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Sankala Group Portfolio holdings
AUM
$153M
Turnover
22.29%
1-Year Est. Return
13.24%
This Fund
S&P 500
This Quarter Est. Return
+1.66%
1 Year Est. Return
+13.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$153M
AUM Growth
+$3.23M
(+2.2%)
Cap. Flow
+$4.67M
Cap. Flow % of AUM
Cap. Flow %
3.05%
Top 10 Holdings %
Top 10 Hldgs %
28.59%
Holding
637
New
6
Increased
118
Reduced
63
Closed
136
Avg Time Held
0.7
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
0.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.08M |
| 2 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$537K |
| 3 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
+$468K |
| 4 |
Roundhill Memory ETF
DRAM
|
+$443K |
| 5 |
VistaShares Artificial Intelligence Supercycle ETF
AIS
|
+$434K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Moderna
MRNA
|
+$604K |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$284K |
| 3 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$282K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$229K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$152K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 79.25% |
| 2 | Technology | 6.62% |
| 3 | Consumer Discretionary | 2.65% |
| 4 | Healthcare | 2.31% |
| 5 | Communication Services | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
176
Avantis Responsible International Equity ETF
AVSD
$386M
| $111K | 0.07% |
1,398
| – | – |
2026 Q1
2 quarters
|
|
177
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$696M
| $110K | 0.07% |
2,201
| – | – |
2026 Q2
1 quarter
|
|
178
Micron Technology
MU
$824B
| $109K | 0.07% |
102
+8
| +9% | +$7.6K |
2025 Q4
3 quarters
|
|
179
Fortinet
FTNT
$90.1B
| $108K | 0.07% |
600
-264
| -31% | -$42.8K |
2025 Q4
3 quarters
|
|
180
iShares Core S&P Small-Cap ETF
IJR
$107B
| $107K | 0.07% |
786
| – | – |
2025 Q4
3 quarters
|
|
181
iShares Core S&P Mid-Cap ETF
IJH
$126B
| $105K | 0.07% |
1,460
| – | – |
2025 Q4
3 quarters
|
|
182
Global X PureCap MSCI Communication Services ETF
GXPC
$105M
| $104K | 0.07% |
3,363
-260
| -7% | -$7.83K |
2025 Q4
3 quarters
|
|
183
abrdn Physical Platinum Shares ETF
PPLT
$1.85B
| $103K | 0.07% |
6,690
| – | – |
2025 Q4
3 quarters
|
|
184
Avantis Responsible Emerging Markets Equity ETF
AVSE
$224M
| $103K | 0.07% |
1,298
| – | – |
2025 Q4
3 quarters
|
|
185
CSX Corp
CSX
$93.1B
| $102K | 0.07% |
2,188
| – | – |
2025 Q4
3 quarters
|
|
186
Netflix
NFLX
$262B
| $101K | 0.07% |
1,454
| – | – |
2025 Q4
3 quarters
|
|
187
Vanguard Morningstar Small-Cap ETF
VB
$80B
| $99K | 0.06% |
347
| – | – |
2025 Q4
3 quarters
|
|
188
Deere & Co
DE
$187B
| $97.8K | 0.06% |
146
| – | – |
2025 Q4
3 quarters
|
|
189
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$300M
| $97.4K | 0.06% |
491
| – | – |
2025 Q4
3 quarters
|
|
190
PIMCO Corporate & Income Opportunity Fund
PTY
$2.51B
| $95.9K | 0.06% |
+8,715
| New | +$102K |
2026 Q3
0 quarters
|
|
191
Bank of America
BAC
$351B
| $91.3K | 0.06% |
1,673
| – | – |
2025 Q4
3 quarters
|
|
192
PepsiCo
PEP
$195B
| $89.3K | 0.06% |
703
-255
| -27% | -$35.1K |
2025 Q4
3 quarters
|
|
193
TJX Companies
TJX
$151B
| $89.1K | 0.06% |
673
-58
| -8% | -$8.36K |
2025 Q4
3 quarters
|
|
194
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
| $87.2K | 0.06% |
132
| – | – |
2025 Q4
3 quarters
|
|
195
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$299M
| $84.9K | 0.06% |
1,391
| – | – |
2025 Q4
3 quarters
|
|
196
Houlihan Lokey
HLI
$10.3B
| $84.7K | 0.06% |
667
-129
| -16% | -$17.2K |
2025 Q4
3 quarters
|
|
197
Prairie Operating Co
PROP
$42.5M
| $83.3K | 0.05% |
200,000
+80,000
| +67% | +$50.1K |
2026 Q2
1 quarter
|
|
198
Matthews Asia Innovators Active ETF
MINV
$151M
| $83.2K | 0.05% |
1,719
| – | – |
2025 Q4
3 quarters
|
|
199
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$390M
| $78.9K | 0.05% |
725
| – | – |
2025 Q4
3 quarters
|
|
200
UnitedHealth
UNH
$357B
| $78.4K | 0.05% |
213
+4
| +2% | +$1.61K |
2025 Q4
3 quarters
|
|
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Sankala Group's Q3 2026 Portfolio in Review
As of Q3 2026, Sankala Group held 637 positions worth $153M, up 2.2% from $150M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Sankala Group deployed $4.67M of net new capital in Q3 2026, opening 6 new positions and adding to 118 existing holdings. Its largest new stake was EA Bridgeway Select Small-Cap Value ETF: 5,322 shares worth $228K.
By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, up from 78% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Moderna, an estimated $604K trimmed.
- Sankala Group's largest Q3 2026 buy was EA Bridgeway Select Small-Cap Value ETF: 5,322 shares worth $228K.
- Sankala Group added most to Vanguard Short-Term Treasury ETF in Q3 2026, an estimated $1.08M increase.
- Sankala Group's biggest Q3 2026 reduction was Moderna, cutting an estimated $604K.
- Sankala Group fully exited Janus Henderson AAA CLO ETF in Q3 2026, selling an estimated $152K.
- Sankala Group's ten largest holdings make up 29% of its $153M portfolio in Q3 2026.
- Sankala Group opened 6 new positions and closed 136 in Q3 2026.
- Sankala Group's portfolio value rose 2.2% quarter-over-quarter to $153M.
Based on Sankala Group's 13F filing for Q3 2026, filed 9 Nov 2026.