Taylor Frigon Capital Management’s Amphenol APH Stock Holding History

Taylor Frigon 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	$2.35M	Sell	13,324 -182	-1%	-$26.2K	1.1%	37
2026 Q1	$1.71M	Sell	13,506 -412	-3%	-$58K	0.97%	53
2025 Q4	$1.88M	Sell	13,918 -4,106	-23%	-$549K	0.95%	52
2025 Q3	$2.23M	Sell	18,024 -8,084	-31%	-$887K	1.11%	46
2025 Q2	$2.58M	Sell	26,108 -1,134	-4%	-$92.7K	1.37%	23
2025 Q1	$1.79M	Sell	27,242 -112	-0.4%	-$7.64K	1.06%	51
2024 Q4	$1.9M	Sell	27,354 -1,240	-4%	-$86.8K	0.96%	47
2024 Q3	$1.86M	Sell	28,594 -1,117	-4%	-$72.4K	0.93%	49
2024 Q2	$2M	Sell	29,711 -5,167	-15%	-$326K	0.95%	46
2024 Q1	$2.01M	Sell	34,878 -352	-1%	-$18.4K	0.96%	43
2023 Q4	$1.75M	Sell	35,230 -936	-3%	-$41.3K	0.88%	44
2023 Q3	$1.52M	Buy	36,166 +244	+0.7%	+$10.5K	0.84%	51
2023 Q2	$1.53M	Sell	35,922 -700	-2%	-$27.2K	0.75%	58
2023 Q1	$1.5M	Sell	36,622 -458	-1%	-$18.1K	0.82%	51
2022 Q4	$1.41M	Sell	37,080 -548	-1%	-$20.7K	0.8%	49
2022 Q3	$1.26M	Buy	37,628 +550	+1%	+$20K	0.66%	67
2022 Q2	$1.19M	Sell	37,078 -160	-0.4%	-$5.56K	0.62%	71
2022 Q1	$1.4M	Buy	+37,238	New	+$1.44M	0.52%	77
2020 Q1	–	Sell	-81,524	Closed	-$2.21M	–	88
2019 Q4	$2.21M	Sell	81,524 -5,624	-6%	-$144K	1.52%	23
2019 Q3	$2.1M	Buy	87,148 +5,840	+7%	+$135K	1.52%	22
2019 Q2	$1.95M	Buy	81,308 +7,828	+11%	+$188K	1.35%	31
2019 Q1	$1.74M	Sell	73,480 -1,364	-2%	-$30.5K	1.35%	30
2018 Q4	$1.52M	Buy	74,844 +296	+0.4%	+$6.36K	1.33%	31
2018 Q3	$1.75M	Sell	74,548 -9,796	-12%	-$228K	1.33%	32
2018 Q2	$1.84M	Sell	84,344 -1,880	-2%	-$40.9K	1.34%	29
2018 Q1	$1.86M	Buy	86,224 +4,492	+5%	+$101K	1.44%	30
2017 Q4	$1.79M	Buy	+81,732	New	+$1.8M	1.44%	21
2016 Q2	$1.64M	Sell	114,296 -2,240	-2%	-$32.2K	1.71%	14
2016 Q1	$1.69M	Buy	116,536 +3,456	+3%	+$44.9K	1.78%	12
2015 Q4	$1.43M	Sell	113,080 -2,688	-2%	-$35.9K	1.6%	22
2015 Q3	$1.46M	Buy	115,768 +2,080	+2%	+$27.9K	1.62%	21
2015 Q2	$1.65M	Sell	113,688 -4,748	-4%	-$68.2K	1.71%	17
2015 Q1	$1.73M	Sell	118,436 -3,608	-3%	-$50.5K	1.6%	19
2014 Q4	$1.64M	Buy	+122,044	New	+$1.56M	1.54%	21

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

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Taylor Frigon Capital Management's APH Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its Amphenol (APH) stake by 1.3% in Q2 2026, selling an estimated $26.2K and leaving 13,324 shares worth $2.35M. The position accounts for 1.1% of the portfolio, ranked #37.

Taylor Frigon Capital Management first reported a position in APH in Q4 2014 and has held it in 34 quarters since. The position peaked at $2.58M in Q2 2025. 825 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Taylor Frigon Capital Management held 13,324 shares of Amphenol worth $2.35M as of Q2 2026.
Taylor Frigon Capital Management sold 182 Amphenol shares in Q2 2026, an estimated $26.2K.
Amphenol made up 1.1% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #37 holding.
Taylor Frigon Capital Management first reported a position in Amphenol in Q4 2014 and has held it in 34 quarters since.
Taylor Frigon Capital Management's Amphenol position peaked at $2.58M in Q2 2025.
825 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.