Position in APH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$810,719
+$187,561 QoQ
Shares Held
9,196
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026McAdam, LLC holds $4,395,788 across 10 Electronic Components names. APH ranks #1 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
9,196 | $810,719 | |
| 2 | TTMI |
Ttm Technologies Inc
|
4,194 | $784,361 | |
| 3 | GLW |
Corning Inc /Ny
|
2,819 | $720,057 | |
| 4 | OUST |
Ouster, Inc.
|
10,686 | $668,088 | |
| 5 | FLEX |
Flex Ltd.
|
2,539 | $411,495 | |
| 6 | CLS |
Celestica Inc
|
700 | $255,360 | |
| 7 | JBL |
Jabil Inc
|
594 | $228,975 | |
| 8 | KOPN |
Kopin Corp
|
40,729 | $182,465 |
All Filings in APH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,719 | 2,299 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $623,158 | 2,466 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $616,238 | 2,280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $576,675 | 2,330 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $453,460 | 2,296 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||