Filed: 8/4/2025ACC: 0001262677-25-000004
📋 What this filing means
NOESIS CAPITAL MANGEMENT CORP filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $575.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$575.81M
Total AUM (reported)
4.68M
Total Shares
Allocation by class
COM$328.27M57.0%
CL A$37.11M6.4%
CAP STK CL C$32.68M5.7%
SPONSORED ADS$26.09M4.5%
SHS$24.37M4.2%
COM CL A$19.78M3.4%
EXPANDED TECH$16.45M2.9%
Portfolio Concentration
Top 3$107.10M18.6%
4–10$164.35M28.5%
11–25$192.98M33.5%
Rest$111.37M19.3%
Top 3 weight
18.6%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 4.68M
Sole
Full voting authority
4.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole131
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings131
Rows:
JPMORGAN CHASE & CO.
SOLEShares137.38K
TypeSH
Market value$39.83M
6.92%
Sole
137.38K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares342.05K
TypeSH
Market value$33.78M
5.87%
Sole
342.05K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares105.02K
TypeSH
Market value$33.50M
5.82%
Sole
105.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares184.25K
TypeSH
Market value$32.68M
5.68%
Sole
184.25K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares115.21K
TypeSH
Market value$26.09M
4.53%
Sole
115.21K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares63.53K
TypeSH
Market value$25.13M
4.36%
Sole
63.53K
Shared
0.00
None
0.00
ROYAL CARIBBEAN GROUP
SOLEShares78.01K
TypeSH
Market value$24.43M
4.24%
Sole
78.01K
Shared
0.00
None
0.00
VISA INC
SOLEShares55.70K
TypeSH
Market value$19.78M
3.43%
Sole
55.70K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares119.22K
TypeSH
Market value$18.99M
3.30%
Sole
119.22K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares78.63K
TypeSH
Market value$17.25M
3.00%
Sole
78.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares150.25K
TypeSH
Market value$16.45M
2.86%
Sole
150.25K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares40.88K
TypeSH
Market value$15.87M
2.76%
Sole
40.88K
Shared
0.00
None
0.00
SEA LTD
SOLEShares93.22K
TypeSH
Market value$14.91M
2.59%
Sole
93.22K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares54.57K
TypeSH
Market value$14.70M
2.55%
Sole
54.57K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares64.97K
TypeSH
Market value$14.41M
2.50%
Sole
64.97K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares120.13K
TypeSH
Market value$14.18M
2.46%
Sole
120.13K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares30.08K
TypeSH
Market value$14.11M
2.45%
Sole
30.08K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares90.09K
TypeSH
Market value$12.78M
2.22%
Sole
90.09K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares113.58K
TypeSH
Market value$12.59M
2.19%
Sole
113.58K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares35.98K
TypeSH
Market value$11.78M
2.05%
Sole
35.98K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares160.56K
TypeSH
Market value$11.15M
1.94%
Sole
160.56K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares117.70K
TypeSH
Market value$10.26M
1.78%
Sole
117.70K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares81.36K
TypeSH
Market value$10.09M
1.75%
Sole
81.36K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares126.33K
TypeSH
Market value$10.00M
1.74%
Sole
126.33K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares191.27K
TypeSH
Market value$9.69M
1.68%
Sole
191.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO.SOLE | COM | 137.38K | SH | $39.83M 6.92% | 137.38K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 342.05K | SH | $33.78M 5.87% | 342.05K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 105.02K | SH | $33.50M 5.82% | 105.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 184.25K | SH | $32.68M 5.68% | 184.25K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 115.21K | SH | $26.09M 4.53% | 115.21K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 63.53K | SH | $25.13M 4.36% | 63.53K | 0.00 | 0.00 |
ROYAL CARIBBEAN GROUPSOLE | COM | 78.01K | SH | $24.43M 4.24% | 78.01K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 55.70K | SH | $19.78M 3.43% | 55.70K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 119.22K | SH | $18.99M 3.30% | 119.22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 78.63K | SH | $17.25M 3.00% | 78.63K | 0.00 | 0.00 |
ISHARES TRSOLE | EXPANDED TECH | 150.25K | SH | $16.45M 2.86% | 150.25K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 40.88K | SH | $15.87M 2.76% | 40.88K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 93.22K | SH | $14.91M 2.59% | 93.22K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 54.57K | SH | $14.70M 2.55% | 54.57K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 64.97K | SH | $14.41M 2.50% | 64.97K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 120.13K | SH | $14.18M 2.46% | 120.13K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 30.08K | SH | $14.11M 2.45% | 30.08K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 90.09K | SH | $12.78M 2.22% | 90.09K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 113.58K | SH | $12.59M 2.19% | 113.58K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 35.98K | SH | $11.78M 2.05% | 35.98K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 160.56K | SH | $11.15M 1.94% | 160.56K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 117.70K | SH | $10.26M 1.78% | 117.70K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 81.36K | SH | $10.09M 1.75% | 81.36K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 126.33K | SH | $10.00M 1.74% | 126.33K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 191.27K | SH | $9.69M 1.68% | 191.27K | 0.00 | 0.00 |
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