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SG

Sankala Group Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
+1.83%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow %
95.18%
Top 10 Hldgs %
33.01%
Holding
570
New
570
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.27M
2
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.72M
3
DVY icon
iShares Select Dividend ETF
DVY
+$4.3M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.28M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.76M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 5.88%
2 Consumer Discretionary 2.89%
3 Consumer Staples 2.43%
4 Healthcare 2.22%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RYN icon
26
Rayonier
RYN
$6.52B
$929K 0.74%
+43,214
New +$977K
VDC icon
27
Vanguard Consumer Staples ETF
VDC
$7.98B
$891K 0.71%
+3,649
New +$776K
VEA icon
28
Vanguard FTSE Developed Markets ETF
VEA
$227B
$873K 0.7%
+12,435
New +$762K
VIPS icon
29
Vipshop
VIPS
$7.08B
$839K 0.67%
+48,147
New +$926K
IGV icon
30
iShares Expanded Tech-Software Sector ETF
IGV
$12.2B
$822K 0.66%
+10,083
New +$1.11M
DG icon
31
Dollar General
DG
$27.2B
$802K 0.64%
+5,132
New +$572K
VTWO icon
32
Vanguard Russell 2000 ETF
VTWO
$17.4B
$788K 0.63%
+7,454
New +$741K
ATKR icon
33
Atkore
ATKR
$2.54B
$773K 0.62%
+11,943
New +$779K
SMH icon
34
VanEck Semiconductor ETF
SMH
$66.1B
$756K 0.6%
+1,861
New +$653K
AMZN icon
35
Amazon
AMZN
$2.49T
$754K 0.6%
+3,590
New +$821K
PHYS icon
36
Sprott Physical Gold
PHYS
$14.7B
$752K 0.6%
+18,740
New +$593K
SPYM
37
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$750K 0.6%
+9,288
New +$739K
TSM icon
38
TSMC
TSM
$2.07T
$733K 0.59%
+1,957
New +$574K
ALB icon
39
Albemarle
ALB
$13.7B
$733K 0.59%
+4,102
New +$466K
QMOM icon
40
Alpha Architect US Quantitative Momentum ETF
QMOM
$425M
$729K 0.58%
+9,958
New +$648K
QVAL icon
41
Alpha Architect US Quantitative Value ETF
QVAL
$582M
$664K 0.53%
+12,406
New +$588K
VGIT icon
42
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$661K 0.53%
+10,891
New +$655K
AVDV icon
43
Avantis International Small Cap Value ETF
AVDV
$18.9B
$645K 0.52%
+5,860
New +$532K
XLV icon
44
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$632K 0.51%
+3,947
New +$591K
AZO icon
45
AutoZone
AZO
$50.2B
$627K 0.5%
+167
New +$631K
BLBD icon
46
Blue Bird Corp
BLBD
$2.41B
$625K 0.5%
+10,724
New +$561K
FLOW icon
47
Global X US Cash Flow Kings 100 ETF
FLOW
$29.8M
$580K 0.46%
+15,875
New +$556K
ZROZ icon
48
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.36B
$580K 0.46%
+8,483
New +$574K
IVAL icon
49
Alpha Architect International Quantitative Value ETF
IVAL
$217M
$576K 0.46%
+15,693
New +$481K
BXMT icon
50
Blackstone Mortgage Trust
BXMT
$2.8B
$562K 0.45%
+29,241
New +$554K
1
2
3 4 5

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Sankala Group's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Sankala Group, which disclosed 570 positions worth $125M. Its ten largest holdings account for 33% of the portfolio.

Its largest position is iShares Treasury Floating Rate Bond ETF: 143,885 shares worth $7.28M.

By sector, the portfolio is most concentrated in Technology at 5.9% of assets, followed by Consumer Discretionary and Consumer Staples.

  • Sankala Group's largest Q4 2025 buy was iShares Treasury Floating Rate Bond ETF: 143,885 shares worth $7.28M.
  • Sankala Group's ten largest holdings make up 33% of its $125M portfolio in Q4 2025.
  • Sankala Group disclosed 570 positions in Q4 2025, its first 13F filing on record.

Based on Sankala Group's 13F filing for Q4 2025, filed 2 Mar 2026.