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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
LOW icon
276
Lowe's Companies
LOW
$123B
$29.3K 0.02%
125
– –
GRPZ icon
277
Invesco S&P SmallCap 600 GARP ETF
GRPZ
$3.33M
$29.2K 0.02%
1,076
-143
-12% -$4.01K
ASML icon
278
ASML
ASML
$666B
$29.2K 0.02%
22
-4
-15% -$5.48K
PG icon
279
Procter & Gamble
PG
$340B
$28.5K 0.02%
199
-7
-3% -$1.06K
AIRR icon
280
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$28.4K 0.02%
256
– –
EMXC icon
281
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.8B
$28.2K 0.02%
366
– –
KLAC icon
282
KLA
KLAC
$252B
$28K 0.02%
190
– –
MRK icon
283
Merck
MRK
$323B
$27.7K 0.02%
229
– –
BALL icon
284
Ball Corp
BALL
$16.6B
$26.9K 0.02%
448
– –
QLTY icon
285
GMO US Quality ETF
QLTY
$5.07B
$26.8K 0.02%
752
+342
+83% +$13.1K
CCJ icon
286
Cameco
CCJ
$42.4B
$26.2K 0.02%
250
– –
IJJ icon
287
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.99B
$26.2K 0.02%
200
– –
ENPH icon
288
Enphase Energy
ENPH
$5.41B
$25.8K 0.02%
662
– –
INTU icon
289
Intuit
INTU
$91.5B
$25.3K 0.02%
61
– –
SENEA icon
290
Seneca Foods Class A
SENEA
$1.22B
$25.1K 0.02%
168
+9
+6% +$1.16K
WDAY icon
291
Workday
WDAY
$45.5B
$25K 0.02%
194
+97
+100% +$15.4K
CVS icon
292
CVS Health
CVS
$122B
$24.9K 0.02%
350
– –
HIDE icon
293
Alpha Architect High Inflation and Deflation ETF
HIDE
$144M
$24.7K 0.02%
1,035
+152
+17% +$3.58K
ETHW
294
Bitwise Ethereum ETF
ETHW
$196M
$24.5K 0.02%
1,712
-887
-34% -$15.2K
MKTN
295
Federated Hermes MDT Market Neutral ETF
MKTN
$121M
$23.4K 0.02%
900
+165
+22% +$4.23K
ADM icon
296
Archer Daniels Midland
ADM
$38.8B
$23.1K 0.02%
313
-166
-35% -$11.2K
AMP icon
297
Ameriprise Financial
AMP
$49.2B
$22.6K 0.02%
51
– –
IWM icon
298
iShares Russell 2000 ETF
IWM
$81.5B
$22.1K 0.02%
+90
New +$23.2K
SYK icon
299
Stryker
SYK
$133B
$21.7K 0.02%
66
– –
NKE icon
300
Nike
NKE
$62.5B
$21.5K 0.02%
416
– –
10 11
12
13 14

Similar funds

VFIA
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OCM
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MSAGDF
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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.