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SG

Sankala Group Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
+0.53%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
-$2.63M
Cap. Flow
+$6.01M
Cap. Flow %
4.91%
Top 10 Hldgs %
34.6%
Holding
581
New
11
Increased
143
Reduced
93
Closed
26

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.82M
2
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$1.78M
3
AFSS
AmTrust Financial Services, Inc.
AFSS
+$282K
4
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$253K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$241K

Top Sells

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$522K
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$102K
3
CAOS icon
Alpha Architect Tail Risk ETF
CAOS
+$88K
4
AVGO icon
Broadcom
AVGO
+$81.9K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$61.9K

Sector Composition

Rank Sector Weight
1 Technology 5.53%
2 Consumer Discretionary 2.81%
3 Healthcare 2.07%
4 Consumer Staples 2.04%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
176
iShares Core S&P Small-Cap ETF
IJR
$112B
$95.4K 0.08%
776
-85
-10% -$10.8K
SMCI icon
177
Super Micro Computer
SMCI
$20.4B
$93.7K 0.08%
4,254
+49
+1% +$1.47K
COST icon
178
Costco
COST
$423B
$93.5K 0.08%
95
– –
FLOT icon
179
iShares Floating Rate Bond ETF
FLOT
$10.5B
$90.6K 0.07%
1,781
– –
CHRD icon
180
Chord Energy
CHRD
$7.58B
$89.4K 0.07%
614
– –
DE icon
181
Deere & Co
DE
$164B
$88.9K 0.07%
153
– –
AVSE icon
182
Avantis Responsible Emerging Markets Equity ETF
AVSE
$216M
$88.3K 0.07%
1,346
+23
+2% +$1.6K
CSX icon
183
CSX Corp
CSX
$92.8B
$87K 0.07%
2,181
– –
MINV icon
184
Matthews Asia Innovators Active ETF
MINV
$163M
$85.7K 0.07%
2,266
-441
-16% -$17K
IJH icon
185
iShares Core S&P Mid-Cap ETF
IJH
$127B
$83.4K 0.07%
1,248
– –
MDY icon
186
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$80.9K 0.07%
132
– –
BAC icon
187
Bank of America
BAC
$447B
$79.1K 0.06%
1,654
– –
FEMS icon
188
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$252M
$78.5K 0.06%
1,754
-464
-21% -$21.1K
AVUQ
189
Avantis U.S. Quality ETF
AVUQ
$298M
$78.3K 0.06%
1,406
+601
+75% +$35.8K
LIN icon
190
Linde
LIN
$227B
$76.2K 0.06%
156
– –
WM icon
191
Waste Management
WM
$90.6B
$75.5K 0.06%
331
– –
QTUM icon
192
Defiance Quantum ETF
QTUM
$5.58B
$74.6K 0.06%
703
+312
+80% +$35.7K
AVSD icon
193
Avantis Responsible International Equity ETF
AVSD
$366M
$72.6K 0.06%
+1,008
New +$77.5K
PTH icon
194
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$247M
$72.4K 0.06%
1,527
-20
-1% -$974
CRM icon
195
Salesforce
CRM
$162B
$72.3K 0.06%
401
– –
BXSL icon
196
Blackstone Secured Lending
BXSL
$5.66B
$72K 0.06%
3,015
– –
TAN icon
197
Invesco Solar ETF
TAN
$1.36B
$71.5K 0.06%
1,295
-172
-12% -$9.52K
BABA icon
198
Alibaba
BABA
$317B
$71.4K 0.06%
578
-21
-4% -$3.16K
AMD icon
199
Advanced Micro Devices
AMD
$767B
$70.2K 0.06%
349
-6
-2% -$1.28K
GARP
200
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
$69.2K 0.06%
1,098
+537
+96% +$36.4K
6 7
8
9 10

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MSAGDF
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GAFA
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KAM
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MFC
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BCM
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APC
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Sankala Group's Q1 2026 Portfolio in Review

As of Q1 2026, Sankala Group held 581 positions worth $122M, down 2.1% from $125M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Sankala Group deployed $6.01M of net new capital in Q1 2026, opening 11 new positions and adding to 143 existing holdings. Its largest new stake was AmTrust Financial Services, Inc.: 17,434 shares worth $282K.

By sector, the portfolio is most concentrated in Technology at 5.5% of assets, down from 5.9% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was iShares Expanded Tech-Software Sector ETF, an estimated $522K trimmed.

  • Sankala Group's largest Q1 2026 buy was AmTrust Financial Services, Inc.: 17,434 shares worth $282K.
  • Sankala Group added most to WisdomTree Floating Rate Treasury Fund in Q1 2026, an estimated $1.82M increase.
  • Sankala Group's biggest Q1 2026 reduction was iShares Expanded Tech-Software Sector ETF, cutting an estimated $522K.
  • Sankala Group fully exited Cheniere Energy in Q1 2026, selling an estimated $42K.
  • Sankala Group's ten largest holdings make up 35% of its $122M portfolio in Q1 2026.
  • Sankala Group opened 11 new positions and closed 26 in Q1 2026.
  • Sankala Group's portfolio value fell 2.1% quarter-over-quarter to $122M.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.