Sanmina Corp

SANM

交易所: Nasdaq
產業: Printed Circuit Boards
SEC CIK: 0000897723

SEC 申報列表（在新分頁開啟）

近 90 天，Sanmina Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 573 家機構在 13F 申報持有，市值合計 $126.9 億；大師中只有Maverick 資本持有。

2026 年第 1 季與 2025 年第 4 季比較

持有 Sanmina Corp 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人 2025 年第 4 季全部持有人

SANM 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目	2025 年第 4 季	其中尚未申報 2026 年第 1 季	2026 年第 1 季	變化
持有家數	451	7	460	+16
股數	5,470 萬	750.8 萬	5,313 萬	+594.0 萬 (+12.6%)
市值	$82.1 億	$11.3 億	$68.9 億	−$2.00 億 (−2.8%)

7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（84 家）

2026 年第 1 季季末持有 Sanmina Corp、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 SANM 的機構
機構	股數	市值	佔組合 %
Vanguard Portfolio Management LLC	4,025,518	$5.22 億	0.03%
Vanguard Capital Management LLC	2,352,192	$3.05 億	0.01%
Vanguard Fiduciary Trust Co	362,987	$4,706 萬	0.01%
Clifford Capital Partners LLC	98,107	$1,272 萬	2.12%
California Public Employees Retirement System	86,818	$1,126 萬	0.01%
Renaissance Group LLC	59,121	$766.4 萬	0.32%
ExodusPoint Capital Management, LP	47,035	$609.8 萬	0.06%
Vanguard Asset Management, Ltd	42,624	$552.6 萬	0.00%
Heartland Advisors Inc	40,000	$518.6 萬	0.26%
Jump Financial, LLC	36,500	$473.2 萬	0.07%
Vanguard Global Advisers, LLC	24,914	$323.0 萬	0.00%
Empowered Funds, LLC	20,343	$263.7 萬	0.02%
Numerai GP LLC	20,185	$261.7 萬	0.26%
HRT Financial LP	18,830	$244.1 萬	0.01%
Stephens Inc	18,225	$236.3 萬	0.03%
Neo Ivy Capital Management	16,329	$211.7 萬	0.56%
Schroder Investment Management Group	15,375	$190.7 萬	0.00%
Timothy G. Youngquist 2020 Irrevocable Trust	14,699	$190.6 萬	0.93%
Vanguard Investments Australia, Ltd.	13,890	$180.1 萬	0.01%
CWM Advisors, LLC	13,238	$171.6 萬	0.10%
Engineers Gate Manager LP	11,982	$155.3 萬	0.02%
VARCOV Co.	11,732	$152.1 萬	0.57%
Quadrature Capital Ltd	9,996	$129.6 萬	0.02%
Ducere Wealth Management LLC	9,127	$118.3 萬	0.47%
Collaborative Fund Advisors, LLC	8,982	$116.4 萬	0.72%
PEAK6 LLC	7,349	$95.3 萬	0.03%
Campbell & CO Investment Adviser LLC	7,125	$92.4 萬	0.05%
Allstate Corp	7,120	$92.3 萬	0.01%
Ostrum Asset Management	6,960	$90.2 萬	0.05%
Quantbot Technologies LP	6,719	$87.1 萬	0.04%
Sierra Summit Advisors LLC	6,478	$84.0 萬	0.12%
Virtu Financial LLC	5,802	$75.2 萬	0.03%
Snowden Capital Advisors LLC	5,743	$74.5 萬	0.02%
Stoneridge Investment Partners LLC	5,708	$74.0 萬	0.54%
Entropy Technologies, LP	4,402	$57.1 萬	0.03%
Mangrove Partners	4,042	$52.4 萬	0.04%
Claro Advisors LLC	3,761	$48.8 萬	0.06%
Qsemble Capital Management, LP	3,582	$46.4 萬	0.04%
Susquehanna Fundamental Investments, LLC	3,543	$45.9 萬	0.02%
Tiaa-Cref Individual & Institutional Services, LLC	3,479	$45.1 萬	0.00%
Belpointe Asset Management LLC	3,396	$44.0 萬	0.02%
Aquatic Capital Management LLC	3,165	$41.0 萬	0.01%
FORA Capital, LLC	3,035	$39.3 萬	0.03%
Sanchez Gaunt Capital Management, LLC	2,772	$35.9 萬	0.22%
CIBC Bancorp USA Inc.	2,761	$35.8 萬	0.00%
DnB Asset Management AS	2,577	$33.4 萬	0.00%
Holocene Advisors, LP	2,424	$31.4 萬	0.00%
AlphaGrep UK Ltd	2,406	$31.2 萬	0.09%
Gsa Capital Partners LLP	2,372	$30.8 萬	0.02%
Keebeck Wealth Management, LLC	2,243	$29.1 萬	0.03%
Sovran Advisors, LLC	1,278	$27.8 萬	0.02%
Fiduciary Financial Group, LLC	2,119	$27.5 萬	0.04%
Rebalance, LLC	2,000	$25.9 萬	0.02%
Brinker Capital Investments, LLC	1,988	$25.8 萬	0.00%
Equitable Trust Co	1,958	$25.4 萬	0.01%
Verus Capital Partners, LLC	1,895	$24.6 萬	0.02%
GTS Securities LLC	1,733	$22.5 萬	0.01%
Abacus Wealth Partners, LLC	1,691	$21.9 萬	0.02%
Avestar Capital, LLC	1,570	$20.4 萬	0.01%
Archer Investment Corp	1,200	$15.6 萬	0.03%
State of Wyoming	905	$11.7 萬	0.01%
Public Employees Retirement System of Ohio	833	$10.8 萬	0.00%
Aster Capital Management (DIFC) Ltd	1,223	$9.32 萬	0.03%
Harbor Capital Advisors, Inc.	190	$2.50 萬	0.00%
Twin Peaks Wealth Advisors, LLC	140	$1.81 萬	0.00%
Advisory Services Network, LLC	138	$1.79 萬	0.00%
McIlrath & Eck, LLC	118	$1.53 萬	0.00%
Private Wealth Asset Management, LLC	111	$1.44 萬	0.00%
Harbor Investment Advisory, LLC	100	$1.30 萬	0.00%
First Horizon Corp	98	$1.27 萬	0.00%
Acumen Wealth Advisors, LLC	91	$1.18 萬	0.00%
TIAA Wealth Investment Management LLC	71	$9,204	0.00%
Private Trust Co NA	53	$6,871	0.00%
JPL Wealth Management, LLC	31	$4,020	0.00%
NBC Securities, Inc.	24	$3,111	0.00%
CVA Family Office, LLC	18	$2,334	0.00%
Dogwood Wealth Management LLC	16	$2,074	0.00%
Intentional Wealth Strategies, LLC	13	$1,685	0.00%
Barrow Hanley Mewhinney & Strauss LLC	6	$778	0.00%
MCF Advisors LLC	6	$778	0.00%
Bogart Wealth, LLC	4	$519	0.00%
Vermillion Wealth Management, Inc.	4	$519	0.00%
Frazier Financial Advisors, LLC	4	$519	0.00%
Curio Wealth, LLC	2	$259	0.00%

清倉機構（68 家）

2025 年第 4 季季末持有 Sanmina Corp、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 SANM 的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Arrowstreet Capital, Limited Partnership	475,151	$7,131 萬
T. Rowe Price Investment Management, Inc.	223,804	$3,359 萬
Castleark Management LLC	72,459	$1,087 萬
Towle & Co	58,546	$878.6 萬
EAM Investors, LLC	48,174	$722.9 萬
Ardsley Advisory Partners LP	45,200	$678.3 萬
Gotham Asset Management, LLC	42,338	$635.4 萬
Concurrent Investment Advisors, LLC	37,379	$560.9 萬
Renaissance Technologies LLC	26,833	$402.7 萬
Liontrust Investment Partners LLP	21,006	$315.2 萬
Assenagon Asset Management S.A.	19,573	$293.7 萬
Verition Fund Management LLC	18,214	$273.3 萬
Capital Fund Management S.A.	16,885	$253.4 萬
Bosman Wealth Management, LLC	15,634	$234.6 萬
First Eagle Investment Management, LLC	15,377	$230.8 萬
Gamco Investors, Inc. Et Al	12,890	$193.4 萬
Horizon Investments, LLC	11,828	$177.5 萬
Quest Partners LLC	10,576	$158.7 萬
Loomis Sayles & Co L P	10,033	$150.6 萬
Level Four Advisory Services, LLC	9,417	$141.3 萬
Walleye Trading LLC	8,980	$134.8 萬
Sphera Management Technology Funds Ltd	8,000	$120.1 萬
Janney Montgomery Scott LLC	7,360	$110.5 萬
Mutual Advisors, LLC	6,751	$101.3 萬
Guggenheim Capital LLC	5,771	$86.6 萬
Canada Pension Plan Investment Board	5,400	$81.0 萬
Marathon Capital Management	5,000	$75.0 萬
Banque Pictet & Cie SA	4,849	$72.8 萬
Atom Investors LP	4,344	$65.2 萬
Simplex Trading, LLC	4,328	$65.0 萬
Ethic Inc.	4,192	$62.9 萬
Caxton Associates LLP	4,122	$61.9 萬
Tiaa Trust, National Association	3,600	$54.0 萬
Mackenzie Financial Corp	3,397	$51.5 萬
Park Avenue Securities LLC	3,248	$48.7 萬
Highland Capital Management, LLC	3,153	$47.3 萬
Ieq Capital, LLC	2,639	$39.6 萬
Grantham, Mayo, Van Otterloo & Co. LLC	2,618	$39.3 萬
EntryPoint Capital, LLC	2,583	$38.8 萬
Forum Financial Management, LP	2,431	$36.5 萬
Fox Run Management, L.L.C.	2,225	$33.4 萬
Polymer Capital Management (US) LLC	2,029	$30.4 萬
Kestra Private Wealth Services, LLC	1,936	$29.1 萬
Blueshift Asset Management, LLC	1,895	$28.4 萬
CAPROCK Group, Inc.	1,871	$28.1 萬
CWA Asset Management Group, LLC	1,826	$27.4 萬
Apollon Wealth Management, LLC	1,742	$26.1 萬
QRG Capital Management, Inc.	1,715	$25.7 萬
Exchange Traded Concepts, LLC	1,648	$24.7 萬
Two Sigma Advisers, LP	1,600	$24.0 萬
PharVision Advisers, LLC	1,541	$23.1 萬
Markin Volterra Fund LP	1,489	$22.3 萬
Sigma Planning Corp	1,460	$21.9 萬
Hollencrest Capital Management	1,423	$21.4 萬
OP Asset Management Ltd	601	$9.02 萬
Kestra Advisory Services, LLC	397	$5.96 萬
Meeder Asset Management Inc	270	$4.05 萬
Employees Retirement System of Texas	260	$3.90 萬
Matrix Trust Co	182	$2.70 萬
SageView Advisory Group, LLC	160	$2.40 萬
High Note Wealth, LLC	48	$7,203
Greenline Wealth Management LLC	48	$7,139
CoreCap Advisors, LLC	38	$5,703
Tompkins Financial Corp	17	$2,551
Rakuten Securities, Inc.	13	$1,951
Flagship Harbor Advisors, LLC	8	$1,201
Larson Financial Group LLC	3	$450
Dunhill Financial, LLC	1	$108

尚未申報 2026 年第 1 季的機構（7 家）

2025 年第 4 季季末持有 Sanmina Corp、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 SANM、尚未申報 2026 年第 1 季的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Vanguard Group Inc	6,782,467	$10.2 億
Norges Bank	678,024	$1.02 億
Comerica Bank	40,381	$606.0 萬
CIBC World Markets Corp	3,459	$51.9 萬
EMC Capital Management	3,329	$50.0 萬
Global Retirement Partners, LLC	123	$1.85 萬
CIBC Private Wealth Group, LLC	81	$1.22 萬