APH — AMPHENOL CORPORATION NEW CLASSA

Ownership history in First National Advisers, LLC  ·  11 quarters on record

AI Ownership Summary

First National Advisers, LLC reported AMPHENOL CORPORATION NEW CLASSA (APH) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.78% in 2025 Q2. The latest visible filing shows APH at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First National Advisers, LLC's position in AMPHENOL CORPORATION NEW CLASSA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

APH was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APH stock page First National Advisers, LLC fund profile First National Advisers, LLC full holdings
How First National Advisers, LLC held APH — position size vs. price
% of Fund (quarterly)    APH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 35,190 -7,025 -16.6% 0.65% $4.8M 2026-02-14 (Est.) $146.43
2025 Q3 REDUCED 42,215 -11,610 -21.6% 0.71% $5.2M 2025-10-28 $136.76
2025 Q2 REDUCED 53,825 -14,087 -20.7% 0.78% $5.3M 2025-08-13 $109.25
2025 Q1 ADDED 67,912 +12 +0.0% 0.71% $4.5M 2025-05-07 $80.27
2024 Q4 ADDED 67,900 +2,808 +4.3% 0.76% $4.7M 2025-02-10 $71.11
2024 Q3 ADDED 65,092 +3,877 +6.3% 0.68% $4.2M 2024-10-15 $64.93
2024 Q2 ADDED 61,215 +44,447 +265.1% 0.75% $4.1M 2024-08-13 $63.86
2024 Q1 REDUCED 16,768 -3,612 -17.7% 0.43% $1.9M 2024-05-15 $64.93
2023 Q4 ADDED 20,380 +6,329 +45.0% 0.58% $2.0M 2024-02-08 $51.49
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding APH

As of 2026 Q1 — sorted by position size

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 8.05% Manitou Investment Management Ltd. 3Y 7Y 6.16% HENDLEY & CO INC 3Y 7Y 6.05% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 5.5% Amanah Holdings Trust 5.32% DUDLEY & SHANLEY, INC. 3Y 7Y 5.08% Midway Capital Research & Management 4.55% Baker Chad R 3Y 7Y 4.31% Ayrshire Capital Management LLC 3Y 3.91% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 3.83%

FAQ About First National Advisers, LLC and APH

These are the practical questions this page is built to answer before you even open the full history table.

How long has First National Advisers, LLC reported owning APH?

First National Advisers, LLC reported APH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported APH position in First National Advisers, LLC's portfolio?

The largest reported portfolio weight for APH was 0.78% in 2025 Q2.

What is the latest reported APH position on this page?

The most recent filing on this page is 2025 Q4, when First National Advisers, LLC reported 35,190 shares, equal to 0.65% of portfolio, with an estimated market value of $4.8M.

What does the chart on this APH ownership page compare?

The chart compares First National Advisers, LLC's quarterly APH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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