Cox Capital Management’s Amphenol APH Stock Holding History

Cox Capital Management’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6M	Buy	34,007 +141	+0.4%	+$20.3K	3.34%	7
2026 Q1	$4.28M	Buy	33,866 +963	+3%	+$136K	2.84%	11
2025 Q4	$4.9M	Buy	32,903 +576	+2%	+$77K	3.05%	15
2025 Q3	$4M	Buy	32,327 +110	+0.3%	+$12.1K	2.61%	15
2025 Q2	$3.18M	Sell	32,217 -1,280	-4%	-$105K	2.17%	19
2025 Q1	$2.2M	Buy	+33,497	New	+$2.29M	1.6%	26
2020 Q2	–	Sell	-2,780	Closed	-$75K	–	85
2020 Q1	$75K	Buy	+2,780	New	+$66.3K	0.07%	91

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Cox Capital Management's APH Position: Q2 2026 in Review

Cox Capital Management increased its Amphenol (APH) stake by 0.42% in Q2 2026, buying an estimated $20.3K and bringing the position to 34,007 shares worth $6M. The position accounts for 3.34% of the portfolio, ranked #7.

Cox Capital Management first reported a position in APH in Q1 2020 and has held it in 7 quarters since. 948 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Cox Capital Management held 34,007 shares of Amphenol worth $6M as of Q2 2026.
Cox Capital Management bought 141 Amphenol shares in Q2 2026, an estimated $20.3K.
Amphenol made up 3.34% of Cox Capital Management's portfolio in Q2 2026, its #7 holding.
Cox Capital Management first reported a position in Amphenol in Q1 2020 and has held it in 7 quarters since.
948 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.