Position in APH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,327,151,469
+$390,220,231 QoQ
Shares Held
15,053,896
+1.5% QoQ
Ownership
0.305%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in APH Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,202,423,518 across 25 Electronic Components names. APH ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
This page
|
15,053,896 | $1,327,151,469 | |
| 2 | GLW |
Corning Inc /Ny
|
2,586,481 | $660,664,838 | |
| 3 | FLEX |
Flex Ltd.
|
330,698 | $53,596,222 | |
| 4 | JBL |
Jabil Inc
|
99,672 | $38,421,561 | |
| 5 | TEL |
TE Connectivity plc
|
190,496 | $38,405,895 | |
| 6 | CLS |
Celestica Inc
|
48,070 | $17,535,934 | |
| 7 | OLED |
Universal Display Corp \Pa\
|
170,826 | $14,791,821 | |
| 8 | FN |
Fabrinet
|
16,651 | $9,359,193 |
All Filings in APH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,151,469 | 3,763,474 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $936,931,238 | 3,707,682 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $986,962,282 | 3,651,629 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $989,581,723 | 3,998,310 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,093,043,011 | 5,534,395 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $873,380,300 | 6,657,877 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $956,625,826 | 6,887,155 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $882,219,091 | 6,769,637 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $945,155,420 | 7,014,661 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $839,572,895 | 3,639,241 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $734,280,095 | 3,703,622 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $632,837,770 | 3,767,340 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $633,155,284 | 3,726,635 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $574,552,722 | 3,515,374 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $56,328,065 | 369,898 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $44,539,647 | 332,584 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $45,431,676 | 352,840 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $55,987,158 | 371,514 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $52,264,869 | 298,793 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $47,885,388 | 326,952 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $35,642,429 | 260,506 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $33,359,840 | 252,841 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $30,204,299 | 115,486 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,183,312 | 111,681 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $17,731,289 | 92,534 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,762,744 | 87,560 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||