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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
BTC
101
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
$263K 0.21%
+9,052
New +$401K
GE icon
102
GE Aerospace
GE
$375B
$260K 0.21%
+760
New +$229K
VHT icon
103
Vanguard Health Care ETF
VHT
$18.3B
$257K 0.21%
+869
New +$243K
SPY icon
104
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$257K 0.21%
+374
New +$253K
SCHD icon
105
Schwab US Dividend Equity ETF
SCHD
$103B
$254K 0.2%
+7,987
New +$217K
ROST icon
106
Ross Stores
ROST
$78.1B
$252K 0.2%
+1,228
New +$205K
EEMX icon
107
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$170M
$239K 0.19%
+4,896
New +$207K
PATN
108
Pacer Nasdaq International Patent Leaders ETF
PATN
$199M
$239K 0.19%
+7,463
New +$201K
CL icon
109
Colgate-Palmolive
CL
$73.6B
$238K 0.19%
+2,400
New +$188K
TLT icon
110
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
$232K 0.19%
+2,552
New +$228K
EFA icon
111
iShares MSCI EAFE ETF
EFA
$76.8B
$230K 0.18%
+2,185
New +$207K
XLU icon
112
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$229K 0.18%
+4,800
New +$213K
CDE icon
113
Coeur Mining
CDE
$15.8B
$213K 0.17%
+7,840
New +$136K
AVUV icon
114
Avantis US Small Cap Value ETF
AVUV
$30.3B
$212K 0.17%
+1,878
New +$188K
XSMO icon
115
Invesco S&P SmallCap Momentum ETF
XSMO
$3.03B
$212K 0.17%
+2,659
New +$194K
NACP icon
116
Impact Shares NAACP Minority Empowerment ETF
NACP
$73.4M
$209K 0.17%
+4,112
New +$201K
CAFG icon
117
Pacer US Small Cap Cash Cows Growth Leaders ETF
CAFG
$29.9M
$206K 0.16%
+7,350
New +$188K
GEV icon
118
GE Vernova
GEV
$265B
$204K 0.16%
+233
New +$142K
IVW icon
119
iShares S&P 500 Growth ETF
IVW
$72.2B
$202K 0.16%
+1,691
New +$207K
MSMR icon
120
McElhenny Sheffield Managed Risk ETF
MSMR
$183M
$194K 0.15%
+5,353
New +$185K
WOMN icon
121
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.2M
$191K 0.15%
+4,588
New +$188K
VIS icon
122
Vanguard Industrials ETF
VIS
$8.26B
$189K 0.15%
+552
New +$164K
MTUM icon
123
iShares MSCI USA Momentum Factor ETF
MTUM
$25.2B
$181K 0.14%
+715
New +$180K
RISR icon
124
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$297M
$180K 0.14%
+5,070
New +$183K
TIP icon
125
iShares TIPS Bond ETF
TIP
$14.5B
$178K 0.14%
+1,594
New +$177K
3 4
5
6 7

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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.