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
-10%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$207M
AUM Growth
+$28.1M
Cap. Flow
+$52.8M
Cap. Flow %
25.5%
Top 10 Hldgs %
61.26%
Holding
108
New
18
Increased
52
Reduced
25
Closed
13

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$40.3M
2
AAPL icon
Apple
AAPL
+$5M
3
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.59M
4
DASH icon
DoorDash
DASH
+$1.26M
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.25M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.62M
2
ADBE icon
Adobe
ADBE
+$1.41M
3
CMG icon
Chipotle Mexican Grill
CMG
+$1.21M
4
NVO
Novo Nordisk
NVO
+$781K
5
TOL icon
Toll Brothers
TOL
+$778K

Sector Composition

Rank Sector Weight
1 Technology 54.32%
2 Industrials 6.87%
3 Financials 4.48%
4 Healthcare 4.11%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGV icon
51
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$801K 0.39%
9,001
+226
+3% +$22.3K
GARP
52
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
$800K 0.39%
15,676
+1,207
+8% +$67.5K
JEPI icon
53
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$798K 0.39%
13,973
+359
+3% +$20.9K
PHM icon
54
Pultegroup
PHM
$25.2B
$790K 0.38%
7,685
-92
-1% -$9.94K
BBLU icon
55
EA Bridgeway Blue Chip ETF
BBLU
$461M
$787K 0.38%
+61,624
New +$812K
XLC icon
56
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$783K 0.38%
+8,120
New +$811K
RSG icon
57
Republic Services
RSG
$66.3B
$781K 0.38%
+3,225
New +$723K
MSI icon
58
Motorola Solutions
MSI
$76.8B
$773K 0.37%
1,766
-225
-11% -$100K
IBM icon
59
IBM
IBM
$224B
$770K 0.37%
+3,096
New +$757K
TMO icon
60
Thermo Fisher Scientific
TMO
$223B
$762K 0.37%
1,531
+95
+7% +$51.5K
FIX icon
61
Comfort Systems
FIX
$60B
$713K 0.34%
2,213
+317
+17% +$128K
AXP icon
62
American Express
AXP
$231B
$677K 0.33%
2,514
-239
-9% -$70.6K
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.24T
$674K 0.33%
4,314
+39
+0.9% +$7.14K
JPM icon
64
JPMorgan Chase
JPM
$963B
$652K 0.32%
+2,660
New +$678K
IGM icon
65
iShares Expanded Tech Sector ETF
IGM
$10.7B
$641K 0.31%
7,075
-528
-7% -$53.3K
VGT icon
66
Vanguard Information Technology ETF
VGT
$147B
$632K 0.31%
9,320
-1,840
-16% -$139K
JPLD icon
67
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$619K 0.3%
+11,906
New +$616K
ACN icon
68
Accenture
ACN
$109B
$616K 0.3%
1,973
+107
+6% +$37.8K
ANET icon
69
Arista Networks
ANET
$247B
$607K 0.29%
7,832
+1,848
+31% +$187K
SCHD icon
70
Schwab US Dividend Equity ETF
SCHD
$107B
$607K 0.29%
21,701
-1,668
-7% -$46.5K
FISV
71
Fiserv Inc
FISV
$28.1B
$573K 0.28%
+2,593
New +$568K
BNY
72
Bank of New York Mellon
BNY
$109B
$570K 0.28%
+6,800
New +$571K
XLE icon
73
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$548K 0.26%
11,720
-752
-6% -$33.9K
ADX icon
74
Adams Diversified Equity Fund
ADX
$3.28B
$547K 0.26%
28,782
+773
+3% +$15.5K
HYS icon
75
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$516K 0.25%
5,514
+1,234
+29% +$117K
1 2
3
4 5

Similar funds

EWA
Exit Wealth Advisors Atlanta, Georgia $195M AUM
OCA
OEP Capital Advisors New York $194M AUM 9.78% 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
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return

Kane Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Kane Investment Management held 108 positions worth $207M, up 16% from $179M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Kane Investment Management deployed $52.8M of net new capital in Q1 2025, opening 18 new positions and adding to 52 existing holdings. Its largest new stake was DoorDash: 6,677 shares worth $1.22M.

By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 49% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $1.62M trimmed.

  • Kane Investment Management's largest Q1 2025 buy was DoorDash: 6,677 shares worth $1.22M.
  • Kane Investment Management added most to NVIDIA in Q1 2025, an estimated $40.3M increase.
  • Kane Investment Management's biggest Q1 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $1.62M.
  • Kane Investment Management fully exited Adobe in Q1 2025, selling an estimated $1.41M.
  • Kane Investment Management's ten largest holdings make up 61% of its $207M portfolio in Q1 2025.
  • Kane Investment Management opened 18 new positions and closed 13 in Q1 2025.
  • Kane Investment Management's portfolio value rose 16% quarter-over-quarter to $207M.

Based on Kane Investment Management's 13F filing for Q1 2025, filed 12 May 2025.