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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
-1.54%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
-$11.7M
Cap. Flow
-$3.91M
Cap. Flow %
-2.01%
Top 10 Hldgs %
53.1%
Holding
107
New
13
Increased
27
Reduced
57
Closed
8

Top Buys

Rank Stock Value
1
LNG icon
Cheniere Energy
LNG
+$970K
2
BKR icon
Baker Hughes
BKR
+$833K
3
FTI icon
TechnipFMC
FTI
+$614K
4
NOC icon
Northrop Grumman
NOC
+$575K
5
HWM icon
Howmet Aerospace
HWM
+$441K

Top Sells

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$1.18M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$645K
3
BSX icon
Boston Scientific
BSX
+$628K
4
JPM icon
JPMorgan Chase
JPM
+$584K
5
NFLX icon
Netflix
NFLX
+$536K

Sector Composition

Rank Sector Weight
1 Technology 48.3%
2 Industrials 11.12%
3 Communication Services 3.57%
4 Healthcare 3.47%
5 Consumer Discretionary 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPA icon
51
Invesco Aerospace & Defense ETF
PPA
$8.22B
$808K 0.42%
4,875
+1,354
+38% +$237K
SHW icon
52
Sherwin-Williams
SHW
$76.6B
$790K 0.41%
2,463
– –
VRTX icon
53
Vertex Pharmaceuticals
VRTX
$120B
$785K 0.4%
1,759
-9
-0.5% -$4.2K
FTI icon
54
TechnipFMC
FTI
$30.3B
$761K 0.39%
+10,220
New +$614K
HYS icon
55
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.73B
$760K 0.39%
8,148
-1,627
-17% -$153K
BNY
56
Bank of New York Mellon
BNY
$109B
$737K 0.38%
6,213
-199
-3% -$23.7K
SYK icon
57
Stryker
SYK
$122B
$671K 0.35%
2,041
-15
-0.7% -$5.38K
AXP icon
58
American Express
AXP
$233B
$664K 0.34%
2,195
-252
-10% -$84.5K
VGT icon
59
Vanguard Information Technology ETF
VGT
$140B
$643K 0.33%
7,656
-360
-4% -$33.1K
GS icon
60
Goldman Sachs
GS
$317B
$635K 0.33%
751
-15
-2% -$13.4K
MSI icon
61
Motorola Solutions
MSI
$67.6B
$603K 0.31%
1,389
-53
-4% -$22.9K
BBLU icon
62
EA Bridgeway Blue Chip ETF
BBLU
$433M
$601K 0.31%
40,731
+3,170
+8% +$48K
IGM icon
63
iShares Expanded Tech Sector ETF
IGM
$10.1B
$597K 0.31%
5,034
-1,421
-22% -$179K
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.06T
$570K 0.29%
1,189
-84
-7% -$41.2K
NOC icon
65
Northrop Grumman
NOC
$75.8B
$568K 0.29%
+832
New +$575K
VCIT icon
66
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$563K 0.29%
6,804
-7,703
-53% -$645K
GLD icon
67
SPDR Gold Trust
GLD
$130B
$526K 0.27%
1,222
-27
-2% -$12.1K
DXJ icon
68
WisdomTree Japan Hedged Equity Fund
DXJ
$7.17B
$520K 0.27%
3,201
+494
+18% +$78K
CGDV icon
69
Capital Group Dividend Value ETF
CGDV
$36.4B
$503K 0.26%
11,826
+3,972
+51% +$176K
GILD icon
70
Gilead Sciences
GILD
$162B
$481K 0.25%
3,451
+45
+1% +$6.3K
SCHD icon
71
Schwab US Dividend Equity ETF
SCHD
$100B
$441K 0.23%
14,382
+1,372
+11% +$41.6K
FLEX icon
72
Flex
FLEX
$46.9B
$439K 0.23%
+6,711
New +$429K
SCHX icon
73
Schwab US Large- Cap ETF
SCHX
$70.8B
$437K 0.22%
17,050
+844
+5% +$22.6K
RTX icon
74
RTX Corp
RTX
$282B
$422K 0.22%
+2,188
New +$435K
GD icon
75
General Dynamics
GD
$103B
$415K 0.21%
+1,208
New +$428K
1 2
3
4 5

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Kane Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kane Investment Management held 107 positions worth $194M, down 5.7% from $206M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Kane Investment Management's Q1 2026 filing shows 13 new, 27 increased, 57 reduced and 8 closed positions. Its largest new stake was Cheniere Energy: 4,199 shares worth $1.19M. The largest sale was ServiceNow, an estimated $1.18M.

By sector, the portfolio is most concentrated in Technology at 48% of assets, down from 50% a quarter earlier, followed by Industrials and Communication Services.

  • Kane Investment Management's largest Q1 2026 buy was Cheniere Energy: 4,199 shares worth $1.19M.
  • Kane Investment Management added most to Howmet Aerospace in Q1 2026, an estimated $441K increase.
  • Kane Investment Management's biggest Q1 2026 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $645K.
  • Kane Investment Management fully exited ServiceNow in Q1 2026, selling an estimated $1.18M.
  • Kane Investment Management's ten largest holdings make up 53% of its $194M portfolio in Q1 2026.
  • Kane Investment Management opened 13 new positions and closed 8 in Q1 2026.
  • Kane Investment Management's portfolio value fell 5.7% quarter-over-quarter to $194M.

Based on Kane Investment Management's 13F filing for Q1 2026, filed 14 May 2026.