Position in FLEX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$25,903,765
+$427,674 QoQ
Shares Held
395,719
-6.1% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in FLEX Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $987,170,896 across 24 Electronic Components names. FLEX ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
3,707,682 | $468,465,617 | |
| 2 | GLW |
Corning Inc /Ny
|
2,672,986 | $363,445,904 | |
| 3 | TEL |
TE Connectivity plc
|
192,792 | $40,297,382 | |
| 4 | FLEX |
Flex Ltd.
This page
|
395,719 | $25,903,765 | |
| 5 | JBL |
Jabil Inc
|
95,169 | $25,279,739 | |
| 6 | OLED |
Universal Display Corp \Pa\
|
183,588 | $16,827,673 | |
| 7 | CLS |
Celestica Inc
|
45,531 | $12,825,171 | |
| 8 | OSIS |
Osi Systems Inc
|
28,959 | $7,688,903 |
All Filings in FLEX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,903,765 | 395,719 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $25,476,091 | 421,650 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,848,386 | 359,641 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $19,482,924 | 390,283 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,672,699 | 443,552 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $18,385,737 | 478,920 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,919,289 | 506,111 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $19,994,306 | 678,003 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,716,468 | 514,382 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $13,170,866 | 573,794 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $12,035,919 | 591,981 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,551,732 | 506,591 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,336,562 | 423,103 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,915,904 | 180,308 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,829,304 | 145,708 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,539,173 | 141,153 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,976,070 | 141,361 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,902,257 | 137,714 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,790,397 | 134,381 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,814,366 | 134,732 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,817,457 | 131,719 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,939,202 | 143,121 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,080,389 | 128,696 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $851,159 | 110,194 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $669,092 | 105,953 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||