Form 13-F position report

AMPHENOL CORP

Reported by MCDANIEL TERRY & CO

APH CUSIP 032095101 Manager CIK 0001104366

Reported 402,891 shares, up 15,363 (4.0%) from the prior quarter.

Reported value -2.8%; share count 4.0% vs. the prior quarter.

Added
% of reported 13F value 4.32% This manager · Q1 2026
Shares 402,891 Quarter-end amount reported
Reported value $50,905,328 Fair value at quarter end
Consecutive quarters held 18 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 5591000
2022-03-31 12294000
2022-06-30 11872000
2022-09-30 12752000
2022-12-31 14380000
2023-03-31 15480000
2023-06-30 16455000
2023-09-30 16616000
2023-12-31 19734000
2024-03-31 22762000
2024-06-30 27305000
2024-09-30 26717000
2024-12-31 28611000
2025-03-31 26856000
2025-06-30 40309973
2025-09-30 50226092
2025-12-31 52370547
2026-03-31 50905328
2026-06-30 70841596

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarterly reported position history for AMPHENOL CORP held by MCDANIEL TERRY & CO.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 401,779 -1,112 (-0.3%) 5.53% $70,841,596 2026-07-30
Q1 2026 Added 402,891 +15,363 (4.0%) 4.32% $50,905,328 2026-05-05
Q4 2025 Reduced 387,528 -18,339 (-4.5%) 4.56% $52,370,547 2026-02-10
Q3 2025 Reduced 405,867 -2,335 (-0.6%) 4.04% $50,226,092 2025-10-22
Q2 2025 Reduced 408,202 -1,257 (-0.3%) 3.3% $40,309,973 2025-07-31
Q1 2025 Reduced 409,459 -2,512 (-0.6%) 2.35% $26,856,000 2025-04-24
Q4 2024 Added 411,971 +1,950 (0.5%) 2.35% $28,611,000 2025-02-03
Q3 2024 Added 410,021 +4,717 (1.2%) 2.24% $26,717,000 2024-10-23
Q2 2024 Added 405,304* +10,652 (2.7%) 2.38% $27,305,000 2024-08-05
Q1 2024 Reduced 197,326 -1,742 (-0.9%) 2.02% $22,762,000 2024-04-29
Q4 2023 Added 199,068 +1,236 (0.6%) 1.89% $19,734,000 2024-01-24
Q3 2023 Added 197,832 +4,128 (2.1%) 1.73% $16,616,000 2023-10-23
Q2 2023 Added 193,704 +4,280 (2.3%) 1.67% $16,455,000 2023-07-21
Q1 2023 Added 189,424 +566 (0.3%) 1.69% $15,480,000 2023-05-05
Q4 2022 Reduced 188,858 -1,583 (-0.8%) 1.67% $14,380,000 2023-01-23
Q3 2022 Added 190,441 +6,037 (3.3%) 1.65% $12,752,000 2022-10-06
Q2 2022 Added 184,404 +21,252 (13.0%) 1.47% $11,872,000 2022-07-28
Q1 2022 Added 163,152 +99,230 (155.2%) 1.33% $12,294,000 2022-04-27
Q4 2021 New 63,922 +63,922 (0.0%) 0.56% $5,591,000 2022-01-20

Who else reported the position

2284 managers reported AMPHENOL CORP for Q1 2026.

Managers reporting AMPHENOL CORP in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Reduced 101,966,066 -4,171,540 0.23% $12,883,412,435 7 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 79,875,456 +79,875,456 0.25% $10,092,263,866 1 qtr
FMR LLC Reduced 79,477,521 -6,943,274 0.53% $10,041,984,781 52 qtrs
STATE STREET CORPORATION Added 57,396,418 +482,820 0.25% $7,266,090,298 42 qtrs
JPMorgan Chase & Co Added 49,270,578 +14,945,430 0.38% $5,870,589,642 52 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 35,850,171 +35,850,171 0.24% $4,529,669,105 1 qtr
Capital International Investors Added 35,333,842 +11,653,093 1.05% $4,463,635,126 25 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 31,295,967 +977,315 0.25% $3,947,761,324 52 qtrs
Capital Research Global Investors Added 26,630,629 +10,173,753 0.52% $3,364,162,320 47 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 26,186,905 -11,736,160 0.38% $3,308,716,000 52 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 05, 2026
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
402,891
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.