SEC 13F Intelligence

Union Heritage Capital, LLC / APH

Union Heritage Capital, LLC’s Amphenol Corp Position

Does Union Heritage Capital, LLC own Amphenol Corp (APH)? Yes121.2K shares worth $15M (+5.69% of its 13F portfolio) as of Q1 2026, down from 159.1K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
121.2K
% of Portfolio
+5.69%
Quarters Held
16
currently held

Position History APH

Reported value by quarter
Q1 ’21: $5.6BQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ3 ’21Q4 ’21: $7MQ1 ’22: $6MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $5,650Q1 ’23: $6,062Q1 ’23Q2 ’23: $6,302Q4 ’24: $10MQ4 ’24Q1 ’25: $11MQ2 ’25: $16MQ2 ’25Q3 ’25: $20MQ4 ’25: $21MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026121.2K$15M+5.69%
Q4 2025159.1K$21M+7.28%
Q3 2025160.9K$20M+6.46%
Q2 2025160.9K$16M+5.53%
Q1 2025160.9K$11M+3.93%
Q4 2024160.9K$10M+3.87%
Q2 202374.0K$6,302+3.41%
Q1 202374.0K$6,062+3.68%
Q4 202274.0K$5,650+3.45%
Q3 202274.0K$5M+3.30%
Q2 202274.0K$5M+3.08%
Q1 202274.0K$6M+3.09%
Q4 202180.0K$7M+3.28%
Q3 202184.6K$6M+2.91%
Q2 202184.6K$6M+2.70%
Q1 202184.6K$5.6B+2.78%

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