We are live on ! Find out more
KIM

Kane Investment Management Portfolio holdings

AUM $194M
1-Year Est. Return 43.53%
This Fund
S&P 500
This Quarter Est. Return
+6.03%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow %
101.2%
Top 10 Hldgs %
56.44%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.5M
2
AAPL icon
Apple
AAPL
+$9.96M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.71M
4
MSFT icon
Microsoft
MSFT
+$5.44M
5
CTAS icon
Cintas
CTAS
+$4.83M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 49.29%
2 Industrials 8.14%
3 Consumer Discretionary 5.5%
4 Healthcare 4.32%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
51
JPMorgan Equity Premium Income ETF
JEPI
$46B
$783K 0.44%
+13,614
New +$808K
NVO
52
Novo Nordisk
NVO
$209B
$781K 0.44%
+9,083
New +$982K
TOL icon
53
Toll Brothers
TOL
$14B
$778K 0.43%
+6,174
New +$917K
IGM icon
54
iShares Expanded Tech Sector ETF
IGM
$10.8B
$776K 0.43%
+7,603
New +$764K
AIQ icon
55
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$771K 0.43%
+19,951
New +$767K
ORCL icon
56
Oracle
ORCL
$435B
$749K 0.42%
+4,497
New +$799K
SYK icon
57
Stryker
SYK
$133B
$749K 0.42%
+2,080
New +$771K
TMO icon
58
Thermo Fisher Scientific
TMO
$222B
$747K 0.42%
+1,436
New +$790K
MCK icon
59
McKesson
MCK
$103B
$741K 0.41%
+1,301
New +$729K
BSX icon
60
Boston Scientific
BSX
$73.1B
$719K 0.4%
+8,054
New +$709K
CAVA icon
61
CAVA Group
CAVA
$7.17B
$686K 0.38%
+6,084
New +$811K
CRM icon
62
Salesforce
CRM
$162B
$662K 0.37%
+1,981
New +$632K
ANET icon
63
Arista Networks
ANET
$242B
$661K 0.37%
+5,984
New +$615K
ACN icon
64
Accenture
ACN
$109B
$656K 0.37%
+1,866
New +$672K
SCHD icon
65
Schwab US Dividend Equity ETF
SCHD
$107B
$638K 0.36%
+23,369
New +$664K
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.13T
$602K 0.34%
+1,327
New +$613K
XMHQ icon
67
Invesco S&P MidCap Quality ETF
XMHQ
$5.63B
$589K 0.33%
+5,982
New +$619K
GWW icon
68
W.W. Grainger
GWW
$61.1B
$573K 0.32%
+543
New +$612K
ADX icon
69
Adams Diversified Equity Fund
ADX
$3.28B
$566K 0.32%
+28,009
New +$598K
XLE icon
70
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$534K 0.3%
+12,472
New +$567K
SMH icon
71
VanEck Semiconductor ETF
SMH
$70.1B
$518K 0.29%
+2,139
New +$531K
SPHQ icon
72
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$506K 0.28%
+7,549
New +$512K
MTUM icon
73
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$474K 0.26%
+2,289
New +$480K
CRF
74
Cornerstone Total Return Fund
CRF
$1.17B
$466K 0.26%
+54,665
New +$465K
WMT icon
75
Walmart Inc
WMT
$897B
$462K 0.26%
+5,108
New +$443K
1 2
3
4

Similar funds

EWA
Exit Wealth Advisors Atlanta, Georgia $195M AUM
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return
TVM
True Vision MN Woodbury, Minnesota $194M AUM 16.51% 1-Year Est. Return
WM
WestCap Management San Francisco, California $195M AUM
ACM
Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return
CPI
Crestview Partners III New York $195M AUM 17.49% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return

Kane Investment Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Kane Investment Management, which disclosed 90 positions worth $179M. Its ten largest holdings account for 56% of the portfolio.

Its largest position is NVIDIA: 431,435 shares worth $57.9M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, followed by Industrials and Consumer Discretionary.

  • Kane Investment Management's largest Q4 2024 buy was NVIDIA: 431,435 shares worth $57.9M.
  • Kane Investment Management's ten largest holdings make up 56% of its $179M portfolio in Q4 2024.
  • Kane Investment Management disclosed 90 positions in Q4 2024, its first 13F filing on record.

Based on Kane Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.