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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 | |
|---|---|---|---|---|---|---|---|
426
Argan
AGX
$4.27B
| $6.1K | ﹤0.01% |
16
| – | – |
2025 Q4
3 quarters
|
|
427
American Electric Power
AEP
$69.9B
| $6.06K | ﹤0.01% |
51
| – | – |
2025 Q4
3 quarters
|
|
428
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.05B
| $5.93K | ﹤0.01% |
70
| – | – |
2025 Q4
3 quarters
|
|
429
Allegion
ALLE
$16.3B
| $5.87K | ﹤0.01% |
38
| – | – |
2025 Q4
3 quarters
|
|
430
Endeavour Silver
EXK
$2.48B
| $5.35K | ﹤0.01% |
623
| – | – |
2025 Q4
3 quarters
|
|
431
Charter Communications
CHTR
$13.7B
| $5.34K | ﹤0.01% |
48
| – | – |
2025 Q4
3 quarters
|
|
432
Cementos Pacasmayo
CPAC
$1.1B
| $5.31K | ﹤0.01% |
435
| – | – |
2025 Q4
3 quarters
|
|
433
iShares Core Dividend Growth ETF
DGRO
$45.6B
| $5.29K | ﹤0.01% |
70
-60
| -46% | -$4.68K |
2025 Q4
3 quarters
|
|
434
CareTrust REIT
CTRE
$10B
| $5.29K | ﹤0.01% |
144
| – | – |
2025 Q4
3 quarters
|
|
435
Cirrus Logic
CRUS
$5.96B
| $4.82K | ﹤0.01% |
40
| – | – |
2025 Q4
3 quarters
|
|
436
United Parcel Service
UPS
$95.1B
| $4.68K | ﹤0.01% |
50
| – | – |
2025 Q4
3 quarters
|
|
437
Cadence Design Systems
CDNS
$92.9B
| $4.63K | ﹤0.01% |
14
| – | – |
2025 Q4
3 quarters
|
|
438
NETSTREIT Corp
NTST
$2.4B
| $4.61K | ﹤0.01% |
260
| – | – |
2025 Q4
3 quarters
|
|
439
L3Harris
LHX
$50.7B
| $4.51K | ﹤0.01% |
19
| – | – |
2025 Q4
3 quarters
|
|
440
Ametek
AME
$55.3B
| $4.49K | ﹤0.01% |
18
| – | – |
2025 Q4
3 quarters
|
|
441
SolarEdge
SEDG
$1.74B
| $4.46K | ﹤0.01% |
139
| – | – |
2025 Q4
3 quarters
|
|
442
Okta
OKTA
$31.1B
| $4.42K | ﹤0.01% |
21
| – | – |
2026 Q2
1 quarter
|
|
443
Nordic American Tanker
NAT
$1.38B
| $4.41K | ﹤0.01% |
561
| – | – |
2025 Q4
3 quarters
|
|
444
Granite Construction
GVA
$5.57B
| $4.4K | ﹤0.01% |
38
| – | – |
2025 Q4
3 quarters
|
|
445
Equifax
EFX
$22.3B
| $4.4K | ﹤0.01% |
32
| – | – |
2025 Q4
3 quarters
|
|
446
Schwab Fundamental International Small Company Index ETF
FNDC
$3.06B
| $4.37K | ﹤0.01% |
88
-23
| -21% | -$1.15K |
2025 Q4
3 quarters
|
|
447
Global X Copper Miners ETF NEW
COPX
$6.34B
| $4.24K | ﹤0.01% |
50
| – | – |
2025 Q4
3 quarters
|
|
448
WisdomTree International Multifactor Fund
DWMF
$33.3M
| $4.22K | ﹤0.01% |
127
-8
| -6% | -$271 |
2025 Q4
3 quarters
|
|
449
IDEAYA Biosciences
IDYA
$3.11B
| $4.2K | ﹤0.01% |
108
| – | – |
2025 Q4
3 quarters
|
|
450
Diageo
DEO
$56.4B
| $4.11K | ﹤0.01% |
48
| – | – |
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.