NOESIS CAPITAL MANGEMENT CORP
Sector Allocation
- Technology34.8%$293.8M
- Healthcare15.6%$131.5M
- Financials14.6%$122.8M
- Industrials10.5%$88.8M
- Other9.9%$83.3M
- Consumer Discretionary6.0%$50.7M
- Materials5.0%$41.9M
- Utilities1.7%$14.3M
- Communication Services1.2%$10.0M
- Energy0.5%$4.3M
AUM History
13fpro.ai/research/fund/noesis-capital-mangement-corp-1262677
Conviction and streaks
Diversifying · top 10 = 49.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
GOOG
$59.5MAMD
$59.4MTSM
$53.6MJPM
$46.7MAPH
$46.2MAXP
$36.0MCAT
$33.9MSYK
$28.9MAMZN
$28.4MQCOM
$25.5MREGN
$25.1MA
$23.7MLIN
$23.5MRCL
$22.3MV
$22.1MMRK
$20.1MCMI
$19.8MGILD
$19.7MECL
$18.5M- J$17.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/noesis-capital-mangement-corp-1262677
NOESIS CAPITAL MANGEMENT CORP 13F holdings — Q3 2026
$843.5M portfolio (+1.4% QoQ) · 131 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio
$59.5M
7.1% of stocks
+3%This quarter0.0%Since filed6+ qtrsHeld$59.4M
7.0% of stocks
+1%This quarter0.0%Since filed6+ qtrsHeld$53.6M
6.3% of stocks
+2%This quarter0.0%Since filed6+ qtrsHeld$46.7M
5.5% of stocks
+1%This quarter0.0%Since filed6+ qtrsHeld$46.2M
5.5% of stocks
+103%This quarter0.0%Since filed6+ qtrsHeld$36.0M
4.3% of stocks
+5%This quarter0.0%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$33.9M
4.0% of stocks
+4%This quarter0.0%Since filed6+ qtrsHeld$28.9M
3.4% of stocks
+36%This quarter0.0%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row$28.4M
3.4% of stocks
+0.6%This quarter0.0%Since filed6+ qtrsHeld$25.5M
3.0% of stocks
+3%This quarter0.0%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row
All holdings — NOESIS CAPITAL MANGEMENT CORP (Q3 2026)
131 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | REGENERON PHARMACEUTICALS, INC. | Healthcare | $25.1M | 3.0% | 33K | -0.1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AGILENT TECHNOLOGIES, INC. | Healthcare | $23.7M | 2.8% | 137K | +0.9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | LINDE PLC | Materials | $23.5M | 2.8% | 49K | +49% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ROYAL CARIBBEAN CRUISES LTD | Industrials | $22.3M | 2.6% | 84K | +4% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | VISA INC. | Financials | $22.1M | 2.6% | 62K | +1.0% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Merck & Co., Inc. | Healthcare | $20.1M | 2.4% | 138K | -0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CUMMINS INC | Industrials | $19.8M | 2.3% | 38K | +7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | GILEAD SCIENCES, INC. | Healthcare | $19.7M | 2.3% | 132K | +5% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ECOLAB INC. | Materials | $18.5M | 2.2% | 67K | +2% | 6+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $17.6M | 2.1% | 349K | -8% | — | — | 13F |
| 21 | NEXTERA ENERGY INC | Utilities | $14.3M | 1.7% | 189K | -0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | LOWES COMPANIES INC | Consumer Discretionary | $13.2M | 1.6% | 71K | +2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Apple Inc. | Technology | $11.8M | 1.4% | 35K | +8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - EXPANDED TECHetf/fund | — | $11.6M | 1.4% | 109K | -18% | — | — | 13F |
| 25 | Medtronic plc | Healthcare | $10.7M | 1.3% | 124K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MSFT | MICROSOFT CORP | Technology | $10.6M | 1.3% | 21K | +12% | |||
| 27 | $SE | Sea Ltd | Industrials | $10.3M | 1.2% | 106K | -0.0% | |||
| 28 | $DIS | Walt Disney Co | Communication Services | $9.8M | 1.2% | 94K | -0.2% | |||
| 29 | $TSLA | Tesla, Inc. | Consumer Discretionary | $8.5M | 1.0% | 24K | -1% | |||
| 30 | $LRCX | LAM RESEARCH CORP | Technology | $7.4M | 0.9% | 23K | -2% | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $6.3M | 0.8% | 18K | +8% | |||
| 32 | $AVGO | Broadcom Inc. | Technology | $5.6M | 0.7% | 16K | +1% | |||
| 33 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | — | $5.3M | 0.6% | 154K | -2% | |||
| 34 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | — | $5.2M | 0.6% | 113K | +10% | |||
| 35 | — | ISHARES TR - CORE S&P SCP ETF | — | $5.1M | 0.6% | 37K | -17% | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $4.6M | 0.6% | 459K | +1% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.8M | 0.5% | 4,972 | +2% | |||
| 38 | $EWBC | EAST WEST BANCORP INC | Financials | $3.5M | 0.4% | 28K | — | |||
| 39 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $3.3M | 0.4% | 72K | -0.1% | |||
| 40 | $NVDA | NVIDIA CORP | Technology | $3.3M | 0.4% | 15K | -7% | |||
| 41 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $3.0M | 0.3% | 7,972 | +77% | |||
| 42 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.3M | 0.3% | 8,652 | +0.0% | |||
| 43 | $SLB | SLB LIMITED/NV | Energy | $2.2M | 0.3% | 46K | -2% | |||
| 44 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.9M | 0.2% | 9,731 | -13% | |||
| 45 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.8M | 0.2% | 14K | +20% | |||
| 46 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.6M | 0.2% | 18K | -9% | |||
| 47 | $AME | AMETEK INC/ | Industrials | $1.6M | 0.2% | 6,367 | — | |||
| 48 | — | ISHARES TR - PFD AND INCM SEC | — | $1.6M | 0.2% | 53K | — | |||
| 49 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 3,024 | +16% | |||
| 50 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.5M | 0.2% | 2,145 | +34% | |||
| 51 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $1.4M | 0.2% | 685 | — | |||
| 52 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.4M | 0.2% | 17K | +11% | |||
| 53 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.3M | 0.2% | 20K | -0.5% | |||
| 54 | — | ISHARES TR - CORE MSCI EAFE | — | $1.3M | 0.2% | 14K | -3% | |||
| 55 | $BLK | BlackRock, Inc. | Financials | $1.3M | 0.2% | 1,243 | — | |||
| 56 | $INTC | INTEL CORP | Technology | $1.1M | 0.1% | 9,556 | New | |||
| 57 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.1% | 6,715 | -5% | |||
| 58 | $ASML | ASML HOLDING NV | Technology | $1.1M | 0.1% | 587 | — | |||
| 59 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $944K | 0.1% | 1,276 | -4% | |||
| 60 | — | ISHARES TR - CORE S&P500 ETF | — | $943K | 0.1% | 1,231 | +29% | |||
| 61 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $875K | 0.1% | 12K | +27% | |||
| 62 | $WT | WisdomTree, Inc. | Financials | $852K | 0.1% | 8,764 | +10% | |||
| 63 | $ET | Energy Transfer LP | Energy | $822K | 0.1% | 42K | +0.1% | |||
| 64 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $755K | 0.1% | 5,157 | +1% | |||
| 65 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $676K | 0.1% | 7,954 | -13% | |||
| 66 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $673K | 0.1% | 3,994 | +0.5% | |||
| 67 | $WT | WisdomTree, Inc. | Financials | $623K | 0.1% | 3,448 | — | |||
| 68 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $598K | 0.1% | 3,500 | — | |||
| 69 | $META | Meta Platforms, Inc. | Technology | $583K | 0.1% | 7,629 | New | |||
| 70 | — | ISHARES TR - CORE US AGGBD ET | — | $577K | 0.1% | 6,102 | +110% | |||
| 71 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $570K | 0.1% | 26K | New | |||
| 72 | $CSCO | CISCO SYSTEMS, INC. | Technology | $560K | 0.1% | 5,204 | +124% | |||
| 73 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $547K | 0.1% | 2,346 | — | |||
| 74 | — | ISHARES INC - CORE MSCI EMKT | — | $540K | 0.1% | 6,649 | +2% | |||
| 75 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $527K | 0.1% | 5,682 | +5% | |||
| 76 | $NOMD | Nomad Foods Ltd | Consumer Staples | $517K | 0.1% | 50K | New | |||
| 77 | $RY | ROYAL BANK OF CANADA | Financials | $498K | 0.1% | 2,535 | New | |||
| 78 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $495K | 0.1% | 2,293 | -43% | |||
| 79 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $487K | 0.1% | 6,899 | +20% | |||
| 80 | $MA | Mastercard Inc | Financials | $476K | 0.1% | 863 | +1% | |||
| 81 | — | ISHARES TR - NATIONAL MUN ETF | — | $468K | 0.1% | 4,625 | -8% | |||
| 82 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $464K | 0.1% | 9,897 | +2% | |||
| 83 | $BA | BOEING CO | Industrials | $461K | 0.1% | 2,476 | — | |||
| 84 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $449K | 0.1% | 1,579 | -3% | |||
| 85 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $446K | 0.1% | 11K | -10% | |||
| 86 | $IVZ | Invesco Ltd. | Financials | $434K | 0.1% | 1,426 | +13% | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $423K | 0.1% | 3,888 | — | |||
| 88 | — | ALPS ETF TR - ALERIAN MLP | — | $416K | 0.1% | 8,020 | +14% | |||
| 89 | $ORCL | ORACLE CORP | Technology | $413K | 0.1% | 3,005 | -10% | |||
| 90 | $KO | COCA COLA CO | Consumer Staples | $400K | 0.1% | 4,642 | -12% | |||
| 91 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $388K | 0.1% | 7,217 | -2% | |||
| 92 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $385K | 0.1% | 1,219 | -9% | |||
| 93 | $WMT | Walmart Inc. | Consumer Staples | $382K | 0.1% | 3,674 | +3% | |||
| 94 | $GLDM | World Gold Trust | Financials | $369K | 0.0% | 4,494 | — | |||
| 95 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $361K | 0.0% | 12K | +18% | |||
| 96 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $359K | 0.0% | 10K | New | |||
| 97 | $SCHW | SCHWAB CHARLES CORP | Financials | $341K | 0.0% | 3,489 | +0.5% | |||
| 98 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $329K | 0.0% | 1,495 | -1% | |||
| 99 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $321K | 0.0% | 5,899 | New | |||
| 100 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $319K | 0.0% | 2,193 | -24% | |||
| 101 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $317K | 0.0% | 6,000 | — | |||
| 102 | — | ISHARES TR - IBOXX HI YD ETF | — | $317K | 0.0% | 4,105 | +7% | |||
| 103 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $312K | 0.0% | 9,921 | -29% | |||
| 104 | $FLY | Firefly Aerospace Inc. | Industrials | $309K | 0.0% | 13K | — | |||
| 105 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $302K | 0.0% | 2,001 | New | |||
| 106 | $IBIO | iBio, Inc. | Healthcare | $294K | 0.0% | 249K | -39% | |||
| 107 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $292K | 0.0% | 830 | -17% | |||
| 108 | — | ISHARES TR - MSCI USA MMENTM | — | $276K | 0.0% | 869 | New | |||
| 109 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $275K | 0.0% | 419 | +10% | |||
| 110 | $LLY | ELI LILLY & Co | Healthcare | $271K | 0.0% | 235 | -12% | |||
| 111 | — | ISHARES TR - USD INV GRDE ETF | — | $265K | 0.0% | 5,448 | +0.5% | |||
| 112 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $257K | 0.0% | 2,788 | — | |||
| 113 | — | ISHARES TR - CORE UNIVRSL USD | — | $255K | 0.0% | 5,789 | — | |||
| 114 | $NRIM | NORTHRIM BANCORP INC | Financials | $251K | 0.0% | 10K | — | |||
| 115 | $CAC | CAMDEN NATIONAL CORP | Financials | $248K | 0.0% | 4,476 | -46% | |||
| 116 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $245K | 0.0% | 4,908 | — | |||
| 117 | $IAU | ISHARES GOLD TRUST | Financials | $242K | 0.0% | 3,098 | New | |||
| 118 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $237K | 0.0% | 3,021 | New | |||
| 119 | $ANIK | Anika Therapeutics, Inc. | Healthcare | $231K | 0.0% | 12K | -39% | |||
| 120 | $RTX | RTX Corp | Industrials | $229K | 0.0% | 1,231 | -9% | |||
| 121 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $228K | 0.0% | 4,965 | -2% | |||
| 122 | $ESCA | ESCALADE INC | Consumer Discretionary | $227K | 0.0% | 12K | -25% | |||
| 123 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $219K | 0.0% | 7,297 | New | |||
| 124 | — | ISHARES TR - MSCI EAFE ETF | — | $215K | 0.0% | 2,071 | New | |||
| 125 | $OII | OCEANEERING INTERNATIONAL INC | Energy | $212K | 0.0% | 4,850 | New | |||
| 126 | $OFG | OFG BANCORP | Financials | $210K | 0.0% | 4,200 | -40% | |||
| 127 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $205K | 0.0% | 1,230 | +5% | |||
| 128 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $204K | 0.0% | 302 | New | |||
| 129 | $IVZ | Invesco Ltd. | Financials | $204K | 0.0% | 980 | -22% | |||
| 130 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $201K | 0.0% | 760 | New | |||
| 131 | $BRT | BRT Apartments Corp. | Real Estate | $200K | 0.0% | 15K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 16 new, 53 added to, 43 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
$INTCINTEL CORP$1.1M
first bought this quarter
$METAMeta Platforms, Inc.$583K
first bought this quarter
- SCHWAB STRATEGIC TR - US AGGREGATE B$570K
first bought this quarter
$NOMDNomad Foods Ltd$517K
first bought this quarter
$RYROYAL BANK OF CANADA$498K
first bought this quarter
- SCHWAB STRATEGIC TR - US LCAP GR ETF$359K
first bought this quarter
+10 more in the Excel export
Added to (53)
now $46.2M · held 6+ qtrs, 3 adds in a row
now $23.5M · held 6+ qtrs, 2 adds in a row
now $28.9M · held 6+ qtrs, 5 adds in a row
now $36.0M · held 6+ qtrs, 4 adds in a row
now $59.5M · held 6+ qtrs, 2 adds in a row
now $19.8M · held 6+ qtrs
+47 more in the Excel export
Trimmed (43)
- ISHARES TR - EXPANDED TECH-18%
now $11.6M
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-8%
now $17.6M
- ISHARES TR - CORE S&P SCP ETF-17%
now $5.1M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-43%
now $495K
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-13%
now $1.9M
$NVDANVIDIA CORP-7%
now $3.3M · held 6+ qtrs
+37 more in the Excel export
Holdings by quarter
Every 13F NOESIS CAPITAL MANGEMENT CORP has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow NOESIS CAPITAL MANGEMENT?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of NOESIS CAPITAL MANGEMENT's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 6% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
NOESIS CAPITAL MANGEMENT CORP disclosed 131 positions worth $843.5M in its Form 13F-HR for Q3 2026, led by $GOOG (Alphabet Inc.) at 7.1% of the equity portfolio, followed by $AMD and $TSM. During the quarter the fund opened 16 new positions and exited 9 — including a new stake in $INTC. The portfolio is most concentrated in Technology (34.8% of disclosed assets). All figures are sourced directly from NOESIS CAPITAL MANGEMENT CORP’s Form 13F-HR filing with the SEC under CIK 1262677.
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AI-Powered Hedge Fund Analysis: NOESIS CAPITAL MANGEMENT CORP
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