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Equibles

JOHNSON INVESTMENT COUNSEL INC

Position in FLEX — Flex Ltd.

CIK 821197 Cincinnati, OH
Back to FLEX Full portfolio

Position in FLEX

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$1,916,153
+$1,142,220 QoQ
Shares Held
11,823
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#465
of 1,109 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in FLEX Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

JOHNSON INVESTMENT COUNSEL INC holds $191,476,824 across 8 Electronic Components names. FLEX ranks #6 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APH
Amphenol Corp /De/
 3,978,492 $175,371,927
2 GLW
Corning Inc /Ny
 14,836 $3,789,559
3 LFUS
Littelfuse Inc /De
 7,544 $3,435,009
4 LYTS
Lsi Industries Inc
 91,083 $2,420,986
5 FN
Fabrinet
 3,878 $2,179,746
6 FLEX
Flex Ltd.
This page 		11,823 $1,916,153
7 KN
Knowles Corp
 42,839 $1,776,961
8 TEL
TE Connectivity plc
 2,909 $586,483

All Filings in FLEX

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,916,153 11,823
2026-03-31 $773,933 11,823
2025-12-31 $716,702 11,862
2025-09-30 $687,640 11,862
2025-06-30 $592,151 11,862
2025-03-31 $392,394 11,862
2024-12-31 $455,382 11,862
2024-09-30 $396,546 11,862
2024-06-30 $363,080 12,312
2024-03-31 $352,246 12,312
2023-12-31 $382,942 12,572
2023-09-30 $341,864 12,671
2023-06-30 $347,489 12,572
2023-03-31 $278,927 12,122
2022-12-31 $260,137 12,122
2022-09-30 $201,951 12,122
2022-06-30 $172,222 11,902
2022-03-31 $220,782 11,902
2021-12-31 $218,163 11,902
2021-09-30 $210,427 11,902
2021-03-31 $217,924 11,902
2020-06-30 $121,995 11,902
2020-03-31 $99,738 11,902