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SG

Sankala Group Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
-$2.63M
Cap. Flow
+$6.01M
Cap. Flow %
4.91%
Top 10 Hldgs %
34.6%
Holding
581
New
11
Increased
143
Reduced
93
Closed
26

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.82M
2
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$1.78M
3
AFSS
AmTrust Financial Services, Inc.
AFSS
+$282K
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$253K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$241K

Top Sells

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$522K
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$102K
3
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$88K
4
AVGO icon
Broadcom
AVGO
+$81.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$61.9K

Sector Composition

Rank Sector Weight
1 Technology 5.53%
2 Consumer Discretionary 2.81%
3 Healthcare 2.07%
4 Consumer Staples 2.04%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TBLL icon
51
Invesco Short Term Treasury ETF
TBLL
$2.85B
$510K 0.42%
4,829
-14
-0.3% -$1.48K
ICSH icon
52
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$510K 0.42%
10,074
-460
-4% -$23.3K
FNDE icon
53
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.97B
$508K 0.41%
13,603
-20
-0.1% -$771
ICOW icon
54
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.85B
$505K 0.41%
12,103
+206
+2% +$8.61K
COWG icon
55
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.29B
$499K 0.41%
15,008
+1,117
+8% +$39.1K
VGT icon
56
Vanguard Information Technology ETF
VGT
$148B
$490K 0.4%
5,696
+72
+1% +$6.63K
BUL icon
57
Pacer US Cash Cows Growth ETF
BUL
$139M
$489K 0.4%
9,232
+572
+7% +$32K
HSY icon
58
Hershey
HSY
$36.4B
$480K 0.39%
2,235
+69
+3% +$14.6K
ECOW icon
59
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$223M
$472K 0.39%
18,004
-182
-1% -$4.81K
IWN icon
60
iShares Russell 2000 Value ETF
IWN
$14.6B
$447K 0.37%
2,372
– –
ABBV icon
61
AbbVie
ABBV
$439B
$446K 0.36%
2,105
– –
IDV icon
62
iShares International Select Dividend ETF
IDV
$8.53B
$442K 0.36%
10,674
– –
IAU icon
63
iShares Gold Trust
IAU
$64.9B
$436K 0.36%
5,123
– –
SPYX icon
64
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
$434K 0.35%
8,314
+1,278
+18% +$71.2K
MRNA icon
65
Moderna
MRNA
$23.8B
$427K 0.35%
8,318
+174
+2% +$8.12K
CALF icon
66
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.87B
$424K 0.35%
9,554
+185
+2% +$8.42K
ALAI icon
67
Alger AI Enablers & Adopters ETF
ALAI
$510M
$407K 0.33%
12,727
+2,982
+31% +$104K
AVES icon
68
Avantis Emerging Markets Value ETF
AVES
$1.49B
$406K 0.33%
6,869
+686
+11% +$42.6K
QGRW icon
69
WisdomTree US Quality Growth Fund
QGRW
$2.88B
$400K 0.33%
7,416
+4,431
+148% +$253K
JPM icon
70
JPMorgan Chase
JPM
$959B
$395K 0.32%
1,381
– –
FTEC icon
71
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$393K 0.32%
1,915
+188
+11% +$41.3K
NVO
72
Novo Nordisk
NVO
$207B
$378K 0.31%
10,432
+281
+3% +$13.3K
IMOM icon
73
Alpha Architect International Quantitative Momentum ETF
IMOM
$158M
$365K 0.3%
9,300
+40
+0.4% +$1.68K
FRDM icon
74
Freedom 100 Emerging Markets ETF
FRDM
$3.34B
$364K 0.3%
6,733
+323
+5% +$18.5K
META icon
75
Meta Platforms (Facebook)
META
$1.54T
$359K 0.29%
678
+9
+1% +$5.77K
1 2
3
4 5

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KAM
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Sankala Group's Q1 2026 Portfolio in Review

As of Q1 2026, Sankala Group held 581 positions worth $122M, down 2.1% from $125M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Sankala Group deployed $6.01M of net new capital in Q1 2026, opening 11 new positions and adding to 143 existing holdings. Its largest new stake was AmTrust Financial Services, Inc.: 17,434 shares worth $282K.

By sector, the portfolio is most concentrated in Technology at 5.5% of assets, down from 5.9% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was iShares Expanded Tech-Software Sector ETF, an estimated $522K trimmed.

  • Sankala Group's largest Q1 2026 buy was AmTrust Financial Services, Inc.: 17,434 shares worth $282K.
  • Sankala Group added most to WisdomTree Floating Rate Treasury Fund in Q1 2026, an estimated $1.82M increase.
  • Sankala Group's biggest Q1 2026 reduction was iShares Expanded Tech-Software Sector ETF, cutting an estimated $522K.
  • Sankala Group fully exited Cheniere Energy in Q1 2026, selling an estimated $42K.
  • Sankala Group's ten largest holdings make up 35% of its $122M portfolio in Q1 2026.
  • Sankala Group opened 11 new positions and closed 26 in Q1 2026.
  • Sankala Group's portfolio value fell 2.1% quarter-over-quarter to $122M.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.