Values First Advisors, Inc. APH — AMPHENOL CORP NEW

Ownership history in Values First Advisors, Inc.  ·  16 quarters on record

AI Ownership Summary

Values First Advisors, Inc. reported AMPHENOL CORP NEW (APH) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.59% in 2024 Q1. The latest visible filing shows APH at 1.36% 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. 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 Values First Advisors, Inc.'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 Q1

APH was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2024 Q1

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 2026 Q1

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 Values First Advisors, Inc. fund profile Values First Advisors, Inc. full holdings
How Values First Advisors, Inc. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,628 -49 -0.2% 1.36% $2.6M 2026-04-17 $151.06
2025 Q4 REDUCED 5.3% -6.3% ✅ 20,677 -1,159 -5.3% 1.45% $2.8M 2026-01-30 $143.80
2025 Q3 REDUCED — — — 21,836 -266 -1.2% 1.45% $2.7M 2025-10-21 $123.96
2025 Q2 REDUCED 23.4% +22.7% ❌ 22,102 -6,738 -23.4% 1.19% $2.2M 2025-07-29 $104.75
2025 Q1 ADDED — — — 28,840 +157 +0.5% 1.11% $1.9M 2025-04-30 $76.41
2024 Q4 REDUCED — — — 28,683 -1,286 -4.3% 1.10% $2.0M 2025-01-29 $68.71
2024 Q3 REDUCED — — — 29,969 -325 -1.1% 1.06% $2.0M 2024-10-23 $67.66
2024 Q2 ADDED — — — 30,294 +6,714 +28.5% 1.22% $2.0M 2024-07-19 $63.43
2024 Q1 REDUCED — — — 23,580 -411 -1.7% 1.59% $2.7M 2024-04-23 $56.22
2023 Q4 ADDED — — — 23,991 +440 +1.9% 1.44% $2.4M 2024-01-18 $47.49
6 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% LYNWOOD PRICE CAPITAL MANAGEMENT LP 7.13% James Hambro & Partners LLP 3Y 7Y 7.04% 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% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 5.09% DUDLEY & SHANLEY, INC. 3Y 7Y 5.08% COOKSON PEIRCE & CO INC 3Y 7Y 4.95%

FAQ About Values First Advisors, Inc. and APH

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

How long has Values First Advisors, Inc. reported owning APH?

Values First Advisors, Inc. reported APH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APH position in Values First Advisors, Inc.'s portfolio?

The largest reported portfolio weight for APH was 1.59% in 2024 Q1.

What is the latest reported APH position on this page?

The most recent filing on this page is 2026 Q1, when Values First Advisors, Inc. reported 20,628 shares, equal to 1.36% of portfolio, with an estimated market value of $2.6M.

What does the chart on this APH ownership page compare?

The chart compares Values First Advisors, Inc.'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 Values First Advisors, Inc. time their APH position?

Based on 13F filing dates vs. subsequent APH price moves, Values First Advisors, Inc. correctly timed 7 out of 15 reported position changes (47%).

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