Mount Lucas Management’s Sanmina SANM Stock Holding History

Mount Lucas 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	$708K	Buy	+2,798	New	+$613K	0.25%	126

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Mount Lucas Management's SANM Position: Q2 2026 in Review

Mount Lucas Management opened a new position in Sanmina (SANM) in Q2 2026: 2,798 shares worth $708K. The stake represents 0.25% of the portfolio and ranks #126 among its holdings.

573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Mount Lucas Management held 2,798 shares of Sanmina worth $708K as of Q2 2026.
Sanmina was a new Mount Lucas Management position in Q2 2026.
Sanmina made up 0.25% of Mount Lucas Management's portfolio in Q2 2026, its #126 holding.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.