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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
+12.19%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$15M
Cap. Flow
-$5.36M
Cap. Flow %
-2.61%
Top 10 Hldgs %
55.69%
Holding
102
New
13
Increased
37
Reduced
41
Closed
6

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.7M
2
APH icon
Amphenol
APH
+$605K
3
TSM icon
TSMC
TSM
+$588K
4
GS icon
Goldman Sachs
GS
+$558K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.36M
2
RSG icon
Republic Services
RSG
+$799K
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$622K
4
ACN icon
Accenture
ACN
+$597K
5
IBM icon
IBM
IBM
+$592K

Sector Composition

Rank Sector Weight
1 Technology 49.52%
2 Industrials 8.85%
3 Communication Services 4.18%
4 Financials 4.04%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYS icon
51
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$809K 0.39%
8,454
+2,734
+48% +$260K
BSX icon
52
Boston Scientific
BSX
$73B
$797K 0.39%
8,165
-1,402
-15% -$145K
AXP icon
53
American Express
AXP
$230B
$785K 0.38%
2,362
+100
+4% +$31.8K
SYK icon
54
Stryker
SYK
$134B
$760K 0.37%
2,056
+1
+0% +$386
VGT icon
55
Vanguard Information Technology ETF
VGT
$147B
$720K 0.35%
7,712
+200
+3% +$17.5K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.12T
$718K 0.35%
1,429
-783
-35% -$379K
BNY
57
Bank of New York Mellon
BNY
$109B
$706K 0.34%
6,480
+770
+13% +$78.5K
VRTX icon
58
Vertex Pharmaceuticals
VRTX
$134B
$692K 0.34%
1,768
-463
-21% -$193K
TSM icon
59
TSMC
TSM
$2.18T
$672K 0.33%
+2,405
New +$588K
PGR icon
60
Progressive
PGR
$124B
$662K 0.32%
2,680
-963
-26% -$237K
MSI icon
61
Motorola Solutions
MSI
$76.4B
$659K 0.32%
1,442
+1
+0.1% +$451
VRT icon
62
Vertiv
VRT
$107B
$656K 0.32%
4,349
+42
+1% +$5.6K
PPA icon
63
Invesco Aerospace & Defense ETF
PPA
$8.71B
$634K 0.31%
4,078
-379
-9% -$55.8K
FLOT icon
64
iShares Floating Rate Bond ETF
FLOT
$10.5B
$616K 0.3%
12,065
-12,212
-50% -$622K
UBER icon
65
Uber
UBER
$160B
$601K 0.29%
6,136
– –
GS icon
66
Goldman Sachs
GS
$302B
$600K 0.29%
+753
New +$558K
PLTR icon
67
Palantir
PLTR
$421B
$595K 0.29%
3,262
+495
+18% +$80.2K
GLD icon
68
SPDR Gold Trust
GLD
$143B
$540K 0.26%
1,519
-240
-14% -$76.5K
SMH icon
69
VanEck Semiconductor ETF
SMH
$70.6B
$526K 0.26%
1,613
+341
+27% +$101K
VCIT icon
70
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$523K 0.25%
+6,213
New +$517K
JPM icon
71
JPMorgan Chase
JPM
$960B
$519K 0.25%
+1,644
New +$489K
ANET icon
72
Arista Networks
ANET
$241B
$515K 0.25%
3,535
+135
+4% +$17.4K
BBLU icon
73
EA Bridgeway Blue Chip ETF
BBLU
$462M
$510K 0.25%
33,946
-37,068
-52% -$531K
MTUM icon
74
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$493K 0.24%
1,922
-93
-5% -$22.8K
XMMO icon
75
Invesco S&P MidCap Momentum ETF
XMMO
$7.59B
$463K 0.23%
3,423
-1,954
-36% -$257K
1 2
3
4 5

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Kane Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kane Investment Management held 102 positions worth $206M, up 7.9% from $191M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Kane Investment Management's Q3 2025 filing shows 13 new, 37 increased, 41 reduced and 6 closed positions. Its largest new stake was TSMC: 2,405 shares worth $672K. The largest sale was NVIDIA, an estimated $6.36M.

By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 49% a quarter earlier, followed by Industrials and Communication Services.

  • Kane Investment Management's largest Q3 2025 buy was TSMC: 2,405 shares worth $672K.
  • Kane Investment Management added most to iShares 0-3 Month Treasury Bond ETF in Q3 2025, an estimated $1.7M increase.
  • Kane Investment Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $6.36M.
  • Kane Investment Management fully exited Republic Services in Q3 2025, selling an estimated $799K.
  • Kane Investment Management's ten largest holdings make up 56% of its $206M portfolio in Q3 2025.
  • Kane Investment Management opened 13 new positions and closed 6 in Q3 2025.
  • Kane Investment Management's portfolio value rose 7.9% quarter-over-quarter to $206M.

Based on Kane Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.