We are live on ! Find out more
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
ABT icon
551
Abbott
ABT
$182B
$271 ﹤0.01%
+2
New +$255
AIQ icon
552
Global X Artificial Intelligence & Technology ETF
AIQ
$9.26B
$202 ﹤0.01%
+4
New +$203
ATAI icon
553
AtaiBeckley Inc
ATAI
$2.65B
$189 ﹤0.01%
+52
New +$245
RSPH icon
554
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$751M
$166 ﹤0.01%
+5
New +$155
FTRI icon
555
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$123M
$125 ﹤0.01%
+7
New +$106
IXN icon
556
iShares Global Tech ETF
IXN
$8.27B
$107 ﹤0.01%
+1
New +$106
DAPP icon
557
VanEck Digital Transformation ETF
DAPP
$242M
$99 ﹤0.01%
+6
New +$125
DGS icon
558
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.71B
$80 ﹤0.01%
+1
New +$57
MAPS
559
DELISTED
WM TECHNOLOGY INC A
MAPS
$67 ﹤0.01%
+100
New +$98
19 20 21 22
23

Similar funds

AA
ArborFi Advisors Ann Arbor, Michigan $122M AUM 14.67% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return
VFIA
Virtus Fixed Income Advisers Hartford, Connecticut $123M AUM 1.22% 1-Year Est. Return
AWA
A4 Wealth Advisors Huntersville, North Carolina $122M AUM
FF
Fox Financial Wyomissing, Pennsylvania $123M AUM 18.85% 1-Year Est. Return
OCM
Osbon Capital Management Boston, Massachusetts $123M AUM
MSAGDF
Moneda SA Administradora General de Fondos Las Condes, Santiago, Chile $123M AUM 24.42% 1-Year Est. Return
ACMA
Arbor Capital Management (Alaska) Anchorage, Alaska $123M AUM 17.89% 1-Year Est. Return

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.