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CIK: 0001262677
Total reported value
$843.5M
$843.5M
132 檔
24.5%
During the Q4 2025 filing period, Noesis Capital Mangement CORP (CIK: 0001262677) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $843.5M across 132 reported positions.
In Q4 2025, Noesis Capital Mangement CORP displayed an active expansion posture, initiating 8 new positions and adding to 72 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.64% | -0.17% | -8.12% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.33% | +0.04% | -0.03% | |
| 3 | AXP | American Express Co | Stock-Financials | 5.74% | -0.32% | +1.06% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.19% | -0.23% | -0.59% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 5.09% | -0.25% | -0.67% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 3.53% | +0.51% | +3.58% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 3.43% | -1.12% | -1.95% | |
| 8 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 3.17% | -0.44% | +2.99% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 3.13% | +0.04% | +1.96% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.94% | +0.10% | +2.48% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.88% | +0.35% | -0.86% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | +0.12% | +3.64% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.64% | -0.72% | -1.36% | |
| 14 | A | Agilent Technologies Inc | Stock-Healthcare | 2.50% | +0.63% | -0.31% | |
| 15 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 2.39% | +0.49% | +1.05% | |
| 16 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.36% | -0.07% | +1.36% | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 2.34% | -0.03% | +3.75% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.34% | -0.30% | +0.06% | |
| 19 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.05% | +0.42% | +0.65% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.01% | +0.24% | +2.23% | |
| 21 | LIN | Linde plc | Stock-Materials | 2.01% | +0.71% | +6.58% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.97% | -0.23% | +26.49% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.96% | -0.30% | +1.00% | |
| 24 | SE | Sea Ltd-adr | Stock-Comm Services | 1.83% | — | +2.79% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 1.72% | +0.08% | -0.36% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.56% | +0.07% | +2.77% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.53% | -0.22% | +0.20% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.26% | -0.85% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | +0.43% | +3.17% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.24% | — | +1.56% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | -0.20% | -2.03% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.02% | -42.51% | |
| 33 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.69% | +0.04% | +58.08% | |
| 34 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.68% | -0.02% | — | |
| 35 | PGX | Invesco Preferred ETF | ETF-Other | 0.66% | -0.04% | +0.07% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.01% | +1.39% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.47% | -0.32% | — | |
| 38 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.46% | — | +3.08% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.01% | +1.48% | |
| 40 | EWBC | East West Bancorp Inc | Stock-Financials | 0.28% | -0.02% | +34.15% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | +0.01% | -0.02% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.27% | — | -4.78% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | -0.03% | +92.86% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | -0.01% | +0.47% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-Other | 0.23% | -0.01% | +4.75% | |
| 46 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.23% | — | -1.33% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | +0.02% | -1.31% | |
| 48 | BLK | Blackrock Inc | Stock-Financials | 0.20% | +0.02% | +0.16% | |
| 49 | AME | Ametek Inc | Stock-Industrials | 0.19% | — | -0.41% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | -0.05% | +14.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | -8.12% | Trim |
| 2 | REGN | Regeneron Pharmaceuticals | +0.5% | +1.05% | Add |
| 3 | AMD | Advanced Micro Devices | +0.5% | -0.86% | Trim |
| 4 | MRK | Merck & Co. Inc. | +0.3% | +2.23% | Add |
| 5 | CAT | Caterpillar Inc | +0.3% | -1.95% | Trim |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.3% | +26.49% | Add |
| 7 | AXP | American Express Co | +0.3% | +1.06% | Add |
| 8 | CMI | Cummins Inc | +0.3% | -1.36% | Trim |
| 9 | JSCP | Jpmorgan Short Duration Core | +0.2% | +58.08% | Add |
| 10 | GILD | Gilead Sciences Inc | +0.1% | +0.65% | Add |
| 11 | APH | Amphenol Corp-cl A | +0.1% | -0.67% | Trim |
| 12 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 13 | EWBC | East West Bancorp Inc | +0.1% | +34.15% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.59% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | +3.64% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | 0% | +39.01% | Add |
| 17 | FCNCA | First Citizens Bcshs -cl A | 0% | -1.33% | Trim |
| 18 | VTV | Vanguard Value ETF | 0% | +14.24% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | 0% | +39.79% | Add |
| 20 | LLY | Eli Lilly & Co | 0% | +3.05% | Add |
| 21 | NEE | Nextera Energy Inc | 0% | +1.00% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | -0.02% | Trim |
| 23 | IBM | Intl Business Machines CORP | 0% | +29.95% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | 0% | +10.00% | Add |
| 25 | AZNN | Astrazeneca Plc-spons Adr | 0% | +0.50% | Add |
| 26 | WMT | Walmart Inc | 0% | +15.03% | Add |
| 27 | NRIM | Northrim Bancorp Inc | 0% | — | Unchanged |
| 28 | AVGO | Broadcom Inc | 0% | +6.29% | Add |
| 29 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 30 | SLB | Slb LTD | — | -4.78% | Trim |
| 31 | AME | Ametek Inc | — | -0.41% | Trim |
| 32 | VCIT | Vanguard Int-term Corporate | — | +8.67% | Add |
| 33 | XLV | Ss Health Care Select Sector | — | +1.18% | Add |
| 34 | ASML | ASML Holding N.V. | — | — | Unchanged |
| 35 | DXJ | Wisdomtree Japan Hedged Eq | — | — | Unchanged |
| 36 | 5TC | Truecar Inc | — | — | Unchanged |
| 37 | RTX | Rtx CORP | — | +10.89% | Add |
| 38 | CAC | Camden National CORP | — | — | Unchanged |
| 39 | EEM | Ishares Msci Emerging Market | — | +1.71% | Add |
| 40 | DBJP | Xtrackers Msci Japan Hedged | — | — | Unchanged |
| 41 | MS | Morgan Stanley | — | +2.94% | Add |
| 42 | GLDM | Spdr Gold Minishares Trust | — | — | Unchanged |
| 43 | AGG | Ishares Core U.s. Aggregate | — | +14.19% | Add |
| 44 | MUB | Ishares National Muni Bond E | — | +7.46% | Add |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | +4.82% | Add |
| 46 | VZ | Verizon Communications Inc | — | +20.88% | Add |
| 47 | PG | Procter & Gamble Co/the | — | +20.01% | Add |
| 48 | KO | Coca-cola Co/the | — | +5.74% | Add |
| 49 | SCHW | Schwab (charles) CORP | — | +3.52% | Add |
| 50 | QQQM | Invesco Nasdaq 100 ETF | — | +6.69% | Add |
According to official SEC Form 13F filings, Noesis Capital Mangement CORP reported a total U.S. public equity portfolio value of $843.5M across 132 disclosed positions in Q4 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 GOOG, JPM, AXP) accounted for 24.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMJB
市值: $4.7M
Top Position Liquidated / Trimmed
TAIT
前期市值: $534.7K
During Q4 2025, Noesis Capital Mangement CORP's top holdings by market value included GOOG (7.6%)、JPM (6.3%)、AXP (5.7%). The largest single position, GOOG, represented 7.6% of total portfolio value.
In Q4 2025, Noesis Capital Mangement CORP made 114 total portfolio adjustments, initiating 8 new buys, adding to 72 positions, trimming 31 holdings, and fully liquidating 3 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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