Position in APH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$536,216,625
+$179,739,053 QoQ
Shares Held
6,082,312
+7.8% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#89
of 2,328 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 37%
Shared 8%
None 55%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Jun 30, 2026CallValue
$352,640
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026Cerity Partners LLC holds $728,591,769 across 20 Electronic Components names. APH ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
6,082,312 | $536,216,625 | |
| 2 | GLW |
Corning Inc /Ny
|
423,265 | $108,114,577 | |
| 3 | JBL |
Jabil Inc
|
93,991 | $36,231,649 | |
| 4 | TEL |
TE Connectivity plc
|
64,157 | $12,934,691 | |
| 5 | FLEX |
Flex Ltd.
|
46,915 | $7,603,513 | |
| 6 | FN |
Fabrinet
|
9,088 | $5,108,182 | |
| 7 | CLS |
Celestica Inc
|
13,871 | $5,060,140 | |
| 8 | TTMI |
Ttm Technologies Inc
|
22,545 | $4,216,365 |
All Filings in APH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,216,625 | 1,520,578 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $352,640 | 1,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $252,700 | 1,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $356,477,572 | 1,410,675 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $365,637,486 | 1,352,810 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $367,080,367 | 1,483,153 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $292,531,272 | 1,481,171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $178,029,231 | 1,357,137 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $161,904,201 | 1,165,617 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $156,519,532 | 1,201,040 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,708,876 | 205,647 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,743,390 | 89,915 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,586,220 | 38,264 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $3,934,259 | 23,421 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,381,242 | 31,673 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,226,320 | 31,977 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,793,317 | 31,477 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,689,744 | 35,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,843,436 | 37,616 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,086,275 | 33,751 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,045,025 | 23,125 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $710,916 | 4,854 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $652,220 | 4,767 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $690,837 | 5,236 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $696,221 | 2,662 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||