Position in SANM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$223,975
New position
Shares Held
885
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 571 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electronic Components
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $10,211,654 across 7 Electronic Components names. SANM ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLW |
Corning Inc /Ny
|
10,687 | $2,729,780 | |
| 2 | CLS |
Celestica Inc
|
6,500 | $2,371,200 | |
| 3 | FLEX |
Flex Ltd.
|
12,305 | $1,994,271 | |
| 4 | APH |
Amphenol Corp /De/
|
17,064 | $1,504,362 | |
| 5 | JBL |
Jabil Inc
|
1,808 | $696,947 | |
| 6 | TEL |
TE Connectivity plc
|
3,428 | $691,119 | |
| 7 | SANM |
Sanmina Corp
This page
|
885 | $223,975 |
All Filings in SANM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,975 | 885 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||