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%.

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)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1TFLOIshares Treasury Floating RaETF-Gov Bonds5.98%—+0.55%
2SCHOSchwab Short-term US TreasETF-Other3.89%—+1.57%
3GLDMSpdr Gold Minishares TrustETF-Commodities3.80%-0.53%-0.04%
4DVYIshares Select Dividend ETFETF-Other3.77%-0.04%+0.57%
5SLYVSs Spdr S&p 600 Sc Val ETFETF-Other3.32%—+3.44%
6USFRWisdomtree Floating Rate TreETF-Other3.00%+1.52%+98.73%
7DFJWisdomtree Jpn S/c Dvd FundETF-Other2.96%+1.43%+101.10%
8EDVVanguard Extended Dur TreasETF-Other2.94%-0.07%+2.63%
9VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.84%-0.10%+1.29%
10GOVZUSDIshares 25+ Yr Treas StripsETF-Other2.12%-0.07%+2.04%
11IEMGIshares Core Msci EmergingETF-Emerging Markets1.87%-0.19%+0.06%
12CAOSAlpha Architect Tail RiskETF-Other1.73%-0.02%-4.01%
13MSFTMicrosoft CORPStock-Tech1.65%-0.14%-1.89%
14IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.59%-0.08%+0.13%
15EMQQEmg Mkt Internet Etf-usa INCETF-Other1.46%-0.10%+2.04%
16IAUMIshares Gold Trust MicroETF-Commodities1.36%-0.14%+2.81%
17EWAIshares Msci Australia ETFETF-Other1.23%-0.07%+2.11%
18GOOGLAlphabet Inc-cl AStock-Comm Services1.20%-0.11%+0.44%
19EWGIshares Msci Germany ETFETF-Other1.12%-0.13%+1.39%
20EWZSIshares Msci Brazil Small-caETF-Other1.06%-0.08%+1.46%
21EWUSIshares Msci United KingdomETF-Other1.06%-0.10%+1.73%
22NVDANvidia CORPStock-Tech1.05%-0.03%-0.43%
23IEFAIshares Core Msci Eafe ETFETF-Other0.97%-0.10%-0.34%
24AAPLApple INCStock-Tech0.95%—+1.14%
25IYHIshares U.s. Healthcare ETFETF-Other0.89%-0.09%-1.76%
26RYNRayonier INCStock-Real Estate0.73%—+1.23%
27VDCVanguard Consumer Staple ETFETF-Other0.66%-0.05%-0.49%
28SMHVaneck Semiconductor ETFETF-Other0.65%—+13.59%
29VIPSVipshop Holdings LTD - AdrStock-Consumer Disc0.64%—+0.65%
30VEAVanguard Ftse Developed ETFETF-Other0.64%-0.06%+0.35%
31VTWOVanguard Russell 2000 ETFETF-Small Cap0.60%——
32AMZNAmazon.com INCStock-Consumer Disc0.60%—+2.14%
33ALBAlbemarle CORPStock-Materials0.60%—-1.76%
34ATKRAtkore INCStock-Other0.59%—+2.08%
35SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.57%——
36QMOMAlpha US Quant Mom ETFETF-Other0.55%-0.03%-0.35%
37QVALAlpha Arch US Qnt Value ETFETF-Other0.53%—+1.02%
38PHYSSprott Physical Gold TrustStock-Other0.52%-0.08%—
39TSMTaiwan Semiconductor-sp AdrStock-Tech0.52%-0.07%-0.36%
40FLOWGlobal X US Cf Kings 100 ETFETF-Other0.51%—+10.80%
41VGITVanguard Intermediate-term TETF-Other0.50%—-5.49%
42DGDollar General CORPStock-Consumer Staples0.50%-0.14%-0.21%
43AVDVAvantis Intl S/c Value ETFETF-Other0.50%—+6.30%
44BLBDBlue Bird CORPStock-Other0.49%—+0.50%
45AZOAutozone INCStock-Consumer Disc0.47%—+1.80%
46BXMTBlackstone Mortgage Tru-cl AStock-Real Estate0.46%——
47XLVSs Health Care Select SectorETF-Other0.46%-0.05%-2.38%
48DQJCYPan Pacific Intern-unsp AdrStock-Other0.45%—+2.59%
49ZROZPimco 25+ Yr Zero Cpn US TifETF-Other0.44%—-0.21%
50IVALAlpha Archi Intl Qt Vlu ETFETF-Other0.44%—+1.92%
1–50 of 555

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).

Position changes disclosed by Sankala Group LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1USFRWisdomtree Floating Rate Tre+1.5%+98.73%Add
2DFJWisdomtree Jpn S/c Dvd Fund+1.4%+101.10%Add
3QGRWWisdomtree US Quality Growth+0.2%+148.44%Add
4RISRFoliobe Altr In&in H Etf-usd+0.1%+38.26%Add
5ALAIAlger Ai Enable & Adopt ETF+0.1%+30.60%Add
6BTCGrayscale Bitcoin Mini ETF+0.1%+26.05%Add
7XYLXylem INC+0.1%+100.00%Add
8CAOSAlpha Architect Tail Risk0%-4.01%Trim
9NVDANvidia CORP0%-0.43%Trim
10QMOMAlpha US Quant Mom ETF0%-0.35%Trim
11DVYIshares Select Dividend ETF0%+0.57%Add
12OLLIOllie's Bargain Outlet Holdi0%-6.22%Trim
13VDCVanguard Consumer Staple ETF-0.1%-0.49%Trim
14XLVSs Health Care Select Sector-0.1%-2.38%Trim
15IAUIshares Gold Trust-0.1%—Unchanged
16HDHome Depot INC-0.1%-46.93%Trim
17VEAVanguard Ftse Developed ETF-0.1%+0.35%Add
18SCCOSouthern Copper CORP-0.1%+2.36%Add
19CDECoeur Mining INC-0.1%—Unchanged
20RGLDRoyal Gold INC-0.1%-1.53%Trim
21SPYSs Spdr S&p 500 ETF Trust-us-0.1%-24.33%Trim
22METAMeta Platforms Inc-class A-0.1%+1.35%Add
23EDVVanguard Extended Dur Treas-0.1%+2.63%Add
24GOVZUSDIshares 25+ Yr Treas Strips-0.1%+2.04%Add
25EWAIshares Msci Australia ETF-0.1%+2.11%Add
26TSMTaiwan Semiconductor-sp Adr-0.1%-0.36%Trim
27AVGOBroadcom INC-0.1%-21.48%Trim
28IVVIshares Core S&p 500 ETF-0.1%+0.13%Add
29EWZSIshares Msci Brazil Small-ca-0.1%+1.46%Add
30PHYSSprott Physical Gold Trust-0.1%—Unchanged
31SGOVIshares 0-3 Month Treasury B-0.1%-28.87%Trim
32IYHIshares U.s. Healthcare ETF-0.1%-1.76%Trim
33VOOVanguard S&p 500 ETF-0.1%+1.29%Add
34EMQQEmg Mkt Internet Etf-usa INC-0.1%+2.04%Add
35EWUSIshares Msci United Kingdom-0.1%+1.73%Add
36IEFAIshares Core Msci Eafe ETF-0.1%-0.34%Trim
37GOOGLAlphabet Inc-cl A-0.1%+0.44%Add
38GISGeneral Mills INC-0.1%-13.22%Trim
39EWGIshares Msci Germany ETF-0.1%+1.39%Add
40MSFTMicrosoft CORP-0.1%-1.89%Trim
41IAUMIshares Gold Trust Micro-0.1%+2.81%Add
42DGDollar General CORP-0.1%-0.21%Trim
43IEMGIshares Core Msci Emerging-0.2%+0.06%Add
44IGVIshares Expanded Tech-softwa-0.4%-58.52%Trim
45GLDMSpdr Gold Minishares Trust-0.5%-0.04%Trim
46AFSI 7.25 06-15-55Amtrust Financial Servic—NEWNew buy
47QQQInvesco Qqq Trust Series 1—NEWNew buy
48✓ Strategy INC 9 Pfdpfd Ser A—NEWNew buy
49AFSI 7.5 09-15-55Amtrust Financial Servic—NEWNew buy
50AVSDAvantis Reps Intern Equi ETF—NEWNew 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%