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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
AWR icon
526
American States Water
AWR
$3.37B
$1.12K ﹤0.01%
+15
New +$1.1K
FIVE icon
527
Five Below
FIVE
$11.5B
$1.12K ﹤0.01%
+5
New +$813
MOH icon
528
Molina Healthcare
MOH
$10.4B
$1.08K ﹤0.01%
+7
New +$1.15K
UVV icon
529
Universal Corp
UVV
$1.34B
$1.07K ﹤0.01%
+20
New +$1.06K
WEN icon
530
Wendy's
WEN
$1.39B
$1.06K ﹤0.01%
+139
New +$1.2K
CMPS
531
Compass Pathways
CMPS
$1.52B
$1.04K ﹤0.01%
+151
New +$921
PRGO icon
532
Perrigo
PRGO
$1.4B
$1.03K ﹤0.01%
+78
New +$1.3K
PFE icon
533
Pfizer
PFE
$141B
$990 ﹤0.01%
+36
New +$908
FLO icon
534
Flowers Foods
FLO
$1.62B
$988 ﹤0.01%
+100
New +$1.16K
HAS icon
535
Hasbro
HAS
$12.8B
$893 ﹤0.01%
+9
New +$706
PATH icon
536
UiPath
PATH
$6.02B
$869 ﹤0.01%
+81
New +$1.26K
FCX icon
537
Freeport-McMoran
FCX
$90.2B
$749 ﹤0.01%
+11
New +$477
IEF icon
538
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$611 ﹤0.01%
+6
New +$581
KR icon
539
Kroger
KR
$35.5B
$575 ﹤0.01%
+8
New +$523
VFC icon
540
VF Corp
VFC
$6.72B
$538 ﹤0.01%
+28
New +$454
HOOD icon
541
Robinhood
HOOD
$85.9B
$455 ﹤0.01%
+6
New +$780
DISV icon
542
Dimensional International Small Cap Value ETF
DISV
$4.88B
$452 ﹤0.01%
+10
New +$363
NXTE icon
543
AXS Green Alpha ETF
NXTE
$49.7M
$428 ﹤0.01%
+10
New +$393
EYLD icon
544
Cambria Emerging Shareholder Yield ETF
EYLD
$841M
$420 ﹤0.01%
+9
New +$344
RZV icon
545
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$293M
$403 ﹤0.01%
+3
New +$355
KO icon
546
Coca-Cola
KO
$362B
$382 ﹤0.01%
+5
New +$349
BRRR icon
547
Coinshares Bitcoin ETF
BRRR
$409M
$371 ﹤0.01%
+20
New +$565
TGT icon
548
Target
TGT
$63.7B
$341 ﹤0.01%
+3
New +$276
CCL icon
549
Carnival Corporation Ltd
CCL
$37.1B
$316 ﹤0.01%
+10
New +$279
DVYE icon
550
iShares Emerging Markets Dividend ETF
DVYE
$1.2B
$293 ﹤0.01%
+8
New +$245
19 20 21
22
23

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LCG
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VFIA
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AWA
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FF
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OCM
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MSAGDF
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ACMA
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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.