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Asset Manager ← All Institutions

Sankala Group LLC

431 EVANS ST #2649, LYONS, CO 80540 • 720 310 0605

Q1 2026 · Filed 2026-03-31
Market Value
$119M
Holdings
563
New Purchases
10
Added To
138
Closed
25
Reduced
90
Top 10 Concentration
35.3%
Turnover
6.2%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 79.0%
Technology 5.7%
Consumer Cyclical 3.4%
Consumer Defensive 2.9%
Healthcare 2.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 59 $19M 15.8%
Large Cap 242 $45M 37.7%
Mid Cap 135 $31M 25.6%
Small Cap 63 $14M 11.6%
Micro Cap 64 $11M 9.3%

Portfolio Analytics

Avg Market Cap
$125.4B
Median Market Cap
$12.5B
Avg P/E
33.2
Median P/E
23.6
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
323
# ETFs / Funds
240

Top Holdings (563 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TFLO 6.14% 144,678 $7M $50.61 $39K +793 +0.6%
2 SCHO 4.00% 196,609 $5M $24.22 $29K +3,036 +1.6%
3 GLDM 3.91% 52,011 $5M $89.59 -$759K -23 -0.0%
4 DVY 3.87% 30,640 $5M $150.68 -$145K +173 +0.6%
5 SLYV 3.41% 43,237 $4M $93.99 -$43K +1,439 +3.4%
6 USFR 3.08% 72,874 $4M $50.34 $2M +36,205 +98.7%
7 DFJ 3.04% 34,089 $4M $106.19 $2M +17,138 +101.1%
8 EDV 3.02% 55,924 $4M $64.37 -$168K +1,435 +2.6%
9 VOO 2.91% 5,899 $3M $588.87 -$201K +75 +1.3%
10 IEMG 1.92% 33,551 $2M $68.32 -$282K +21 +0.1%
11 CAOS 1.77% 23,287 $2M $90.72 -$80K -974 -4.0%
12 MSFT 1.69% 5,607 $2M $359.38 -$229K -108 -1.9%
13 IVV 1.63% 3,027 $2M $643.48 -$136K +4 +0.1%
14 EMQQ 1.50% 55,303 $2M $32.27 -$161K +1,105 +2.0%
15 IAUM 1.39% 36,831 $2M $45.12 -$218K +1,005 +2.8%
16 EWA 1.27% 55,247 $2M $27.33 -$118K +1,144 +2.1%
17 GOOGL 1.23% 5,281 $1M $277.58 -$173K +23 +0.4%
18 EWG 1.15% 35,656 $1M $38.42 -$189K +489 +1.4%
19 EWZS 1.09% 92,752 $1M $14.00 -$125K +1,335 +1.5%
20 EWUS 1.09% 33,303 $1M $38.88 -$159K +566 +1.7%
21 NVDA 1.08% 7,586 $1M $169.34 -$65K -33 -0.4%
22 IEFA 1.00% 13,523 $1M $88.22 -$141K -46 -0.3%
23 AAPL 0.98% 4,616 $1M $252.35 -$41K +52 +1.1%
24 IYH 0.92% 17,978 $1M $60.70 -$132K -323 -1.8%
25 RYN 0.75% 43,745 $890K $20.34 -$39K +531 +1.2%
26 VDC 0.68% 3,631 $814K $224.19 -$77K -18 -0.5%
27 SMH 0.67% 2,114 $800K $378.38 $44K +253 +13.6%
28 VIPS 0.66% 48,459 $783K $16.15 -$56K +312 +0.7%
29 VEA 0.65% 12,479 $780K $62.54 -$93K +44 +0.3%
30 VTWO 0.62% 7,454 $740K $99.30 -$48K
31 AMZN 0.62% 3,667 $737K $201.04 -$17K +77 +2.1%
32 ALB 0.61% 4,030 $733K $181.81 -$154 -72 -1.8%
33 ATKR 0.61% 12,191 $724K $59.37 -$49K +248 +2.1%
34 SPLG 0.59% 9,288 $700K $75.40 -$50K
35 QMOM 0.56% 9,923 $670K $67.56 -$58K -35 -0.3%
36 QVAL 0.54% 12,532 $648K $51.71 -$16K +126 +1.0%
37 PHYS 0.54% 18,740 $641K $34.21 -$111K
38 TSM 0.54% 1,950 $639K $327.65 -$94K -7 -0.4%
39 FLOW 0.52% 17,590 $624K $35.48 $44K +1,715 +10.8%
40 VGIT 0.51% 10,293 $609K $59.19 -$52K -598 -5.5%
41 DG 0.51% 5,121 $608K $118.64 -$194K -11 -0.2%
42 AVDV 0.51% 6,229 $607K $97.42 -$38K +369 +6.3%
43 BLBD 0.51% 10,778 $603K $55.96 -$22K +54 +0.5%
44 AZO 0.48% 170 $575K $3,380.96 -$52K +3 +1.8%
45 BXMT 0.47% 29,241 $562K $19.22 $293
46 XLV 0.47% 3,853 $558K $144.75 -$75K -94 -2.4%
47 DQJCY 0.46% 44,884 $547K $12.18 -$39K +1,134 +2.6%
48 ZROZ 0.45% 8,465 $539K $63.67 -$41K -18 -0.2%
49 IVAL 0.45% 15,995 $533K $33.33 -$43K +302 +1.9%
50 FBTC 0.45% 9,214 $532K $57.76 $26K +353 +4.0%
51 TBLL 0.43% 4,829 $510K $105.53 -$2K -14 -0.3%
52 ICSH 0.43% 10,074 $510K $50.58 -$25K -460 -4.4%
53 FNDE 0.43% 13,603 $508K $37.34 -$41K -20 -0.1%
54 ICOW 0.42% 12,103 $505K $41.72 -$28K +206 +1.7%
55 COWG 0.42% 15,008 $499K $33.24 $9K +1,117 +8.0%
56 VGT 0.41% 712 $490K $687.95 -$21K +9 +1.3%
57 BUL 0.41% 9,232 $489K $52.96 -$7K +572 +6.6%
58 HSY 0.40% 2,235 $480K $214.94 -$31K +69 +3.2%
59 ECOW 0.40% 18,004 $472K $26.24 -$33K -182 -1.0%
60 IWN 0.38% 2,372 $447K $188.44 -$22K
61 ABBV 0.37% 2,105 $446K $211.83 -$43K
62 IDV 0.37% 10,674 $442K $41.41 -$35K
63 IAU 0.37% 5,123 $436K $85.20 -$71K
64 SPYX 0.36% 8,314 $434K $52.18 $38K +1,278 +18.2%
65 MRNA 0.36% 8,318 $427K $51.31 -$10K +174 +2.1%
66 CALF 0.36% 9,554 $424K $44.36 -$8K +185 +2.0%
67 ALAI 0.34% 12,727 $407K $32.01 $74K +2,982 +30.6%
68 AVES 0.34% 6,869 $406K $59.14 -$3K +686 +11.1%
69 QGRW 0.34% 7,416 $400K $53.99 $231K +4,431 +148.4%
70 JPM 0.33% 1,381 $395K $286.37 -$19K
71 FTEC 0.33% 1,915 $393K $205.13 $19K +188 +10.9%
72 NVO 0.32% 10,432 $378K $36.26 -$2K +281 +2.8%
73 IMOM 0.31% 9,300 $365K $39.28 -$54K +40 +0.4%
74 FRDM 0.31% 6,733 $364K $54.02 -$39K +323 +5.0%
75 META 0.30% 678 $359K $529.33 -$75K +9 +1.4%
76 SPMO 0.30% 3,212 $358K $111.49 $31K +474 +17.3%
77 VWO 0.30% 6,697 $354K $52.81 -$35K
78 SPSM 0.30% 7,390 $354K $47.84 -$21K -21 -0.3%
79 GNC.AX 0.29% 78,967 $348K $4.41 $42K +1,252 +1.6%
80 GILD 0.29% 2,540 $348K $136.84 -$44K -86 -3.3%
81 GIS 0.29% 9,268 $341K $36.78 -$142K -1,412 -13.2%
82 BTC 0.28% 11,410 $335K $29.34 $72K +2,358 +26.1%
83 IDMO 0.28% 6,135 $328K $53.42 $8K +801 +15.0%
84 IGV 0.27% 4,182 $325K $77.66 -$498K -5,901 -58.5%
85 VXUS 0.27% 4,225 $318K $75.23 -$36K
86 VDE 0.26% 1,769 $313K $177.11 $33K -7 -0.4%
87 VO 0.26% 1,075 $307K $285.40 -$20K +9 +0.8%
88 EMEQ 0.25% 6,794 $303K $44.67 $6K +1,093 +19.2%
89 VTIP 0.25% 5,991 $298K $49.81 -$44K -876 -12.8%
90 BITB 0.25% 8,265 $298K $36.02 -$16K -536 -6.1%
91 FGDL 0.25% 4,863 $293K $60.30 -$51K -54 -1.1%
92 SCCO 0.24% 1,775 $292K $164.44 -$87K +41 +2.4%
93 SLV 0.24% 4,501 $289K $64.17 -$9K +1,000 +28.6%
94 AFFS 0.24% 17,434 $282K $16.20 +17,434 NEW
95 VGSH 0.24% 4,810 $281K $58.41 $7K +174 +3.8%
96 AVGO 0.23% 910 $276K $303.56 -$94K -249 -21.5%
97 SCHD 0.22% 8,687 $266K $30.65 $12K +700 +8.8%
98 SPGP 0.22% 2,482 $263K $106.08 -$4K +168 +7.3%
99 VYM 0.22% 1,788 $263K $146.99 -$14K
100 RGLD 0.22% 1,094 $257K $235.01 -$76K -17 -1.5%

New Positions

SymbolValue% Port
AFFS $282K 0.24%
QQQ $225K 0.19%
AFFT $183K 0.15%
AVSD $73K 0.06%
IWM $22K 0.02%
VEOEY $11K 0.01%
QTOP $8K 0.01%
ASHGY $3K —%
SCHF $2K —%
TTD $1K —%

Sold Out Positions

SymbolValue% Port
ACI —%
ACM —%
MO —%
PRGO —%
LVS —%
CLX —%
OGN —%
MOH —%
FLO —%
HRL —%
LNG —%
ELAN —%
UVV —%
TAP —%
AVA —%
View SEC EDGAR Filings for Sankala Group LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms