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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
LVHI icon
26
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.29B
$1.79M 0.92%
44,256
+11,012
+33% +$433K
META icon
27
Meta Platforms (Facebook)
META
$1.59T
$1.75M 0.9%
3,040
-411
-12% -$263K
VIG icon
28
Vanguard Dividend Appreciation ETF
VIG
$110B
$1.72M 0.89%
8,020
+226
+3% +$50.4K
PWR icon
29
Quanta Services
PWR
$96.5B
$1.71M 0.88%
3,123
-39
-1% -$20.1K
FFLC icon
30
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.2B
$1.68M 0.87%
32,795
+13
+0% +$698
ICSH icon
31
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$1.68M 0.86%
33,058
+1,029
+3% +$52.1K
TPR icon
32
Tapestry
TPR
$29B
$1.66M 0.85%
11,753
+276
+2% +$39.1K
ILCG icon
33
iShares Morningstar Growth ETF
ILCG
$3.17B
$1.6M 0.83%
16,803
-932
-5% -$94.7K
MCK icon
34
McKesson
MCK
$95.3B
$1.59M 0.82%
1,868
+25
+1% +$22.3K
PANW icon
35
Palo Alto Networks
PANW
$273B
$1.54M 0.79%
9,621
-60
-0.6% -$10.1K
EME icon
36
Emcor
EME
$33.6B
$1.5M 0.77%
2,036
-23
-1% -$16.7K
V icon
37
Visa
V
$672B
$1.43M 0.74%
4,747
-197
-4% -$63.3K
APH icon
38
Amphenol
APH
$194B
$1.43M 0.74%
11,345
-1,538
-12% -$216K
XLG icon
39
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
$1.24M 0.64%
22,813
-4,121
-15% -$237K
SMH icon
40
VanEck Semiconductor ETF
SMH
$70.7B
$1.22M 0.63%
3,192
+503
+19% +$200K
SPHQ icon
41
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$1.2M 0.62%
16,002
+2,847
+22% +$221K
LNG icon
42
Cheniere Energy
LNG
$56B
$1.19M 0.61%
+4,199
New +$970K
BKNG icon
43
Booking.com
BKNG
$138B
$1.17M 0.6%
6,925
-1,125
-14% -$207K
VRT icon
44
Vertiv
VRT
$116B
$1.13M 0.58%
4,491
+112
+3% +$24.9K
ETN icon
45
Eaton
ETN
$158B
$1.06M 0.54%
2,958
+7
+0.2% +$2.49K
GOOG icon
46
Alphabet (Google) Class C
GOOG
$4.17T
$1.05M 0.54%
3,677
-50
-1% -$15.7K
AIQ icon
47
Global X Artificial Intelligence & Technology ETF
AIQ
$9.58B
$1.02M 0.53%
21,940
-3,865
-15% -$194K
TSM icon
48
TSMC
TSM
$2.18T
$912K 0.47%
2,698
+105
+4% +$36.1K
JAAA icon
49
Janus Henderson AAA CLO ETF
JAAA
$29.1B
$890K 0.46%
17,676
-3,816
-18% -$193K
BKR icon
50
Baker Hughes
BKR
$56.2B
$880K 0.45%
+14,408
New +$833K
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.