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Sankala Group Portfolio holdings
AUM
$153M
Turnover
22.29%
1-Year Est. Return
13.24%
This Fund
S&P 500
This Quarter Est. Return
+1.66%
1 Year Est. Return
+13.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$153M
AUM Growth
+$3.23M
(+2.2%)
Cap. Flow
+$4.67M
Cap. Flow % of AUM
Cap. Flow %
3.05%
Top 10 Holdings %
Top 10 Hldgs %
28.59%
Holding
637
New
6
Increased
118
Reduced
63
Closed
136
Avg Time Held
0.7
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
0.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.08M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$537K |
| 3 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
+$468K |
| 4 |
Roundhill Memory ETF
DRAM
|
+$443K |
| 5 |
VistaShares Artificial Intelligence Supercycle ETF
AIS
|
+$434K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Moderna
MRNA
|
+$604K |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$284K |
| 3 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$282K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$229K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$152K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 79.25% |
| 2 | Technology | 6.62% |
| 3 | Consumer Discretionary | 2.65% |
| 4 | Healthcare | 2.31% |
| 5 | Communication Services | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
251
ASML
ASML
$587B
| $41.8K | 0.03% |
23
| – | – |
2025 Q4
3 quarters
|
|
252
Lattice Semiconductor
LSCC
$16.2B
| $41.1K | 0.03% |
325
| – | – |
2025 Q4
3 quarters
|
|
253
Marriott International
MAR
$108B
| $40.7K | 0.03% |
114
| – | – |
2025 Q4
3 quarters
|
|
254
Shopify
SHOP
$195B
| $40.7K | 0.03% |
272
| – | – |
2025 Q4
3 quarters
|
|
255
SK Hynix Inc
SKHY
$951B
| $39.8K | 0.03% |
+215
| New | +$35.6K |
2026 Q3
0 quarters
|
|
256
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$752M
| $39.3K | 0.03% |
659
| – | – |
2025 Q4
3 quarters
|
|
257
Oracle
ORCL
$373B
| $39K | 0.03% |
283
| – | – |
2025 Q4
3 quarters
|
|
258
S&P Global
SPGI
$137B
| $38.9K | 0.03% |
98
| – | – |
2025 Q4
3 quarters
|
|
259
New York Life Investments ETF Trust NYLIM U.S. Large Cap R&D Leaders ETF
LRND
$405M
| $38.6K | 0.03% |
810
| – | – |
2025 Q4
3 quarters
|
|
260
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$232M
| $37.7K | 0.02% |
1,110
-6
| -0.5% | -$196 |
2025 Q4
3 quarters
|
|
261
Strategic Education
STRA
$1.15B
| $37.7K | 0.02% |
486
+15
| +3% | +$1.22K |
2025 Q4
3 quarters
|
|
262
EA Bridgeway Ultra-Small Company Market ETF
BUSM
$116M
| $36.8K | 0.02% |
+2,286
| New | +$38.3K |
2026 Q3
0 quarters
|
|
263
Franklin FTSE South Korea ETF
FLKR
$1.65B
| $36.7K | 0.02% |
614
| – | – |
2025 Q4
3 quarters
|
|
264
General Motors
GM
$76.3B
| $36.5K | 0.02% |
473
| – | – |
2025 Q4
3 quarters
|
|
265
iShares S&P 500 Value ETF
IVE
$51.3B
| $36.4K | 0.02% |
159
| – | – |
2025 Q4
3 quarters
|
|
266
iShares MSCI Agriculture Producers ETF
VEGI
$172M
| $36K | 0.02% |
795
+22
| +3% | +$1.01K |
2025 Q4
3 quarters
|
|
267
AdvisorShares Pure Cannabis ETF
YOLO
$31.6M
| $35.8K | 0.02% |
12,249
| – | – |
2025 Q4
3 quarters
|
|
268
Grand Canyon Education
LOPE
$2.97B
| $35.3K | 0.02% |
231
+8
| +4% | +$1.19K |
2025 Q4
3 quarters
|
|
269
First Trust Dow Jones Select MicroCap Index Fund
FDM
$269M
| $35K | 0.02% |
400
| – | – |
2026 Q2
1 quarter
|
|
270
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.44B
| $34.8K | 0.02% |
1,242
| – | – |
2026 Q2
1 quarter
|
|
271
Marsh
MRSH
$97.9B
| $34K | 0.02% |
199
| – | – |
2025 Q4
3 quarters
|
|
272
Merck
MRK
$365B
| $33.6K | 0.02% |
231
| – | – |
2025 Q4
3 quarters
|
|
273
Pacer Developed Markets Cash Cows Growth Leaders ETF
EAFG
$1.87M
| $33.2K | 0.02% |
1,322
| – | – |
2025 Q4
3 quarters
|
|
274
Blackstone
BX
$100B
| $33K | 0.02% |
294
| – | – |
2025 Q4
3 quarters
|
|
275
Walmart Inc
WMT
$996B
| $33K | 0.02% |
315
+12
| +4% | +$1.32K |
2025 Q4
3 quarters
|
|
Similar funds
Sankala Group's Q3 2026 Portfolio in Review
As of Q3 2026, Sankala Group held 637 positions worth $153M, up 2.2% from $150M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Sankala Group deployed $4.67M of net new capital in Q3 2026, opening 6 new positions and adding to 118 existing holdings. Its largest new stake was EA Bridgeway Select Small-Cap Value ETF: 5,322 shares worth $228K.
By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, up from 78% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Moderna, an estimated $604K trimmed.
- Sankala Group's largest Q3 2026 buy was EA Bridgeway Select Small-Cap Value ETF: 5,322 shares worth $228K.
- Sankala Group added most to Vanguard Short-Term Treasury ETF in Q3 2026, an estimated $1.08M increase.
- Sankala Group's biggest Q3 2026 reduction was Moderna, cutting an estimated $604K.
- Sankala Group fully exited Janus Henderson AAA CLO ETF in Q3 2026, selling an estimated $152K.
- Sankala Group's ten largest holdings make up 29% of its $153M portfolio in Q3 2026.
- Sankala Group opened 6 new positions and closed 136 in Q3 2026.
- Sankala Group's portfolio value rose 2.2% quarter-over-quarter to $153M.
Based on Sankala Group's 13F filing for Q3 2026, filed 9 Nov 2026.