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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
+12.19%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$15M
Cap. Flow
-$5.36M
Cap. Flow %
-2.61%
Top 10 Hldgs %
55.69%
Holding
102
New
13
Increased
37
Reduced
41
Closed
6

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.7M
2
APH icon
Amphenol
APH
+$605K
3
TSM icon
TSMC
TSM
+$588K
4
GS icon
Goldman Sachs
GS
+$558K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.36M
2
RSG icon
Republic Services
RSG
+$799K
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$622K
4
ACN icon
Accenture
ACN
+$597K
5
IBM icon
IBM
IBM
+$592K

Sector Composition

Rank Sector Weight
1 Technology 49.52%
2 Industrials 8.85%
3 Communication Services 4.18%
4 Financials 4.04%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKNG icon
26
Booking.com
BKNG
$160B
$1.81M 0.88%
8,375
-25
-0.3% -$5.58K
IOO icon
27
iShares Global 100 ETF
IOO
$9.47B
$1.79M 0.87%
14,937
+11
+0.1% +$1.25K
ICSH icon
28
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$1.79M 0.87%
35,228
-3,605
-9% -$183K
V icon
29
Visa
V
$675B
$1.75M 0.85%
5,128
-69
-1% -$23.9K
VIG icon
30
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.69M 0.82%
7,833
-109
-1% -$22.9K
FFLC icon
31
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.23B
$1.68M 0.82%
32,305
+3,002
+10% +$152K
JPLD icon
32
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.66M 0.81%
31,554
-861
-3% -$45K
FIX icon
33
Comfort Systems
FIX
$58.9B
$1.58M 0.77%
1,910
+105
+6% +$71.2K
NOW icon
34
ServiceNow
NOW
$132B
$1.57M 0.76%
8,525
-25
-0.3% -$4.67K
APH icon
35
Amphenol
APH
$207B
$1.43M 0.69%
11,517
+5,509
+92% +$605K
XLG icon
36
Invesco S&P 500 Top 50 ETF
XLG
$11B
$1.42M 0.69%
24,644
-419
-2% -$22.9K
EME icon
37
Emcor
EME
$35.7B
$1.37M 0.66%
2,103
+30
+1% +$18.2K
MCK icon
38
McKesson
MCK
$103B
$1.34M 0.65%
1,730
-553
-24% -$389K
TPR icon
39
Tapestry
TPR
$33.3B
$1.33M 0.65%
11,744
+3,210
+38% +$336K
PWR icon
40
Quanta Services
PWR
$99.4B
$1.32M 0.64%
3,175
-26
-0.8% -$10.1K
SPHQ icon
41
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$1.3M 0.63%
17,723
-749
-4% -$54.1K
AIQ icon
42
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$1.23M 0.6%
25,004
+1,880
+8% +$85.5K
NFLX icon
43
Netflix
NFLX
$318B
$1.23M 0.6%
10,250
+740
+8% +$90.3K
ETN icon
44
Eaton
ETN
$173B
$1.15M 0.56%
3,064
+64
+2% +$23.3K
LVHI icon
45
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.6B
$1.06M 0.52%
30,474
-8,521
-22% -$290K
JAAA icon
46
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$1.04M 0.51%
20,561
-886
-4% -$44.9K
IGV icon
47
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$1.01M 0.49%
8,800
– –
XLC icon
48
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$953K 0.46%
8,054
-1,918
-19% -$213K
GOOG icon
49
Alphabet (Google) Class C
GOOG
$4.35T
$944K 0.46%
3,877
-328
-8% -$68.9K
SHW icon
50
Sherwin-Williams
SHW
$88.1B
$848K 0.41%
2,450
– –
1
2
3 4 5

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Kane Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kane Investment Management held 102 positions worth $206M, up 7.9% from $191M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Kane Investment Management's Q3 2025 filing shows 13 new, 37 increased, 41 reduced and 6 closed positions. Its largest new stake was TSMC: 2,405 shares worth $672K. The largest sale was NVIDIA, an estimated $6.36M.

By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 49% a quarter earlier, followed by Industrials and Communication Services.

  • Kane Investment Management's largest Q3 2025 buy was TSMC: 2,405 shares worth $672K.
  • Kane Investment Management added most to iShares 0-3 Month Treasury Bond ETF in Q3 2025, an estimated $1.7M increase.
  • Kane Investment Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $6.36M.
  • Kane Investment Management fully exited Republic Services in Q3 2025, selling an estimated $799K.
  • Kane Investment Management's ten largest holdings make up 56% of its $206M portfolio in Q3 2025.
  • Kane Investment Management opened 13 new positions and closed 6 in Q3 2025.
  • Kane Investment Management's portfolio value rose 7.9% quarter-over-quarter to $206M.

Based on Kane Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.