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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
+6.03%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow %
101.2%
Top 10 Hldgs %
56.44%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.5M
2
AAPL icon
Apple
AAPL
+$9.96M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.71M
4
MSFT icon
Microsoft
MSFT
+$5.44M
5
CTAS icon
Cintas
CTAS
+$4.83M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 49.29%
2 Industrials 8.14%
3 Consumer Discretionary 5.5%
4 Healthcare 4.32%
5 Financials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JFR icon
76
Nuveen Floating Rate Income Fund
JFR
$1.26B
$453K 0.25%
+50,814
New +$455K
XMMO icon
77
Invesco S&P MidCap Momentum ETF
XMMO
$7.52B
$420K 0.23%
+3,397
New +$431K
HYS icon
78
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$401K 0.22%
+4,280
New +$405K
SGOV icon
79
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$388K 0.22%
+3,867
New +$388K
FTAI icon
80
FTAI Aviation
FTAI
$22.1B
$363K 0.2%
+2,521
New +$372K
CLM icon
81
Cornerstone Strategic Value Fund
CLM
$2.24B
$332K 0.19%
+39,252
New +$324K
APP icon
82
Applovin
APP
$113B
$313K 0.17%
+966
New +$244K
DXJ icon
83
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
$295K 0.16%
+2,673
New +$293K
ARES icon
84
Ares Management
ARES
$31B
$276K 0.15%
+1,556
New +$265K
AMD icon
85
Advanced Micro Devices
AMD
$767B
$272K 0.15%
+2,252
New +$324K
EFR
86
Eaton Vance Senior Floating-Rate Fund
EFR
$319M
$243K 0.14%
+19,002
New +$244K
NOBL icon
87
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$232K 0.13%
+4,670
New +$246K
TECL icon
88
Direxion Daily Technology Bull 3x ETF
TECL
$6.05B
$205K 0.11%
+2,263
New +$211K
USA icon
89
Liberty All-Star Equity Fund
USA
$1.86B
$103K 0.06%
+14,760
New +$106K
EOD
90
Allspring Global Dividend Opportunity Fund
EOD
$286M
$54.2K 0.03%
+10,910
New +$53.9K
1 2 3
4

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OCA
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IA
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TVM
True Vision MN Woodbury, Minnesota $194M AUM 16.51% 1-Year Est. Return
WM
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ACM
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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

Kane Investment Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Kane Investment Management, which disclosed 90 positions worth $179M. Its ten largest holdings account for 56% of the portfolio.

Its largest position is NVIDIA: 431,435 shares worth $57.9M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, followed by Industrials and Consumer Discretionary.

  • Kane Investment Management's largest Q4 2024 buy was NVIDIA: 431,435 shares worth $57.9M.
  • Kane Investment Management's ten largest holdings make up 56% of its $179M portfolio in Q4 2024.
  • Kane Investment Management disclosed 90 positions in Q4 2024, its first 13F filing on record.

Based on Kane Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.