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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
MGK icon
226
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.8B
$58.8K 0.04%
659
+9
+1% +$768
HD icon
227
Home Depot
HD
$292B
$58.8K 0.04%
173
– –
QLTY icon
228
GMO US Quality ETF
QLTY
$5.19B
$58.2K 0.04%
1,358
+606
+81% +$24.3K
EEM icon
229
iShares MSCI Emerging Markets ETF
EEM
$31.6B
$57.8K 0.04%
884
– –
RSG icon
230
Republic Services
RSG
$64.9B
$57.8K 0.04%
265
– –
DLTR icon
231
Dollar Tree
DLTR
$21.4B
$56.4K 0.04%
430
-14
-3% -$1.46K
ERTH icon
232
Invesco MSCI Sustainable Future ETF
ERTH
$125M
$56.1K 0.04%
1,204
+32
+3% +$1.57K
FEMS icon
233
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$226M
$55.8K 0.04%
1,225
-529
-30% -$24.8K
TXN icon
234
Texas Instruments
TXN
$254B
$55.7K 0.04%
206
– –
PHO icon
235
Invesco Water Resources ETF
PHO
$1.92B
$55.6K 0.04%
781
– –
NOW icon
236
ServiceNow
NOW
$140B
$55.1K 0.04%
455
-45
-9% -$4.46K
XYL icon
237
Xylem
XYL
$24B
$54.3K 0.04%
475
-475
-50% -$54.8K
DORM icon
238
Dorman Products
DORM
$3.68B
$54.2K 0.04%
407
– –
LITP icon
239
Sprott Lithium Miners ETF
LITP
$34.4M
$53.9K 0.04%
4,800
+161
+3% +$2.46K
IJS icon
240
iShares S&P Small-Cap 600 Value ETF
IJS
$7.76B
$53.3K 0.04%
385
– –
REGN icon
241
Regeneron Pharmaceuticals
REGN
$81.1B
$52.2K 0.03%
64
– –
IYW icon
242
iShares US Technology ETF
IYW
$26.6B
$51.4K 0.03%
206
+100
+94% +$23K
VRT icon
243
Vertiv
VRT
$97.5B
$51.3K 0.03%
189
+25
+15% +$7.93K
BKT icon
244
BlackRock Income Trust
BKT
$310M
$51.1K 0.03%
4,911
+815
+20% +$8.62K
WES icon
245
Western Midstream Partners
WES
$18.8B
$49.7K 0.03%
+1,000
New +$43.1K
PTLC icon
246
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$49.4K 0.03%
826
– –
ANET icon
247
Arista Networks
ANET
$260B
$49.3K 0.03%
254
+3
+1% +$471
PDI icon
248
PIMCO Dynamic Income Fund
PDI
$6.62B
$49K 0.03%
3,234
+123
+4% +$2.09K
BKCH icon
249
Global X Blockchain ETF
BKCH
$304M
$48.8K 0.03%
786
-212
-21% -$16.8K
CHD icon
250
Church & Dwight Co
CHD
$22.9B
$48.8K 0.03%
491
+4
+0.8% +$382
8 9
10
11 12

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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.