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KIM

Kane Investment Management Portfolio holdings

AUM $194M
1-Year Est. Return 43.53%
This Fund
S&P 500
This Quarter Est. Return
-1.54%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
-$11.7M
Cap. Flow
-$3.91M
Cap. Flow %
-2.01%
Top 10 Hldgs %
53.1%
Holding
107
New
13
Increased
27
Reduced
57
Closed
8

Top Buys

Rank Stock Value
1
LNG icon
Cheniere Energy
LNG
+$970K
2
BKR icon
Baker Hughes
BKR
+$833K
3
FTI icon
TechnipFMC
FTI
+$614K
4
NOC icon
Northrop Grumman
NOC
+$575K
5
HWM icon
Howmet Aerospace
HWM
+$441K

Top Sells

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$1.18M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$645K
3
BSX icon
Boston Scientific
BSX
+$628K
4
JPM icon
JPMorgan Chase
JPM
+$584K
5
NFLX icon
Netflix
NFLX
+$536K

Sector Composition

Rank Sector Weight
1 Technology 48.3%
2 Industrials 11.12%
3 Communication Services 3.57%
4 Healthcare 3.47%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.01T
$63.1M 32.46%
361,780
-1,444
-0.4% -$265K
AAPL icon
2
Apple
AAPL
$4.8T
$10.4M 5.35%
40,996
-687
-2% -$179K
MSFT icon
3
Microsoft
MSFT
$2.96T
$3.99M 2.05%
10,833
-1,117
-9% -$467K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.26T
$3.94M 2.03%
13,692
-459
-3% -$144K
AMZN icon
5
Amazon
AMZN
$2.67T
$3.9M 2%
18,702
-1,630
-8% -$359K
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$60B
$3.89M 2%
134,703
-13,149
-9% -$409K
LRCX icon
7
Lam Research
LRCX
$403B
$3.67M 1.89%
17,149
-19
-0.1% -$4.25K
HWM icon
8
Howmet Aerospace
HWM
$112B
$3.56M 1.83%
15,443
+1,891
+14% +$441K
KLAC icon
9
KLA
KLAC
$285B
$3.41M 1.75%
23,140
-800
-3% -$117K
AVGO icon
10
Broadcom
AVGO
$1.84T
$3.38M 1.74%
10,922
-1,218
-10% -$401K
CTAS icon
11
Cintas
CTAS
$80.2B
$3.37M 1.73%
19,906
-633
-3% -$121K
LLY icon
12
Eli Lilly
LLY
$1.04T
$3.21M 1.65%
3,489
-230
-6% -$233K
QQQ icon
13
Invesco QQQ Trust
QQQ
$472B
$3.2M 1.64%
5,538
-52
-0.9% -$31.6K
SPMO icon
14
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
$2.9M 1.49%
25,955
-3,375
-12% -$399K
FIX icon
15
Comfort Systems
FIX
$62.7B
$2.73M 1.4%
1,979
-4
-0.2% -$5.08K
GE icon
16
GE Aerospace
GE
$354B
$2.37M 1.22%
8,355
+78
+0.9% +$24.5K
VOO icon
17
Vanguard S&P 500 ETF
VOO
$981B
$2.09M 1.08%
3,499
+8
+0.2% +$5K
MA icon
18
Mastercard
MA
$478B
$2.08M 1.07%
4,159
-256
-6% -$135K
COST icon
19
Costco
COST
$412B
$2.04M 1.05%
2,048
+94
+5% +$91.6K
SGOV icon
20
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$2.01M 1.04%
20,389
-4,446
-18% -$447K
JPLD icon
21
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.9M 0.97%
36,313
+2,716
+8% +$142K
XLK icon
22
State Street Technology Select Sector SPDR ETF
XLK
$118B
$1.88M 0.96%
14,115
-205
-1% -$28.9K
IOO icon
23
iShares Global 100 ETF
IOO
$8.67B
$1.85M 0.95%
15,325
-20
-0.1% -$2.52K
VUG icon
24
Vanguard Growth ETF
VUG
$223B
$1.85M 0.95%
25,380
-3,924
-13% -$305K
TT icon
25
Trane Technologies
TT
$104B
$1.81M 0.93%
4,334
-151
-3% -$64.1K
1
2 3 4 5

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Kane Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kane Investment Management held 107 positions worth $194M, down 5.7% from $206M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Kane Investment Management's Q1 2026 filing shows 13 new, 27 increased, 57 reduced and 8 closed positions. Its largest new stake was Cheniere Energy: 4,199 shares worth $1.19M. The largest sale was ServiceNow, an estimated $1.18M.

By sector, the portfolio is most concentrated in Technology at 48% of assets, down from 50% a quarter earlier, followed by Industrials and Communication Services.

  • Kane Investment Management's largest Q1 2026 buy was Cheniere Energy: 4,199 shares worth $1.19M.
  • Kane Investment Management added most to Howmet Aerospace in Q1 2026, an estimated $441K increase.
  • Kane Investment Management's biggest Q1 2026 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $645K.
  • Kane Investment Management fully exited ServiceNow in Q1 2026, selling an estimated $1.18M.
  • Kane Investment Management's ten largest holdings make up 53% of its $194M portfolio in Q1 2026.
  • Kane Investment Management opened 13 new positions and closed 8 in Q1 2026.
  • Kane Investment Management's portfolio value fell 5.7% quarter-over-quarter to $194M.

Based on Kane Investment Management's 13F filing for Q1 2026, filed 14 May 2026.