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SG

Sankala Group Portfolio holdings

AUM $150M
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 Miscellaneous 78.99%
2 Technology 5.53%
3 Consumer Discretionary 2.81%
4 Healthcare 2.07%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STRA icon
251
Strategic Education
STRA
$1.88B
$39K 0.03%
471
+24
+5% +$1.96K
PIE icon
252
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$255M
$38.9K 0.03%
1,515
-320
-17% -$8.4K
ETH
253
Grayscale Ethereum Staking Mini ETF Shares
ETH
$2.05B
$38.5K 0.03%
2,033
+933
+85% +$21.1K
WMT icon
254
Walmart Inc
WMT
$820B
$38.4K 0.03%
310
+15
+5% +$1.84K
LOPE icon
255
Grand Canyon Education
LOPE
$3.94B
$37.4K 0.03%
223
+12
+6% +$2.01K
FLNC icon
256
Fluence Energy
FLNC
$1.56B
$37.3K 0.03%
2,555
– –
MAR icon
257
Marriott International
MAR
$91.5B
$36.6K 0.03%
114
– –
IXJ icon
258
iShares Global Healthcare ETF
IXJ
$4.31B
$36K 0.03%
391
+191
+96% +$18.7K
CF icon
259
CF Industries
CF
$19B
$35.7K 0.03%
266
– –
OUSA icon
260
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$756M
$35.4K 0.03%
642
+231
+56% +$13.4K
GM icon
261
General Motors
GM
$75.7B
$35.1K 0.03%
473
– –
O icon
262
Realty Income
O
$58.6B
$35K 0.03%
572
– –
GRPM icon
263
Invesco S&P MidCap 400 GARP ETF
GRPM
$517M
$34.4K 0.03%
293
-85
-22% -$10.3K
MRSH
264
Marsh
MRSH
$91.9B
$34.4K 0.03%
199
– –
SIVR icon
265
abrdn Physical Silver Shares ETF
SIVR
$4.49B
$33.4K 0.03%
496
– –
BIDU icon
266
Baidu
BIDU
$32.9B
$33.4K 0.03%
306
-62
-17% -$8.41K
IVE icon
267
iShares S&P 500 Value ETF
IVE
$50.2B
$33.3K 0.03%
159
– –
YOLO icon
268
AdvisorShares Pure Cannabis ETF
YOLO
$36.4M
$32.5K 0.03%
12,249
– –
BX icon
269
Blackstone
BX
$107B
$32.3K 0.03%
294
– –
DNN icon
270
Denison Mines
DNN
$3.07B
$31.7K 0.03%
9,130
+1,630
+22% +$6.13K
ANET icon
271
Arista Networks
ANET
$246B
$30.9K 0.03%
251
+51
+26% +$6.82K
FLKR icon
272
Franklin FTSE South Korea ETF
FLKR
$1.6B
$30.5K 0.02%
770
+105
+16% +$4.28K
SHOP icon
273
Shopify
SHOP
$197B
$30.4K 0.02%
272
– –
LSCC icon
274
Lattice Semiconductor
LSCC
$16.2B
$30.3K 0.02%
325
– –
IJK icon
275
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$29.7K 0.02%
298
– –
9 10
11
12 13

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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 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 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.