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KIM

Kane Investment Management Portfolio holdings

AUM $235M
1-Year Est. Return 44.7%
This Fund
S&P 500
This Quarter Est. Return
+27.26%
1 Year Est. Return
+44.7%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$235M
AUM Growth
+$40.2M
Cap. Flow
-$295K
Cap. Flow %
-0.13%
Top 10 Hldgs %
53.2%
Holding
113
New
14
Increased
42
Reduced
40
Closed
13

Top Buys

Rank Stock Value
1
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$725K
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$715K
3
CAT icon
Caterpillar
CAT
+$485K
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$454K
5
WDC icon
Western Digital
WDC
+$451K

Top Sells

Rank Stock Value
1
LNG icon
Cheniere Energy
LNG
+$1.19M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$682K
3
BKR icon
Baker Hughes
BKR
+$580K
4
NOC icon
Northrop Grumman
NOC
+$568K
5
GILD icon
Gilead Sciences
GILD
+$481K

Sector Composition

Rank Sector Weight
1 Technology 50.73%
2 Miscellaneous 24.15%
3 Industrials 10.83%
4 Communication Services 3.37%
5 Consumer Discretionary 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GARP
76
iShares MSCI USA Quality GARP ETF
GARP
$3.08B
$484K 0.21%
5,857
+202
+4% +$15.3K
SCHD icon
77
Schwab US Dividend Equity ETF
SCHD
$111B
$483K 0.21%
15,227
+845
+6% +$26.8K
STT icon
78
State Street
STT
$53.2B
$467K 0.2%
+2,752
New +$424K
PIZ icon
79
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$707M
$459K 0.2%
8,216
+486
+6% +$27.1K
POWL icon
80
Powell Industries
POWL
$6.66B
$452K 0.19%
+1,578
New +$428K
AMD icon
81
Advanced Micro Devices
AMD
$829B
$426K 0.18%
+734
New +$301K
GLD icon
82
SPDR Gold Trust
GLD
$148B
$399K 0.17%
1,082
-140
-11% -$58K
MTUM icon
83
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$352K 0.15%
1,028
– –
FNDX icon
84
Schwab Fundamental US Large Company Index ETF
FNDX
$27.7B
$347K 0.15%
+11,173
New +$337K
STRL icon
85
Sterling Infrastructure
STRL
$15.4B
$340K 0.14%
+405
New +$284K
SCHF icon
86
Schwab International Equity ETF
SCHF
$70.5B
$333K 0.14%
12,021
+940
+8% +$25.3K
WELL icon
87
Welltower
WELL
$172B
$327K 0.14%
1,441
+189
+15% +$40K
EOD
88
Allspring Global Dividend Opportunity Fund
EOD
$288M
$319K 0.14%
48,873
+10,764
+28% +$68.9K
VCIT icon
89
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$69.5B
$311K 0.13%
3,758
-3,046
-45% -$252K
BKR icon
90
Baker Hughes
BKR
$63.7B
$290K 0.12%
5,229
-9,179
-64% -$580K
XTL icon
91
State Street SPDR S&P Telecom ETF
XTL
$593M
$286K 0.12%
+1,257
New +$280K
FTNT icon
92
Fortinet
FTNT
$115B
$265K 0.11%
+1,728
New +$200K
IYF icon
93
iShares US Financials ETF
IYF
$4.33B
$262K 0.11%
2,057
-116
-5% -$14.4K
DGRO icon
94
iShares Core Dividend Growth ETF
DGRO
$43.3B
$253K 0.11%
+3,335
New +$246K
WTV icon
95
WisdomTree US Value Fund
WTV
$3.32B
$247K 0.11%
+2,433
New +$243K
APP icon
96
Applovin
APP
$104B
$246K 0.1%
477
-36
-7% -$17.4K
PH icon
97
Parker-Hannifin
PH
$121B
$230K 0.1%
235
– –
VFMO icon
98
Vanguard US Momentum Factor ETF
VFMO
$1.96B
$215K 0.09%
+861
New +$196K
IGV icon
99
iShares Expanded Tech-Software Sector ETF
IGV
$13.9B
$212K 0.09%
2,335
-615
-21% -$54.7K
GLW icon
100
Corning
GLW
$145B
$203K 0.09%
+795
New +$145K
1 2 3
4
5

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SIA
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NCMW
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LPP
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CWP
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PIM
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NAC
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CPI
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Kane Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kane Investment Management held 113 positions worth $235M, up 21% from $194M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Kane Investment Management's Q2 2026 filing shows 14 new, 42 increased, 40 reduced and 13 closed positions. Its largest new stake was Schwab Fundamental International Large Company Index ETF: 13,792 shares worth $728K. The largest sale was Cheniere Energy, an estimated $1.19M.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 48% a quarter earlier, followed by Miscellaneous and Industrials.

  • Kane Investment Management's largest Q2 2026 buy was Schwab Fundamental International Large Company Index ETF: 13,792 shares worth $728K.
  • Kane Investment Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $715K increase.
  • Kane Investment Management's biggest Q2 2026 reduction was Invesco S&P 500 Top 50 ETF, cutting an estimated $682K.
  • Kane Investment Management fully exited Cheniere Energy in Q2 2026, selling an estimated $1.19M.
  • Kane Investment Management's ten largest holdings make up 53% of its $235M portfolio in Q2 2026.
  • Kane Investment Management opened 14 new positions and closed 13 in Q2 2026.
  • Kane Investment Management's portfolio value rose 21% quarter-over-quarter to $235M.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.