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KIM
Kane Investment Management Portfolio holdings
AUM
$235M
Turnover
23.89%
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
(+21%)
Cap. Flow
-$295K
Cap. Flow % of AUM
Cap. Flow %
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
53.2%
Holding
113
New
14
Increased
42
Reduced
40
Closed
13
Avg Time Held
1.1
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
1.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$725K |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$715K |
| 3 |
Caterpillar
CAT
|
+$485K |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$454K |
| 5 |
Western Digital
WDC
|
+$451K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cheniere Energy
LNG
|
+$1.19M |
| 2 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$682K |
| 3 |
Baker Hughes
BKR
|
+$580K |
| 4 |
Northrop Grumman
NOC
|
+$568K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.24T
| $72.3M | 30.81% |
361,206
-574
| -0.2% | -$118K |
2024 Q4
6 quarters
|
|
2
Apple
AAPL
$5T
| $11.8M | 5.04% |
40,850
-146
| -0.4% | -$41.8K |
2024 Q4
6 quarters
|
|
3
Lam Research
LRCX
$341B
| $7.78M | 3.32% |
17,947
+798
| +5% | +$242K |
2024 Q4
6 quarters
|
|
4
KLA
KLAC
$217B
| $6.95M | 2.96% |
23,021
-119
| -0.5% | -$23.6K |
2024 Q4
6 quarters
|
|
5
Alphabet (Google) Class A
GOOGL
$4.21T
| $4.74M | 2.02% |
13,271
-421
| -3% | -$152K |
2024 Q4
6 quarters
|
|
6
Schwab US Large-Cap Growth ETF
SCHG
$63.7B
| $4.39M | 1.87% |
129,796
-4,907
| -4% | -$163K |
2024 Q4
6 quarters
|
|
7
Amazon
AMZN
$2.83T
| $4.36M | 1.86% |
18,281
-421
| -2% | -$106K |
2024 Q4
6 quarters
|
|
8
Howmet Aerospace
HWM
$87.7B
| $4.2M | 1.79% |
15,610
+167
| +1% | +$42.9K |
2024 Q4
6 quarters
|
|
9
Invesco S&P 500 Momentum ETF
SPMO
$21.9B
| $4.15M | 1.77% |
25,706
-249
| -1% | -$35.1K |
2024 Q4
6 quarters
|
|
10
Eli Lilly
LLY
$1.11T
| $4.13M | 1.76% |
3,446
-43
| -1% | -$43.9K |
2024 Q4
6 quarters
|
|
11
Broadcom
AVGO
$1.6T
| $4.03M | 1.72% |
10,674
-248
| -2% | -$99.4K |
2024 Q4
6 quarters
|
|
12
Invesco QQQ Trust
QQQ
$485B
| $3.97M | 1.69% |
5,390
-148
| -3% | -$102K |
2024 Q4
6 quarters
|
|
13
Comfort Systems
FIX
$51.5B
| $3.71M | 1.58% |
1,873
-106
| -5% | -$192K |
2024 Q4
6 quarters
|
|
14
Microsoft
MSFT
$3.96T
| $3.65M | 1.56% |
9,778
-1,055
| -10% | -$427K |
2024 Q4
6 quarters
|
|
15
Palo Alto Networks
PANW
$284B
| $3.44M | 1.47% |
10,082
+461
| +5% | +$106K |
2024 Q4
6 quarters
|
|
16
Cintas
CTAS
$84.3B
| $2.96M | 1.26% |
17,376
-2,530
| -13% | -$437K |
2024 Q4
6 quarters
|
|
|
17
iShares 0-3 Month Treasury Bond ETF
SGOV
$116B
| $2.77M | 1.18% |
27,497
+7,108
| +35% | +$715K |
2024 Q4
6 quarters
|
|
18
GE Aerospace
GE
$323B
| $2.76M | 1.18% |
7,387
-968
| -12% | -$303K |
2025 Q1
5 quarters
|
|
19
Vanguard S&P 500 ETF
VOO
$1.04T
| $2.64M | 1.12% |
3,840
+341
| +10% | +$227K |
2024 Q4
6 quarters
|
|
20
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $2.63M | 1.12% |
13,813
-302
| -2% | -$51.6K |
2024 Q4
6 quarters
|
|
21
VanEck Semiconductor ETF
SMH
$66.5B
| $2.31M | 0.98% |
3,518
+326
| +10% | +$178K |
2024 Q4
6 quarters
|
|
22
Quanta Services
PWR
$93B
| $2.23M | 0.95% |
3,092
-31
| -1% | -$21.2K |
2024 Q4
6 quarters
|
|
23
JPMorgan Limited Duration Bond ETF
JPLD
$4.06B
| $2.15M | 0.92% |
41,226
+4,913
| +14% | +$256K |
2025 Q1
5 quarters
|
|
24
Trane Technologies
TT
$102B
| $2.13M | 0.91% |
4,342
+8
| +0.2% | +$3.74K |
2024 Q4
6 quarters
|
|
25
Vanguard Morningstar Growth ETF
VUG
$230B
| $2.13M | 0.91% |
24,679
-701
| -3% | -$59K |
2024 Q4
6 quarters
|
|
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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.