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KIM

Kane Investment Management Portfolio holdings

AUM $235M
1-Year Est. Return 44.7%
This Fund
S&P 500
This Quarter Est. Return
+27.26%
1 Year Est. Return
+44.7%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$235M
AUM Growth
+$40.2M
Cap. Flow
-$295K
Cap. Flow %
-0.13%
Top 10 Hldgs %
53.2%
Holding
113
New
14
Increased
42
Reduced
40
Closed
13

Top Buys

Rank Stock Value
1
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$725K
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$715K
3
CAT icon
Caterpillar
CAT
+$485K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$454K
5
WDC icon
Western Digital
WDC
+$451K

Top Sells

Rank Stock Value
1
LNG icon
Cheniere Energy
LNG
+$1.19M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$682K
3
BKR icon
Baker Hughes
BKR
+$580K
4
NOC icon
Northrop Grumman
NOC
+$568K
5
GILD icon
Gilead Sciences
GILD
+$481K

Sector Composition

Rank Sector Weight
1 Technology 50.73%
2 Miscellaneous 24.15%
3 Industrials 10.83%
4 Communication Services 3.37%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.56T
$72.3M 30.81%
361,206
-574
-0.2% -$118K
AAPL icon
2
Apple
AAPL
$4.67T
$11.8M 5.04%
40,850
-146
-0.4% -$41.8K
LRCX icon
3
Lam Research
LRCX
$385B
$7.78M 3.32%
17,947
+798
+5% +$242K
KLAC icon
4
KLA
KLAC
$242B
$6.95M 2.96%
23,021
-119
-0.5% -$23.6K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.14T
$4.74M 2.02%
13,271
-421
-3% -$152K
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$4.39M 1.87%
129,796
-4,907
-4% -$163K
AMZN icon
7
Amazon
AMZN
$2.79T
$4.36M 1.86%
18,281
-421
-2% -$106K
HWM icon
8
Howmet Aerospace
HWM
$103B
$4.2M 1.79%
15,610
+167
+1% +$42.9K
SPMO icon
9
Invesco S&P 500 Momentum ETF
SPMO
$22.5B
$4.15M 1.77%
25,706
-249
-1% -$35.1K
LLY icon
10
Eli Lilly
LLY
$1.02T
$4.13M 1.76%
3,446
-43
-1% -$43.9K
AVGO icon
11
Broadcom
AVGO
$1.7T
$4.03M 1.72%
10,674
-248
-2% -$99.4K
QQQ icon
12
Invesco QQQ Trust
QQQ
$489B
$3.97M 1.69%
5,390
-148
-3% -$102K
FIX icon
13
Comfort Systems
FIX
$56.7B
$3.71M 1.58%
1,873
-106
-5% -$192K
MSFT icon
14
Microsoft
MSFT
$3.71T
$3.65M 1.56%
9,778
-1,055
-10% -$427K
PANW icon
15
Palo Alto Networks
PANW
$272B
$3.44M 1.47%
10,082
+461
+5% +$106K
CTAS icon
16
Cintas
CTAS
$80.2B
$2.96M 1.26%
17,376
-2,530
-13% -$437K
SGOV icon
17
iShares 0-3 Month Treasury Bond ETF
SGOV
$105B
$2.77M 1.18%
27,497
+7,108
+35% +$715K
GE icon
18
GE Aerospace
GE
$350B
$2.76M 1.18%
7,387
-968
-12% -$303K
VOO icon
19
Vanguard S&P 500 ETF
VOO
$1.03T
$2.64M 1.12%
3,840
+341
+10% +$227K
XLK icon
20
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.63M 1.12%
13,813
-302
-2% -$51.6K
SMH icon
21
VanEck Semiconductor ETF
SMH
$69.5B
$2.31M 0.98%
3,518
+326
+10% +$178K
PWR icon
22
Quanta Services
PWR
$93.9B
$2.23M 0.95%
3,092
-31
-1% -$21.2K
JPLD icon
23
JPMorgan Limited Duration Bond ETF
JPLD
$4.02B
$2.15M 0.92%
41,226
+4,913
+14% +$256K
TT icon
24
Trane Technologies
TT
$98.5B
$2.13M 0.91%
4,342
+8
+0.2% +$3.74K
VUG icon
25
Vanguard Morningstar Growth ETF
VUG
$228B
$2.13M 0.91%
24,679
-701
-3% -$59K
1
2 3 4 5

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SIA
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NCMW
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LPP
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CWP
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PIM
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NAC
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Kane Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kane Investment Management held 113 positions worth $235M, up 21% from $194M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Kane Investment Management's Q2 2026 filing shows 14 new, 42 increased, 40 reduced and 13 closed positions. Its largest new stake was Schwab Fundamental International Large Company Index ETF: 13,792 shares worth $728K. The largest sale was Cheniere Energy, an estimated $1.19M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 48% a quarter earlier, followed by Miscellaneous and Industrials.

  • Kane Investment Management's largest Q2 2026 buy was Schwab Fundamental International Large Company Index ETF: 13,792 shares worth $728K.
  • Kane Investment Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $715K increase.
  • Kane Investment Management's biggest Q2 2026 reduction was Invesco S&P 500 Top 50 ETF, cutting an estimated $682K.
  • Kane Investment Management fully exited Cheniere Energy in Q2 2026, selling an estimated $1.19M.
  • Kane Investment Management's ten largest holdings make up 53% of its $235M portfolio in Q2 2026.
  • Kane Investment Management opened 14 new positions and closed 13 in Q2 2026.
  • Kane Investment Management's portfolio value rose 21% quarter-over-quarter to $235M.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.