Burke Wealth Highlights TransDigm’s (TDG) Acquisition Strategy in Its Amphenol Investment Thesis
Published . Updated .
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise
Directly affected
Indirectly affected
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that Amphenol belongs to, so it often moves with news about it.
- AVGO Broadcom-6.7% 30d
Broadcom is a large technology company like Amphenol; big names in a sector often move together.
- MU Micron Technology-5.0% 30d
Micron Technology is a large technology company like Amphenol; big names in a sector often move together.
- AMD Advanced Micro Devices+4.6% 30d
Advanced Micro Devices is a large technology company like Amphenol; big names in a sector often move together.
- INTC Intel-10.5% 30d
Intel is a large technology company like Amphenol; big names in a sector often move together.
- AMAT Applied Materials-12.6% 30d
Applied Materials is a large technology company like Amphenol; big names in a sector often move together.
- XLI Industrial Select Sector SPDR-3.1% 30d
Industrial Select Sector SPDR holds the industrials sector that TransDigm Group belongs to, so it often moves with news about it.
- ARXS Arxis+1.7% 30d
Arxis is a peer of TransDigm Group in aircraft parts and auxiliary equipment; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TDGNo price data for this ticker | — | — | — | — | — | — | — |
| APH | +8.31% | +6.90% | base | +2.53% | after close | after close | after close |
| XLKNo price data for this ticker | — | — | — | — | — | — | — |
| AVGONo price data for this ticker | — | — | — | — | — | — | — |
| MUNo price data for this ticker | — | — | — | — | — | — | — |
| AMDNo price data for this ticker | — | — | — | — | — | — | — |
| INTCNo price data for this ticker | — | — | — | — | — | — | — |
| AMATNo price data for this ticker | — | — | — | — | — | — | — |
| XLINo price data for this ticker | — | — | — | — | — | — | — |
| ARXSNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Burke Wealth Highlights TransDigm’s (TDG) Acquisition Strategy in Its Amphenol Investment Thesis Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| APH | that day | +2.53% | still updating |
| APH | three days earlier | +6.90% | final price |
| APH | five days earlier | +8.31% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, sold TransDigm Group (TDG), worth $15,001 - $50,000 on 28 Aug 2026. That is 59 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. April McClain Delaney sold TransDigm Group (TDG) (held by a dependent child), worth $100,001 - $250,000 on 25 Aug 2026. That is 62 days before publication. Filed 9 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought TransDigm Group (TDG), worth $1,001 - $15,000 on 24 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Amphenol (APH), worth $1,001 - $15,000 on 18 Aug 2026. That is 69 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 31 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 40 days before publication. Filed 12 Oct 2026. View the filing.
- Sen. John Boozman sold Micron Technology (MU) (jointly held), worth $1,001 - $15,000 on 24 Sep 2026. That is 32 days before publication. Filed 21 Oct 2026. View the filing.
- Sen. John Boozman sold Micron Technology (MU) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 47 days before publication. Filed 21 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Micron Technology (MU), worth $250,001 - $500,000 on 21 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 52 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Burke Wealth Highlights TransDigm’s (TDG) Acquisition Strategy in Its Amphenol Investment Thesis” scores 12 out of 100. The score uses 1 sources. The price is not final yet.