13F Insight
DOSSIER · 13F-HR · Q2 2026

NOESIS CAPITAL MANGEMENT CORP

$832M in tracked AUM across 124 positions as of Q2 2026.

NC
CIK 0001262677 · last filed Jun 30, 2026
Total AUM
$832M
as of Q2 2026
Holdings
124
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

NOESIS CAPITAL MANGEMENT CORP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$60M170K7.2%02
AMD
ADVANCED MICRO DEVICES INC
$56M96K6.7%03
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$55M115K6.6%04
APH
AMPHENOL CORP
$48M270K5.7%05
JPM
JPMORGAN CHASE & CO
$46M140K5.5%06
CAT
CATERPILLAR INC
$43M40K5.1%07
AXP
AMERICAN EXPRESS CO
$38M113K4.6%08
AMZN
AMAZON COM INC
$27M113K3.2%09
V7780T103
ROYAL CARIBBEAN GROUP
$26M81K3.1%10
CMI
CUMMINS INC
$25M36K3.1%

Filing history

2026Q2Jun 30
$832M▲ 23.0%
124 positionsView →2026Q1Mar 31
$676M▼ 1.9%
125 positionsView →2025Q4Dec 31
$690M▲ 7.0%
132 positionsView →2025Q3Sep 30
$644M▲ 11.9%
127 positionsView →2025Q2Jun 30
$576M▲ 14.5%
131 positionsLocked2025Q1Mar 31
$503M▼ 4.1%
124 positionsLocked2024Q4Dec 31
$524M▲ 4.0%
113 positionsLocked2024Q3Sep 30
$504M▲ 11.7%
118 positionsLocked2024Q2Jun 30
$451M▲ 0.2%
105 positionsLocked2024Q1Mar 31
$450M▲ 6.1%
94 positionsLocked2023Q4Dec 31
$424M▲ 11.2%
97 positionsLocked2023Q3Sep 30
$381M▼ 6.1%
98 positionsLocked
Showing 12 of 76