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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
+2.94%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$606K
Cap. Flow
-$3.18M
Cap. Flow %
-1.54%
Top 10 Hldgs %
55.47%
Holding
106
New
10
Increased
42
Reduced
39
Closed
12

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$697K
2
LRCX icon
Lam Research
LRCX
+$506K
3
AMD icon
Advanced Micro Devices
AMD
+$492K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$482K
5
HCA icon
HCA Healthcare
HCA
+$466K

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.81M
2
NVDA icon
NVIDIA
NVDA
+$1.02M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K
4
UBER icon
Uber
UBER
+$601K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$586K

Sector Composition

Rank Sector Weight
1 Technology 49.66%
2 Industrials 8.48%
3 Communication Services 4.3%
4 Healthcare 4.15%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPLD icon
26
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.76M 0.85%
33,597
+2,043
+6% +$107K
FFLC icon
27
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.23B
$1.75M 0.85%
32,782
+477
+1% +$25.1K
TT icon
28
Trane Technologies
TT
$105B
$1.75M 0.85%
4,485
-166
-4% -$68.7K
APH icon
29
Amphenol
APH
$207B
$1.74M 0.84%
12,883
+1,366
+12% +$183K
V icon
30
Visa
V
$675B
$1.73M 0.84%
4,944
-184
-4% -$62.7K
BKNG icon
31
Booking.com
BKNG
$160B
$1.73M 0.84%
8,050
-325
-4% -$66.9K
VIG icon
32
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.71M 0.83%
7,794
-39
-0.5% -$8.52K
COST icon
33
Costco
COST
$423B
$1.68M 0.82%
1,954
-148
-7% -$134K
ICSH icon
34
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$1.62M 0.79%
32,029
-3,199
-9% -$162K
XLG icon
35
Invesco S&P 500 Top 50 ETF
XLG
$11B
$1.6M 0.77%
26,934
+2,290
+9% +$135K
MCK icon
36
McKesson
MCK
$103B
$1.51M 0.73%
1,843
+113
+7% +$92.2K
TPR icon
37
Tapestry
TPR
$33.3B
$1.47M 0.71%
11,477
-267
-2% -$30.5K
PWR icon
38
Quanta Services
PWR
$99.4B
$1.33M 0.65%
3,162
-13
-0.4% -$5.71K
AIQ icon
39
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$1.31M 0.64%
25,805
+801
+3% +$40.7K
EME icon
40
Emcor
EME
$35.7B
$1.26M 0.61%
2,059
-44
-2% -$28.5K
LVHI icon
41
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.6B
$1.22M 0.59%
33,244
+2,770
+9% +$99.7K
VCIT icon
42
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$1.21M 0.59%
14,507
+8,294
+133% +$697K
NOW icon
43
ServiceNow
NOW
$132B
$1.18M 0.57%
7,675
-850
-10% -$146K
GOOG icon
44
Alphabet (Google) Class C
GOOG
$4.35T
$1.17M 0.57%
3,727
-150
-4% -$43K
JAAA icon
45
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$1.09M 0.53%
21,492
+931
+5% +$47.1K
SPHQ icon
46
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$987K 0.48%
13,155
-4,568
-26% -$339K
SMH icon
47
VanEck Semiconductor ETF
SMH
$70.1B
$968K 0.47%
2,689
+1,076
+67% +$378K
ETN icon
48
Eaton
ETN
$173B
$940K 0.46%
2,951
-113
-4% -$40K
HYS icon
49
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$927K 0.45%
9,775
+1,321
+16% +$125K
AXP icon
50
American Express
AXP
$229B
$905K 0.44%
2,447
+85
+4% +$30.4K
1
2
3 4 5

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Kane Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Kane Investment Management held 106 positions worth $206M, up 0.29% from $206M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Kane Investment Management's Q4 2025 filing shows 10 new, 42 increased, 39 reduced and 12 closed positions. Its largest new stake was Advanced Micro Devices: 2,189 shares worth $469K. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $1.81M.

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

  • Kane Investment Management's largest Q4 2025 buy was Advanced Micro Devices: 2,189 shares worth $469K.
  • Kane Investment Management added most to Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025, an estimated $697K increase.
  • Kane Investment Management's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $1.81M.
  • Kane Investment Management fully exited iShares Floating Rate Bond ETF in Q4 2025, selling an estimated $616K.
  • Kane Investment Management's ten largest holdings make up 55% of its $206M portfolio in Q4 2025.
  • Kane Investment Management opened 10 new positions and closed 12 in Q4 2025.
  • Kane Investment Management's portfolio value rose 0.29% quarter-over-quarter to $206M.

Based on Kane Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.