Position in APH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$263,774
+$263,774 QoQ
Shares Held
2,992
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#804
of 1,001 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Davis Capital Management holds $279,800 across 11 Electronic Components names. APH ranks #1 (94.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
2,992 | $263,774 | |
| 2 | JBL |
Jabil Inc
|
21 | $8,095 | |
| 3 | GLW |
Corning Inc /Ny
|
20 | $5,108 | |
| 4 | TEL |
TE Connectivity plc
|
6 | $1,209 | |
| 5 | RAL |
Ralliant Corp
|
6 | $441 | |
| 6 | PLXS |
Plexus Corp
|
1 | $300 | |
| 7 | OSIS |
Osi Systems Inc
|
1 | $218 | |
| 8 | BHE |
Benchmark Electronics Inc
|
2 | $197 |
All Filings in APH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,774 | 1,496 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | — | 1,393 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | — | 1,393 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | — | 1,393 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | — | 1,380 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | — | 1,380 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | — | 1,380 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | — | 1,480 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | — | 740 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | — | 740 | Shares | Sole | 2024-02-14 | |
| 2020-06-30 | — | 420 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | — | 420 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||