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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
-10%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$207M
AUM Growth
+$28.1M
Cap. Flow
+$52.8M
Cap. Flow %
25.5%
Top 10 Hldgs %
61.26%
Holding
108
New
18
Increased
52
Reduced
25
Closed
13

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$40.3M
2
AAPL icon
Apple
AAPL
+$5M
3
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.59M
4
DASH icon
DoorDash
DASH
+$1.26M
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.25M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.62M
2
ADBE icon
Adobe
ADBE
+$1.41M
3
CMG icon
Chipotle Mexican Grill
CMG
+$1.21M
4
NVO
Novo Nordisk
NVO
+$781K
5
TOL icon
Toll Brothers
TOL
+$778K

Sector Composition

Rank Sector Weight
1 Technology 54.32%
2 Industrials 6.87%
3 Financials 4.48%
4 Healthcare 4.11%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IOO icon
26
iShares Global 100 ETF
IOO
$9.47B
$1.49M 0.72%
15,503
-5,870
-27% -$593K
HWM icon
27
Howmet Aerospace
HWM
$113B
$1.48M 0.72%
11,427
+3,247
+40% +$412K
XLG icon
28
Invesco S&P 500 Top 50 ETF
XLG
$11B
$1.45M 0.7%
31,518
-11,432
-27% -$564K
ILCG icon
29
iShares Morningstar Growth ETF
ILCG
$3.26B
$1.44M 0.7%
17,827
-175
-1% -$15.5K
JAAA icon
30
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$1.35M 0.65%
26,718
+6,752
+34% +$343K
LVHI icon
31
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.6B
$1.27M 0.61%
+39,341
New +$1.25M
ETY icon
32
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.34B
$1.27M 0.61%
88,845
+14,456
+19% +$217K
MCK icon
33
McKesson
MCK
$103B
$1.23M 0.6%
1,831
+530
+41% +$328K
PGR icon
34
Progressive
PGR
$124B
$1.22M 0.59%
4,325
+700
+19% +$183K
DASH icon
35
DoorDash
DASH
$90.9B
$1.22M 0.59%
+6,677
New +$1.26M
EME icon
36
Emcor
EME
$35.7B
$1.16M 0.56%
3,150
-356
-10% -$154K
VRTX icon
37
Vertex Pharmaceuticals
VRTX
$133B
$1.12M 0.54%
2,320
+99
+4% +$46.1K
FLOT icon
38
iShares Floating Rate Bond ETF
FLOT
$10.5B
$1.1M 0.53%
21,629
+4,255
+24% +$217K
PWR icon
39
Quanta Services
PWR
$99.4B
$1.1M 0.53%
4,320
-2,549
-37% -$737K
LRCX icon
40
Lam Research
LRCX
$383B
$1.08M 0.52%
14,917
+1,018
+7% +$80.2K
BSX icon
41
Boston Scientific
BSX
$73.1B
$1.07M 0.52%
10,614
+2,560
+32% +$258K
SPHQ icon
42
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.03M 0.5%
15,531
+7,982
+106% +$547K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.13T
$997K 0.48%
1,872
+545
+41% +$265K
GE icon
44
GE Aerospace
GE
$380B
$977K 0.47%
+4,879
New +$960K
XMMO icon
45
Invesco S&P MidCap Momentum ETF
XMMO
$7.52B
$947K 0.46%
8,326
+4,929
+145% +$607K
SHW icon
46
Sherwin-Williams
SHW
$88.1B
$915K 0.44%
2,620
+171
+7% +$60K
ETN icon
47
Eaton
ETN
$173B
$874K 0.42%
3,214
-156
-5% -$48.6K
SYK icon
48
Stryker
SYK
$133B
$824K 0.4%
2,214
+134
+6% +$51K
SGOV icon
49
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$813K 0.39%
8,073
+4,206
+109% +$423K
AIQ icon
50
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$802K 0.39%
22,044
+2,093
+10% +$82.4K
1
2
3 4 5

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Kane Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Kane Investment Management held 108 positions worth $207M, up 16% from $179M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Kane Investment Management deployed $52.8M of net new capital in Q1 2025, opening 18 new positions and adding to 52 existing holdings. Its largest new stake was DoorDash: 6,677 shares worth $1.22M.

By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 49% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $1.62M trimmed.

  • Kane Investment Management's largest Q1 2025 buy was DoorDash: 6,677 shares worth $1.22M.
  • Kane Investment Management added most to NVIDIA in Q1 2025, an estimated $40.3M increase.
  • Kane Investment Management's biggest Q1 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $1.62M.
  • Kane Investment Management fully exited Adobe in Q1 2025, selling an estimated $1.41M.
  • Kane Investment Management's ten largest holdings make up 61% of its $207M portfolio in Q1 2025.
  • Kane Investment Management opened 18 new positions and closed 13 in Q1 2025.
  • Kane Investment Management's portfolio value rose 16% quarter-over-quarter to $207M.

Based on Kane Investment Management's 13F filing for Q1 2025, filed 12 May 2025.