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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
ADBE icon
301
Adobe
ADBE
$109B
$21.1K 0.02%
90
– –
SNPS icon
302
Synopsys
SNPS
$78.8B
$21.1K 0.02%
54
– –
LRND icon
303
IQ US Large Cap R&D Leaders ETF
LRND
$421M
$20.8K 0.02%
570
-7
-1% -$277
MCHI icon
304
iShares MSCI China ETF
MCHI
$6.42B
$20.7K 0.02%
375
– –
PTON icon
305
Peloton Interactive
PTON
$2.42B
$20.6K 0.02%
5,000
– –
FERG icon
306
Ferguson
FERG
$51.2B
$20.5K 0.02%
91
– –
TBIL
307
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$20.4K 0.02%
408
– –
OC icon
308
Owens Corning
OC
$12.2B
$20.2K 0.02%
190
– –
LCOW
309
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$26.6M
$19.9K 0.02%
908
+297
+49% +$6.98K
VRSK icon
310
Verisk Analytics
VRSK
$23.6B
$19.4K 0.02%
106
– –
IYW icon
311
iShares US Technology ETF
IYW
$25.3B
$18.9K 0.02%
106
-30
-22% -$5.8K
EBAY icon
312
eBay
EBAY
$47.9B
$18.6K 0.02%
209
+14
+7% +$1.26K
GDX icon
313
VanEck Gold Miners ETF
GDX
$27.6B
$18.5K 0.02%
216
+34
+19% +$3.35K
OMC icon
314
Omnicom Group
OMC
$23.2B
$18.4K 0.02%
245
– –
XBI icon
315
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$18.3K 0.01%
150
– –
KGC icon
316
Kinross Gold
KGC
$32.5B
$18.3K 0.01%
637
– –
SNA icon
317
Snap-on
SNA
$21.3B
$18.1K 0.01%
50
– –
SYF icon
318
Synchrony
SYF
$25.4B
$17.9K 0.01%
270
– –
FDNI icon
319
First Trust Dow Jones International Internet ETF
FDNI
$32.6M
$17.5K 0.01%
657
-214
-25% -$6.63K
UAL icon
320
United Airlines
UAL
$40.2B
$17.2K 0.01%
188
– –
GEHC icon
321
GE HealthCare
GEHC
$32.9B
$17K 0.01%
244
– –
IWR icon
322
iShares Russell Mid-Cap ETF
IWR
$57.5B
$16.8K 0.01%
174
+62
+55% +$6.19K
SHW icon
323
Sherwin-Williams
SHW
$88.1B
$16.6K 0.01%
52
– –
ASTS icon
324
AST SpaceMobile
ASTS
$20.5B
$15.9K 0.01%
193
– –
ETHA
325
iShares Ethereum Trust ETF
ETHA
$5.53B
$15.8K 0.01%
1,050
– –
11 12
13
14 15

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MSAGDF
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GAFA
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KAM
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MFC
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BCM
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APC
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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 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.