Noesis Capital Mangement Corp Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Noesis Capital Mangement Corp disclosed 131 stock positions valued at approximately $843.46M as of quarter-end September 30, 2026. The largest holdings include ALPHABET INC, ADVANCED MICRO DEVICES INC, and TAIWAN SEMICONDUCTOR MANUFAC.
- Report Period
- September 30, 2026
- No. of Stocks
- 131
- Portfolio Value
- $843.46M
Holdings by Sector
Noesis Capital Mangement Corp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 7.06% | 174,753 | +4,689 | +2.76% | $59,545,462 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 7.04% | 97,096 | +1,350 | +1.41% | $59,399,449 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 6.35% | 117,403 | +2,793 | +2.44% | $53,558,075 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5.53% | 141,015 | +1,449 | +1.04% | $46,651,921 |
| AMPHENOL CORP | APH | Technology | 5.48% | 548,094 | +277,935 | +102.88% | $46,204,343 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 4.26% | 118,246 | +5,710 | +5.07% | $35,958,755 |
| CATERPILLAR INC | CAT | Industrials | 4.02% | 41,786 | +1,613 | +4.02% | $33,879,617 |
| STRYKER CORPORATION | SYK | Healthcare | 3.43% | 104,945 | +27,938 | +36.28% | $28,900,756 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.36% | 113,801 | +689 | +0.61% | $28,353,456 |
| QUALCOMM INC | QCOM | Technology | 3.02% | 138,305 | +4,357 | +3.25% | $25,453,673 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 2.98% | 33,160 | -41 | -0.12% | $25,144,366 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 2.81% | 137,459 | +1,200 | +0.88% | $23,685,508 |
| LINDE PLC | LIN | Basic Materials | 2.78% | 49,478 | +16,303 | +49.14% | $23,484,733 |
| ROYAL CARIBBEAN GROUP | RCL | Consumer Cyclical | 2.64% | 83,782 | +3,030 | +3.75% | $22,274,288 |
| VISA INC | V | Financial Services | 2.62% | 61,600 | +596 | +0.98% | $22,134,783 |
| MERCK & CO INC | MRK | Healthcare | 2.38% | 138,215 | -354 | -0.26% | $20,083,979 |
| CUMMINS INC | CMI | Industrials | 2.34% | 38,240 | +2,537 | +7.11% | $19,753,637 |
| GILEAD SCIENCES INC | GILD | Healthcare | 2.34% | 132,470 | +6,238 | +4.94% | $19,744,656 |
| ECOLAB INC | ECL | Basic Materials | 2.19% | 67,232 | +1,094 | +1.65% | $18,460,517 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 2.08% | 349,045 | -31,445 | -8.26% | $17,581,397 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.70% | 189,056 | -480 | -0.25% | $14,319,130 |
| LOWES COS INC | LOW | Consumer Cyclical | 1.56% | 71,468 | +1,472 | +2.10% | $13,170,908 |
| APPLE INC | AAPL | Technology | 1.40% | 35,431 | +2,723 | +8.33% | $11,799,337 |
| ISHARES TR | IGV | Other | 1.38% | 109,264 | -24,227 | -18.15% | $11,634,431 |
| MEDTRONIC PLC | MDT | Healthcare | 1.27% | 123,778 | -2,825 | -2.23% | $10,680,820 |
| MICROSOFT CORP | MSFT | Technology | 1.26% | 20,742 | +2,296 | +12.45% | $10,638,321 |
| SEA LTD | SE | Consumer Cyclical | 1.22% | 106,012 | -1 | -0.00% | $10,321,328 |
| DISNEY WALT CO | DIS | Communication Services | 1.16% | 93,606 | -206 | -0.22% | $9,819,222 |
| TESLA INC | TSLA | Consumer Cyclical | 1.01% | 24,023 | -325 | -1.33% | $8,523,601 |
| LAM RESEARCH CORP | LRCX | Technology | 0.88% | 22,562 | -450 | -1.96% | $7,411,992 |
Showing 30 of 131 holdings in the latest reporting period.