We are live on ! Find out more
SG

Sankala Group Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
-$2.63M
Cap. Flow
+$6.01M
Cap. Flow %
4.91%
Top 10 Hldgs %
34.6%
Holding
581
New
11
Increased
143
Reduced
93
Closed
26

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.82M
2
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$1.78M
3
AFSS
AmTrust Financial Services, Inc.
AFSS
+$282K
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$253K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$241K

Top Sells

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$522K
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$102K
3
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$88K
4
AVGO icon
Broadcom
AVGO
+$81.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$61.9K

Sector Composition

Rank Sector Weight
1 Technology 5.53%
2 Consumer Discretionary 2.81%
3 Healthcare 2.07%
4 Consumer Staples 2.04%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHO icon
226
Invesco Water Resources ETF
PHO
$2.09B
$51.7K 0.04%
781
– –
NOW icon
227
ServiceNow
NOW
$132B
$49.6K 0.04%
500
– –
EEM icon
228
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$49.1K 0.04%
884
– –
SM icon
229
SM Energy
SM
$7.55B
$49K 0.04%
1,500
-1,500
-50% -$34.2K
SJM icon
230
J.M. Smucker
SJM
$12.6B
$48.4K 0.04%
500
+30
+6% +$3.14K
REGN icon
231
Regeneron Pharmaceuticals
REGN
$83.2B
$48K 0.04%
64
-1
-2% -$766
DLTR icon
232
Dollar Tree
DLTR
$24.9B
$47.6K 0.04%
444
-66
-13% -$8.06K
MGK icon
233
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$46.7K 0.04%
650
+350
+117% +$27.5K
CHD icon
234
Church & Dwight Co
CHD
$24.5B
$46K 0.04%
487
+26
+6% +$2.5K
NFE icon
235
New Fortress Energy
NFE
$97.8M
$45.6K 0.04%
71,076
+10,000
+16% +$11.7K
IJS icon
236
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$45.3K 0.04%
385
– –
ETHE
237
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$45K 0.04%
2,765
-93
-3% -$1.82K
DHR icon
238
Danaher
DHR
$147B
$44.1K 0.04%
240
– –
PTLC icon
239
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
$43.2K 0.04%
826
-545
-40% -$30.2K
BKT icon
240
BlackRock Income Trust
BKT
$342M
$43K 0.04%
4,096
– –
DORM icon
241
Dorman Products
DORM
$3.95B
$43K 0.04%
407
+8
+2% +$953
INCO icon
242
Columbia India Consumer ETF
INCO
$238M
$42.3K 0.03%
783
– –
KWEB icon
243
KraneShares CSI China Internet ETF
KWEB
$5.76B
$42.2K 0.03%
1,501
-148
-9% -$4.85K
LRCX icon
244
Lam Research
LRCX
$383B
$42.2K 0.03%
196
+12
+7% +$2.68K
VRT icon
245
Vertiv
VRT
$104B
$41.7K 0.03%
164
– –
MDB icon
246
MongoDB
MDB
$33.5B
$40.6K 0.03%
173
– –
ORCL icon
247
Oracle
ORCL
$435B
$40.4K 0.03%
287
+7
+3% +$1.14K
SPGI icon
248
S&P Global
SPGI
$121B
$40.1K 0.03%
98
– –
TXN icon
249
Texas Instruments
TXN
$256B
$39.5K 0.03%
206
– –
TMO icon
250
Thermo Fisher Scientific
TMO
$222B
$39.2K 0.03%
82
– –
8 9
10
11 12

Similar funds

VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
OCM
Osbon Capital Management Boston, Massachusetts $123M AUM
MSAGDF
Moneda SA Administradora General de Fondos Las Condes, Santiago, Chile $123M AUM 24.42% 1-Year Est. Return
GAFA
Garton & Associates Financial Advisors Louisville, Kentucky $122M AUM
KAM
Karani Asset Management New York $122M AUM 30.61% 1-Year Est. Return
MFC
Miramar Fiduciary Corp Reno, Nevada $122M AUM 30.38% 1-Year Est. Return
BCM
Boreal Capital Management Miami, Florida $123M AUM 13.64% 1-Year Est. Return
APC
Aristotle Pacific Capital Newport Beach, California $123M AUM 0.73% 1-Year Est. Return

Sankala Group's Q1 2026 Portfolio in Review

As of Q1 2026, Sankala Group held 581 positions worth $122M, down 2.1% from $125M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Sankala Group deployed $6.01M of net new capital in Q1 2026, opening 11 new positions and adding to 143 existing holdings. Its largest new stake was AmTrust Financial Services, Inc.: 17,434 shares worth $282K.

By sector, the portfolio is most concentrated in Technology at 5.5% of assets, down from 5.9% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was iShares Expanded Tech-Software Sector ETF, an estimated $522K trimmed.

  • Sankala Group's largest Q1 2026 buy was AmTrust Financial Services, Inc.: 17,434 shares worth $282K.
  • Sankala Group added most to WisdomTree Floating Rate Treasury Fund in Q1 2026, an estimated $1.82M increase.
  • Sankala Group's biggest Q1 2026 reduction was iShares Expanded Tech-Software Sector ETF, cutting an estimated $522K.
  • Sankala Group fully exited Cheniere Energy in Q1 2026, selling an estimated $42K.
  • Sankala Group's ten largest holdings make up 35% of its $122M portfolio in Q1 2026.
  • Sankala Group opened 11 new positions and closed 26 in Q1 2026.
  • Sankala Group's portfolio value fell 2.1% quarter-over-quarter to $122M.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.