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Noesis Capital Mangement Corp.
Noesis Capital Management Corp is an SEC-registered investment advisory firm headquartered in Boca Raton, Florida. Founded in 1995, Noesis initially operated as a State of Florida investment adviser before moving to SEC registration in 2001. The firm is led and partially owned by Nicolaas Letschert (CFP™) and Jerry Spitzberg (CFA, CPA), and has approximately 11 employees. Noesis serves primarily high net worth individuals, families, and some pension or profit-sharing plans, providing customized portfolio management and financial planning services.
Investment Strategy
Noesis Capital Management provides ongoing discretionary and non-discretionary portfolio management services, focusing on tailoring investment strategies to each client's objectives, time horizon, and risk tolerance. The firm's Portfolio Managers work collaboratively, sharing research and market outlooks to maintain a consistent investment philosophy, although individual managers retain final decision-making authority over each account. Noesis also incorporates informal financial planning, focusing on future cash flow, education, succession, and retirement planning. Clients can impose reasonable investment restrictions, and the firm maintains strict processes and a code of ethics to ensure fairness and compliance with industry regulations.
Latest 13F Filing Activity
Noesis Capital Mangement Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 127 equity positions with a total 13F market value of $644M. The fund increased holdings in Alphabet Inc., Regeneron Pharmaceuticals, Taiwan Semiconductor MFG LTD among other positions. Noesis Capital Mangement Corp. reduced exposure to Amphenol Corp. New, Visa Inc., Ishares TR among others.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 6.91% | $44.5M | 182,813 | $62.03 | $243.55 | +$11.8M |
J JPM | JPMORGAN CHASE & CO. | 6.64% | $42.8M | 135,592 | $74.37 | $315.43 | +$2.9M |
A AXP | AMERICAN EXPRESS CO | 5.46% | $35.2M | 105,946 | $99.45 | $332.16 | +$1.7M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5.14% | $33.1M | 118,489 | $75.25 | $279.29 | +$7.0M |
A APH | AMPHENOL CORP NEW | 5.02% | $32.4M | 261,421 | $25.99 | $123.75 | -$1.4M |
Industry Allocation
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