Position in SANM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$450,482
+$217,908 QoQ
Shares Held
1,780
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 571 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $5,098,140 across 12 Electronic Components names. SANM ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
5,061 | $1,292,731 | |
| 2 | FN |
Fabrinet
|
1,173 | $659,319 | |
| 3 | TTMI |
Ttm Technologies Inc
|
3,392 | $634,371 | |
| 4 | SANM |
Sanmina Corp
This page
|
1,780 | $450,482 | |
| 5 | TEL |
TE Connectivity plc
|
2,092 | $421,768 | |
| 6 | LFUS |
Littelfuse Inc /De
|
817 | $372,004 | |
| 7 | FLEX |
Flex Ltd.
|
1,912 | $309,877 | |
| 8 | VICR |
Vicor Corp
|
766 | $290,911 |
All Filings in SANM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,482 | 1,780 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $232,574 | 1,794 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $273,277 | 1,821 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $223,658 | 1,943 | Shares | Sole | 2025-11-14 | |
| 2023-03-31 | $206,268 | 3,382 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||