Belpointe Asset Management’s Sanmina SANM Stock Holding History

Belpointe Asset Management’s Portfolio SANM Stock Details SANM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$332K	Sell	1,312 -2,084	-61%	-$457K	0.01%	867
2026 Q1	$440K	Buy	+3,396	New	+$499K	0.02%	730
2023 Q2	–	Sell	-385	Closed	-$23.5K	–	2833
2023 Q1	$23.5K	Sell	385 -4,764	-93%	-$285K	﹤0.01%	2220
2022 Q4	$295K	Buy	5,149 +2,016	+64%	+$119K	0.02%	738
2022 Q3	$145K	Buy	+3,133	New	+$146K	0.01%	981

Other funds holding SANM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Belpointe Asset Management's SANM Position: Q2 2026 in Review

Belpointe Asset Management reduced its Sanmina (SANM) stake by 61% in Q2 2026, selling an estimated $457K and leaving 1,312 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #867.

Belpointe Asset Management first reported a position in SANM in Q3 2022 and has held it in 5 quarters since. The position peaked at $440K in Q1 2026. 162 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Belpointe Asset Management held 1,312 shares of Sanmina worth $332K as of Q2 2026.
Belpointe Asset Management sold 2,084 Sanmina shares in Q2 2026, an estimated $457K.
Sanmina made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #867 holding.
Belpointe Asset Management first reported a position in Sanmina in Q3 2022 and has held it in 5 quarters since.
Belpointe Asset Management's Sanmina position peaked at $440K in Q1 2026.
162 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.