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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
MNRO icon
326
Monro
MNRO
$368M
$15.5K 0.01%
1,014
+75
+8% +$1.46K
BRO icon
327
Brown & Brown
BRO
$24B
$15.1K 0.01%
234
– –
NTR icon
328
Nutrien
NTR
$31.6B
$15K 0.01%
201
– –
EWN icon
329
iShares MSCI Netherlands ETF
EWN
$708M
$14.9K 0.01%
264
+11
+4% +$668
DUK icon
330
Duke Energy
DUK
$94.5B
$14.7K 0.01%
112
– –
MU icon
331
Micron Technology
MU
$972B
$14.6K 0.01%
40
– –
CI icon
332
Cigna
CI
$73.6B
$14.4K 0.01%
54
– –
ZWS icon
333
Zurn Elkay Water Solutions
ZWS
$8.47B
$14.4K 0.01%
300
+150
+100% +$7.17K
V icon
334
Visa
V
$675B
$13.9K 0.01%
47
– –
UTHR icon
335
United Therapeutics
UTHR
$22.7B
$13.9K 0.01%
26
– –
PYZ icon
336
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
$78.2M
$13.9K 0.01%
119
-90
-43% -$11.1K
MET icon
337
MetLife
MET
$61.7B
$13.7K 0.01%
200
– –
IJT icon
338
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$13.3K 0.01%
93
– –
NOC icon
339
Northrop Grumman
NOC
$82.1B
$13.1K 0.01%
19
– –
CVX icon
340
Chevron
CVX
$382B
$12.9K 0.01%
61
– –
CYTK icon
341
Cytokinetics
CYTK
$10.8B
$12.8K 0.01%
201
– –
URA icon
342
Global X Uranium ETF
URA
$6.19B
$12.6K 0.01%
267
– –
SYY icon
343
Sysco
SYY
$40.1B
$12.4K 0.01%
150
– –
HDV
344
iShares Core High Dividend ETF
HDV
$15B
$12.3K 0.01%
455
– –
BBH icon
345
VanEck Biotech ETF
BBH
$428M
$12.3K 0.01%
67
-19
-22% -$3.66K
PPTA
346
Perpetua Resources
PPTA
$3.11B
$12.2K 0.01%
465
– –
PRCS
347
Parnassus Core Select ETF
PRCS
$182M
$12.2K 0.01%
495
-25
-5% -$665
FDX icon
348
FedEx
FDX
$76.9B
$12.1K 0.01%
35
– –
FHLC icon
349
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
$12.1K 0.01%
174
-23
-12% -$1.7K
ALL icon
350
Allstate
ALL
$68.2B
$12K 0.01%
58
– –
12 13
14
15 16

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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.