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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
EWL icon
451
iShares MSCI Switzerland ETF
EWL
$2.24B
$3.4K ﹤0.01%
59
-53
-47% -$3.24K
ALAB icon
452
Astera Labs
ALAB
$55B
$3.4K ﹤0.01%
30
– –
ARKW icon
453
ARK Web x.0 ETF
ARKW
$1.77B
$3.38K ﹤0.01%
29
– –
IDYA icon
454
IDEAYA Biosciences
IDYA
$3.54B
$3.38K ﹤0.01%
108
– –
CCS icon
455
Century Communities
CCS
$1.96B
$3.36K ﹤0.01%
60
– –
CHGX icon
456
AXS Change Finance ESG ETF
CHGX
$178M
$3.27K ﹤0.01%
124
-221
-64% -$6.13K
RCKT icon
457
Rocket Pharmaceuticals
RCKT
$397M
$3.21K ﹤0.01%
828
– –
POR icon
458
Portland General Electric
POR
$5.66B
$3.18K ﹤0.01%
61
– –
NAT icon
459
Nordic American Tanker
NAT
$1.33B
$3.17K ﹤0.01%
561
– –
CMP icon
460
Compass Minerals
CMP
$1.13B
$3.17K ﹤0.01%
134
– –
AMT icon
461
American Tower
AMT
$78.8B
$3.09K ﹤0.01%
18
– –
DEEP icon
462
Acquirers Small and Micro Deep Value ETF
DEEP
$28.3M
$2.97K ﹤0.01%
82
– –
DV icon
463
DoubleVerify
DV
$2.03B
$2.88K ﹤0.01%
306
– –
T icon
464
AT&T
T
$165B
$2.83K ﹤0.01%
97
– –
AWK icon
465
American Water Works
AWK
$26.9B
$2.77K ﹤0.01%
20
– –
FSTA icon
466
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$2.61K ﹤0.01%
50
– –
DFTX
467
Definium Therapeutics
DFTX
$5.99B
$2.56K ﹤0.01%
141
-250
-64% -$4.24K
TNK icon
468
Teekay Tankers
TNK
$2.64B
$2.39K ﹤0.01%
33
– –
VERA icon
469
Vera Therapeutics
VERA
$2.27B
$2.38K ﹤0.01%
61
– –
SMG icon
470
ScottsMiracle-Gro
SMG
$3.63B
$2.37K ﹤0.01%
38
– –
WAT icon
471
Waters Corp
WAT
$40.4B
$2.34K ﹤0.01%
8
– –
ACLS icon
472
Axcelis
ACLS
$4.1B
$2.33K ﹤0.01%
24
– –
CELH icon
473
Celsius Holdings
CELH
$6.89B
$2.3K ﹤0.01%
66
– –
AM icon
474
Antero Midstream
AM
$10.4B
$2.21K ﹤0.01%
94
– –
HR icon
475
Healthcare Realty
HR
$6.73B
$2.19K ﹤0.01%
127
– –
17 18
19
20 21

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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.