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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 | |
|---|---|---|---|---|---|---|---|
451
AXS Change Finance ESG ETF
CHGX
$177M
| $4.1K | ﹤0.01% |
124
| – | – |
2025 Q4
3 quarters
|
|
452
VanEck Copper and Electrification Metals ETF
EMET
$31.6M
| $4.01K | ﹤0.01% |
97
| – | – |
2025 Q4
3 quarters
|
|
453
Hecla Mining
HL
$10.5B
| $3.95K | ﹤0.01% |
232
| – | – |
2025 Q4
3 quarters
|
|
454
AdvisorShares Pure US Cannabis ETF
MSOS
$760M
| $3.76K | ﹤0.01% |
+813
| New | +$3.81K |
2026 Q3
0 quarters
|
|
455
Eledon Pharmaceuticals
ELDN
$234M
| $3.67K | ﹤0.01% |
1,425
| – | – |
2026 Q2
1 quarter
|
|
456
iShares MSCI Turkey ETF
TUR
$165M
| $3.58K | ﹤0.01% |
106
| – | – |
2025 Q4
3 quarters
|
|
457
Waters Corp
WAT
$47B
| $3.52K | ﹤0.01% |
8
| – | – |
2025 Q4
3 quarters
|
|
458
Carrier Global
CARR
$44.1B
| $3.47K | ﹤0.01% |
63
| – | – |
2025 Q4
3 quarters
|
|
459
iShares Core US Aggregate Bond ETF
AGG
$139B
| $3.4K | ﹤0.01% |
36
| – | – |
2025 Q4
3 quarters
|
|
460
Chord Energy
CHRD
$7.25B
| $3.37K | ﹤0.01% |
25
-700
| -97% | -$95.9K |
2025 Q4
3 quarters
|
|
461
Acquirers Small and Micro Deep Value ETF
DEEP
$25.4M
| $3.36K | ﹤0.01% |
82
| – | – |
2025 Q4
3 quarters
|
|
462
FirstEnergy
FE
$27.1B
| $3.3K | ﹤0.01% |
76
| – | – |
2025 Q4
3 quarters
|
|
463
Teekay Tankers
TNK
$2.93B
| $3.22K | ﹤0.01% |
33
| – | – |
2025 Q4
3 quarters
|
|
464
Axcelis
ACLS
$3.36B
| $3.18K | ﹤0.01% |
24
| – | – |
2025 Q4
3 quarters
|
|
465
Compass Pathways
CMPS
$1.3B
| $3.15K | ﹤0.01% |
251
| – | – |
2025 Q4
3 quarters
|
|
466
American Tower
AMT
$87.8B
| $2.95K | ﹤0.01% |
18
| – | – |
2025 Q4
3 quarters
|
|
467
Compass Minerals
CMP
$991M
| $2.93K | ﹤0.01% |
134
| – | – |
2025 Q4
3 quarters
|
|
468
CMB.TECH NV
CMBT
$4.81B
| $2.8K | ﹤0.01% |
148
| – | – |
2025 Q4
3 quarters
|
|
469
iShares Breakthrough Environmental Solutions ETF
ETEC
$3.65M
| $2.78K | ﹤0.01% |
115
| – | – |
2026 Q2
1 quarter
|
|
470
Biohaven
BHVN
$2.32B
| $2.75K | ﹤0.01% |
204
| – | – |
2025 Q4
3 quarters
|
|
471
Portland General Electric
POR
$5.5B
| $2.72K | ﹤0.01% |
61
| – | – |
2025 Q4
3 quarters
|
|
472
American Water Works
AWK
$29.8B
| $2.59K | ﹤0.01% |
20
| – | – |
2025 Q4
3 quarters
|
|
473
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.57B
| $2.55K | ﹤0.01% |
50
| – | – |
2025 Q4
3 quarters
|
|
474
AT&T
T
$146B
| $2.38K | ﹤0.01% |
97
| – | – |
2025 Q4
3 quarters
|
|
475
Philip Morris
PM
$301B
| $2.3K | ﹤0.01% |
12
| – | – |
2026 Q2
1 quarter
|
|
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.