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Sankala Group Portfolio holdings
AUM
$150M
Turnover
18.93%
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
(+22%)
Cap. Flow
+$16.6M
Cap. Flow % of AUM
Cap. Flow %
11.06%
Top 10 Holdings %
Top 10 Hldgs %
29.13%
Holding
655
New
100
Increased
174
Reduced
131
Closed
24
Avg Time Held
0.4
years
Top 10 Avg Time Held
0.4
years
Top 20 Avg Time Held
0.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Albemarle
ALB
|
+$1.4M |
| 2 |
Rayonier
RYN
|
+$770K |
| 3 |
iShares Gold Trust Micro
IAUM
|
+$740K |
| 4 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$713K |
| 5 |
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$670K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Japan SmallCap Dividend Fund
DFJ
|
+$2.08M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.14M |
| 3 |
Atkore
ATKR
|
+$724K |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$312K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
151
iShares Bitcoin Trust
IBIT
$60.2B
| $166K | 0.11% |
4,542
| – | – |
2025 Q4
2 quarters
|
|
152
iShares US Medical Devices ETF
IHI
$4.11B
| $164K | 0.11% |
2,931
| – | – |
2025 Q4
2 quarters
|
|
153
American Express
AXP
$218B
| $163K | 0.11% |
482
+2
| +0.4% | +$640 |
2025 Q4
2 quarters
|
|
154
Advanced Micro Devices
AMD
$839B
| $159K | 0.11% |
331
-18
| -5% | -$7.38K |
2025 Q4
2 quarters
|
|
155
iShares MSCI USA Momentum Factor ETF
MTUM
$16.7B
| $157K | 0.1% |
2,020
-476
| -19% | -$35.5K |
2025 Q4
2 quarters
|
|
156
Janus Henderson AAA CLO ETF
JAAA
$32.6B
| $152K | 0.1% |
+3,000
| New | +$152K |
2026 Q2
0 quarters
|
|
157
Eli Lilly
LLY
$1.26T
| $150K | 0.1% |
123
-6
| -5% | -$6.13K |
2025 Q4
2 quarters
|
|
158
Janus Henderson B-BBB CLO ETF
JBBB
$1.45B
| $150K | 0.1% |
+3,159
| New | +$149K |
2026 Q2
0 quarters
|
|
159
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$41.2M
| $148K | 0.1% |
3,773
-715
| -16% | -$27.4K |
2025 Q4
2 quarters
|
|
160
JPMorgan Ultra-Short Income ETF
JPST
$42.5B
| $146K | 0.1% |
2,894
+10
| +0.3% | +$505 |
2025 Q4
2 quarters
|
|
161
Coeur Mining
CDE
$17.1B
| $146K | 0.1% |
7,840
| – | – |
2025 Q4
2 quarters
|
|
162
Grayscale Bitcoin Trust
GBTC
$11.2B
| $146K | 0.1% |
2,914
| – | – |
2025 Q4
2 quarters
|
|
163
McElhenny Sheffield Managed Risk ETF
MSMR
$183M
| $142K | 0.1% |
4,077
-418
| -9% | -$15K |
2025 Q4
2 quarters
|
|
164
The SPAC and New Issue ETF
SPCK
$8.1M
| $142K | 0.1% |
+1,000
| New | +$22.1K |
2026 Q2
0 quarters
|
|
165
JPMorgan Income ETF
JPIE
$11.6B
| $138K | 0.09% |
+3,000
| New | +$138K |
2026 Q2
0 quarters
|
|
166
Fortinet
FTNT
$90.5B
| $137K | 0.09% |
864
| – | – |
2025 Q4
2 quarters
|
|
167
Icahn Enterprises
IEP
$3.66B
| $136K | 0.09% |
20,028
+5,028
| +34% | +$38.7K |
2025 Q4
2 quarters
|
|
168
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$48.4B
| $136K | 0.09% |
1,480
-10
| -0.7% | -$915 |
2025 Q4
2 quarters
|
|
169
PepsiCo
PEP
$195B
| $135K | 0.09% |
958
-1
| -0.1% | -$150 |
2025 Q4
2 quarters
|
|
170
IBM
IBM
$235B
| $129K | 0.09% |
550
-6
| -1% | -$1.51K |
2025 Q4
2 quarters
|
|
171
Parnassus Value Select ETF
PRVS
$29.7M
| $126K | 0.08% |
3,779
+187
| +5% | +$5.71K |
2025 Q4
2 quarters
|
|
172
O'Reilly Automotive
ORLY
$72.5B
| $125K | 0.08% |
1,362
+18
| +1% | +$1.64K |
2025 Q4
2 quarters
|
|
173
Mastercard
MA
$574B
| $123K | 0.08% |
214
-4
| -2% | -$1.99K |
2025 Q4
2 quarters
|
|
174
Vertex Pharmaceuticals
VRTX
$140B
| $123K | 0.08% |
233
| – | – |
2025 Q4
2 quarters
|
|
175
iShares MSCI India ETF
INDA
$6.37B
| $119K | 0.08% |
2,408
-71
| -3% | -$3.46K |
2025 Q4
2 quarters
|
|
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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.