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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
CTGO icon
476
Contango Silver & Gold Inc
CTGO
$654M
$2.16K ﹤0.01%
125
– –
GLNG icon
477
Golar LNG
GLNG
$5.16B
$2.13K ﹤0.01%
39
– –
SCHF icon
478
Schwab International Equity ETF
SCHF
$68.3B
$2.13K ﹤0.01%
+88
New +$2.24K
ACN icon
479
Accenture
ACN
$109B
$1.93K ﹤0.01%
10
– –
CMBT
480
CMB.TECH NV
CMBT
$4.67B
$1.89K ﹤0.01%
148
– –
QUBT icon
481
Quantum Computing Inc
QUBT
$2.01B
$1.86K ﹤0.01%
273
– –
CSCO icon
482
Cisco
CSCO
$483B
$1.85K ﹤0.01%
23
– –
JQUA icon
483
JPMorgan US Quality Factor ETF
JQUA
$8.57B
$1.82K ﹤0.01%
30
– –
MRP
484
Millrose Properties Inc
MRP
$4.78B
$1.8K ﹤0.01%
63
– –
EVRG icon
485
Evergy
EVRG
$18.9B
$1.79K ﹤0.01%
22
– –
CART icon
486
Maplebear
CART
$11.9B
$1.79K ﹤0.01%
50
– –
SRRK icon
487
Scholar Rock
SRRK
$6.32B
$1.78K ﹤0.01%
41
– –
ICF icon
488
iShares Select U.S. REIT ETF
ICF
$2.08B
$1.78K ﹤0.01%
29
– –
BHVN icon
489
Biohaven
BHVN
$2.19B
$1.77K ﹤0.01%
204
– –
TXNM
490
TXNM Energy Inc
TXNM
$5.91B
$1.75K ﹤0.01%
30
– –
QLTI
491
GMO International Quality ETF
QLTI
$300M
$1.66K ﹤0.01%
68
– –
LNTH icon
492
Lantheus
LNTH
$6.59B
$1.65K ﹤0.01%
22
– –
NUVL
493
DELISTED
Nuvalent
NUVL
$1.65K ﹤0.01%
17
– –
AEE icon
494
Ameren
AEE
$29.6B
$1.64K ﹤0.01%
15
– –
UBS icon
495
UBS Group
UBS
$177B
$1.63K ﹤0.01%
44
– –
WEC icon
496
WEC Energy
WEC
$34.6B
$1.61K ﹤0.01%
14
– –
HTO
497
H2O America
HTO
$2.56B
$1.57K ﹤0.01%
27
– –
ITGR icon
498
Integer Holdings
ITGR
$4.25B
$1.54K ﹤0.01%
18
– –
CALM icon
499
Cal-Maine
CALM
$3.85B
$1.53K ﹤0.01%
19
– –
ASC icon
500
Ardmore Shipping
ASC
$670M
$1.44K ﹤0.01%
95
– –
18 19
20
21 22

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KAM
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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.