Position in APH
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,504,362
+$1,504,362 QoQ
Shares Held
17,064
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#425
of 1,001 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Derivatives in APH
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$0
PutShares
3,200
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, 2026Valeo Financial Advisors, LLC holds $10,211,654 across 7 Electronic Components names. APH ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
10,687 | $2,729,780 | |
| 2 | CLS |
Celestica Inc
|
6,500 | $2,371,200 | |
| 3 | FLEX |
Flex Ltd.
|
12,305 | $1,994,271 | |
| 4 | APH |
Amphenol Corp /De/
This page
|
17,064 | $1,504,362 | |
| 5 | JBL |
Jabil Inc
|
1,808 | $696,947 | |
| 6 | TEL |
TE Connectivity plc
|
3,428 | $691,119 | |
| 7 | SANM |
Sanmina Corp
|
885 | $223,975 |
All Filings in APH
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,504,362 | 8,532 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | — | 8,128 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | — | 1,600 | Put | Sole | 2026-05-08 | |
| 2025-12-31 | — | 11,651 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | — | 9,835 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | — | 9,518 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | — | 8,780 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | — | 8,609 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | — | 8,104 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | — | 7,238 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | — | 3,611 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | — | 3,641 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | — | 3,014 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | — | 2,474 | Shares | Sole | 2023-07-14 | |
| 2021-03-31 | — | 500 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | — | 250 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | — | 362 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | — | 691 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | — | 689 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||