Mill Capital Management
APH icon

Mill Capital Management’s Amphenol APH Stock Holding History

Mill 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
Q3 		$16.6M Buy
197,441
+1,587
+0.8% +$128K 1.09% 27
2026
Q2 		$17.3M Buy
195,854
+21,406
+12% +$1.54M 1.15% 27
2026
Q1 		$11M Buy
174,448
+13,040
+8% +$918K 0.84% 32
2025
Q4 		$10.9M Buy
+161,408
New +$10.8M 0.79% 32

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Mill Capital Management's APH Position: Q3 2026 in Review

Mill Capital Management increased its Amphenol (APH) stake by 0.81% in Q3 2026, buying an estimated $128K and bringing the position to 197,441 shares worth $16.6M. The position accounts for 1.09% of the portfolio, ranked #27.

Mill Capital Management first reported a position in APH in Q4 2025 and has held it in 4 quarters since. The position peaked at $17.3M in Q2 2026. 1,011 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Mill Capital Management held 197,441 shares of Amphenol worth $16.6M as of Q3 2026.
  • Mill Capital Management bought 1,587 Amphenol shares in Q3 2026, an estimated $128K.
  • Amphenol made up 1.09% of Mill Capital Management's portfolio in Q3 2026, its #27 holding.
  • Mill Capital Management first reported a position in Amphenol in Q4 2025 and has held it in 4 quarters since.
  • Mill Capital Management's Amphenol position peaked at $17.3M in Q2 2026.
  • 1,011 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.