Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. APH — AMPHENOL CORP NEW

Ownership history in Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.  ·  7 quarters on record

AI Ownership Summary

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. reported AMPHENOL CORP NEW (APH) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.36% in 2026 Q2. The latest visible filing shows APH at 0.36% 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.

What this APH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s position in AMPHENOL CORP NEW, 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
2026 Q2

APH was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. fund profile Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. full holdings
How Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,293 +1,486 +9.4% 0.36% $3.0M 2026-08-14 $83.43
2026 Q1 ADDED — — — 15,807 +846 +5.7% 0.27% $2.0M 2026-05-15 $62.31
2025 Q4 REDUCED — — — 14,961 -715 -4.6% 0.27% $2.0M 2026-02-17 $73.91
2025 Q3 UNCHANGED — — — 15,676 — 0% 0.31% $1.9M 2025-11-14 $66.41
2025 Q2 REDUCED — — — 15,676 -3 -0.0% 0.27% $1.5M 2025-08-14 $54.91
2025 Q1 ADDED — — — 15,679 +10,304 +191.7% 0.16% $1.0M 2025-05-15 $42.55
2024 Q4 INITIATED — — — 5,375 — — 0.06% $373K 2025-02-14 $34.01

🏢 Other funds also holding APH

As of 2026 Q3 — sorted by position size

NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 6.11% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 5.25% DUDLEY & SHANLEY, INC. 3Y 7Y 4.12% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 4.03% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.3% Cox Capital Mgt LLC 3Y 7Y 3.21% HALL LAURIE J TRUSTEE 3Y 7Y 3.06% Strong Retirement Solutions LLC 2.36% YHB Investment Advisors, Inc. 3Y 7Y 1.47% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 1.37%

FAQ About Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. and APH

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

How long has Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. reported owning APH?

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. reported APH across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported APH position in Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s portfolio?

The largest reported portfolio weight for APH was 0.36% in 2026 Q2.

What is the latest reported APH position on this page?

The most recent filing on this page is 2026 Q2, when Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. reported 17,293 shares, equal to 0.36% of portfolio, with an estimated market value of $3.0M.

What does the chart on this APH ownership page compare?

The chart compares Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'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.

How well did Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. time their APH position?

Based on 13F filing dates vs. subsequent APH price moves, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on APH relative to SPY over the holding period was +53.3%.

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