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SG

Sankala Group Portfolio holdings

AUM $150M
This Fund
S&P 500
This Quarter Est. Return
+8.8%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$27.4M
Cap. Flow
+$16.6M
Cap. Flow %
11.06%
Top 10 Hldgs %
29.13%
Holding
655
New
100
Increased
174
Reduced
131
Closed
24

Top Buys

Rank Stock Value
1
ALB icon
Albemarle
ALB
+$1.4M
2
RYN icon
Rayonier
RYN
+$770K
3
IAUM icon
iShares Gold Trust Micro
IAUM
+$740K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$713K
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$670K

Top Sells

Rank Stock Value
1
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$2.08M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.14M
3
ATKR icon
Atkore
ATKR
+$724K
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$312K
5
BLBD icon
Blue Bird Corp
BLBD
+$295K

Sector Composition

Rank Sector Weight
1 Miscellaneous 78.33%
2 Technology 6.36%
3 Consumer Discretionary 2.86%
4 Healthcare 2.2%
5 Materials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKC icon
601
McCormick & Company Non-Voting
MKC
$12.8B
$112 ﹤0.01%
+2
New +$98
DAPP icon
602
VanEck Digital Transformation ETF
DAPP
$462M
$108 ﹤0.01%
6
– –
PLUG icon
603
Plug Power
PLUG
$2.77B
$107 ﹤0.01%
+50
New +$157
MNST icon
604
Monster Beverage
MNST
$84.5B
$95 ﹤0.01%
+4
New +$168
LBRDK
605
DELISTED
Liberty Broadband Class C
LBRDK
$71 ﹤0.01%
+2
New +$78
AOR icon
606
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.86B
$70 ﹤0.01%
1
-61
-98% -$4.15K
WRB icon
607
W.R. Berkley
WRB
$24.8B
$70 ﹤0.01%
+1
New +$67
UTWO icon
608
US Treasury 2 Year Note ETF
UTWO
$489M
$48 ﹤0.01%
1
-151
-99% -$7.27K
IP icon
609
International Paper
IP
$18.6B
$40 ﹤0.01%
+1
New +$34
RSPH icon
610
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$864M
$36 ﹤0.01%
1
-4
-80% -$124
ABT icon
611
Abbott
ABT
$175B
– –
-2
Closed -$244
ARKW icon
612
ARK Next Generation Technology ETF
ARKW
$1.94B
– –
-29
Closed -$3.38K
ATKR icon
613
Atkore
ATKR
$3.19B
– –
-12,191
Closed -$724K
BSX icon
614
Boston Scientific
BSX
$63.1B
– –
-166
Closed -$11.5K
CALM icon
615
Cal-Maine
CALM
$3.14B
– –
-19
Closed -$1.53K
CCS icon
616
Century Communities
CCS
$1.78B
– –
-60
Closed -$3.36K
DGS icon
617
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.71B
– –
-2
Closed -$153
DV icon
618
DoubleVerify
DV
$2.08B
– –
-306
Closed -$2.88K
HOLX
619
DELISTED
Hologic
HOLX
– –
-81
Closed -$6.12K
KBH icon
620
KB Home
KBH
$2.92B
– –
-87
Closed -$4.52K
MAPS
621
DELISTED
WM TECHNOLOGY INC A
MAPS
– –
-100
Closed -$67
NOC icon
622
Northrop Grumman
NOC
$72.4B
– –
-19
Closed -$13.1K
NUVL
623
DELISTED
Nuvalent
NUVL
– –
-17
Closed -$1.65K
PFI icon
624
Invesco Dorsey Wright Financial Momentum ETF
PFI
$59.8M
– –
-17
Closed -$889
QGEN icon
625
Qiagen
QGEN
$9.15B
– –
-152
Closed -$5.98K
22 23 24
25
26

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Sankala Group's Q2 2026 Portfolio in Review

As of Q2 2026, Sankala Group held 655 positions worth $150M, up 22% from $122M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Sankala Group deployed $16.6M of net new capital in Q2 2026, opening 100 new positions and adding to 174 existing holdings. Its largest new stake was Roundhill Memory ETF: 6,572 shares worth $361K.

By sector, the portfolio is most concentrated in Miscellaneous at 78% of assets, down from 79% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was WisdomTree Japan SmallCap Dividend Fund, an estimated $2.08M trimmed.

  • Sankala Group's largest Q2 2026 buy was Roundhill Memory ETF: 6,572 shares worth $361K.
  • Sankala Group added most to Albemarle in Q2 2026, an estimated $1.4M increase.
  • Sankala Group's biggest Q2 2026 reduction was WisdomTree Japan SmallCap Dividend Fund, cutting an estimated $2.08M.
  • Sankala Group fully exited Atkore in Q2 2026, selling an estimated $724K.
  • Sankala Group's ten largest holdings make up 29% of its $150M portfolio in Q2 2026.
  • Sankala Group opened 100 new positions and closed 24 in Q2 2026.
  • Sankala Group's portfolio value rose 22% quarter-over-quarter to $150M.

Based on Sankala Group's 13F filing for Q2 2026, filed 18 Aug 2026.