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Sankala Group Portfolio holdings
AUM
$153M
Turnover
22.29%
1-Year Est. Return
13.24%
This Fund
S&P 500
This Quarter Est. Return
+1.66%
1 Year Est. Return
+13.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$153M
AUM Growth
+$3.23M
(+2.2%)
Cap. Flow
+$4.67M
Cap. Flow % of AUM
Cap. Flow %
3.05%
Top 10 Holdings %
Top 10 Hldgs %
28.59%
Holding
637
New
6
Increased
118
Reduced
63
Closed
136
Avg Time Held
0.7
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
0.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.08M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$537K |
| 3 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
+$468K |
| 4 |
Roundhill Memory ETF
DRAM
|
+$443K |
| 5 |
VistaShares Artificial Intelligence Supercycle ETF
AIS
|
+$434K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Moderna
MRNA
|
+$604K |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$284K |
| 3 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$282K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$229K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$152K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 79.25% |
| 2 | Technology | 6.62% |
| 3 | Consumer Discretionary | 2.65% |
| 4 | Healthcare | 2.31% |
| 5 | Communication Services | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
401
Johnson & Johnson
JNJ
$676B
| $7.95K | 0.01% |
30
| – | – |
2025 Q4
3 quarters
|
|
402
Morgan Stanley
MS
$293B
| $7.94K | 0.01% |
42
| – | – |
2025 Q4
3 quarters
|
|
403
Etsy
ETSY
$7.46B
| $7.91K | 0.01% |
109
| – | – |
2025 Q4
3 quarters
|
|
404
Brown & Brown
BRO
$23.8B
| $7.9K | 0.01% |
130
| – | – |
2025 Q4
3 quarters
|
|
405
AngloGold Ashanti
AU
$47.5B
| $7.9K | 0.01% |
84
| – | – |
2025 Q4
3 quarters
|
|
406
Caledonia Mining Corp
CMCL
$405M
| $7.9K | 0.01% |
336
| – | – |
2025 Q4
3 quarters
|
|
407
FLEX LNG
FLNG
$1.37B
| $7.89K | 0.01% |
256
| – | – |
2025 Q4
3 quarters
|
|
408
Cisco
CSCO
$387B
| $7.66K | 0.01% |
71
| – | – |
2025 Q4
3 quarters
|
|
409
Alamos Gold
AGI
$12.9B
| $7.62K | 0.01% |
235
| – | – |
2025 Q4
3 quarters
|
|
410
Airbnb
ABNB
$110B
| $7.56K | ﹤0.01% |
47
| – | – |
2025 Q4
3 quarters
|
|
411
Nextpower Inc. Common Stock
NXT
$15B
| $7.45K | ﹤0.01% |
95
| – | – |
2025 Q4
3 quarters
|
|
412
Marvell Technology
MRVL
$139B
| $7.4K | ﹤0.01% |
28
| – | – |
2026 Q2
1 quarter
|
|
413
Avantis International Equity ETF
AVDE
$19.6B
| $7.3K | ﹤0.01% |
81
| – | – |
2026 Q2
1 quarter
|
|
414
Fidelity MSCI Health Care Index ETF
FHLC
$4.04B
| $7.04K | ﹤0.01% |
86
-6
| -7% | -$486 |
2025 Q4
3 quarters
|
|
415
Zurn Elkay Water Solutions
ZWS
$7.51B
| $7K | ﹤0.01% |
150
| – | – |
2025 Q4
3 quarters
|
|
416
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.7B
| $6.95K | ﹤0.01% |
30
| – | – |
2025 Q4
3 quarters
|
|
417
US Vegan Climate ETF
VEGN
$171M
| $6.74K | ﹤0.01% |
85
| – | – |
2025 Q4
3 quarters
|
|
418
D.R. Horton
DHI
$40.6B
| $6.72K | ﹤0.01% |
49
| – | – |
2025 Q4
3 quarters
|
|
419
Huntington Ingalls Industries
HII
$12.4B
| $6.7K | ﹤0.01% |
25
| – | – |
2025 Q4
3 quarters
|
|
420
Boeing
BA
$137B
| $6.69K | ﹤0.01% |
36
| – | – |
2025 Q4
3 quarters
|
|
421
Oklo
OKLO
$4.9B
| $6.47K | ﹤0.01% |
175
| – | – |
2025 Q4
3 quarters
|
|
422
Old Dominion Freight Line
ODFL
$34.6B
| $6.46K | ﹤0.01% |
37
| – | – |
2026 Q2
1 quarter
|
|
423
Comcast
CMCSA
$87.9B
| $6.23K | ﹤0.01% |
285
| – | – |
2025 Q4
3 quarters
|
|
424
Invesco Global Clean Energy ETF
PBD
$98.6M
| $6.18K | ﹤0.01% |
+367
| New | +$6.55K |
2026 Q3
0 quarters
|
|
425
DHT Holdings
DHT
$3.36B
| $6.17K | ﹤0.01% |
273
| – | – |
2025 Q4
3 quarters
|
|
Similar funds
Sankala Group's Q3 2026 Portfolio in Review
As of Q3 2026, Sankala Group held 637 positions worth $153M, up 2.2% from $150M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Sankala Group deployed $4.67M of net new capital in Q3 2026, opening 6 new positions and adding to 118 existing holdings. Its largest new stake was EA Bridgeway Select Small-Cap Value ETF: 5,322 shares worth $228K.
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 Moderna, an estimated $604K trimmed.
- Sankala Group's largest Q3 2026 buy was EA Bridgeway Select Small-Cap Value ETF: 5,322 shares worth $228K.
- Sankala Group added most to Vanguard Short-Term Treasury ETF in Q3 2026, an estimated $1.08M increase.
- Sankala Group's biggest Q3 2026 reduction was Moderna, cutting an estimated $604K.
- Sankala Group fully exited Janus Henderson AAA CLO ETF in Q3 2026, selling an estimated $152K.
- Sankala Group's ten largest holdings make up 29% of its $153M portfolio in Q3 2026.
- Sankala Group opened 6 new positions and closed 136 in Q3 2026.
- Sankala Group's portfolio value rose 2.2% quarter-over-quarter to $153M.
Based on Sankala Group's 13F filing for Q3 2026, filed 9 Nov 2026.