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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
+2.94%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$606K
Cap. Flow
-$3.18M
Cap. Flow %
-1.54%
Top 10 Hldgs %
55.47%
Holding
106
New
10
Increased
42
Reduced
39
Closed
12

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$697K
2
LRCX icon
Lam Research
LRCX
+$506K
3
AMD icon
Advanced Micro Devices
AMD
+$492K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$482K
5
HCA icon
HCA Healthcare
HCA
+$466K

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.81M
2
NVDA icon
NVIDIA
NVDA
+$1.02M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K
4
UBER icon
Uber
UBER
+$601K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$586K

Sector Composition

Rank Sector Weight
1 Technology 49.66%
2 Industrials 8.48%
3 Communication Services 4.3%
4 Healthcare 4.15%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGM icon
51
iShares Expanded Tech Sector ETF
IGM
$10.8B
$834K 0.4%
6,455
+3,725
+136% +$482K
VRTX icon
52
Vertex Pharmaceuticals
VRTX
$134B
$802K 0.39%
1,768
– –
SHW icon
53
Sherwin-Williams
SHW
$89B
$798K 0.39%
2,463
+13
+0.5% +$4.35K
TSM icon
54
TSMC
TSM
$2.2T
$788K 0.38%
2,593
+188
+8% +$55.2K
IGV icon
55
iShares Expanded Tech-Software Sector ETF
IGV
$15B
$774K 0.38%
7,320
-1,480
-17% -$163K
VGT icon
56
Vanguard Information Technology ETF
VGT
$148B
$755K 0.37%
8,016
+304
+4% +$28.9K
BNY
57
Bank of New York Mellon
BNY
$108B
$744K 0.36%
6,412
-68
-1% -$7.52K
SYK icon
58
Stryker
SYK
$133B
$723K 0.35%
2,056
– –
VRT icon
59
Vertiv
VRT
$109B
$709K 0.34%
4,379
+30
+0.7% +$5.21K
GS icon
60
Goldman Sachs
GS
$301B
$674K 0.33%
766
+13
+2% +$10.6K
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.12T
$640K 0.31%
1,273
-156
-11% -$77.6K
BSX icon
62
Boston Scientific
BSX
$72.7B
$628K 0.3%
6,585
-1,580
-19% -$155K
JPM icon
63
JPMorgan Chase
JPM
$955B
$584K 0.28%
1,812
+168
+10% +$52K
BBLU icon
64
EA Bridgeway Blue Chip ETF
BBLU
$462M
$573K 0.28%
37,561
+3,615
+11% +$55.3K
MSI icon
65
Motorola Solutions
MSI
$77.4B
$553K 0.27%
1,442
– –
PPA icon
66
Invesco Aerospace & Defense ETF
PPA
$8.74B
$551K 0.27%
3,521
-557
-14% -$85.9K
NFLX icon
67
Netflix
NFLX
$318B
$536K 0.26%
5,720
-4,530
-44% -$488K
PGR icon
68
Progressive
PGR
$124B
$513K 0.25%
2,255
-425
-16% -$96K
GLD icon
69
SPDR Gold Trust
GLD
$143B
$495K 0.24%
1,249
-270
-18% -$103K
PLTR icon
70
Palantir
PLTR
$424B
$485K 0.24%
2,730
-532
-16% -$96.3K
ANET icon
71
Arista Networks
ANET
$248B
$469K 0.23%
3,583
+48
+1% +$6.61K
AMD icon
72
Advanced Micro Devices
AMD
$767B
$469K 0.23%
+2,189
New +$492K
HCA icon
73
HCA Healthcare
HCA
$90.1B
$469K 0.23%
+1,004
New +$466K
APP icon
74
Applovin
APP
$108B
$443K 0.22%
658
+119
+22% +$75K
MTUM icon
75
iShares MSCI USA Momentum Factor ETF
MTUM
$25.6B
$439K 0.21%
1,754
-168
-9% -$42.2K
1 2
3
4 5

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Kane Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Kane Investment Management held 106 positions worth $206M, up 0.29% from $206M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Kane Investment Management's Q4 2025 filing shows 10 new, 42 increased, 39 reduced and 12 closed positions. Its largest new stake was Advanced Micro Devices: 2,189 shares worth $469K. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $1.81M.

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

  • Kane Investment Management's largest Q4 2025 buy was Advanced Micro Devices: 2,189 shares worth $469K.
  • Kane Investment Management added most to Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025, an estimated $697K increase.
  • Kane Investment Management's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $1.81M.
  • Kane Investment Management fully exited iShares Floating Rate Bond ETF in Q4 2025, selling an estimated $616K.
  • Kane Investment Management's ten largest holdings make up 55% of its $206M portfolio in Q4 2025.
  • Kane Investment Management opened 10 new positions and closed 12 in Q4 2025.
  • Kane Investment Management's portfolio value rose 0.29% quarter-over-quarter to $206M.

Based on Kane Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.