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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
SPGP icon
76
Invesco S&P 500 GARP ETF
SPGP
$2.14B
$477K 0.32%
3,733
+1,251
+50% +$147K
IDV icon
77
iShares International Select Dividend ETF
IDV
$8.42B
$476K 0.32%
10,674
– –
META icon
78
Meta Platforms (Facebook)
META
$1.91T
$466K 0.31%
855
+177
+26% +$108K
TLT icon
79
iShares 20+ Year Treasury Bond ETF
TLT
$46.2B
$456K 0.3%
5,579
+3,018
+118% +$259K
JPM icon
80
JPMorgan Chase
JPM
$909B
$436K 0.29%
1,202
-179
-13% -$55.6K
SPSM icon
81
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.9B
$427K 0.28%
7,419
+29
+0.4% +$1.55K
SCCO icon
82
Southern Copper
SCCO
$171B
$422K 0.28%
2,291
+477
+26% +$85.7K
PATN
83
Pacer Nasdaq International Patent Leaders ETF
PATN
$318M
$421K 0.28%
11,906
+3,950
+50% +$135K
VXUS icon
84
Vanguard Total International Stock ETF
VXUS
$163B
$418K 0.28%
4,831
+606
+14% +$50.7K
IAU icon
85
iShares Gold Trust
IAU
$63.6B
$416K 0.28%
5,081
-42
-0.8% -$3.56K
VWO icon
86
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$409K 0.27%
6,856
+159
+2% +$9.35K
AIS
87
VistaShares Artificial Intelligence Supercycle ETF
AIS
$1.07B
$403K 0.27%
5,796
+3,248
+127% +$217K
CAFG icon
88
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$44.5M
$396K 0.26%
11,685
+3,596
+44% +$111K
ZROZ icon
89
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.6B
$395K 0.26%
6,860
-1,605
-19% -$101K
XSMO icon
90
Invesco S&P SmallCap Momentum ETF
XSMO
$2.91B
$392K 0.26%
4,473
+1,513
+51% +$130K
BLBD icon
91
Blue Bird Corp
BLBD
$1.85B
$391K 0.26%
6,429
-4,349
-40% -$295K
VGSH icon
92
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
$387K 0.26%
6,654
+1,844
+38% +$107K
NACP icon
93
Impact Shares NAACP Minority Empowerment ETF
NACP
$76.9M
$382K 0.25%
6,357
+2,038
+47% +$115K
RISR icon
94
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$373M
$377K 0.25%
10,233
+3,223
+46% +$117K
BNTX icon
95
BioNTech
BNTX
$25B
$373K 0.25%
4,017
+1,323
+49% +$125K
IGV icon
96
iShares Expanded Tech-Software Sector ETF
IGV
$14.4B
$364K 0.24%
3,550
-632
-15% -$56.2K
CME icon
97
CME Group
CME
$94B
$363K 0.24%
1,332
+783
+143% +$217K
DRAM
98
Roundhill Memory ETF
DRAM
$29B
$361K 0.24%
+6,572
New +$342K
PTF icon
99
Invesco Dorsey Wright Technology Momentum ETF
PTF
$621M
$359K 0.24%
3,328
+1,254
+60% +$148K
FNV icon
100
Franco-Nevada
FNV
$49.8B
$351K 0.23%
1,502
+468
+45% +$109K
2 3
4
5 6

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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.