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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
ANET icon
76
Arista Networks
ANET
$222B
$413K 0.21%
3,362
-221
-6% -$29.6K
GEV icon
77
GE Vernova
GEV
$275B
$409K 0.21%
468
+109
+30% +$85K
XMMO icon
78
Invesco S&P MidCap Momentum ETF
XMMO
$7.49B
$408K 0.21%
2,813
-67
-2% -$9.69K
XLE icon
79
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$383K 0.2%
+6,260
New +$336K
PIZ icon
80
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$722M
$383K 0.2%
7,730
+31
+0.4% +$1.61K
GARP
81
iShares MSCI USA Quality GARP ETF
GARP
$2.53B
$362K 0.19%
5,655
-612
-10% -$41.5K
SHLD icon
82
Global X Defense Tech ETF
SHLD
$7.05B
$360K 0.19%
+5,087
New +$379K
CAT icon
83
Caterpillar
CAT
$412B
$357K 0.18%
+504
New +$349K
SOXX icon
84
iShares Semiconductor ETF
SOXX
$46.2B
$343K 0.18%
1,045
+250
+31% +$85.3K
AMAT icon
85
Applied Materials
AMAT
$447B
$333K 0.17%
+975
New +$328K
XLC icon
86
State Street Communication Services Select Sector SPDR ETF
XLC
$21.7B
$314K 0.16%
2,834
-128
-4% -$14.8K
PLTR icon
87
Palantir
PLTR
$296B
$262K 0.14%
1,719
-1,011
-37% -$155K
IYF icon
88
iShares US Financials ETF
IYF
$4.35B
$256K 0.13%
2,173
-257
-11% -$31.9K
WELL icon
89
Welltower
WELL
$174B
$248K 0.13%
1,252
-244
-16% -$48.2K
SCHF icon
90
Schwab International Equity ETF
SCHF
$65.7B
$247K 0.13%
+11,081
New +$282K
MTUM icon
91
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$247K 0.13%
1,028
-726
-41% -$182K
IGV icon
92
iShares Expanded Tech-Software Sector ETF
IGV
$12.9B
$236K 0.12%
2,950
-4,370
-60% -$387K
EOD
93
Allspring Global Dividend Opportunity Fund
EOD
$276M
$222K 0.11%
38,109
+4,010
+12% +$24.1K
GLNG icon
94
Golar LNG
GLNG
$5.07B
$212K 0.11%
+3,916
New +$173K
PH icon
95
Parker-Hannifin
PH
$124B
$210K 0.11%
235
– –
BIV icon
96
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$207K 0.11%
2,679
-51
-2% -$3.97K
APP icon
97
Applovin
APP
$134B
$204K 0.11%
513
-145
-22% -$70.1K
IPKW icon
98
Invesco International BuyBack Achievers ETF
IPKW
$533M
$203K 0.1%
3,140
-607
-16% -$34.9K
PHK
99
PIMCO High Income Fund
PHK
$863M
$52.8K 0.03%
11,403
-32,354
-74% -$156K
AMD icon
100
Advanced Micro Devices
AMD
$880B
– –
-2,189
Closed -$469K
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.