ASSETMARK, INC

Position in SANM — Sanmina Corp

CIK 1344551 CONCORD, CA

Position in SANM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$15,840,530

+$5,589,636 QoQ

Shares Held

62,591

-20.8% QoQ

Ownership

0.117%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#81

of 573 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ASSETMARK, INC holds $105,420,865 across 20 Electronic Components names. SANM ranks #3 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APH	Amphenol Corp /De/	540,682	$47,666,525
2	GLW	Corning Inc /Ny	81,342	$20,777,187
3	SANM	Sanmina Corp This page	62,591	$15,840,530
4	CLS	Celestica Inc	27,389	$9,991,507
5	FLEX	Flex Ltd.	25,063	$4,061,960
6	FN	Fabrinet	4,875	$2,740,140
7	TEL	TE Connectivity plc	9,776	$1,970,939
8	TTMI	Ttm Technologies Inc	6,111	$1,142,879

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,840,530	62,591	-20.8%	Shares	Sole	2026-07-30
2026-03-31	$10,250,894	79,072	+8.8%	Shares	Sole	2026-05-06
2025-12-31	$10,905,286	72,668	-12.6%	Shares	Sole	2026-01-23
2025-09-30	$9,566,561	83,108	-3.5%	Shares	Sole	2025-11-06
2025-06-30	$8,421,108	86,079	-7.8%	Shares	Sole	2025-08-04
2025-03-31	$7,115,516	93,404	+4.2%	Shares	Sole	2025-05-06
2024-12-31	$6,782,453	89,632	+8.7%	Shares	Sole	2025-02-06
2024-09-30	$5,643,154	82,442	+10.2%	Shares	Sole	2024-11-01
2024-06-30	$4,957,620	74,832	+7.7%	Shares	Sole	2024-08-13
2024-03-31	$4,318,711	69,455	+8.5%	Shares	Sole	2024-05-07
2023-12-31	$3,287,680	64,000	+8.3%	Shares	Sole	2024-02-09
2023-09-30	$3,208,436	59,109	-2.4%	Shares	Sole	2023-10-27
2023-06-30	$3,649,469	60,552	+2.8%	Shares	Defined	2023-08-11
2023-03-31	$3,593,286	58,916	+7.5%	Shares	Defined	2023-05-05
2022-12-31	$3,138,861	54,789	+8.0%	Shares	Defined	2023-02-10
2022-09-30	$2,337,361	50,724	+5.6%	Shares	Sole	2022-11-01
2022-06-30	$1,955,813	48,019	+6.1%	Shares	Sole	2022-08-03
2022-03-31	$1,829,045	45,251	+3.9%	Shares	Sole	2022-05-13
2021-12-31	$1,805,997	43,560	+7.5%	Shares	Sole	2022-02-14
2021-09-30	$1,562,373	40,539	+12.2%	Shares	Sole	2021-11-12
2021-06-30	$1,407,507	36,127	+14.6%	Shares	Sole	2021-08-16
2021-03-31	$1,304,835	31,533	+30.9%	Shares	Sole	2021-05-14
2020-12-31	$768,453	24,097	+18.4%	Shares	Sole	2021-02-10
2020-09-30	$550,521	20,352	+84.9%	Shares	Sole	2020-11-13
2020-06-30	$275,690	11,010	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.