Sanmina Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−17.46%
vs ±17.5% implied · ×1.00
shaded = implied · ▲▼ = realized
Linked news
No other changes.
No other changes.
Same SIC code · 6
Same SEC industry code: Flex Ltd., Jabil Inc, TTM Technologies Inc and 3 more; of Sanmina Corp's 6 closest co-movers, 5 share that code.
Same SIC code · 6
Same SEC industry code: Flex Ltd., Jabil Inc, TTM Technologies Inc and 3 more; of Sanmina Corp's 6 closest co-movers, 5 share that code.
Annual filing, covered
10-K parsed · Nov 13 '25
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Nov 13 '25
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Tall tick = annual report · Source: EDGAR
No thesis.
Sanmina Corp
165.00
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems. In addition, the company provides interconnect systems, such as printed circuit board fabrication, backplane, cable assemblies, and plastic injection moldings; mechanical systems comprising enclosures and precision machining; memory, storage platforms, radio frequency, optical, and microelectronic solutions; defense and aerospace products; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud solutions industries. Sanmina Corporation was founded in 1980 and is headquartered in San Jose, California.
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services worldwide. It operates in two businesses, Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engages in the manufacturing of components, subassemblies, and complete systems. In addition, the company provides interconnect systems, such as printed circuit board fabrication, backplane, cable assemblies, and plastic injection moldings; mechanical systems comprising enclosures and precision machining; memory, storage platforms, radio frequency, optical, and microelectronic solutions; defense and aerospace products; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud solutions industries. Sanmina Corporation was founded in 1980 and is headquartered in San Jose, California.
| Manager | Value | % base | |
|---|---|---|---|
| FMR | $2.0B | 15.72% | +10.69% |
| BlackRockindex-like | $1.4B | 10.75% | −36.05% |
| Vanguard Portfolioindex-like | $772.2M | 5.97% | −24.21% |
| Vanguardindex-like | $589.1M | 4.55% | −1.04% |
| Invesco | $548.4M | 4.24% | new |
| Manager | Value | % base | |
|---|---|---|---|
| FMR | $2.0B | 15.72% | +10.69% |
| BlackRockindex-like | $1.4B | 10.75% | −36.05% |
| Vanguard Portfolioindex-like | $772.2M | 5.97% | −24.21% |
| Vanguardindex-like | $589.1M | 4.55% | −1.04% |
| Invesco | $548.4M | 4.24% | new |
Bull2
Bear1
—
Expected move
Inputs8Q avg ±12.6%·×0.94·fair
straddle ±15.2%
spot 165.57exp Nov 20ATM strike 165ATM straddle 29.65IV 94%