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Sankala Group LLC

SEC CIK
0002113426
Latest filing
Aug 18, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 18, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
631
+76 vs. Q1 2026
Portfolio value
$149.8M
+$27.4M (+22.3%) vs. Q1 2026
Filed
Aug 18, 2026
SEC
Holdings of Sankala Group LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ODFLOld Dominion Freight Line, Inc.COM37$7.69K<0.1%+37NewHistory
CMCLCaledonia Mining Corp PlcSHS NEW336$7.72K<0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock45$7.74K<0.1%−6−11.8%ReducedHistory
AGIAlamos Gold IncStock235$7.78K<0.1%00.0%UnchangedHistory
Embla Medical HF OrdfX6026B106Equity1,700$7.79K<0.1%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock71$7.94K<0.1%+48+208.7%AddedHistory
FLNGFlex LNG Ltd.SHS256$7.94K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A54$7.94K<0.1%−8−12.9%ReducedHistory
HIIHuntington Ingalls Industries, Inc.COM25$7.97K<0.1%00.0%UnchangedHistory
BABoeing CoStock36$8.04K<0.1%+2+5.9%AddedHistory
AXONAxon Enterprise, Inc.COM13$8.09K<0.1%−3−18.8%ReducedHistory
JNJJohnson & JohnsonStock30$8.13K<0.1%+3+11.1%AddedHistory
AUAngloGold Ashanti PLCCOM SHS84$8.26K<0.1%00.0%UnchangedHistory
GDLCGrayscale CoinDesk Crypto 5 ETFUSD SHS284$8.28K<0.1%00.0%UnchangedHistory
KLICKulicke & Soffa Industries IncCOM93$8.43K<0.1%00.0%UnchangedHistory
EBAYeBay IncCOM83$8.52K<0.1%−126−60.3%ReducedHistory
OHIOmega Healthcare Investors IncCOM184$8.55K<0.1%00.0%UnchangedHistory
NXTNextpower Inc.Stock95$8.63K<0.1%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock47$8.68K<0.1%+1+2.2%AddedHistory
ETSYEtsy IncCOM109$8.73K<0.1%00.0%UnchangedHistory
AGXArgan IncStock16$8.94K<0.1%00.0%UnchangedHistory
ALABAstera Labs, Inc.Stock30$8.97K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock42$9.10K<0.1%00.0%UnchangedHistory
BROBrown & Brown, Inc.Stock130$9.15K<0.1%−104−44.4%ReducedHistory
BGBunge Global SACOM SHS80$9.16K<0.1%00.0%UnchangedHistory
EDConsolidated Edison IncStock85$9.26K<0.1%00.0%UnchangedHistory
Sprott FDS Tr85208P881COPPER MINER ETF227$9.30K<0.1%+26+12.9%Added–
PTGXProtagonist Therapeutics, IncCOM60$9.47K<0.1%00.0%UnchangedHistory
EXEExpand Energy CorpCOM101$9.63K<0.1%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A50$9.65K<0.1%−144−74.2%ReducedHistory
IDAIdacorp IncCOM68$9.70K<0.1%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock158$9.95K<0.1%+6+3.9%AddedHistory
HUBBHubbell IncCOM21$9.98K<0.1%+21NewHistory
GLDSPDR Gold TrustETF25$9.98K<0.1%00.0%UnchangedHistory
KVUEKenvue Inc.Stock529$10.0K<0.1%00.0%UnchangedHistory
iShares Tr46438G562NASDAQ TOP 30272$10.1K<0.1%00.0%Unchanged–
VMCVulcan Materials COCOM37$10.1K<0.1%+37NewHistory
QCOMQualcomm IncStock64$10.3K<0.1%−4−5.9%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF130$10.4K<0.1%−33−20.2%Reduced–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP91$10.5K<0.1%−34−27.2%Reduced–
FDXFedEx CorpStock32$10.5K<0.1%−3−8.6%ReducedHistory
Profesionally Managed Portfo74316P579AKRE FOCUS ETF182$10.8K<0.1%00.0%Unchanged–
iShares Core High Dividend ETF46429B663ETF365$10.8K<0.1%−90−19.8%ReducedConverted for a 5-for-1 split–
CPCanadian Pacific Kansas City LtdCOM115$10.8K<0.1%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock50$10.9K<0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM44$11.0K<0.1%−7−13.7%ReducedHistory
Parnassus Income FDS701769507CORE SELECT ETF380$11.1K<0.1%−115−23.2%Reduced–
FISVFiserv IncStock211$11.1K<0.1%00.0%UnchangedHistory
PCVXVaxcyte, Inc.COM186$11.1K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G540ESG NASDAQ 100223$11.1K<0.1%00.0%Unchanged–
PPTAPerpetua Resources Corp.COM465$11.2K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33733B100WTR ETF101$11.2K<0.1%00.0%Unchanged–
STNGScorpio Tankers Inc.SHS142$11.3K<0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock62$11.3K<0.1%00.0%UnchangedHistory
Veolia Environnement Sponsored ADR92334N103COM580$11.4K<0.1%00.0%Unchanged–
Global X Uranium ETF37954Y871ETF267$11.6K<0.1%00.0%Unchanged–
RPRXRoyalty Pharma plcSHS CLASS A197$11.8K<0.1%00.0%UnchangedHistory
MNROMonro, Inc.COM1,014$11.9K<0.1%00.0%UnchangedHistory
iShares Tr464287291GLOBAL TECH ETF86$12.0K<0.1%+43+100.0%Added–
iShares Future AI & Tech ETF46435U556ETF165$12.1K<0.1%−35−17.5%Reduced–
SYYSysco CorpStock150$12.4K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF112$12.7K<0.1%−62−35.6%Reduced–
Pacer FDS Tr69374H386DATA & DIGI REVO135$12.8K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V704DORSEY WRGT BASC103$12.9K<0.1%−16−13.4%Reduced–
ASTSAST SpaceMobile, Inc.COM CL A193$12.9K<0.1%00.0%UnchangedHistory
ETHWBitwise Ethereum ETFSHS956$13.1K<0.1%−756−44.2%ReducedHistory
VRSKVerisk Analytics, Inc.COM73$13.2K<0.1%−33−31.1%ReducedHistory
INSWInternational Seaways, Inc.COM135$13.3K<0.1%00.0%UnchangedHistory
CVXChevron CorpStock66$13.6K<0.1%+5+8.2%AddedHistory
NFENew Fortress Energy Inc.COM CL A46,763$13.8K<0.1%−24,313−34.2%ReducedHistory
NTRNutrien Ltd.COM201$13.9K<0.1%00.0%UnchangedHistory
iShares Tr46429B614MSCI INDIA SM CP197$14.1K<0.1%00.0%Unchanged–
DUKDuke Energy CORPStock114$14.2K<0.1%+2+1.8%AddedHistory
CICigna GroupStock51$14.3K<0.1%−3−5.6%ReducedHistory
GWWW.W. Grainger, Inc.Stock11$14.4K<0.1%00.0%UnchangedHistory
ETHAiShares Ethereum Trust ETFSHS1,050$15.2K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33734X770DJ INTL INTRNT541$15.3K<0.1%−116−17.7%Reduced–
CYTKCytokinetics IncCOM NEW201$15.3K<0.1%00.0%UnchangedHistory
VECOVeeco Instruments IncCOM304$15.3K<0.1%00.0%UnchangedHistory
ALLAllstate CorpStock59$15.6K<0.1%+1+1.7%AddedHistory
DASHDoorDash, Inc.Stock75$16.2K<0.1%+75NewHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF88$16.3K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Growth ETF464287887ETF93$16.3K<0.1%00.0%Unchanged–
NKENIKE, Inc.Stock416$16.8K<0.1%00.0%UnchangedHistory
KGCKinross Gold CorpCOM637$17.3K<0.1%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock244$17.9K<0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM52$18.1K<0.1%00.0%UnchangedHistory
VanEck Vectors ETF Tr92189F726BIOTECH ETF84$19.0K<0.1%+17+25.4%Added–
METMetlife IncStock200$19.5K<0.1%00.0%UnchangedHistory
iShares Inc464286814MSCI NETHERL ETF280$19.6K<0.1%+16+6.1%Added–
SNASnap-on IncCOM50$19.9K<0.1%00.0%UnchangedHistory
iShares Tr46429B523MSCI DENMARK ETF172$20.0K<0.1%+172New–
UBERUber Technologies, IncStock265$20.0K<0.1%+265NewHistory
RBB FD Inc74933W452F/M US TREASURY408$20.4K<0.1%00.0%Unchanged–
iShares Tr46429B671MSCI CHINA ETF375$20.6K<0.1%00.0%Unchanged–
VVisa Inc.Stock57$20.8K<0.1%+10+21.3%AddedHistory
OMCOmnicom Group Inc.COM245$21.3K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW54$21.3K<0.1%+54NewHistory
Roche Hldg Ltd ADR771195104COM386$21.4K<0.1%00.0%Unchanged–
INTUIntuit Inc.Stock61$21.6K<0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (24)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Sankala Group LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
ATKRAtkore Inc.COM12,191$723.8K0.6%History
iShares Tr46436E7180-3 MTH TREASURY2,488$250.4K0.2%–
Strategy Inc 9 PFDPFD Ser A59496A200Equity2,237$223.5K0.2%–
NOCNorthrop Grumman CorpStock19$13.1K<0.1%History
BSXBoston Scientific CorpStock166$11.5K<0.1%History
HOLXHologic IncCOM81$6.12K<0.1%History
QGENQiagen N.V.COMMON STOCK152$5.98K<0.1%History
Schwab Strategic Tr808524664ARIEL ESG ETF171$4.64K<0.1%–
KBHKB HomeCOM87$4.52K<0.1%History
ZBHZimmer Biomet Holdings, Inc.Stock40$3.94K<0.1%History
ARK Next Generation Technology ETF00214Q401ETF29$3.38K<0.1%–
CCSCentury Communities, Inc.COM60$3.36K<0.1%History
DVDoubleVerify Holdings, Inc.COM306$2.88K<0.1%History
Schwab International Equity ETF808524805ETF88$2.13K<0.1%–
2023 ETF Series Trust II90139K308GMO INTL QUALITY68$1.66K<0.1%–
NUVLNuvalent, Inc.COM17$1.65K<0.1%History
CALMCal-Maine Foods IncCOM NEW19$1.53K<0.1%History
STZConstellation Brands, Inc.Stock9$1.38K<0.1%History
TTDTrade Desk, Inc.Stock60$1.28K<0.1%History
DLMAFDollarama Inc.Common/Ordinary9$1.10K<0.1%History
Invesco Exchange Traded FD T46137V860DWA FINL MUMT17$889<0.1%–
ABTAbbott LaboratoriesStock2$244<0.1%History
WisdomTree Tr97717W281EMG MKTS SMCAP2$153<0.1%–
MAPSWM Technology, Inc.COM100$67<0.1%History