Valeo Financial Advisors’s Sanmina SANM Stock Holding History

Valeo Financial Advisors’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	$224K	Buy	+885	New	+$194K	﹤0.01%	729

Other funds holding SANM

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

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

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

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

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

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Valeo Financial Advisors's SANM Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Sanmina (SANM) in Q2 2026: 885 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings.

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

Valeo Financial Advisors held 885 shares of Sanmina worth $224K as of Q2 2026.
Sanmina was a new Valeo Financial Advisors position in Q2 2026.
Sanmina made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #729 holding.
84 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.