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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
+26.23%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$191M
AUM Growth
-$16.6M
Cap. Flow
-$58M
Cap. Flow %
-30.42%
Top 10 Hldgs %
55.16%
Holding
104
New
9
Increased
20
Reduced
59
Closed
15

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.8M
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.71M
3
NFLX icon
Netflix
NFLX
+$1.08M
4
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.06M
5
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$1.05M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$43.3M
2
AAPL icon
Apple
AAPL
+$4.68M
3
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.03M
4
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$1.27M
5
DASH icon
DoorDash
DASH
+$1.15M

Sector Composition

Rank Sector Weight
1 Technology 48.55%
2 Industrials 9.3%
3 Financials 4.02%
4 Healthcare 3.9%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILCG icon
26
iShares Morningstar Growth ETF
ILCG
$3.28B
$1.76M 0.92%
18,135
+308
+2% +$26.7K
VOO icon
27
Vanguard S&P 500 ETF
VOO
$1.03T
$1.72M 0.9%
3,019
-177
-6% -$93K
JPLD icon
28
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.69M 0.89%
32,415
+20,509
+172% +$1.06M
MCK icon
29
McKesson
MCK
$101B
$1.68M 0.88%
2,283
+452
+25% +$319K
GE icon
30
GE Aerospace
GE
$384B
$1.65M 0.86%
6,383
+1,504
+31% +$330K
VIG icon
31
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.62M 0.85%
7,942
-544
-6% -$105K
IOO icon
32
iShares Global 100 ETF
IOO
$9.5B
$1.61M 0.84%
14,926
-577
-4% -$57.3K
FFLC icon
33
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.23B
$1.43M 0.75%
29,303
+23,455
+401% +$1.05M
LRCX icon
34
Lam Research
LRCX
$390B
$1.34M 0.7%
13,702
-1,215
-8% -$96.4K
SPHQ icon
35
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.32M 0.69%
18,472
+2,941
+19% +$199K
XLG icon
36
Invesco S&P 500 Top 50 ETF
XLG
$11B
$1.31M 0.69%
25,063
-6,455
-20% -$307K
NFLX icon
37
Netflix
NFLX
$309B
$1.28M 0.67%
+9,510
New +$1.08M
LVHI icon
38
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.59B
$1.25M 0.66%
38,995
-346
-0.9% -$11.1K
FLOT icon
39
iShares Floating Rate Bond ETF
FLOT
$10.5B
$1.24M 0.65%
24,277
+2,648
+12% +$135K
PWR icon
40
Quanta Services
PWR
$101B
$1.21M 0.64%
3,201
-1,119
-26% -$359K
EME icon
41
Emcor
EME
$36B
$1.11M 0.58%
2,073
-1,077
-34% -$475K
JAAA icon
42
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$1.09M 0.57%
21,447
-5,271
-20% -$266K
XLC icon
43
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$1.08M 0.57%
9,972
+1,852
+23% +$182K
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.07M 0.56%
2,212
+340
+18% +$173K
ETN icon
45
Eaton
ETN
$174B
$1.07M 0.56%
3,000
-214
-7% -$65.9K
BSX icon
46
Boston Scientific
BSX
$71.5B
$1.03M 0.54%
9,567
-1,047
-10% -$106K
AIQ icon
47
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$1.02M 0.53%
23,124
+1,080
+5% +$41.9K
VRTX icon
48
Vertex Pharmaceuticals
VRTX
$126B
$993K 0.52%
2,231
-89
-4% -$41K
BBLU icon
49
EA Bridgeway Blue Chip ETF
BBLU
$461M
$977K 0.51%
71,014
+9,390
+15% +$120K
PGR icon
50
Progressive
PGR
$125B
$972K 0.51%
3,643
-682
-16% -$187K
1
2
3 4 5

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Kane Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kane Investment Management held 104 positions worth $191M, down 8% from $207M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Kane Investment Management withdrew a net $58M in Q2 2025, closing 15 positions and reducing 59 holdings. Its most notable exit was JPMorgan Nasdaq Equity Premium Income ETF, an estimated $2.03M position sold in full.

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

Against the trend, Kane Investment Management opened a new position in Netflix worth $1.28M.

  • Kane Investment Management's largest Q2 2025 buy was Netflix: 9,510 shares worth $1.28M.
  • Kane Investment Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2025, an estimated $1.8M increase.
  • Kane Investment Management's biggest Q2 2025 reduction was NVIDIA, cutting an estimated $43.3M.
  • Kane Investment Management fully exited JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025, selling an estimated $2.03M.
  • Kane Investment Management's ten largest holdings make up 55% of its $191M portfolio in Q2 2025.
  • Kane Investment Management opened 9 new positions and closed 15 in Q2 2025.
  • Kane Investment Management's portfolio value fell 8% quarter-over-quarter to $191M.

Based on Kane Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.