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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
% of AUM
95.18%
Top 10 Holdings %
Top 10 Hldgs %
33.01%
Holding
570
New
570
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$7.27M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$4.72M |
| 3 |
iShares Select Dividend ETF
DVY
|
+$4.3M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$4.28M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
501
Lantheus
LNTH
$7.03B
| $1.65K | ﹤0.01% |
+22
| New | +$1.28K |
|
502
WEC Energy
WEC
$37.1B
| $1.64K | ﹤0.01% |
+14
| New | +$1.55K |
|
503
Integer Holdings
ITGR
$3.38B
| $1.56K | ﹤0.01% |
+18
| New | +$1.43K |
|
504
Ardmore Shipping
ASC
$669M
| $1.56K | ﹤0.01% |
+95
| New | +$1.13K |
|
505
Molson Coors Class B
TAP
$7.71B
| $1.47K | ﹤0.01% |
+30
| New | +$1.38K |
|
|
HTO
506
H2O America
HTO
$2.66B
| $1.45K | ﹤0.01% |
+27
| New | +$1.29K |
|
507
HNI Corp
HNI
$3.09B
| $1.44K | ﹤0.01% |
+32
| New | +$1.35K |
|
508
Constellation Brands
STZ
$22.2B
| $1.42K | ﹤0.01% |
+9
| New | +$1.24K |
|
509
Organon & Co
OGN
$3.56B
| $1.39K | ﹤0.01% |
+190
| New | +$1.5K |
|
510
Lockheed Martin
LMT
$134B
| $1.34K | ﹤0.01% |
+2
| New | +$957 |
|
511
OGE Energy
OGE
$10.2B
| $1.28K | ﹤0.01% |
+26
| New | +$1.16K |
|
512
Clorox
CLX
$11.8B
| $1.27K | ﹤0.01% |
+10
| New | +$1.09K |
|
513
New Jersey Resources
NJR
$6.01B
| $1.25K | ﹤0.01% |
+23
| New | +$1.06K |
|
514
Altria Group
MO
$122B
| $1.24K | ﹤0.01% |
+18
| New | +$1.09K |
|
515
Exelon
EXC
$48.2B
| $1.24K | ﹤0.01% |
+25
| New | +$1.14K |
|
516
JD.com
JD
$41.8B
| $1.22K | ﹤0.01% |
+46
| New | +$1.44K |
|
517
Sabra Healthcare REIT
SBRA
$5.65B
| $1.21K | ﹤0.01% |
+59
| New | +$1.09K |
|
518
Amcor
AMCR
$20.9B
| $1.21K | ﹤0.01% |
+5
| New | +$206 |
|
|
PPL
519
PPL Corp
PPL
$27.1B
| $1.21K | ﹤0.01% |
+31
| New | +$1.12K |
|
520
Pinnacle West Capital
PNW
$12.8B
| $1.2K | ﹤0.01% |
+12
| New | +$1.07K |
|
521
Aecom
ACM
$9.12B
| $1.18K | ﹤0.01% |
+12
| New | +$1.41K |
|
522
Cardinal Health
CAH
$53.7B
| $1.17K | ﹤0.01% |
+5
| New | +$941 |
|
523
Albertsons Companies
ACI
$5.57B
| $1.16K | ﹤0.01% |
+65
| New | +$1.16K |
|
524
Hormel Foods
HRL
$14.3B
| $1.15K | ﹤0.01% |
+45
| New | +$1.05K |
|
525
Essential Utilities
WTRG
$11.2B
| $1.12K | ﹤0.01% |
+28
| New | +$1.1K |
|
Similar funds
AA
LCG
VFIA
AWA
FF
OCM
MSAGDF
ACMA
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.