Position in FLEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,596,222
+$27,692,457 QoQ
Shares Held
330,698
-16.4% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#107
of 1,112 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026STIFEL FINANCIAL CORP holds $2,202,423,520 across 25 Electronic Components names. FLEX ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
15,053,896 | $1,327,151,471 | |
| 2 | GLW |
Corning Inc /Ny
|
2,586,481 | $660,664,838 | |
| 3 | FLEX |
Flex Ltd.
This page
|
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 FLEX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,596,222 | 330,698 | Shares | Defined | 2026-08-12 | |
| 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 | $17,477,739 | 573,794 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $15,971,664 | 591,981 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,002,148 | 506,591 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,735,619 | 423,103 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,869,404 | 180,308 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,427,487 | 145,708 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,042,484 | 141,153 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,622,246 | 141,361 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,524,293 | 137,714 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,375,858 | 134,381 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,407,666 | 134,732 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,411,766 | 131,719 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,573,322 | 143,121 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,433,676 | 128,696 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,129,489 | 110,194 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $887,886 | 105,953 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||