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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
-10%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$207M
AUM Growth
+$28.1M
Cap. Flow
+$52.8M
Cap. Flow %
25.5%
Top 10 Hldgs %
61.26%
Holding
108
New
18
Increased
52
Reduced
25
Closed
13

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$40.3M
2
AAPL icon
Apple
AAPL
+$5M
3
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$1.59M
4
DASH icon
DoorDash
DASH
+$1.26M
5
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$1.25M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.62M
2
ADBE icon
Adobe
ADBE
+$1.41M
3
CMG icon
Chipotle Mexican Grill
CMG
+$1.21M
4
NVO
Novo Nordisk
NVO
+$781K
5
TOL icon
Toll Brothers
TOL
+$778K

Sector Composition

Rank Sector Weight
1 Technology 54.32%
2 Industrials 6.87%
3 Financials 4.48%
4 Healthcare 4.11%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRT icon
76
Vertiv
VRT
$108B
$475K 0.23%
6,584
-527
-7% -$56.1K
WMT icon
77
Walmart Inc
WMT
$901B
$466K 0.23%
5,308
+200
+4% +$18.8K
MTUM icon
78
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$453K 0.22%
2,243
-46
-2% -$9.83K
CAVA icon
79
CAVA Group
CAVA
$7.08B
$440K 0.21%
5,087
-997
-16% -$108K
GLD icon
80
SPDR Gold Trust
GLD
$143B
$437K 0.21%
+1,517
New +$401K
FTNT icon
81
Fortinet
FTNT
$119B
$344K 0.17%
+3,576
New +$363K
APP icon
82
Applovin
APP
$107B
$318K 0.15%
1,200
+234
+24% +$80.6K
WTV icon
83
WisdomTree US Value Fund
WTV
$3.36B
$314K 0.15%
+3,819
New +$324K
SMH icon
84
VanEck Semiconductor ETF
SMH
$70.6B
$311K 0.15%
1,472
-667
-31% -$160K
PEO
85
Adams Natural Resources Fund
PEO
$774M
$305K 0.15%
+13,355
New +$299K
ARES icon
86
Ares Management
ARES
$32.3B
$299K 0.14%
2,042
+486
+31% +$84K
DXJ icon
87
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
$292K 0.14%
2,651
-22
-0.8% -$2.42K
ICSH icon
88
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$257K 0.12%
+5,075
New +$257K
FFLC icon
89
Fidelity Fundamental Large Cap Core ETF
FFLC
$1.23B
$254K 0.12%
+5,848
New +$269K
XMHQ icon
90
Invesco S&P MidCap Quality ETF
XMHQ
$5.66B
$244K 0.12%
2,671
-3,311
-55% -$323K
BIP icon
91
Brookfield Infrastructure Partners
BIP
$18.1B
$223K 0.11%
+7,500
New +$235K
EFR
92
Eaton Vance Senior Floating-Rate Fund
EFR
$319M
$209K 0.1%
17,083
-1,919
-10% -$24.6K
NOBL icon
93
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$208K 0.1%
4,074
-596
-13% -$30.3K
USA icon
94
Liberty All-Star Equity Fund
USA
$1.87B
$152K 0.07%
23,162
+8,402
+57% +$58K
EOD
95
Allspring Global Dividend Opportunity Fund
EOD
$287M
$64.3K 0.03%
13,000
+2,090
+19% +$10.5K
ADBE icon
96
Adobe
ADBE
$105B
– –
-3,163
Closed -$1.41M
AMD icon
97
Advanced Micro Devices
AMD
$774B
– –
-2,252
Closed -$272K
CLM icon
98
Cornerstone Strategic Value Fund
CLM
$2.25B
– –
-39,252
Closed -$332K
CMG icon
99
Chipotle Mexican Grill
CMG
$40.5B
– –
-20,064
Closed -$1.21M
CRF
100
Cornerstone Total Return Fund
CRF
$1.18B
– –
-54,665
Closed -$466K
1 2 3
4
5

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Kane Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Kane Investment Management held 108 positions worth $207M, up 16% from $179M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Kane Investment Management deployed $52.8M of net new capital in Q1 2025, opening 18 new positions and adding to 52 existing holdings. Its largest new stake was DoorDash: 6,677 shares worth $1.22M.

By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 49% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $1.62M trimmed.

  • Kane Investment Management's largest Q1 2025 buy was DoorDash: 6,677 shares worth $1.22M.
  • Kane Investment Management added most to NVIDIA in Q1 2025, an estimated $40.3M increase.
  • Kane Investment Management's biggest Q1 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $1.62M.
  • Kane Investment Management fully exited Adobe in Q1 2025, selling an estimated $1.41M.
  • Kane Investment Management's ten largest holdings make up 61% of its $207M portfolio in Q1 2025.
  • Kane Investment Management opened 18 new positions and closed 13 in Q1 2025.
  • Kane Investment Management's portfolio value rose 16% quarter-over-quarter to $207M.

Based on Kane Investment Management's 13F filing for Q1 2025, filed 12 May 2025.