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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
IBIT icon
151
iShares Bitcoin Trust
IBIT
$65.8B
$166K 0.11%
4,542
– –
IHI icon
152
iShares US Medical Devices ETF
IHI
$3.51B
$164K 0.11%
2,931
– –
AXP icon
153
American Express
AXP
$209B
$163K 0.11%
482
+2
+0.4% +$640
AMD icon
154
Advanced Micro Devices
AMD
$1.03T
$159K 0.11%
331
-18
-5% -$7.38K
MTUM icon
155
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$157K 0.1%
505
-119
-19% -$35.5K
JAAA icon
156
Janus Henderson AAA CLO ETF
JAAA
$31.1B
$152K 0.1%
+3,000
New +$152K
LLY icon
157
Eli Lilly
LLY
$1.05T
$150K 0.1%
123
-6
-5% -$6.13K
JBBB icon
158
Janus Henderson B-BBB CLO ETF
JBBB
$1.53B
$150K 0.1%
+3,159
New +$149K
EMSF icon
159
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$48M
$148K 0.1%
3,773
-715
-16% -$27.4K
JPST icon
160
JPMorgan Ultra-Short Income ETF
JPST
$41.7B
$146K 0.1%
2,894
+10
+0.3% +$505
CDE icon
161
Coeur Mining
CDE
$19.7B
$146K 0.1%
7,840
– –
GBTC icon
162
Grayscale Bitcoin Trust
GBTC
$12.6B
$146K 0.1%
2,914
– –
MSMR icon
163
McElhenny Sheffield Managed Risk ETF
MSMR
$182M
$142K 0.1%
4,077
-418
-9% -$15K
SPCK
164
The SPAC and New Issue ETF
SPCK
$8.18M
$142K 0.1%
+1,000
New +$22.1K
JPIE icon
165
JPMorgan Income ETF
JPIE
$10.8B
$138K 0.09%
+3,000
New +$138K
FTNT icon
166
Fortinet
FTNT
$128B
$137K 0.09%
864
– –
IEP icon
167
Icahn Enterprises
IEP
$4.94B
$136K 0.09%
20,028
+5,028
+34% +$38.7K
BIL icon
168
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.9B
$136K 0.09%
1,480
-10
-0.7% -$915
PEP icon
169
PepsiCo
PEP
$175B
$135K 0.09%
958
-1
-0.1% -$150
IBM icon
170
IBM
IBM
$214B
$129K 0.09%
550
-6
-1% -$1.51K
PRVS
171
Parnassus Value Select ETF
PRVS
$29.4M
$126K 0.08%
3,779
+187
+5% +$5.71K
ORLY icon
172
O'Reilly Automotive
ORLY
$69.7B
$125K 0.08%
1,362
+18
+1% +$1.64K
MA icon
173
Mastercard
MA
$498B
$123K 0.08%
214
-4
-2% -$1.99K
VRTX icon
174
Vertex Pharmaceuticals
VRTX
$133B
$123K 0.08%
233
– –
INDA icon
175
iShares MSCI India ETF
INDA
$6.32B
$119K 0.08%
2,408
-71
-3% -$3.46K
5 6
7
8 9

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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.