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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
RYN icon
26
Rayonier
RYN
$6.51B
$890K 0.73%
43,745
+531
+1% +$11.7K
VDC icon
27
Vanguard Consumer Staples ETF
VDC
$7.9B
$814K 0.66%
3,631
-18
-0.5% -$4.12K
SMH icon
28
VanEck Semiconductor ETF
SMH
$70.4B
$800K 0.65%
2,114
+253
+14% +$100K
VIPS icon
29
Vipshop
VIPS
$7.29B
$783K 0.64%
48,459
+312
+0.6% +$5.3K
VEA icon
30
Vanguard FTSE Developed Markets ETF
VEA
$236B
$780K 0.64%
12,479
+44
+0.4% +$2.9K
VTWO icon
31
Vanguard Russell 2000 ETF
VTWO
$17.3B
$740K 0.6%
7,454
– –
AMZN icon
32
Amazon
AMZN
$2.93T
$737K 0.6%
3,667
+77
+2% +$17K
ALB icon
33
Albemarle
ALB
$15.3B
$733K 0.6%
4,030
-72
-2% -$12.3K
ATKR icon
34
Atkore
ATKR
$3.17B
$724K 0.59%
12,191
+248
+2% +$16.1K
SPYM
35
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$700K 0.57%
9,288
– –
QMOM icon
36
Alpha Architect US Quantitative Momentum ETF
QMOM
$444M
$670K 0.55%
9,923
-35
-0.4% -$2.44K
QVAL icon
37
Alpha Architect US Quantitative Value ETF
QVAL
$614M
$648K 0.53%
12,532
+126
+1% +$6.54K
PHYS icon
38
Sprott Physical Gold
PHYS
$15.9B
$641K 0.52%
18,740
– –
TSM icon
39
TSMC
TSM
$2.19T
$639K 0.52%
1,950
-7
-0.4% -$2.41K
FLOW icon
40
Global X US Cash Flow Kings 100 ETF
FLOW
$31.7M
$624K 0.51%
17,590
+1,715
+11% +$62.2K
VGIT icon
41
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$609K 0.5%
10,293
-598
-5% -$35.8K
DG icon
42
Dollar General
DG
$26.7B
$608K 0.5%
5,121
-11
-0.2% -$1.57K
AVDV icon
43
Avantis International Small Cap Value ETF
AVDV
$19.8B
$607K 0.5%
6,229
+369
+6% +$37.7K
BLBD icon
44
Blue Bird Corp
BLBD
$2.09B
$603K 0.49%
10,778
+54
+0.5% +$2.91K
AZO icon
45
AutoZone
AZO
$50.1B
$575K 0.47%
170
+3
+2% +$10.8K
BXMT icon
46
Blackstone Mortgage Trust
BXMT
$2.46B
$562K 0.46%
29,241
– –
XLV icon
47
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$558K 0.46%
3,853
-94
-2% -$14.5K
ZROZ icon
48
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.3B
$539K 0.44%
8,465
-18
-0.2% -$1.17K
IVAL icon
49
Alpha Architect International Quantitative Value ETF
IVAL
$223M
$533K 0.44%
15,995
+302
+2% +$10.3K
FBTC icon
50
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$532K 0.43%
9,214
+353
+4% +$23.5K
1
2
3 4 5

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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.