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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
FNDE icon
51
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.56B
$549K 0.44%
+13,623
New +$497K
ICSH icon
52
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$534K 0.43%
+10,534
New +$533K
ICOW icon
53
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.78B
$533K 0.43%
+11,897
New +$453K
HSY icon
54
Hershey
HSY
$36.6B
$512K 0.41%
+2,166
New +$396K
TBLL icon
55
Invesco Short Term Treasury ETF
TBLL
$2.61B
$511K 0.41%
+4,843
New +$512K
VGT icon
56
Vanguard Information Technology ETF
VGT
$138B
$511K 0.41%
+5,624
New +$534K
IAU icon
57
iShares Gold Trust
IAU
$63.4B
$508K 0.41%
+5,123
New +$401K
FBTC icon
58
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$506K 0.4%
+8,861
New +$773K
ECOW icon
59
Pacer Emerging Markets Cash Cows 100 ETF
ECOW
$219M
$506K 0.4%
+18,186
New +$452K
BUL icon
60
Pacer US Cash Cows Growth ETF
BUL
$129M
$496K 0.4%
+8,660
New +$464K
COWG icon
61
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.2B
$490K 0.39%
+13,891
New +$494K
ABBV icon
62
AbbVie
ABBV
$454B
$489K 0.39%
+2,105
New +$480K
GIS icon
63
General Mills
GIS
$19.5B
$483K 0.39%
+10,680
New +$508K
IDV icon
64
iShares International Select Dividend ETF
IDV
$8.24B
$477K 0.38%
+10,674
New +$405K
IWN icon
65
iShares Russell 2000 Value ETF
IWN
$14.4B
$469K 0.37%
+2,372
New +$426K
MRNA icon
66
Moderna
MRNA
$22.1B
$436K 0.35%
+8,144
New +$221K
META icon
67
Meta Platforms (Facebook)
META
$1.51T
$434K 0.35%
+669
New +$447K
CALF icon
68
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.64B
$432K 0.35%
+9,369
New +$412K
IMOM icon
69
Alpha Architect International Quantitative Momentum ETF
IMOM
$152M
$419K 0.34%
+9,260
New +$344K
JPM icon
70
JPMorgan Chase
JPM
$947B
$415K 0.33%
+1,381
New +$428K
AVES icon
71
Avantis Emerging Markets Value ETF
AVES
$1.43B
$409K 0.33%
+6,183
New +$358K
FRDM icon
72
Freedom 100 Emerging Markets ETF
FRDM
$3.25B
$403K 0.32%
+6,410
New +$306K
SPYX icon
73
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.72B
$395K 0.32%
+7,036
New +$392K
GILD icon
74
Gilead Sciences
GILD
$162B
$391K 0.31%
+2,626
New +$319K
VWO icon
75
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$389K 0.31%
+6,697
New +$364K
1 2
3
4 5

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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.