SEC 13F Intelligence

Harvey Investment Co LLC / APH

Harvey Investment Co LLC’s Amphenol Corp Position

Does Harvey Investment Co LLC own Amphenol Corp (APH)? Yes222.9K shares worth $28M (+3.10% of its 13F portfolio) as of Q1 2026, down from 235.5K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
222.9K
% of Portfolio
+3.10%
Quarters Held
29
currently held

Position History APH

Reported value by quarter
Q1 ’19: $300,000Q1 ’19Q2 ’19: $321,000Q3 ’19: $323,000Q4 ’19: $393,000Q1 ’20: $3MQ1 ’20Q2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $9MQ1 ’22: $8MQ1 ’22Q2 ’22: $8MQ3 ’22: $8MQ4 ’22: $9MQ1 ’23: $11MQ1 ’23Q2 ’23: $10MQ3 ’23: $11MQ4 ’23: $13MQ1 ’24: $16MQ1 ’24Q2 ’24: $18MQ3 ’24: $17MQ4 ’24: $18MQ1 ’25: $17MQ1 ’25Q2 ’25: $25MQ3 ’25: $30MQ4 ’25: $32MQ1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026222.9K$28M+3.10%
Q4 2025235.5K$32M+3.39%
Q3 2025244.7K$30M+3.23%
Q2 2025254.0K$25M+2.76%
Q1 2025261.3K$17M+1.90%
Q4 2024264.4K$18M+2.12%
Q3 2024265.3K$17M+1.95%
Q2 2024269.9K$18M+2.17%
Q1 2024135.0K$16M+1.76%
Q4 2023135.0K$13M+1.62%
Q3 2023135.0K$11M+1.48%
Q2 2023117.6K$10M+1.31%
Q1 2023132.5K$11M+1.34%
Q4 2022119.7K$9M+1.18%
Q3 2022120.6K$8M+1.17%
Q2 2022120.0K$8M+1.09%
Q1 202299.9K$8M+0.92%
Q4 202199.8K$9M+1.01%
Q3 202199.9K$7M+0.95%
Q2 202199.1K$7M+0.89%
Q1 202196.5K$6M+0.91%
Q4 202052.7K$7M+0.97%
Q3 202052.6K$6M+0.89%
Q2 202052.6K$5M+0.85%
Q1 202041.5K$3M+0.59%
Q4 20193.6K$393,000+0.06%
Q3 20193.3K$323,000+0.05%
Q2 20193.3K$321,000+0.05%
Q1 20193.2K$300,000+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Harvey Investment Co LLC’s full portfolio or all institutional holders of APH.