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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
TIP icon
126
iShares TIPS Bond ETF
TIP
$14.4B
$248K 0.17%
2,321
+727
+46% +$80.4K
TSLA icon
127
Tesla
TSLA
$1.48T
$244K 0.16%
726
+375
+107% +$149K
RGLD icon
128
Royal Gold
RGLD
$21.4B
$242K 0.16%
1,044
-50
-5% -$11.6K
COWZ icon
129
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$240K 0.16%
3,394
-526
-13% -$33.2K
IVW icon
130
iShares S&P 500 Growth ETF
IVW
$78.9B
$236K 0.16%
1,691
– –
GEV icon
131
GE Vernova
GEV
$254B
$233K 0.16%
233
+5
+2% +$5.1K
EFA icon
132
iShares MSCI EAFE ETF
EFA
$77.9B
$226K 0.15%
2,109
-76
-3% -$7.82K
CL icon
133
Colgate-Palmolive
CL
$68.4B
$221K 0.15%
2,403
+3
+0.1% +$262
SMCI icon
134
Super Micro Computer
SMCI
$28.5B
$213K 0.14%
5,675
+1,421
+33% +$45.3K
XLU icon
135
State Street Utilities Select Sector SPDR ETF
XLU
$20.3B
$211K 0.14%
4,800
– –
BTAL icon
136
AGF US Market Neutral Anti-Beta Fund
BTAL
$315M
$209K 0.14%
17,211
+12,314
+251% +$150K
AMAT icon
137
Applied Materials
AMAT
$384B
$197K 0.13%
388
+30
+8% +$13.8K
VV icon
138
Vanguard Morningstar Large-Cap ETF
VV
$54.8B
$197K 0.13%
556
– –
GVLU icon
139
Gotham 1000 Value ETF
GVLU
$243M
$195K 0.13%
6,754
+92
+1% +$2.41K
VIS icon
140
Vanguard Industrials ETF
VIS
$7.79B
$195K 0.13%
552
– –
NOG icon
141
Northern Oil and Gas
NOG
$2.47B
$193K 0.13%
7,597
+3,500
+85% +$83K
GXPS
142
Global X PureCap MSCI Consumer Staples ETF
GXPS
$70.6M
$181K 0.12%
6,683
+1,520
+29% +$40.7K
GOOG icon
143
Alphabet (Google) Class C
GOOG
$4.17T
$179K 0.12%
523
+9
+2% +$3.22K
AFST
144
DELISTED
AmTrust Financial Services, Inc.
AFST
$176K 0.12%
11,267
-20
-0.2% -$313
SPTM icon
145
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.2B
$176K 0.12%
1,884
– –
RAFE icon
146
PIMCO RAFI ESG US ETF
RAFE
$170M
$172K 0.11%
3,454
+201
+6% +$9.13K
OLLI icon
147
Ollie's Bargain Outlet
OLLI
$5.06B
$170K 0.11%
2,191
-373
-15% -$31.1K
BITB icon
148
Bitwise Bitcoin ETF
BITB
$3.11B
$169K 0.11%
4,824
-3,441
-42% -$134K
KCCA icon
149
KraneShares California Carbon Allowance Strategy ETF
KCCA
$115M
$167K 0.11%
9,636
+1,440
+18% +$22.5K
EFAX icon
150
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$500M
$167K 0.11%
3,001
+5
+0.2% +$265
4 5
6
7 8

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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.