We are live on ! Find out more
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
TMO icon
251
Thermo Fisher Scientific
TMO
$249B
$48.5K 0.03%
82
– –
INCO icon
252
Columbia India Consumer ETF
INCO
$221M
$48.5K 0.03%
783
– –
DHR icon
253
Danaher
DHR
$158B
$48.3K 0.03%
240
– –
IMTM icon
254
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.32B
$45.6K 0.03%
851
-458
-35% -$23.9K
KLAC icon
255
KLA
KLAC
$245B
$44.9K 0.03%
233
+43
+23% +$8.54K
BX icon
256
Blackstone
BX
$88.9B
$41.6K 0.03%
294
– –
SPGI icon
257
S&P Global
SPGI
$119B
$41.3K 0.03%
98
– –
ETHE
258
Grayscale Ethereum Staking ETF Shares
ETHE
$2.05B
$41.2K 0.03%
2,674
-91
-3% -$1.52K
ASML icon
259
ASML
ASML
$670B
$41.1K 0.03%
23
+1
+5% +$1.59K
MAR icon
260
Marriott International
MAR
$91.8B
$40.9K 0.03%
114
– –
OUSA icon
261
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$723M
$40.8K 0.03%
659
+17
+3% +$982
ORCL icon
262
Oracle
ORCL
$415B
$40.7K 0.03%
283
-4
-1% -$725
SHOP icon
263
Shopify
SHOP
$183B
$40K 0.03%
272
– –
LSCC icon
264
Lattice Semiconductor
LSCC
$18.2B
$40K 0.03%
325
– –
GM icon
265
General Motors
GM
$72.5B
$39.8K 0.03%
473
– –
STRA icon
266
Strategic Education
STRA
$1.7B
$38.8K 0.03%
471
– –
FDM icon
267
First Trust Dow Jones Select MicroCap Index Fund
FDM
$262M
$37.7K 0.03%
+400
New +$35K
IVE icon
268
iShares S&P 500 Value ETF
IVE
$49.3B
$37.7K 0.03%
159
– –
LRND icon
269
New York Life Investments ETF Trust NYLIM U.S. Large Cap R&D Leaders ETF
LRND
$461M
$37.5K 0.03%
810
+240
+42% +$10.3K
MRSH
270
Marsh
MRSH
$81.7B
$37.3K 0.02%
199
– –
SNDK
271
Sandisk
SNDK
$260B
$37.1K 0.02%
+23
New +$32.8K
BSVO icon
272
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.38B
$37K 0.02%
+1,242
New +$34.2K
PIE icon
273
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$257M
$36.7K 0.02%
1,116
-399
-26% -$12.4K
O icon
274
Realty Income
O
$52.5B
$35.6K 0.02%
572
– –
KWEB icon
275
KraneShares CSI China Internet ETF
KWEB
$4.69B
$35.4K 0.02%
1,319
-182
-12% -$5.04K
9 10
11
12 13

Similar funds

SSCM
Sovereign's Capital Management Atlanta, Georgia $150M AUM 6.25% 1-Year Est. Return
PA
PW Advisors Tallahassee, Florida $150M AUM
TPW
Turn8 Private Wealth Pointe Claire $150M AUM 23.96% 1-Year Est. Return
PF
PlanVest Financial Gaithersburg, Maryland $150M AUM
SHFC
Safe Harbor Family Capital Chapel Hill, North Carolina $150M AUM
AIM
Axiom Investment Management New York $150M AUM
PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
BCCM
Black Cypress Capital Management Ponte Vedra Beach, Florida $150M AUM 22.88% 1-Year Est. Return

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.