Amphenol Corporation
US ˙ NYSE ˙ US0320951017

SecurityAPH / Amphenol Corporation
InstitutionShelton Capital Management
Latest Disclosed Ownership195,055 shares
Latest Disclosed Value $ 24,645,245
Shelton Capital Management reports 10.34% decrease in ownership of APH / Amphenol Corporation

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 195,055 shares of Amphenol Corporation (US:APH) valued at $24,645,199 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 217,557 shares of Amphenol Corporation. This represents a change in shares of -10.34% during the quarter. The current value of the position is $27,075,585 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F AMPHENOL CL A 032095101 195,055 -22,502 -10.34 24,645 -16.17 0.5391
2026-02-17 2025-12-31 13F AMPHENOL CORP CL A 032095101 217,557 46,401 27.11 29,401 38.81 0.5804
2025-11-14 2025-09-30 13F AMPHENOL CORP CL A 032095101 171,156 3,855 2.30 21,181 28.21 0.4535
2025-08-13 2025-06-30 13F AMPHENOL CORP CL A 032095101 167,301 27,974 20.08 16,521 80.78 0.3801
2025-05-15 2025-03-31 13F AMPHENOL CORP CL A 032095101 139,327 132,124 1,834.29 9,138 1,727.60 0.2177
2025-02-13 2024-12-31 13F AMPHENOL CORP CL A 032095101 7,203 -321 -4.27 500 2.04 0.0124
2024-11-14 2024-09-30 13F AMPHENOL CORP CL A 032095101 7,524 0 0.00 490 -3.16 0.0126
2024-08-13 2024-06-30 13F AMPHENOL CORP CL A 032095101 7,524 3,762 100.00 507 16.86 0.0138
2024-05-15 2024-03-31 13F AMPHENOL CORP CL A 032095101 3,762 0 0.00 434 16.40 0.0123
2024-02-14 2023-12-31 13F AMPHENOL CORP CL A 032095101 3,762 -34 -0.90 373 16.98 0.0118
2023-11-14 2023-09-30 13F AMPHENOL CORP CL A 032095101 3,796 0 0.00 319 -1.24 0.0117
2023-08-10 2023-06-30 13F AMPHENOL CORP CL A 032095101 3,796 0 0.00 322 3.87 0.0116
2023-05-11 2023-03-31 13F AMPHENOL CORP CL A 032095101 3,796 0 0.00 310 7.27 0.0129
2023-02-13 2022-12-31 13F AMPHENOL CORP CL A 032095101 3,796 0 0.00 289 13.78 0.0303
2022-11-14 2022-09-30 13F AMPHENOL CORP CL A 032095101 3,796 0 0.00 254 4.10 0.0121
2022-08-11 2022-06-30 13F AMPHENOL CORP CL A 032095101 3,796 0 0.00 244 -14.69 0.0110
2022-05-12 2022-03-31 13F AMPHENOL CORP CL A 032095101 3,796 0 0.00 286 -13.86 0.0106
2022-02-11 2021-12-31 13F AMPHENOL CORP CL A 032095101 3,796 -144 -3.65 332 14.88 0.0117
2021-11-15 2021-09-30 13F AMPHENOL CORP CL A 032095101 3,940 0 0.00 289 7.04 0.0113
2021-08-12 2021-06-30 13F AMPHENOL CORP CL A 032095101 3,940 0 0.00 270 3.85 0.0102
2021-05-14 2021-03-31 13F AMPHENOL CORP CL A 032095101 3,940 1,970 100.00 260 0.78 0.0090
2021-02-16 2020-12-31 13F AMPHENOL CORP CL A 032095101 1,970 -130 -6.19 258 13.66 0.0116
2020-11-09 2020-09-30 13F AMPHENOL CORP CL A 032095101 2,100 0 0.00 227 12.94 0.0094
2020-08-12 2020-06-30 13F AMPHENOL CORP CL A 032095101 2,100 2,100 201 0.0111
2020-05-13 2020-03-31 13F AMPHENOL CORP CL A 032095101 0 -2,100 -100.00 0 -100.00
2020-02-11 2019-12-31 13F AMPHENOL CORP CL A 032095101 2,100 -272 -11.47 227 -0.87 0.0125
2019-11-13 2019-09-30 13F AMPHENOL CORP CL A 032095101 2,372 0 0.00 229 0.44 0.0135
2019-08-14 2019-06-30 13F AMPHENOL CORP CL A 032095101 2,372 2,148 958.93 228 -90.39 0.0131
2019-05-10 2019-03-31 13F AMPHENOL CORP CL A 032095101 224 224 2,372 0.0094
2019-01-31 2018-12-31 13F AMPHENOL CORP CL A 032095101 0 -2,372 -100.00 0 -100.00
2018-11-14 2018-09-30 13F AMPHENOL CORP CL A 032095101 2,372 0 0.00 223 7.73 0.0127
2018-08-10 2018-06-30 13F AMPHENOL CORP CL A 032095101 2,372 0 0.00 207 1.47 0.0129
2018-05-15 2018-03-31 13F AMPHENOL CORP CL A 032095101 2,372 0 0.00 204 -1.92 0.0134
2018-02-06 2017-12-31 13F AMPHENOL CORP CL A 032095101 2,372 0 0.00 208 3.48 0.0134
2017-11-28 2017-09-30 13F/A-1 AMPHENOL CORP CL A 032095101 2,372 2,372 201 0.0136
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.