Toth Financial Advisory’s Benchmark Electronics BHE Stock Holding History

Toth Financial Advisory’s Portfolio BHE Stock Details BHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.97K	Buy	+20	New	+$1.59K	﹤0.01%	752
2025 Q1	–	Sell	-25	Closed	-$1.14K	–	719
2024 Q4	$1.14K	Sell	25 -25	-50%	-$1.16K	﹤0.01%	650
2024 Q3	$2.22K	Hold	50	–	–	﹤0.01%	589
2024 Q2	$1.97K	Hold	50	–	–	﹤0.01%	608
2024 Q1	$1.5K	Hold	50	–	–	﹤0.01%	643
2023 Q4	$1.38K	Buy	+50	New	+$1.26K	﹤0.01%	665

Other funds holding BHE

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Toth Financial Advisory's BHE Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Benchmark Electronics (BHE) in Q2 2026: 20 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in BHE as recently as Q4 2024.

Toth Financial Advisory first reported a position in BHE in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.22K in Q3 2024. 41 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

Toth Financial Advisory held 20 shares of Benchmark Electronics worth $1.97K as of Q2 2026.
Benchmark Electronics was a new Toth Financial Advisory position in Q2 2026.
Benchmark Electronics made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #752 holding.
Toth Financial Advisory first reported a position in Benchmark Electronics in Q4 2023 and has held it in 6 quarters since.
Toth Financial Advisory's Benchmark Electronics position peaked at $2.22K in Q3 2024.
41 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.