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SG

Sankala Group Portfolio holdings

AUM $150M
This Fund
S&P 500
This Quarter Est. Return
+8.8%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$27.4M
Cap. Flow
+$16.6M
Cap. Flow %
11.06%
Top 10 Hldgs %
29.13%
Holding
655
New
100
Increased
174
Reduced
131
Closed
24

Top Buys

Rank Stock Value
1
ALB icon
Albemarle
ALB
+$1.4M
2
RYN icon
Rayonier
RYN
+$770K
3
IAUM icon
iShares Gold Trust Micro
IAUM
+$740K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$713K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$670K

Top Sells

Rank Stock Value
1
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$2.08M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.14M
3
ATKR icon
Atkore
ATKR
+$724K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K
5
BLBD icon
Blue Bird Corp
BLBD
+$295K

Sector Composition

Rank Sector Weight
1 Miscellaneous 78.33%
2 Technology 6.36%
3 Consumer Discretionary 2.86%
4 Healthcare 2.2%
5 Materials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFLO icon
1
iShares Treasury Floating Rate Bond ETF
TFLO
$6.89B
$7.01M 4.68%
138,507
-6,171
-4% -$312K
DVY icon
2
iShares Select Dividend ETF
DVY
$22.5B
$5.26M 3.51%
31,801
+1,161
+4% +$179K
SLYV icon
3
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.82B
$5.12M 3.42%
46,415
+3,178
+7% +$327K
GLDM icon
4
SPDR Gold MiniShares Trust
GLDM
$31.6B
$5.03M 3.35%
58,346
+6,335
+12% +$566K
SCHO icon
5
Schwab Short-Term US Treasury ETF
SCHO
$15.3B
$4.75M 3.17%
197,025
+416
+0.2% +$10.1K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$1.06T
$4.19M 2.8%
5,938
+39
+0.7% +$26K
EDV icon
7
Vanguard World Funds Extended Duration ETF
EDV
$3.56B
$3.95M 2.64%
67,078
+11,154
+20% +$713K
MSFT icon
8
Microsoft
MSFT
$3.83T
$2.92M 1.95%
6,050
+443
+8% +$179K
GOVZ icon
9
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$316M
$2.82M 1.88%
85,400
+14,314
+20% +$518K
IEMG icon
10
iShares Core MSCI Emerging Markets ETF
IEMG
$164B
$2.59M 1.73%
32,529
-1,022
-3% -$81.5K
USFR icon
11
WisdomTree Floating Rate Treasury Fund
USFR
$19.5B
$2.54M 1.7%
50,339
-22,535
-31% -$1.14M
IAUM icon
12
iShares Gold Trust Micro
IAUM
$6.79B
$2.31M 1.54%
53,284
+16,453
+45% +$740K
EMQQ icon
13
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$234M
$2.25M 1.5%
66,655
+11,352
+21% +$374K
IVV icon
14
iShares Core S&P 500 ETF
IVV
$848B
$2.23M 1.49%
2,892
-135
-4% -$98.3K
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.22T
$2.12M 1.41%
6,156
+875
+17% +$315K
CAOS icon
16
Alpha Architect Tail Risk ETF
CAOS
$682M
$2.09M 1.4%
23,122
-165
-0.7% -$14.9K
SMH icon
17
VanEck Semiconductor ETF
SMH
$78.6B
$1.87M 1.25%
3,305
+1,191
+56% +$650K
NVDA icon
18
NVIDIA
NVDA
$5.45T
$1.86M 1.24%
8,493
+907
+12% +$186K
EWA icon
19
iShares MSCI Australia ETF
EWA
$1.26B
$1.71M 1.14%
57,847
+2,600
+5% +$75.4K
RYN icon
20
Rayonier
RYN
$5.69B
$1.68M 1.12%
80,488
+36,743
+84% +$770K
EWG icon
21
iShares MSCI Germany ETF
EWG
$1.59B
$1.66M 1.11%
37,977
+2,321
+7% +$97.6K
DFJ icon
22
WisdomTree Japan SmallCap Dividend Fund
DFJ
$457M
$1.62M 1.08%
14,363
-19,726
-58% -$2.08M
EWUS icon
23
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$41.1M
$1.61M 1.08%
35,614
+2,311
+7% +$97.6K
ALB icon
24
Albemarle
ALB
$13.1B
$1.58M 1.06%
11,972
+7,942
+197% +$1.4M
IYH icon
25
iShares US Healthcare ETF
IYH
$3.88B
$1.51M 1.01%
21,008
+3,030
+17% +$190K
1
2 3 4 5

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Sankala Group's Q2 2026 Portfolio in Review

As of Q2 2026, Sankala Group held 655 positions worth $150M, up 22% from $122M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Sankala Group deployed $16.6M of net new capital in Q2 2026, opening 100 new positions and adding to 174 existing holdings. Its largest new stake was Roundhill Memory ETF: 6,572 shares worth $361K.

By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, down from 79% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was WisdomTree Japan SmallCap Dividend Fund, an estimated $2.08M trimmed.

  • Sankala Group's largest Q2 2026 buy was Roundhill Memory ETF: 6,572 shares worth $361K.
  • Sankala Group added most to Albemarle in Q2 2026, an estimated $1.4M increase.
  • Sankala Group's biggest Q2 2026 reduction was WisdomTree Japan SmallCap Dividend Fund, cutting an estimated $2.08M.
  • Sankala Group fully exited Atkore in Q2 2026, selling an estimated $724K.
  • Sankala Group's ten largest holdings make up 29% of its $150M portfolio in Q2 2026.
  • Sankala Group opened 100 new positions and closed 24 in Q2 2026.
  • Sankala Group's portfolio value rose 22% quarter-over-quarter to $150M.

Based on Sankala Group's 13F filing for Q2 2026, filed 18 Aug 2026.