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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 | |
|---|---|---|---|---|---|---|---|
201
Bitwise Crypto Industry Innovators ETF
BITQ
$315M
| $77.8K | 0.05% |
3,045
| – | – |
2025 Q4
3 quarters
|
|
202
Salesforce
CRM
$177B
| $77.5K | 0.05% |
337
| – | – |
2025 Q4
3 quarters
|
|
203
Costco
COST
$470B
| $76.7K | 0.05% |
84
| – | – |
2025 Q4
3 quarters
|
|
204
Blackstone Secured Lending
BXSL
$5.59B
| $75.1K | 0.05% |
3,112
| – | – |
2025 Q4
3 quarters
|
|
205
Linde
LIN
$240B
| $74.3K | 0.05% |
156
| – | – |
2025 Q4
3 quarters
|
|
206
Waste Management
WM
$94.2B
| $72.9K | 0.05% |
358
| – | – |
2025 Q4
3 quarters
|
|
207
Global X PureCap MSCI Information Technology ETF
GXPT
$126M
| $72.4K | 0.05% |
2,042
| – | – |
2025 Q4
3 quarters
|
|
208
Berkshire Hathaway Class B
BRK.B
$1.23T
| $72.3K | 0.05% |
145
| – | – |
2025 Q4
3 quarters
|
|
209
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$261M
| $71.7K | 0.05% |
1,481
| – | – |
2026 Q2
1 quarter
|
|
210
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
| $71.4K | 0.05% |
1,423
| – | – |
2026 Q2
1 quarter
|
|
211
Alibaba
BABA
$262B
| $70.1K | 0.05% |
649
| – | – |
2025 Q4
3 quarters
|
|
212
Lam Research
LRCX
$273B
| $68K | 0.04% |
206
| – | – |
2025 Q4
3 quarters
|
|
213
Expedia Group
EXPE
$30.8B
| $67.7K | 0.04% |
255
| – | – |
2025 Q4
3 quarters
|
|
214
DaVita
DVA
$11.7B
| $65.5K | 0.04% |
371
+9
| +2% | +$1.81K |
2025 Q4
3 quarters
|
|
215
Vertiv
VRT
$76.7B
| $65.1K | 0.04% |
268
+79
| +42% | +$21.5K |
2025 Q4
3 quarters
|
|
216
J.M. Smucker
SJM
$14.3B
| $61.2K | 0.04% |
515
+15
| +3% | +$1.8K |
2025 Q4
3 quarters
|
|
217
ServiceNow
NOW
$107B
| $61.1K | 0.04% |
455
| – | – |
2025 Q4
3 quarters
|
|
218
MongoDB
MDB
$26.6B
| $60.6K | 0.04% |
173
| – | – |
2025 Q4
3 quarters
|
|
219
Intercontinental Exchange
ICE
$97.5B
| $60K | 0.04% |
394
| – | – |
2025 Q4
3 quarters
|
|
220
Murphy USA
MUSA
$9.08B
| $59.3K | 0.04% |
117
| – | – |
2025 Q4
3 quarters
|
|
221
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.5B
| $59.2K | 0.04% |
636
-23
| -3% | -$2.05K |
2025 Q4
3 quarters
|
|
222
iShares MSCI Emerging Markets ETF
EEM
$28.3B
| $59K | 0.04% |
884
| – | – |
2025 Q4
3 quarters
|
|
223
GMO US Quality ETF
QLTY
$5.56B
| $58.4K | 0.04% |
1,358
| – | – |
2025 Q4
3 quarters
|
|
224
Texas Instruments
TXN
$268B
| $58K | 0.04% |
206
| – | – |
2025 Q4
3 quarters
|
|
225
ExxonMobil
XOM
$666B
| $57.9K | 0.04% |
356
| – | – |
2025 Q4
3 quarters
|
|
Similar funds
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.