Position in SANM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,206,797
+$4,239,900 QoQ
Shares Held
36,379
-5.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#107
of 573 holders
Holding Since
Mar 2023
7 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, 2026LEUTHOLD GROUP, LLC holds $65,770,867 across 7 Electronic Components names. SANM ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLEX |
Flex Ltd.
|
123,091 | $19,949,358 | |
| 2 | JBL |
Jabil Inc
|
40,469 | $15,599,990 | |
| 3 | SANM |
Sanmina Corp
This page
|
36,379 | $9,206,797 | |
| 4 | PLXS |
Plexus Corp
|
25,054 | $7,532,986 | |
| 5 | TEL |
TE Connectivity plc
|
30,305 | $6,109,791 | |
| 6 | BHE |
Benchmark Electronics Inc
|
46,811 | $4,618,841 | |
| 7 | CTS |
Cts Corp
|
42,232 | $2,753,104 |
All Filings in SANM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,206,797 | 36,379 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,966,897 | 38,313 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,651,636 | 37,660 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,315,704 | 37,492 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,542,228 | 36,208 | Shares | Sole | 2025-08-13 | |
| 2023-06-30 | $2,849,866 | 47,285 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,988,449 | 48,999 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||