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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
ADSK icon
351
Autodesk
ADSK
$55B
$11.9K 0.01%
51
– –
FNDC icon
352
Schwab Fundamental International Small Company Index ETF
FNDC
$3.18B
$11.8K 0.01%
258
– –
GWW icon
353
W.W. Grainger
GWW
$61.5B
$11.7K 0.01%
11
– –
SMIN icon
354
iShares MSCI India Small-Cap ETF
SMIN
$772M
$11.6K 0.01%
197
– –
NXT icon
355
Nextpower Inc. Common Stock
NXT
$13B
$11.6K 0.01%
95
– –
XLK icon
356
State Street Technology Select Sector SPDR ETF
XLK
$121B
$11.6K 0.01%
88
-44
-33% -$6.2K
BSX icon
357
Boston Scientific
BSX
$67.9B
$11.5K 0.01%
166
– –
EXE
358
Expand Energy Corp
EXE
$22.7B
$11.5K 0.01%
101
– –
VEGI icon
359
iShares MSCI Agriculture Producers ETF
VEGI
$154M
$11.4K 0.01%
252
+10
+4% +$439
FISV
360
Fiserv Inc
FISV
$28.3B
$11.4K 0.01%
211
– –
DWMF icon
361
WisdomTree International Multifactor Fund
DWMF
$34.2M
$11.4K 0.01%
331
+163
+97% +$5.52K
DGRO icon
362
iShares Core Dividend Growth ETF
DGRO
$43.6B
$11.3K 0.01%
163
– –
VBR icon
363
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.6B
$11.2K 0.01%
52
+22
+73% +$4.92K
NULG icon
364
Nuveen ESG Large-Cap Growth ETF
NULG
$2.73B
$11.1K 0.01%
125
– –
VECO icon
365
Veeco
VECO
$2.71B
$10.8K 0.01%
304
– –
VE
366
DELISTED
VEOLIA ENVIRONNEMENT
VE
$10.7K 0.01%
+580
New +$10.7K
STNG icon
367
Scorpio Tankers
STNG
$3.91B
$10.7K 0.01%
142
– –
CHTR icon
368
Charter Communications
CHTR
$18.3B
$10.4K 0.01%
48
– –
GLD icon
369
SPDR Gold Trust
GLD
$149B
$10.4K 0.01%
25
– –
BG icon
370
Bunge Global
BG
$22.2B
$10.4K 0.01%
80
– –
FIW icon
371
First Trust Water ETF
FIW
$1.89B
$10.4K 0.01%
101
– –
PCVX icon
372
Vaxcyte
PCVX
$8.9B
$10.1K 0.01%
186
– –
COIN icon
373
Coinbase
COIN
$47.1B
$10.1K 0.01%
62
– –
AGI icon
374
Alamos Gold
AGI
$15.4B
$9.93K 0.01%
235
– –
FSLR icon
375
First Solar
FSLR
$22B
$9.71K 0.01%
50
– –
13 14
15
16 17

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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.