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Isthmus Partners’s Amphenol APH Stock Holding History

Isthmus Partners’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 		$363K Hold
2,058
– – 0.04% 182
2026
Q1 		$260K Hold
2,058
– – 0.03% 198
2025
Q4 		$278K Buy
+2,058
New +$275K 0.03% 184

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Isthmus Partners's APH Position: Q2 2026 in Review

Isthmus Partners held its Amphenol (APH) position steady in Q2 2026 at 2,058 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #182.

Isthmus Partners first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Isthmus Partners held 2,058 shares of Amphenol worth $363K as of Q2 2026.
  • Isthmus Partners left its Amphenol share count unchanged in Q2 2026.
  • Amphenol made up 0.04% of Isthmus Partners's portfolio in Q2 2026, its #182 holding.
  • Isthmus Partners first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.