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KIM

Kane Investment Management Portfolio holdings

AUM $235M
1-Year Est. Return 44.7%
This Fund
S&P 500
This Quarter Est. Return
+27.26%
1 Year Est. Return
+44.7%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$235M
AUM Growth
+$40.2M
Cap. Flow
-$295K
Cap. Flow %
-0.13%
Top 10 Hldgs %
53.2%
Holding
113
New
14
Increased
42
Reduced
40
Closed
13

Top Buys

Rank Stock Value
1
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$725K
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$715K
3
CAT icon
Caterpillar
CAT
+$485K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$454K
5
WDC icon
Western Digital
WDC
+$451K

Top Sells

Rank Stock Value
1
LNG icon
Cheniere Energy
LNG
+$1.19M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$682K
3
BKR icon
Baker Hughes
BKR
+$580K
4
NOC icon
Northrop Grumman
NOC
+$568K
5
GILD icon
Gilead Sciences
GILD
+$481K

Sector Composition

Rank Sector Weight
1 Technology 50.73%
2 Miscellaneous 24.15%
3 Industrials 10.83%
4 Communication Services 3.37%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JAAA icon
51
Janus Henderson AAA CLO ETF
JAAA
$30.4B
$987K 0.42%
19,554
+1,878
+11% +$95K
AMAT icon
52
Applied Materials
AMAT
$374B
$950K 0.41%
1,314
+339
+35% +$156K
HYS icon
53
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.79B
$917K 0.39%
9,808
+1,660
+20% +$155K
VRTX icon
54
Vertex Pharmaceuticals
VRTX
$134B
$889K 0.38%
1,789
+30
+2% +$13.3K
SHW icon
55
Sherwin-Williams
SHW
$79.3B
$887K 0.38%
2,577
+114
+5% +$36.4K
VGT icon
56
Vanguard Information Technology ETF
VGT
$149B
$863K 0.37%
7,217
-439
-6% -$48.1K
IGM icon
57
iShares Expanded Tech Sector ETF
IGM
$10.7B
$839K 0.36%
5,126
+92
+2% +$13.8K
GS icon
58
Goldman Sachs
GS
$302B
$798K 0.34%
789
+38
+5% +$37K
AXP icon
59
American Express
AXP
$221B
$734K 0.31%
2,169
-26
-1% -$8.32K
FNDF icon
60
Schwab Fundamental International Large Company Index ETF
FNDF
$26.5B
$728K 0.31%
+13,792
New +$725K
XLG icon
61
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$713K 0.3%
11,639
-11,174
-49% -$682K
BBLU icon
62
EA Bridgeway Blue Chip ETF
BBLU
$464M
$687K 0.29%
41,658
+927
+2% +$14.9K
XMMO icon
63
Invesco S&P MidCap Momentum ETF
XMMO
$7.48B
$682K 0.29%
4,011
+1,198
+43% +$195K
GEV icon
64
GE Vernova
GEV
$259B
$669K 0.29%
569
+101
+22% +$103K
PPA icon
65
Invesco Aerospace & Defense ETF
PPA
$7.9B
$659K 0.28%
3,730
-1,145
-23% -$196K
SYK icon
66
Stryker
SYK
$107B
$643K 0.27%
2,041
– –
ANET icon
67
Arista Networks
ANET
$250B
$643K 0.27%
3,783
+421
+13% +$66.1K
FTI icon
68
TechnipFMC
FTI
$30.7B
$618K 0.26%
9,321
-899
-9% -$63.6K
INTC icon
69
Intel
INTC
$556B
$605K 0.26%
+4,334
New +$438K
CGDV icon
70
Capital Group Dividend Value ETF
CGDV
$38.9B
$594K 0.25%
12,062
+236
+2% +$11.1K
WDC icon
71
Western Digital
WDC
$176B
$593K 0.25%
+928
New +$451K
BRK.B icon
72
Berkshire Hathaway Class B
BRK.B
$1.08T
$576K 0.25%
1,151
-38
-3% -$18.3K
MSI icon
73
Motorola Solutions
MSI
$76.4B
$560K 0.24%
1,347
-42
-3% -$17.6K
DXJ icon
74
WisdomTree Japan Hedged Equity Fund
DXJ
$7.16B
$559K 0.24%
3,222
+21
+0.7% +$3.53K
SCHX icon
75
Schwab US Large- Cap ETF
SCHX
$74.2B
$538K 0.23%
18,273
+1,223
+7% +$34.9K
1 2
3
4 5

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SIA
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NCMW
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LPP
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CWP
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PIM
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NAC
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CPI
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Kane Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kane Investment Management held 113 positions worth $235M, up 21% from $194M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Kane Investment Management's Q2 2026 filing shows 14 new, 42 increased, 40 reduced and 13 closed positions. Its largest new stake was Schwab Fundamental International Large Company Index ETF: 13,792 shares worth $728K. The largest sale was Cheniere Energy, an estimated $1.19M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 48% a quarter earlier, followed by Miscellaneous and Industrials.

  • Kane Investment Management's largest Q2 2026 buy was Schwab Fundamental International Large Company Index ETF: 13,792 shares worth $728K.
  • Kane Investment Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $715K increase.
  • Kane Investment Management's biggest Q2 2026 reduction was Invesco S&P 500 Top 50 ETF, cutting an estimated $682K.
  • Kane Investment Management fully exited Cheniere Energy in Q2 2026, selling an estimated $1.19M.
  • Kane Investment Management's ten largest holdings make up 53% of its $235M portfolio in Q2 2026.
  • Kane Investment Management opened 14 new positions and closed 13 in Q2 2026.
  • Kane Investment Management's portfolio value rose 21% quarter-over-quarter to $235M.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.