Position in BHE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,445,263
+$5,487,370 QoQ
Shares Held
85,591
+62.2% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 330 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHE Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $875,397,532 across 26 Electronic Components names. BHE ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
2,586,481 | $660,664,838 | |
| 2 | FLEX |
Flex Ltd.
|
330,698 | $53,596,222 | |
| 3 | JBL |
Jabil Inc
|
99,672 | $38,421,561 | |
| 4 | TEL |
TE Connectivity plc
|
190,496 | $38,405,895 | |
| 5 | CLS |
Celestica Inc
|
48,070 | $17,535,934 | |
| 6 | OLED |
Universal Display Corp Pa
|
170,826 | $14,791,821 | |
| 7 | FN |
Fabrinet
|
16,651 | $9,359,193 | |
| 8 | BHE |
Benchmark Electronics Inc
This page
|
85,591 | $8,445,263 |
All Filings in BHE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,445,263 | 85,591 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,957,893 | 52,763 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,250,002 | 29,233 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||