SG
Sankala Group LLC
Diversified strategyMomentum followerSector-focused
Total reported value
$122.5M
Reporting period: 2026-03-31 · Number of holdings: 563
Sankala Group LLC disclosed 563 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $122.5M and a quarterly turnover rate of 12.3%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "S"
Personality snowflake
- Concentration
- 6.79
- Portfolio Stability
- 12.28
- Momentum/Contrarian
- 100
- Sector conviction
- 77.71
- Diversification
- 100
- Sizing Uniformity
- 70.96
Recent moves
Add USFR
+98.7% $1.8M
Add DFJ
+101.1% $1.7M
Trim GLDM
-0.0% -$759.2K
Trim IGV
-58.5% -$497.7K
Trim IEMG
+0.1% -$281.6K
Add QGRW
+148.4% $231.3K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 555 holdings (of 563 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 5.98% | — | +0.55% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.89% | — | +1.57% | |
| 3 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.80% | -0.53% | -0.04% | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-Other | 3.77% | -0.04% | +0.57% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.32% | — | +3.44% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.00% | +1.52% | +98.73% | |
| 7 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-Other | 2.96% | +1.43% | +101.10% | |
| 8 | EDV | Vanguard Extended Dur Treas | ETF-Other | 2.94% | -0.07% | +2.63% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.84% | -0.10% | +1.29% | |
| 10 | GOVZUSD | Ishares 25+ Yr Treas Strips | ETF-Other | 2.12% | -0.07% | +2.04% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.87% | -0.19% | +0.06% | |
| 12 | CAOS | Alpha Architect Tail Risk | ETF-Other | 1.73% | -0.02% | -4.01% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.14% | -1.89% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | -0.08% | +0.13% | |
| 15 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-Other | 1.46% | -0.10% | +2.04% | |
| 16 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.36% | -0.14% | +2.81% | |
| 17 | EWA | Ishares Msci Australia ETF | ETF-Other | 1.23% | -0.07% | +2.11% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | -0.11% | +0.44% | |
| 19 | EWG | Ishares Msci Germany ETF | ETF-Other | 1.12% | -0.13% | +1.39% | |
| 20 | EWZS | Ishares Msci Brazil Small-ca | ETF-Other | 1.06% | -0.08% | +1.46% | |
| 21 | EWUS | Ishares Msci United Kingdom | ETF-Other | 1.06% | -0.10% | +1.73% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | -0.03% | -0.43% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.97% | -0.10% | -0.34% | |
| 24 | AAPL | Apple INC | Stock-Tech | 0.95% | — | +1.14% | |
| 25 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.89% | -0.09% | -1.76% | |
| 26 | RYN | Rayonier INC | Stock-Real Estate | 0.73% | — | +1.23% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.66% | -0.05% | -0.49% | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.65% | — | +13.59% | |
| 29 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 0.64% | — | +0.65% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.06% | +0.35% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.60% | — | — | |
| 32 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.60% | — | +2.14% | |
| 33 | ALB | Albemarle CORP | Stock-Materials | 0.60% | — | -1.76% | |
| 34 | ATKR | Atkore INC | Stock-Other | 0.59% | — | +2.08% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | — | — | |
| 36 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 0.55% | -0.03% | -0.35% | |
| 37 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.53% | — | +1.02% | |
| 38 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.52% | -0.08% | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.52% | -0.07% | -0.36% | |
| 40 | FLOW | Global X US Cf Kings 100 ETF | ETF-Other | 0.51% | — | +10.80% | |
| 41 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.50% | — | -5.49% | |
| 42 | DG | Dollar General CORP | Stock-Consumer Staples | 0.50% | -0.14% | -0.21% | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.50% | — | +6.30% | |
| 44 | BLBD | Blue Bird CORP | Stock-Other | 0.49% | — | +0.50% | |
| 45 | AZO | Autozone INC | Stock-Consumer Disc | 0.47% | — | +1.80% | |
| 46 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 0.46% | — | — | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | -0.05% | -2.38% | |
| 48 | DQJCY | Pan Pacific Intern-unsp Adr | Stock-Other | 0.45% | — | +2.59% | |
| 49 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.44% | — | -0.21% | |
| 50 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 0.44% | — | +1.92% |
1–50 of 555
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Sankala Group LLC's most significant position changes for 2026-03-31: New buy: Amtrust Financial Servic (AFSI 7.25 06-15-55); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Strategy INC 9 Pfdpfd Ser A; New buy: Amtrust Financial Servic (AFSI 7.5 09-15-55); New buy: Avantis Reps Intern Equi ETF (AVSD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +1.5% | +98.73% | Add |
| 2 | DFJ | Wisdomtree Jpn S/c Dvd Fund | +1.4% | +101.10% | Add |
| 3 | QGRW | Wisdomtree US Quality Growth | +0.2% | +148.44% | Add |
| 4 | RISR | Foliobe Altr In&in H Etf-usd | +0.1% | +38.26% | Add |
| 5 | ALAI | Alger Ai Enable & Adopt ETF | +0.1% | +30.60% | Add |
| 6 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +26.05% | Add |
| 7 | XYL | Xylem INC | +0.1% | +100.00% | Add |
| 8 | CAOS | Alpha Architect Tail Risk | 0% | -4.01% | Trim |
| 9 | NVDA | Nvidia CORP | 0% | -0.43% | Trim |
| 10 | QMOM | Alpha US Quant Mom ETF | 0% | -0.35% | Trim |
| 11 | DVY | Ishares Select Dividend ETF | 0% | +0.57% | Add |
| 12 | OLLI | Ollie's Bargain Outlet Holdi | 0% | -6.22% | Trim |
| 13 | VDC | Vanguard Consumer Staple ETF | -0.1% | -0.49% | Trim |
| 14 | XLV | Ss Health Care Select Sector | -0.1% | -2.38% | Trim |
| 15 | IAU | Ishares Gold Trust | -0.1% | — | Unchanged |
| 16 | HD | Home Depot INC | -0.1% | -46.93% | Trim |
| 17 | VEA | Vanguard Ftse Developed ETF | -0.1% | +0.35% | Add |
| 18 | SCCO | Southern Copper CORP | -0.1% | +2.36% | Add |
| 19 | CDE | Coeur Mining INC | -0.1% | — | Unchanged |
| 20 | RGLD | Royal Gold INC | -0.1% | -1.53% | Trim |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -24.33% | Trim |
| 22 | META | Meta Platforms Inc-class A | -0.1% | +1.35% | Add |
| 23 | EDV | Vanguard Extended Dur Treas | -0.1% | +2.63% | Add |
| 24 | GOVZUSD | Ishares 25+ Yr Treas Strips | -0.1% | +2.04% | Add |
| 25 | EWA | Ishares Msci Australia ETF | -0.1% | +2.11% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -0.36% | Trim |
| 27 | AVGO | Broadcom INC | -0.1% | -21.48% | Trim |
| 28 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.13% | Add |
| 29 | EWZS | Ishares Msci Brazil Small-ca | -0.1% | +1.46% | Add |
| 30 | PHYS | Sprott Physical Gold Trust | -0.1% | — | Unchanged |
| 31 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -28.87% | Trim |
| 32 | IYH | Ishares U.s. Healthcare ETF | -0.1% | -1.76% | Trim |
| 33 | VOO | Vanguard S&p 500 ETF | -0.1% | +1.29% | Add |
| 34 | EMQQ | Emg Mkt Internet Etf-usa INC | -0.1% | +2.04% | Add |
| 35 | EWUS | Ishares Msci United Kingdom | -0.1% | +1.73% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -0.34% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.44% | Add |
| 38 | GIS | General Mills INC | -0.1% | -13.22% | Trim |
| 39 | EWG | Ishares Msci Germany ETF | -0.1% | +1.39% | Add |
| 40 | MSFT | Microsoft CORP | -0.1% | -1.89% | Trim |
| 41 | IAUM | Ishares Gold Trust Micro | -0.1% | +2.81% | Add |
| 42 | DG | Dollar General CORP | -0.1% | -0.21% | Trim |
| 43 | IEMG | Ishares Core Msci Emerging | -0.2% | +0.06% | Add |
| 44 | IGV | Ishares Expanded Tech-softwa | -0.4% | -58.52% | Trim |
| 45 | GLDM | Spdr Gold Minishares Trust | -0.5% | -0.04% | Trim |
| 46 | AFSI 7.25 06-15-55 | Amtrust Financial Servic | — | NEW | New buy |
| 47 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 48 | ✓ | Strategy INC 9 Pfdpfd Ser A | — | NEW | New buy |
| 49 | AFSI 7.5 09-15-55 | Amtrust Financial Servic | — | NEW | New buy |
| 50 | AVSD | Avantis Reps Intern Equi ETF | — | NEW | New buy |
FAQ
What is Sankala Group LLC and what type of investor is it?
Sankala Group LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $122.5M, spread across 563 disclosed positions.
What are Sankala Group LLC's largest equity positions?
Based on the latest 13F filing, Sankala Group LLC's top holdings by market value are:
1. Ishares Treasury Floating Ra (TFLO) — $7.3M (6.0%)
2. Schwab Short-term US Treas (SCHO) — $4.8M (3.9%)
3. Spdr Gold Minishares Trust (GLDM) — $4.7M (3.8%)
4. Ishares Select Dividend ETF (DVY) — $4.6M (3.8%)
5. Ss Spdr S&p 600 Sc Val ETF (SLYV) — $4.1M (3.3%)
What changes did Sankala Group LLC make in its most recent portfolio filing?
In the latest reported quarter, Sankala Group LLC made 47 notable position adjustments: 5 new positions were initiated, 23 existing holdings were added to, 19 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Amtrust Financial Servic (AFSI 7.25 06-15-55); New buy: Invesco Qqq Trust Series 1 (QQQ); New buy: Strategy INC 9 Pfdpfd Ser A; New buy: Amtrust Financial Servic (AFSI 7.5 09-15-55); New buy: Avantis Reps Intern Equi ETF (AVSD)
What sectors does Sankala Group LLC focus on?
Sankala Group LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 44.0%
• Communication Services: 14.6%
• Health Care: 14.1%
• Consumer Discretionary: 12.5%
• Financials: 7.9%
• Industrials: 4.0%
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