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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
ETSY icon
426
Etsy
ETSY
$7.38B
$5.2K ﹤0.01%
109
– –
COCO icon
427
Vita Coco
COCO
$3.63B
$5.03K ﹤0.01%
100
– –
DHT icon
428
DHT Holdings
DHT
$2.95B
$4.93K ﹤0.01%
273
– –
NTST
429
NETSTREIT Corp
NTST
$2.03B
$4.92K ﹤0.01%
260
– –
VEGN icon
430
US Vegan Climate ETF
VEGN
$184M
$4.77K ﹤0.01%
85
-155
-65% -$9.3K
SAEF
431
DELISTED
Schwab Ariel Opportunities ETF
SAEF
$4.64K ﹤0.01%
171
– –
GVA icon
432
Granite Construction
GVA
$5.51B
$4.54K ﹤0.01%
38
– –
KBH icon
433
KB Home
KBH
$3.47B
$4.52K ﹤0.01%
87
– –
CPAC
434
Cementos Pacasmayo
CPAC
$1.02B
$4.48K ﹤0.01%
435
– –
IXN icon
435
iShares Global Tech ETF
IXN
$9.17B
$4.24K ﹤0.01%
43
+42
+4,200% +$4.44K
HL icon
436
Hecla Mining
HL
$11.8B
$4.18K ﹤0.01%
232
– –
ELV icon
437
Elevance Health
ELV
$86.2B
$4.03K ﹤0.01%
14
-5
-26% -$1.64K
TUR icon
438
iShares MSCI Turkey ETF
TUR
$217M
$4K ﹤0.01%
106
– –
ZBH icon
439
Zimmer Biomet
ZBH
$18.7B
$3.94K ﹤0.01%
40
– –
AOR icon
440
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.73B
$3.94K ﹤0.01%
62
– –
CDNS icon
441
Cadence Design Systems
CDNS
$91.4B
$3.87K ﹤0.01%
14
– –
FE icon
442
FirstEnergy
FE
$27.1B
$3.84K ﹤0.01%
76
– –
AME icon
443
Ametek
AME
$58B
$3.81K ﹤0.01%
18
– –
EMET
444
VanEck Copper and Electrification Metals ETF
EMET
$37.4M
$3.77K ﹤0.01%
97
-35
-27% -$1.5K
IMVT icon
445
Immunovant
IMVT
$8.24B
$3.71K ﹤0.01%
150
– –
COPX icon
446
Global X Copper Miners ETF NEW
COPX
$8.34B
$3.62K ﹤0.01%
50
– –
RWEM
447
Rayliant NxtGen Multifactor Emerging Markets Equity ETF
RWEM
$71.5M
$3.61K ﹤0.01%
119
– –
DEO icon
448
Diageo
DEO
$54B
$3.58K ﹤0.01%
48
– –
AGG icon
449
iShares Core US Aggregate Bond ETF
AGG
$137B
$3.55K ﹤0.01%
36
– –
CARR icon
450
Carrier Global
CARR
$52.3B
$3.48K ﹤0.01%
63
– –
16 17
18
19 20

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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.