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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
BTAL icon
201
AGF US Market Neutral Anti-Beta Fund
BTAL
$304M
$68.9K 0.06%
4,897
+3,157
+181% +$44.3K
FTNT icon
202
Fortinet
FTNT
$120B
$68.3K 0.06%
864
– –
BRK.B icon
203
Berkshire Hathaway Class B
BRK.B
$1.13T
$67.3K 0.06%
142
– –
GLOF icon
204
iShares Global Equity Factor ETF
GLOF
$223M
$64.4K 0.05%
1,258
+96
+8% +$5.17K
IMTM icon
205
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
$61.3K 0.05%
1,309
-239
-15% -$12K
LITP icon
206
Sprott Lithium Miners ETF
LITP
$41.1M
$61.1K 0.05%
4,639
– –
ICE icon
207
Intercontinental Exchange
ICE
$84.5B
$61K 0.05%
394
– –
XOM icon
208
ExxonMobil
XOM
$657B
$60.6K 0.05%
356
-25
-7% -$3.65K
SCHI icon
209
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$59K 0.05%
2,624
– –
MUSA icon
210
Murphy USA
MUSA
$10.2B
$58.5K 0.05%
117
– –
HTGC icon
211
Hercules Capital
HTGC
$3.21B
$58K 0.05%
4,132
+109
+3% +$1.78K
RSG icon
212
Republic Services
RSG
$65.7B
$57.8K 0.05%
265
+11
+4% +$2.41K
EXPE icon
213
Expedia Group
EXPE
$37.7B
$57.7K 0.05%
255
– –
BITQ icon
214
Bitwise Crypto Industry Innovators ETF
BITQ
$372M
$57.6K 0.05%
3,045
– –
EAFG icon
215
Pacer Developed Markets Cash Cows Growth Leaders ETF
EAFG
$1.95M
$57.6K 0.05%
2,505
-295
-11% -$7.22K
GXPC
216
Global X PureCap MSCI Communication Services ETF
GXPC
$112M
$57.4K 0.05%
2,168
+430
+25% +$12.7K
DVA icon
217
DaVita
DVA
$11.7B
$56.7K 0.05%
362
+17
+5% +$2.31K
HD icon
218
Home Depot
HD
$350B
$56.4K 0.05%
173
-153
-47% -$55.8K
UNH icon
219
UnitedHealth
UNH
$371B
$56.2K 0.05%
216
+9
+4% +$2.68K
BKCH icon
220
Global X Blockchain ETF
BKCH
$197M
$55.8K 0.05%
998
-26
-3% -$1.75K
ERTH icon
221
Invesco MSCI Sustainable Future ETF
ERTH
$136M
$54.3K 0.04%
1,172
+7
+0.6% +$336
ARCC icon
222
Ares Capital
ARCC
$14.3B
$53.8K 0.04%
3,024
+1,500
+98% +$29K
MAIN icon
223
Main Street Capital
MAIN
$5.47B
$53K 0.04%
1,009
+503
+99% +$29.8K
GXPT
224
Global X PureCap MSCI Information Technology ETF
GXPT
$127M
$52.6K 0.04%
2,153
-132
-6% -$3.47K
PDI icon
225
PIMCO Dynamic Income Fund
PDI
$7.45B
$51.8K 0.04%
3,111
+37
+1% +$666
7 8
9
10 11

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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.