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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
+6.03%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
101.2%
Top 10 Holdings %
Top 10 Hldgs %
56.44%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$59.5M |
| 2 |
Apple
AAPL
|
+$9.96M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$5.71M |
| 4 |
Microsoft
MSFT
|
+$5.44M |
| 5 |
Cintas
CTAS
|
+$4.83M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 49.29% |
| 2 | Industrials | 8.14% |
| 3 | Consumer Discretionary | 5.5% |
| 4 | Healthcare | 4.32% |
| 5 | Financials | 3.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Emcor
EME
$35.7B
| $1.59M | 0.89% |
+3,506
| New | +$1.66M |
|
27
Vanguard Dividend Appreciation ETF
VIG
$114B
| $1.58M | 0.88% |
+8,050
| New | +$1.61M |
|
28
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
| $1.53M | 0.86% |
+16,113
| New | +$1.53M |
|
29
Adobe
ADBE
$109B
| $1.41M | 0.79% |
+3,163
| New | +$1.57M |
|
30
KLA
KLAC
$252B
| $1.41M | 0.79% |
+22,320
| New | +$1.51M |
|
31
Vanguard S&P 500 ETF
VOO
$1.03T
| $1.35M | 0.75% |
+2,503
| New | +$1.36M |
|
32
Chipotle Mexican Grill
CMG
$40.7B
| $1.21M | 0.68% |
+20,064
| New | +$1.21M |
|
33
Eaton
ETN
$173B
| $1.12M | 0.62% |
+3,370
| New | +$1.18M |
|
34
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.34B
| $1.11M | 0.62% |
+74,389
| New | +$1.11M |
|
35
Janus Henderson AAA CLO ETF
JAAA
$29.8B
| $1.01M | 0.57% |
+19,966
| New | +$1.01M |
|
36
Lam Research
LRCX
$383B
| $1M | 0.56% |
+13,899
| New | +$1.05M |
|
37
Motorola Solutions
MSI
$76.5B
| $920K | 0.51% |
+1,991
| New | +$945K |
|
38
Howmet Aerospace
HWM
$113B
| $895K | 0.5% |
+8,180
| New | +$896K |
|
39
Vertex Pharmaceuticals
VRTX
$133B
| $894K | 0.5% |
+2,221
| New | +$1.03M |
|
40
iShares Floating Rate Bond ETF
FLOT
$10.5B
| $884K | 0.49% |
+17,374
| New | +$885K |
|
41
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
| $879K | 0.49% |
+8,775
| New | +$870K |
|
42
Progressive
PGR
$124B
| $869K | 0.49% |
+3,625
| New | +$913K |
|
43
Vanguard Information Technology ETF
VGT
$147B
| $867K | 0.48% |
+11,160
| New | +$857K |
|
44
Pultegroup
PHM
$24.8B
| $847K | 0.47% |
+7,777
| New | +$1.01M |
|
45
Sherwin-Williams
SHW
$88.1B
| $833K | 0.47% |
+2,449
| New | +$914K |
|
46
American Express
AXP
$229B
| $817K | 0.46% |
+2,753
| New | +$791K |
|
47
Alphabet (Google) Class C
GOOG
$4.35T
| $814K | 0.45% |
+4,275
| New | +$755K |
|
|
GARP
48
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
| $814K | 0.45% |
+14,469
| New | +$799K |
|
49
Vertiv
VRT
$104B
| $808K | 0.45% |
+7,111
| New | +$844K |
|
50
Comfort Systems
FIX
$58.9B
| $805K | 0.45% |
+1,896
| New | +$832K |
|
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Kane Investment Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Kane Investment Management, which disclosed 90 positions worth $179M. Its ten largest holdings account for 56% of the portfolio.
Its largest position is NVIDIA: 431,435 shares worth $57.9M.
By sector, the portfolio is most concentrated in Technology at 49% of assets, followed by Industrials and Consumer Discretionary.
- Kane Investment Management's largest Q4 2024 buy was NVIDIA: 431,435 shares worth $57.9M.
- Kane Investment Management's ten largest holdings make up 56% of its $179M portfolio in Q4 2024.
- Kane Investment Management disclosed 90 positions in Q4 2024, its first 13F filing on record.
Based on Kane Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.