SEC 13F Intelligence

Jacobson & Schmitt Advisors, LLC / APH

Jacobson & Schmitt Advisors, LLC’s Amphenol Corp Position

Does Jacobson & Schmitt Advisors, LLC own Amphenol Corp (APH)? Yes — 240.0K shares worth $30M (+5.50% of its 13F portfolio) as of Q1 2026, down from 246.9K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
240.0K
% of Portfolio
+5.50%
Quarters Held
30
currently held

Position History APH

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $12MQ2 ’19: $6MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $14MQ4 ’20Q1 ’21: $12MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $16MQ4 ’21Q1 ’22: $14MQ2 ’22: $12MQ3 ’22: $13MQ4 ’22: $13MQ4 ’22Q1 ’23: $16MQ2 ’23: $15MQ3 ’23: $15MQ4 ’23: $14MQ4 ’23Q1 ’24: $16MQ2 ’24: $18MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $17MQ2 ’25: $27MQ3 ’25: $31MQ4 ’25: $33MQ4 ’25Q1 ’26: $30Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026240.0K$30M+5.50%
Q4 2025246.9K$33M+5.62%
Q3 2025248.3K$31M+5.27%
Q2 2025272.4K$27M+4.77%
Q1 2025264.5K$17M+3.55%
Q4 2024260.7K$18M+3.50%
Q3 2024277.9K$18M+3.72%
Q2 2024272.5K$18M+4.17%
Q1 2024135.2K$16M+3.69%
Q4 2023143.4K$14M+3.60%
Q3 2023177.6K$15M+4.24%
Q2 2023178.3K$15M+4.30%
Q1 2023192.3K$16M+4.51%
Q4 2022193.9K$13M+4.15%
Q3 2022193.9K$13M+4.15%
Q2 2022192.1K$12M+3.85%
Q1 2022189.4K$14M+3.71%
Q4 2021184.4K$16M+3.91%
Q3 2021182.8K$13M+3.69%
Q2 2021184.2K$13M+3.57%
Q1 2021188.0K$12M+4.01%
Q4 2020110.1K$14M+4.89%
Q3 2020111.6K$12M+4.60%
Q2 2020112.4K$11M+4.63%
Q1 202080.2K$6M+3.31%
Q4 201973.3K$8M+3.95%
Q3 201969.8K$7M+3.76%
Q2 201965.3K$6M+3.63%
Q1 2019122.7K$12M+3.71%
Q4 201861.3K$5M+3.58%

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