Yousif Capital Management’s Sanmina SANM Stock Holding History

Yousif Capital 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	$3.9M	Sell	15,429 -259	-2%	-$56.8K	0.04%	392
2026 Q1	$2.03M	Sell	15,688 -43	-0.3%	-$6.32K	0.02%	658
2025 Q4	$2.75M	Sell	15,731 -2,174	-12%	-$321K	0.03%	564
2025 Q3	$2.06M	Sell	17,905 -3,740	-17%	-$421K	0.02%	701
2025 Q2	$2.12M	Sell	21,645 -173	-0.8%	-$14.3K	0.02%	706
2025 Q1	$1.66M	Sell	21,818 -443	-2%	-$36K	0.02%	826
2024 Q4	$1.68M	Sell	22,261 -331	-1%	-$24.7K	0.02%	850
2024 Q3	$1.55M	Sell	22,592 -1,098	-5%	-$75.8K	0.02%	912
2024 Q2	$1.57M	Sell	23,690 -3,290	-12%	-$210K	0.02%	881
2024 Q1	$1.68M	Sell	26,980 -3,128	-10%	-$182K	0.02%	900
2023 Q4	$1.55M	Sell	30,108 -140	-0.5%	-$7.14K	0.02%	963
2023 Q3	$1.64M	Sell	30,248 -2,497	-8%	-$140K	0.02%	862
2023 Q2	$1.97M	Sell	32,745 -2,212	-6%	-$121K	0.02%	789
2023 Q1	$2.13M	Sell	34,957 -4,380	-11%	-$262K	0.03%	728
2022 Q4	$2.25M	Sell	39,337 -10,695	-21%	-$633K	0.03%	681
2022 Q3	$2.31M	Sell	50,032 -3,650	-7%	-$170K	0.03%	645
2022 Q2	$2.19M	Sell	53,682 -7,970	-13%	-$329K	0.03%	756
2022 Q1	$2.49M	Sell	61,652 -228	-0.4%	-$9.07K	0.03%	786
2021 Q4	$2.57M	Buy	+61,880	New	+$2.43M	0.03%	797

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

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

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

PCM

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

EWM

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

LSERS

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

RWA

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Yousif Capital Management's SANM Position: Q2 2026 in Review

Yousif Capital Management reduced its Sanmina (SANM) stake by 1.7% in Q2 2026, selling an estimated $56.8K and leaving 15,429 shares worth $3.9M. The position accounts for 0.04% of the portfolio, ranked #392.

Yousif Capital Management first reported a position in SANM in Q4 2021 and has held it in 19 quarters since. 85 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Yousif Capital Management held 15,429 shares of Sanmina worth $3.9M as of Q2 2026.
Yousif Capital Management sold 259 Sanmina shares in Q2 2026, an estimated $56.8K.
Sanmina made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #392 holding.
Yousif Capital Management first reported a position in Sanmina in Q4 2021 and has held it in 19 quarters since.
85 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.