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CIK: 0001262677
Total reported value
$831.6M
$831.6M
124 檔
16.5%
As reported in its official Q1 2025 Form 13F filing, Noesis Capital Mangement CORP's tracked investment portfolio stood at $831.6M with 124 total positions.
In Q1 2025, Noesis Capital Mangement CORP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.79% | -0.42% | +0.08% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.64% | +0.17% | +1.16% | |
| 3 | AXP | American Express Co | Stock-Financials | 5.57% | -0.29% | +0.44% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 4.73% | -0.50% | -0.48% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 4.55% | +0.77% | +1.99% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.85% | +0.81% | +0.37% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 3.72% | -0.14% | +1.15% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 3.62% | +0.50% | +1.24% | |
| 9 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 3.24% | -0.13% | +0.98% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.04% | -0.56% | -0.24% | |
| 11 | LIN | Linde plc | Stock-Materials | 2.83% | -0.33% | +0.44% | |
| 12 | A | Agilent Technologies Inc | Stock-Healthcare | 2.81% | -0.05% | +1.89% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 2.75% | -0.27% | -0.36% | |
| 14 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.72% | -0.34% | +1.05% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 2.72% | +0.86% | +1.89% | |
| 16 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.53% | -0.45% | -1.20% | |
| 17 | SE | Sea Ltd-adr | Stock-Comm Services | 2.40% | -0.05% | +5.86% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 2.26% | +0.22% | +0.85% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 2.18% | -0.44% | -0.57% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.10% | -0.27% | +2.50% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.94% | -0.42% | +4.21% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.85% | +3.78% | +6.57% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.70% | -0.04% | -15.63% | |
| 24 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.69% | -1.04% | EXIT | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.65% | -0.26% | +6.18% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.62% | -0.07% | -6.51% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.13% | -6.71% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.19% | +0.97% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | -0.12% | +1.74% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.23% | — | -4.75% | |
| 31 | PGX | Invesco Preferred ETF | ETF-Other | 0.98% | -0.06% | +0.91% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.03% | +2.33% | |
| 33 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.63% | -0.09% | +0.16% | |
| 34 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.60% | -0.11% | -2.83% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.04% | -1.47% | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.47% | -0.10% | -6.85% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.11% | +9.31% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.05% | +6.66% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-Other | 0.31% | -0.03% | -0.97% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.30% | +0.04% | -0.74% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.06% | +12.05% | |
| 42 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.30% | -0.04% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | -0.02% | +10.25% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | -0.02% | +6.45% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.24% | +0.44% | — | |
| 46 | EWBC | East West Bancorp Inc | Stock-Financials | 0.24% | +0.17% | — | |
| 47 | BLK | Blackrock Inc | Stock-Financials | 0.24% | -0.04% | +0.64% | |
| 48 | AME | Ametek Inc | Stock-Industrials | 0.22% | -0.01% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | -0.06% | +1.49% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.21% | -0.02% | -0.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 3 | AXP | American Express Co | — | NEW | New buy |
| 4 | SYK | Stryker CORP | — | NEW | New buy |
| 5 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 6 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 9 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | New buy |
| 10 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 11 | LIN | Linde plc | — | NEW | New buy |
| 12 | A | Agilent Technologies Inc | — | NEW | New buy |
| 13 | ECL | Ecolab Inc | — | NEW | New buy |
| 14 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 15 | CAT | Caterpillar Inc | — | NEW | New buy |
| 16 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 17 | SE | Sea Ltd-adr | — | NEW | New buy |
| 18 | CMI | Cummins Inc | — | NEW | New buy |
| 19 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 20 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 21 | MDT | Medtronic plc | — | NEW | New buy |
| 22 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 23 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 24 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 25 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 26 | TSLA | Tesla Inc | — | NEW | New buy |
| 27 | AAPL | Apple Inc | — | NEW | New buy |
| 28 | MSFT | Microsoft CORP | — | NEW | New buy |
| 29 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 30 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 31 | PGX | Invesco Preferred ETF | — | NEW | New buy |
| 32 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 33 | DIVO | Amplify Cwp Enhan Divid ETF | — | NEW | New buy |
| 34 | JSCP | Jpmorgan Short Duration Core | — | NEW | New buy |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 36 | SLB | Slb LTD | — | NEW | New buy |
| 37 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 39 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 40 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 41 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 42 | FCNCA | First Citizens Bcshs -cl A | — | NEW | New buy |
| 43 | NVDA | Nvidia CORP | — | NEW | New buy |
| 44 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 45 | LRCX | Lam Research CORP | — | NEW | New buy |
| 46 | EWBC | East West Bancorp Inc | — | NEW | New buy |
| 47 | BLK | Blackrock Inc | — | NEW | New buy |
| 48 | AME | Ametek Inc | — | NEW | New buy |
| 49 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 50 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Noesis Capital Mangement CORP reported a total U.S. public equity portfolio value of $831.6M across 124 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPM, GOOG, AXP) accounted for 16.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPM
市值: $34.2M
During Q1 2025, Noesis Capital Mangement CORP's top holdings by market value included JPM (6.8%)、GOOG (5.6%)、AXP (5.6%). The largest single position, JPM, represented 6.8% of total portfolio value.
In Q1 2025, Noesis Capital Mangement CORP made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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