Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Amphenol Corp. (APH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 225,363 0.56 Reduce 2.22% 0.01 $126.35 $28,474,615 SEC
2025   Q4 230,488 0.49 Reduce 73.49% 0.98 $135.14 $31,148,148 SEC
2025   Q3 869,464 1.34 Reduce 66.71% 2.01 $123.75 $107,596,170 SEC
2025   Q2 2,612,009 3.02 Add 3.75% 0.11 $98.75 $257,935,889 SEC
2025   Q1 2,517,591 1.83 Reduce 0.08% <0.01 $65.59 $165,128,794 SEC
2024   Q4 2,519,676 1.58 Reduce 18.61% 0.31 $69.45 $174,991,498 SEC
2024   Q3 3,095,660 1.69 Reduce 21.98% 0.48 $65.16 $201,713,206 SEC
2024   Q2 3,967,544 2.19 Add 33.29% 0.55 $67.37 $267,293,439 SEC
2024   Q1 2,976,597 2.62 Reduce 11.59% 0.29 $115.35 $343,350,464 SEC
2023   Q4 3,366,922 2.53 Reduce 2.30% 0.05 $99.13 $333,762,978 SEC
2023   Q3 3,446,084 2.29 Reduce 0.86% 0.02 $83.99 $289,436,595 SEC
2023   Q2 3,475,919 2.17 Add 0.97% 0.02 $84.95 $295,279,319 SEC
2023   Q1 3,442,476 2.19 Reduce 3.31% 0.07 $80.66 $277,670,114 SEC
2022   Q4 3,560,430 2.12 Add 23.12% 0.40 $76.14 $271,091,140 SEC
2022   Q3 2,891,798 1.69 Add 23.98% 0.33 $66.96 $193,635,000 SEC
2022   Q2 2,332,483 1.24 Add 26.71% 0.26 $64.38 $150,165,000 SEC
2022   Q1 1,840,772 1.03 Add 0.94% <0.01 $75.35 $138,702,000 SEC
2021   Q4 1,823,607 1.12 Reduce 0.70% <0.01 $87.46 $159,493,000 SEC
2021   Q3 1,836,377 1.07 Add 1,212.52% 0.99 $73.23 $134,478,000 SEC
2021   Q2 139,912 0.07 Reduce 1.59% <0.01 $68.41 $9,571,000 SEC
2021   Q1 142,170 0.08 Add 88.43% 0.04 $65.97 $9,379,000 SEC
2020   Q4 75,451 0.08 Reduce 89.91% 0.65 $130.77 $9,867,000 SEC
2020   Q3 747,828 0.72 Reduce 0.82% <0.01 $108.27 $80,967,000 SEC
2020   Q2 753,993 0.69 Reduce 0.53% <0.01 $95.81 $72,240,000 SEC
2020   Q1 758,033 0.62 Reduce 18.89% 0.19 $72.88 $55,245,000 SEC
2019   Q4 934,572 1.00 Reduce 47.90% 0.89 $108.23 $101,149,000 SEC
2019   Q3 1,793,687 1.85 Add 1.85% 0.03 $96.50 $173,091,000 SEC
2019   Q2 1,761,103 1.93 Reduce 21.27% 0.53 $95.94 $168,960,000 SEC
2019   Q1 2,236,777 2.51 Reduce 0.59% 0.02 $94.44 $211,241,000 SEC
2018   Q4 2,249,941 2.58 Add 0.35% <0.01 $81.02 $182,290,000 SEC
2018   Q3 2,242,181 2.63 Reduce 0.11% <0.01 $94.02 $210,810,000 SEC
2018   Q2 2,244,721 2.63 Reduce 3.34% 0.09 $87.15 $195,627,000 SEC
2018   Q1 2,322,391 2.61 Add 0.00% <0.01 $86.13 $200,028,000 SEC
2017   Q4 2,322,303 2.60 Reduce 0.13% <0.01 $87.80 $203,898,000 SEC
2017   Q3 2,325,249 2.66 Reduce 0.61% 0.01 $84.64 $196,809,000 SEC
2017   Q2 2,339,509 2.37 Reduce 2.09% 0.05 $73.82 $172,703,000 SEC
2017   Q1 2,389,494 2.38 Reduce 0.25% <0.01 $71.17 $170,060,000 SEC
2016   Q4 2,395,559 2.36 Reduce 23.48% 0.71 $67.20 $160,982,000 SEC
2016   Q3 3,130,534 3.04 Reduce 0.82% 0.02 $64.92 $203,234,000 SEC
2016   Q2 3,156,407 2.81 Reduce 1.61% 0.05 $57.33 $180,957,000 SEC
2016   Q1 3,208,107 2.96 Add 0.45% 0.01 $57.82 $185,493,000 SEC
2015   Q4 3,193,879 2.80 Add 0.37% 0.01 $52.23 $166,816,000 SEC
2015   Q3 3,182,079 2.86 Add 0.99% 0.03 $50.96 $162,159,000 SEC
2015   Q2 3,150,759 2.92 Add 0.02% <0.01 $57.97 $182,649,000 SEC
2015   Q1 3,150,069 2.84 Add 0.09% <0.01 $58.93 $185,634,000 SEC
2014   Q4 3,147,233 2.62 Add 95.72% 1.28 $53.81 $169,353,000 SEC
2014   Q3 1,608,016 2.55 Reduce 3.36% 0.08 $99.86 $160,576,000 SEC
2014   Q2 1,663,845 2.41 Reduce 20.41% 0.56 $96.34 $160,295,000 SEC
2014   Q1 2,090,573 2.76 Add 1.17% 0.03 $91.65 $191,601,000 SEC
2013   Q4 2,066,403 2.62 Reduce 1.41% 0.04 $89.18 $184,282,000 SEC
2013   Q3 2,095,863 2.51 Add 1.11% 0.03 $77.38 $162,178,000 SEC
2013   Q2 2,072,836 2.65 Reduce 16.45% 0.51 $77.94 $161,557,000 SEC
2013   Q1 2,480,979 3.10 Reduce 0.08% <0.01 $74.65 $185,205,000 SEC
2012   Q4 2,483,077 3.00 Reduce 5.98% 0.17 $64.70 $160,655,000 SEC
2012   Q3 2,641,027 2.79 Reduce 29.22% 1.09 $58.88 $155,503,000 SEC
2012   Q2 3,731,377 3.73 Reduce 4.82% 0.20 $54.92 $204,927,000 SEC
2012   Q1 3,920,277 4.05 Reduce 13.60% 0.52 $59.77 $234,314,000 SEC
2011   Q4 4,537,267 3.86 Add 6.07% 0.22 $45.39 $205,946,000 SEC
2011   Q3 4,277,668 1.78 Add 45.28% 0.55 $40.77 $174,400,000 SEC
2011   Q2 2,944,338 2.77 Add 29.03% 0.62 $53.99 $158,964,000 SEC
2011   Q1 2,281,933 2.27 Add 1.86% 0.04 $54.39 $124,114,000 SEC
2010   Q4 2,240,174 2.46 Add 1.62% 0.04 $52.78 $118,236,000 SEC
2010   Q3 2,204,366 1.33 Reduce 0.24% <0.01 $48.98 $107,970,000 SEC
2010   Q2 2,209,736 1.23 Reduce 4.09% 0.06 $39.28 $86,798,000 SEC
2010   Q1 2,303,996 1.35 Reduce 0.12% <0.01 $42.19 $97,206,000 SEC
2009   Q4 2,306,856 3.38 Reduce 7.11% 0.12 $46.18 $106,531,000 SEC
2009   Q3 2,483,406 1.68 Add 2.52% 0.04 $37.68 $93,575,000 SEC
2009   Q2 2,422,396 1.61 Reduce 7.26% 0.13 $31.64 $76,645,000 SEC
2009   Q1 2,611,965 1.75 Add 7.40% 0.12 $28.49 $74,415,000 SEC
2008   Q4 2,431,975 1.23 Buy 1.23 $23.98 $58,319,000 SEC