Qualivian Investment Partners released its Q3 2025 investor letter, outperforming the iShares MSCI USA Quality Factor ETF and S&P 500 since inception. Download the letter to see the fund’s top five holdings for 2025. Amphenol Corporation (NYSE:APH) was highlighted in the letter, with a one-month return of -1.94% and shares gaining 88.58% over the last 52 weeks.

Amphenol Corporation (NYSE:APH) is an industrial giant with a competitive moat selling critical components, leading to high customer switching costs and pricing power. The company has seen a steady increase in profit margins and market share through organic growth and strategic mergers and acquisitions. On December 22, 2025, Amphenol Corporation (NYSE:APH) stock closed at $135.14 per share.

Amphenol Corporation (NYSE:APH) was held by 89 hedge fund portfolios at the end of Q3 2025, up from 81 in the previous quarter. Sales for the company were up 53% in US dollars and 52% in local currencies. While acknowledging its potential, some believe other AI stocks offer greater upside potential and less downside risk.

Read more at Yahoo Finance: What Makes Amphenol (APH) a Quality Compounder?