| APHAMPHENOL CORPCL A | Added | 270,159 | US$47.63M | 5.73% |
| JPMJPMORGAN CHASE & COCOM | Added | 139,566 | US$45.68M | 5.49% |
| CATCATERPILLAR INCCOM | Cut | 40,173 | US$42.78M | 5.14% |
| AXPAMERICAN EXPRESS COCOM | Added | 112,536 | US$38.07M | 4.58% |
| AMZNAmazonCOM | Added | 113,112 | US$26.96M | 3.24% |
| RCLROYAL CARIBBEAN GROUPCOM | Added | 80,752 | US$25.64M | 3.08% |
| CMICUMMINS INCCOM | Added | 35,703 | US$25.46M | 3.06% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.