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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
NVO
76
Novo Nordisk
NVO
$220B
$380K 0.3%
+10,151
New +$519K
SCCO icon
77
Southern Copper
SCCO
$141B
$379K 0.3%
+1,766
New +$234K
SPSM icon
78
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$375K 0.3%
+7,411
New +$346K
FTEC icon
79
Fidelity MSCI Information Technology Index ETF
FTEC
$19.7B
$374K 0.3%
+1,727
New +$391K
AVGO icon
80
Broadcom
AVGO
$1.82T
$370K 0.3%
+1,159
New +$414K
VXUS icon
81
Vanguard Total International Stock ETF
VXUS
$153B
$354K 0.28%
+4,225
New +$315K
SGOV icon
82
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$352K 0.28%
+3,498
New +$352K
FGDL icon
83
Franklin Responsibly Sourced Gold ETF
FGDL
$448M
$344K 0.28%
+4,917
New +$273K
VTIP icon
84
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$343K 0.27%
+6,867
New +$343K
ALAI icon
85
Alger AI Enablers & Adopters ETF
ALAI
$454M
$333K 0.27%
+9,745
New +$360K
RGLD icon
86
Royal Gold
RGLD
$17.1B
$333K 0.27%
+1,111
New +$220K
SPMO icon
87
Invesco S&P 500 Momentum ETF
SPMO
$20.9B
$327K 0.26%
+2,738
New +$328K
VO icon
88
Vanguard Mid-Cap ETF
VO
$107B
$326K 0.26%
+4,264
New +$310K
IDMO icon
89
Invesco S&P International Developed Momentum ETF
IDMO
$4.02B
$319K 0.26%
+5,334
New +$290K
BITB icon
90
Bitwise Bitcoin ETF
BITB
$2.49B
$314K 0.25%
+8,801
New +$479K
SLV icon
91
iShares Silver Trust
SLV
$28.3B
$298K 0.24%
+3,501
New +$175K
EMEQ
92
Nomura Focused Emerging Markets Equity ETF
EMEQ
$567M
$297K 0.24%
+5,701
New +$221K
OLLI icon
93
Ollie's Bargain Outlet
OLLI
$4.04B
$293K 0.23%
+2,734
New +$330K
FNV icon
94
Franco-Nevada
FNV
$41.4B
$288K 0.23%
+1,027
New +$208K
BNTX icon
95
BioNTech
BNTX
$23B
$287K 0.23%
+2,600
New +$262K
VDE icon
96
Vanguard Energy ETF
VDE
$9.87B
$280K 0.22%
+1,776
New +$223K
COWZ icon
97
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
$278K 0.22%
+4,284
New +$252K
VYM icon
98
Vanguard High Dividend Yield ETF
VYM
$81.3B
$277K 0.22%
+1,788
New +$254K
VGSH icon
99
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$274K 0.22%
+4,636
New +$273K
SPGP icon
100
Invesco S&P 500 GARP ETF
SPGP
$2.22B
$267K 0.21%
+2,314
New +$261K
2 3
4
5 6

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VFIA
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AWA
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FF
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OCM
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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.