December 2025 Portfolio Update: Compounder Stock Sleeve

by | Dec 5, 2025 | Equity Research, Webinar

Watch as James Yahoudy, CFP, Brad Rapking, CFA, and Dave Wagner, CFA, discuss December’s Compounders Trade Rationale. Topics Covered:

 

    • Buy/Sell
    • Amphenol Corp (APH): What Do They Do? 
    • The Decentralized Structure
    • The Fundamentals
    • Where Could the Team Be Wrong?
    • Current Lineup

Hope you enjoy, and please send a note to info@apt.us if there’s a particular topic you’d like to discuss. 

Disclosures

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The opinions expressed are those of the Aptus Capital Advisors Investment Team. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Forward-looking statements cannot be guaranteed.

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