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SANM · Sanmina Corp
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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SANM

SANMINA CORP
SEMICONDUCTORS & ELECTRONICS · PRINTED CIRCUIT BOARDS · CIK 0000897723
FORM 144 · 1☆ WATCH
INSIDER NET · 180D
-$38.0M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
322
13F, latest reported quarter
REVENUE GROWTH
+7.4%
XBRL, annual
NET MARGIN
3.0%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$38.0M over 180 days
-$24.3K over 90 days
below 77% of Semiconductors & Electronics
CONGRESS
no member of Congress has reported trading it
FUNDS
322 funds added or opened last quarter
more than 79% of Semiconductors & Electronics
REVENUE
+7.4% year over year
below 52% of Semiconductors & Electronics
MARGIN
3.0% net margin
more than 63% of Semiconductors & Electronics
BUYBACKS
no share repurchases reported
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$38.0M across 7 people in 180 days.
322 funds added or opened positions in the latest 13F quarter, of 575 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +60.3%
+60.3%12M
-3%+45%+93%+141%2025-092025-102025-122026-032026-052026-072026-09 2026-05-06 · SOLA JURE sold $27.1M2026-04-29 · Licata Joseph G Jr sold $3.5M2026-04-29 · Licata Joseph G Jr sold $2.1M2026-02-05 · Mason Charlie sold $1.9M2026-02-24 · Faust Jonathan P sold $1.6M2026-05-29 · Faust Jonathan P sold $1.3M2026-05-29 · Faust Jonathan P sold $1.3M2026-05-26 · REID ALAN McWILLIAMS sold $1.3M2026-02-13 · REID ALAN McWILLIAMS sold $519.6K2026-02-19 · Sankaran Mythili sold $499.7K2026-04-30 · Venkatesh Vishnu sold $484.1K2026-05-08 · REID ALAN McWILLIAMS sold $248.6K2026-02-26 · REID ALAN McWILLIAMS sold $241.0K2026-05-04 · REID ALAN McWILLIAMS sold $225.0K2026-05-01 · REID ALAN McWILLIAMS sold $218.2K2026-02-24 · Hedley David V III sold $166.2K2026-05-01 · Hedley David V III sold $109.8K2025-12-17 · Venkatesh Vishnu sold $103.3K2026-01-30 · Loparco Michael J bought $99.7K2026-08-28 · Johnson Susan A sold $24.3K2026-08-28 · SUSAN ANNE JOHNSON filed to sell $24.3K
INSIDER BUYINSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $38.0M sold by insiders over 180 days, 322 funds added last quarter, $24.3K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
NVDACRDOVICRMPWRVPLMALABPIMTSIMUAIPAVGOMSI
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, SANMINA CORP insiders sold a net $38.0M of stock across 88 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Johnson Susan A
Director
SELL
2026-08-28
120.0
$24.3K
Faust Jonathan P
EVP & CFO
SELL
2026-05-29
5,038.0
$1.3M
Faust Jonathan P
EVP & CFO
SELL
2026-05-29
5,038.0
$1.3M
REID ALAN McWILLIAMS
EVP, Global Human Resources
SELL
2026-05-26
5,000.0
$1.3M
REID ALAN McWILLIAMS
EVP, Global Human Resources
SELL
2026-05-08
1,000.0
$248.6K
88 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
FMR LLC
8,032,556.0 sh
$2.0B
BlackRock, Inc.
5,495,109.0 sh
$1.4B
VANGUARD PORTFOLIO MANAGEMENT LLC
3,051,029.0 sh
$772.2M
VANGUARD CAPITAL MANAGEMENT LLC
2,327,693.0 sh
$589.1M
Invesco Ltd.
2,166,769.0 sh
$548.4M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
SUSAN ANNE JOHNSON
FILED 2026-08-28
$24.3K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Hennessy Cornerstone Mid Cap 30 Fund
$66.4M POSITION · AS OF 2026-04-30
5.2%
Aztlan North America Nearshoring Stock Selection ETF
$1.3M POSITION · AS OF 2026-04-30
4.7%
Fidelity Series Small Cap Discovery Fund
$87.0M POSITION · AS OF 2026-04-30
4.4%
Fidelity Small Cap Discovery Fund
$93.6M POSITION · AS OF 2026-04-30
4.2%
Invesco S&P SmallCap Information Technology ETF
$14.7M POSITION · AS OF 2026-02-28
4.0%
Fidelity Small Cap Stock Fund
$43.0M POSITION · AS OF 2026-04-30
3.3%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Mr. Sola
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$18.2M
$45.9M
$3.2M
+330%
+338%
2024
$16.6M
$27.2M
$3.4M
+159%
+197%
2023
$14.9M
$18.7M
$2.2M
+104%
+102%
2022
$16.8M
$20.8M
$1.6M
+74%
+31%
2021
$14.5M
$16.7M
$2.0M
+48%
+80%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-092024-092023-092022-10
REVENUE$8.1B$7.6B$8.9B$7.9B
GROSS PROFIT$716.4M$640.4M$743.2M$622.2M
OPERATING INCOME$354.6M$335.5M$455.7M$349.5M
NET INCOME$245.9M$222.5M$310.0M$240.4M
EPS (DILUTED)4.463.915.183.81
OPERATING CASH FLOW$620.7M$340.2M$235.2M$330.9M
CASH$926.3M$625.9M$667.6M$529.9M
LONG-TERM DEBT$283.0M$299.8M$312.3M$329.2M
BUYBACKS———$331.1M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →