Position in PLXS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,856,591
+$2,064,938 QoQ
Shares Held
36,108
-16.8% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#79
of 447 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLXS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $66,145,960 across 11 Electronic Components names. PLXS ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
137,870 | $35,216,134 | |
| 2 | APH |
Amphenol Corp /De/
|
136,020 | $11,991,523 | |
| 3 | PLXS |
Plexus Corp
This page
|
36,108 | $10,856,591 | |
| 4 | LYTS |
Lsi Industries Inc
|
106,288 | $2,825,135 | |
| 5 | OSIS |
Osi Systems Inc
|
11,937 | $2,610,621 | |
| 6 | FLEX |
Flex Ltd.
|
3,718 | $602,576 | |
| 7 | TEL |
TE Connectivity plc
|
2,933 | $591,322 | |
| 8 | JBL |
Jabil Inc
|
1,312 | $505,749 |
All Filings in PLXS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,856,591 | 36,108 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,791,653 | 43,407 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $948,297 | 6,451 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $930,356 | 6,430 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $847,175 | 6,261 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $799,915 | 6,243 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $976,904 | 6,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $878,087 | 6,423 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $670,359 | 6,497 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $593,478 | 6,259 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||