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SG

Sankala Group Portfolio holdings

AUM $122M
This Fund
S&P 500
This Quarter Est. Return
+1.83%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow %
95.18%
Top 10 Hldgs %
33.01%
Holding
570
New
570
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$7.27M
2
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.72M
3
DVY icon
iShares Select Dividend ETF
DVY
+$4.3M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.28M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.76M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 5.88%
2 Consumer Discretionary 2.89%
3 Consumer Staples 2.43%
4 Healthcare 2.22%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFLO icon
1
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$7.28M 5.82%
+143,885
New +$7.27M
GLDM icon
2
SPDR Gold MiniShares Trust
GLDM
$27.8B
$5.42M 4.33%
+52,034
New +$4.28M
DVY icon
3
iShares Select Dividend ETF
DVY
$23.8B
$4.76M 3.81%
+30,467
New +$4.3M
SCHO icon
4
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$4.73M 3.78%
+193,573
New +$4.72M
SLYV icon
5
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.9B
$4.11M 3.28%
+41,798
New +$3.76M
EDV icon
6
Vanguard World Funds Extended Duration ETF
EDV
$3.33B
$3.77M 3.01%
+54,489
New +$3.71M
VOO icon
7
Vanguard S&P 500 ETF
VOO
$968B
$3.67M 2.94%
+5,824
New +$3.62M
GOVZ icon
8
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$265M
$2.73M 2.19%
+69,666
New +$2.71M
IEMG icon
9
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$2.57M 2.06%
+33,530
New +$2.25M
MSFT icon
10
Microsoft
MSFT
$2.89T
$2.24M 1.79%
+5,715
New +$2.86M
CAOS icon
11
Alpha Architect Tail Risk ETF
CAOS
$719M
$2.19M 1.75%
+24,261
New +$2.18M
IVV icon
12
iShares Core S&P 500 ETF
IVV
$869B
$2.08M 1.67%
+3,023
New +$2.05M
EMQQ icon
13
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$265M
$1.95M 1.56%
+54,198
New +$2.35M
DFJ icon
14
WisdomTree Japan SmallCap Dividend Fund
DFJ
$386M
$1.91M 1.53%
+16,951
New +$1.59M
IAUM icon
15
iShares Gold Trust Micro
IAUM
$6.4B
$1.88M 1.5%
+35,826
New +$1.48M
USFR icon
16
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$1.85M 1.48%
+36,669
New +$1.85M
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$3.99T
$1.64M 1.31%
+5,258
New +$1.5M
EWA icon
18
iShares MSCI Australia ETF
EWA
$1.37B
$1.63M 1.3%
+54,103
New +$1.43M
EWG icon
19
iShares MSCI Germany ETF
EWG
$1.55B
$1.56M 1.25%
+35,167
New +$1.46M
EWUS icon
20
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$41.4M
$1.45M 1.16%
+32,737
New +$1.34M
EWZS icon
21
iShares MSCI Brazil Small-Cap ETF
EWZS
$231M
$1.42M 1.14%
+91,417
New +$1.23M
NVDA icon
22
NVIDIA
NVDA
$4.76T
$1.35M 1.08%
+7,619
New +$1.42M
IEFA icon
23
iShares Core MSCI EAFE ETF
IEFA
$188B
$1.33M 1.07%
+13,569
New +$1.2M
IYH icon
24
iShares US Healthcare ETF
IYH
$3.38B
$1.22M 0.98%
+18,301
New +$1.15M
AAPL icon
25
Apple
AAPL
$4.95T
$1.21M 0.96%
+4,564
New +$1.23M
1
2 3 4 5

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Sankala Group's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Sankala Group, which disclosed 570 positions worth $125M. Its ten largest holdings account for 33% of the portfolio.

Its largest position is iShares Treasury Floating Rate Bond ETF: 143,885 shares worth $7.28M.

By sector, the portfolio is most concentrated in Technology at 5.9% of assets, followed by Consumer Discretionary and Consumer Staples.

  • Sankala Group's largest Q4 2025 buy was iShares Treasury Floating Rate Bond ETF: 143,885 shares worth $7.28M.
  • Sankala Group's ten largest holdings make up 33% of its $125M portfolio in Q4 2025.
  • Sankala Group disclosed 570 positions in Q4 2025, its first 13F filing on record.

Based on Sankala Group's 13F filing for Q4 2025, filed 2 Mar 2026.