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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 | |
|---|---|---|---|---|---|---|---|
476
Evergy
EVRG
$20.7B
| $2.28K | ﹤0.01% |
29
| – | – |
2025 Q4
3 quarters
|
|
477
Integer Holdings
ITGR
$4.31B
| $2.28K | ﹤0.01% |
18
| – | – |
2025 Q4
3 quarters
|
|
478
Healthcare Realty
HR
$6.59B
| $2.25K | ﹤0.01% |
127
| – | – |
2025 Q4
3 quarters
|
|
479
JPMorgan US Quality Factor ETF
JQUA
$9.7B
| $2.22K | ﹤0.01% |
30
| – | – |
2025 Q4
3 quarters
|
|
480
iShares Select U.S. REIT ETF
ICF
$2.06B
| $2.22K | ﹤0.01% |
35
+6
| +21% | +$406 |
2025 Q4
3 quarters
|
|
481
Lantheus
LNTH
$6.61B
| $2.19K | ﹤0.01% |
22
| – | – |
2025 Q4
3 quarters
|
|
482
Rocket Pharmaceuticals
RCKT
$274M
| $2.19K | ﹤0.01% |
828
| – | – |
2025 Q4
3 quarters
|
|
483
Ameren
AEE
$31.6B
| $2.19K | ﹤0.01% |
22
| – | – |
2025 Q4
3 quarters
|
|
484
Maplebear
CART
$13.8B
| $2.17K | ﹤0.01% |
50
| – | – |
2025 Q4
3 quarters
|
|
485
iShares MSCI Switzerland ETF
EWL
$3.13B
| $2.14K | ﹤0.01% |
36
| – | – |
2025 Q4
3 quarters
|
|
486
UBS Group
UBS
$149B
| $2.12K | ﹤0.01% |
44
| – | – |
2025 Q4
3 quarters
|
|
487
Contango Silver & Gold Inc
CTGO
$559M
| $2.1K | ﹤0.01% |
125
| – | – |
2025 Q4
3 quarters
|
|
488
Invitation Homes
INVH
$15.8B
| $2.08K | ﹤0.01% |
79
| – | – |
2026 Q2
1 quarter
|
|
489
Skyworks Solutions
SWKS
$19.7B
| $2.06K | ﹤0.01% |
24
| – | – |
2026 Q2
1 quarter
|
|
490
Scholar Rock
SRRK
$6.13B
| $1.99K | ﹤0.01% |
41
| – | – |
2025 Q4
3 quarters
|
|
491
Vera Therapeutics
VERA
$2.22B
| $1.98K | ﹤0.01% |
61
| – | – |
2025 Q4
3 quarters
|
|
492
ScottsMiracle-Gro
SMG
$3.88B
| $1.91K | ﹤0.01% |
38
| – | – |
2025 Q4
3 quarters
|
|
493
Accenture
ACN
$152B
| – | – |
-10
| Closed | -$1.76K | – |
|
494
Analog Devices
ADI
$190B
| – | – |
-1
| Closed | -$372 | – |
|
495
American International
AIG
$41.2B
| – | – |
-2
| Closed | -$153 | – |
|
496
Global X Artificial Intelligence & Technology ETF
AIQ
$9.47B
| – | – |
-4
| Closed | -$251 | – |
|
497
Antero Midstream
AM
$9.16B
| – | – |
-94
| Closed | -$2.12K | – |
|
498
Amgen
AMGN
$251B
| – | – |
-1
| Closed | -$427 | – |
|
499
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.93B
| – | – |
-1
| Closed | -$70 | – |
|
500
APA Corp
APA
$14.8B
| – | – |
-4
| Closed | -$168 | – |
|
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.