Position in BHE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,666,005
+$1,305,043 QoQ
Shares Held
47,289
-36.1% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#81
of 332 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in BHE Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $84,807,710 across 15 Electronic Components names. BHE ranks #10 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICR |
Vicor Corp
|
39,729 | $15,088,279 | |
| 2 | TTMI |
Ttm Technologies Inc
|
47,850 | $8,948,907 | |
| 3 | ALNT |
Allient Inc
|
83,936 | $8,639,532 | |
| 4 | SANM |
Sanmina Corp
|
28,584 | $7,234,038 | |
| 5 | KN |
Knowles Corp
|
164,928 | $6,841,213 | |
| 6 | PLXS |
Plexus Corp
|
22,090 | $6,641,800 | |
| 7 | LPTH |
Lightpath Technologies Inc
|
398,559 | $6,516,439 | |
| 8 | BELFA |
Bel Fuse Inc /Nj
|
18,924 | $6,302,448 |
All Filings in BHE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,666,005 | 47,289 | Shares | Sole | 2026-08-13 | |
| 2024-12-31 | $3,360,962 | 74,030 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,350,592 | 75,600 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||