Sankala Group LLC
Long book
$122.5M
Q1 2026
Positions
555
Top-10 weight
35%
concentration
Last quarter
+7.0%
SPY +14.8%
Turnover
6%
of book per quarter
Strategy in plain words
auto-generated from filingsSankala Group LLC is a wealth-management firm allocating client money, running a $122.5M US long book across 555 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES TREASURY FLOATING RA, SCHWAB SHORT-TERM US TREAS, SPDR GOLD MINISHARES TRUST, ISHARES SELECT DIVIDEND ETF, SS SPDR S&P 600 SC VAL ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+0.7%
Q1 2026
+7.0%
Sector allocation
Technology 40%
Consumer discretionary 14%
Industrials 8%
Healthcare 8%
Materials 7%
Financials 7%
Consumer staples 5%
Other 5%
Long book by quarter
What does Sankala Group own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 5.6K | $2.0M | 1.6% | -1.9% |
| GOOGL ALPHABET INC-CL A | Technology | 5.3K | $1.5M | 1.2% | +0.4% |
| NVDA NVIDIA CORP | Technology | 7.6K | $1.3M | 1.0% | -0.4% |
| AAPL APPLE INC | Technology | 4.6K | $1.2M | 1.0% | +1.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.7K | $737K | 0.6% | +2.1% |
| ALB ALBEMARLE CORP | Materials | 4.0K | $733K | 0.6% | -1.8% |
| ATKR ATKORE INC | Technology | 12.2K | $724K | 0.6% | +2.1% |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 5.1K | $608K | 0.5% | -0.2% |
| BLBD BLUE BIRD CORP | Industrials | 10.8K | $603K | 0.5% | +0.5% |
| AZO AUTOZONE INC | Consumer discretionary | 170 | $575K | 0.5% | +1.8% |
| HSY HERSHEY CO/THE | Consumer staples | 2.2K | $480K | 0.4% | +3.2% |
| ABBV ABBVIE INC | Healthcare | 2.1K | $446K | 0.4% | Held |
| MRNA MODERNA INC | Healthcare | 8.3K | $427K | 0.3% | +2.1% |
| JPM JPMORGAN CHASE & CO | Financials | 1.4K | $395K | 0.3% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 678 | $359K | 0.3% | +1.3% |
| GRCLF GRAINCORP LTD-A | — | 79.0K | $348K | 0.3% | +1.6% |
| GILD GILEAD SCIENCES INC | Healthcare | 2.5K | $348K | 0.3% | -3.3% |
| GIS GENERAL MILLS INC | Consumer staples | 9.3K | $341K | 0.3% | -13.2% |
| SCCO SOUTHERN COPPER CORP | Materials | 1.8K | $292K | 0.2% | +2.4% |
| AVGO BROADCOM INC | Technology | 910 | $276K | 0.2% | -21.5% |