$APH is held by 41 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.74%, with an average of 0.21% of portfolio. Largest holder: Bradley Foster & Sargent INC at 1.74%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
AMPHENOL
13F holders
2,099
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 2,099 · Source: 13F-HR01
Litman Gregory Wealth Management LLC
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02
Axa S.a.
—
—
03
State Street
—
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04
Deutsche Bank AG
—
—
05
Renaissancere Holdings Ltd.
—
—
06
Envestnet Asset Management Inc.
—
—
07
ProShare Advisors LLC
—
—
08
State Farm Mutual Automobile Insurance Co.
—
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09
Caz Investments LP
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10
US Bancorp De
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
41 holders · Q1 202601
Bradley Foster & Sargent INC
1.74% NEW
α +11.1pts
02
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
1.02% NEW
α +13.4pts
03
Freemont Management S.A.
0.50% NEW
α +20.1pts
04
Sandler Capital Management
0.46% ↓ 1.8pp
α +12.8pts
05
Elefante Mark B
0.41% held
α +10.8pts
06
WINTON GROUP Ltd
0.40% NEW
α +27.0pts
07
Wellington Management Group LLP
0.35% held
α +10.5pts
08
New Age Alpha Advisors, LLC
0.34% held
α +10.8pts
09
Platinum Investment Management Ltd.
0.30% NEW
α +25.6pts
10
Beverly Hills Private Wealth, LLC
0.30% NEW
α +10.4pts
11
Fulton Bank, N.a.
0.27% NEW
α +23.8pts
12
Johnson Financial Group, Inc.
0.26% held
α +14.7pts
13
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.24% NEW
α +27.5pts
14
Svb Wealth LLC
0.24% held
α +29.6pts
15
Nisa Investment Advisors, LLC
0.23% held
α +16.6pts
16
Triasima Portfolio Management inc.
0.23% held
α +15.7pts
17
Oxford Asset Management LLP
0.21% NEW
α +10.3pts
18
Caption Management, LLC
0.17% NEW
α +15.5pts
19
Banco Santander, S.A.
0.16% held
α +12.6pts
20
Fiduciary Alliance LLC
0.15% held
α +16.8pts
21
Seldon Capital LP
0.12% held
α +20.5pts
22
Greenwich Wealth Management LLC
0.11% held
α +12.7pts
23
Erste Asset Management GmbH
0.09% held
α +33.4pts
24
Citigroup Inc.
0.08% held
α +26.3pts
25
GM Advisory Group, LLC
0.07% held
α +16.5pts
26
Principal Securities, Inc.
0.06% held
α +21.3pts
27
Oak Grove Capital LLC
0.05% held
α +23.3pts
28
Tributary Capital Management, LLC
0.05% held
α +40.6pts
29
JTC Employer Solutions Trustee Ltd
0.03% held
α +22.6pts
30
Voloridge Investment Management, LLC
0.03% held
α +15.5pts
31
Walkner Condon Financial Advisors LLC
0.03% held
α +23.7pts
32
Focused Wealth Management, Inc
0.03% held
α +19.2pts
33
Choate Investment Advisors
0.02% held
α +13.8pts
34
Courier Capital LLC
0.02% held
α +14.9pts
35
Venture Visionary Partners LLC
0.01% held
α +10.3pts
36
RFG Advisory, LLC
0.00% held
α +16.2pts
37
Level Financial Advisors
0.00% held
α +30.9pts
38
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
39
Quarry LP
0.00% held
α +10.6pts
40
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
41
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
10 transactions · 3 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
16 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $APH lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $APH — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:45 UTC.