NOESIS CAPITAL MANGEMENT CORP — 13F holdings

NOESIS CAPITAL MANGEMENT CORP reported 124 holdings worth $832M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

1. GOOG ALPHABET INC — $60.1M (7.2%)
2. AMD ADVANCED MICRO DEVICES INC — $55.6M (6.7%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $54.7M (6.6%)
4. APH AMPHENOL CORP NEW — $47.6M (5.7%)
5. JPM JPMorgan Chase & Co. — $45.7M (5.5%)
6. CAT CATERPILLAR INC — $42.8M (5.1%)
7. AXP AMERICAN EXPRESS CO — $38.1M (4.6%)
8. AMZN AMAZON COM INC — $27.0M (3.2%)
9. RCL ROYAL CARIBBEAN GROUP — $25.6M (3.1%)
10. CMI CUMMINS INC — $25.5M (3.1%)