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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
+26.23%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$191M
AUM Growth
-$16.6M
Cap. Flow
-$58M
Cap. Flow %
-30.42%
Top 10 Hldgs %
55.16%
Holding
104
New
9
Increased
20
Reduced
59
Closed
15

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.8M
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.71M
3
NFLX icon
Netflix
NFLX
+$1.08M
4
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$1.06M
5
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$1.05M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$43.3M
2
AAPL icon
Apple
AAPL
+$4.68M
3
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.03M
4
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$1.27M
5
DASH icon
DoorDash
DASH
+$1.15M

Sector Composition

Rank Sector Weight
1 Technology 48.55%
2 Industrials 9.3%
3 Financials 4.02%
4 Healthcare 3.9%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
76
Palantir
PLTR
$421B
$385K 0.2%
+2,767
New +$325K
SCHD icon
77
Schwab US Dividend Equity ETF
SCHD
$107B
$364K 0.19%
13,730
-7,971
-37% -$208K
SMH icon
78
VanEck Semiconductor ETF
SMH
$70.1B
$355K 0.19%
1,272
-200
-14% -$46.4K
ANET icon
79
Arista Networks
ANET
$242B
$348K 0.18%
3,400
-4,432
-57% -$383K
WTV icon
80
WisdomTree US Value Fund
WTV
$3.36B
$339K 0.18%
3,920
+101
+3% +$8.24K
IGM icon
81
iShares Expanded Tech Sector ETF
IGM
$10.8B
$293K 0.15%
2,604
-4,471
-63% -$439K
DXJ icon
82
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
$289K 0.15%
2,531
-120
-5% -$13.1K
JEPI icon
83
JPMorgan Equity Premium Income ETF
JEPI
$46B
$249K 0.13%
4,377
-9,596
-69% -$532K
DASH icon
84
DoorDash
DASH
$90.9B
$230K 0.12%
931
-5,746
-86% -$1.15M
NOBL icon
85
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$205K 0.11%
4,074
– –
APP icon
86
Applovin
APP
$113B
$204K 0.11%
583
-617
-51% -$200K
IYF icon
87
iShares US Financials ETF
IYF
$4.4B
$204K 0.11%
+1,682
New +$190K
USA icon
88
Liberty All-Star Equity Fund
USA
$1.86B
$101K 0.05%
14,855
-8,307
-36% -$54K
EOD
89
Allspring Global Dividend Opportunity Fund
EOD
$286M
$68.6K 0.04%
12,725
-275
-2% -$1.4K
ADX icon
90
Adams Diversified Equity Fund
ADX
$3.21B
– –
-28,782
Closed -$547K
ARES icon
91
Ares Management
ARES
$31B
– –
-2,042
Closed -$299K
BIP icon
92
Brookfield Infrastructure Partners
BIP
$17.5B
– –
-7,500
Closed -$223K
CAVA icon
93
CAVA Group
CAVA
$7.17B
– –
-5,087
Closed -$440K
EFR
94
Eaton Vance Senior Floating-Rate Fund
EFR
$319M
– –
-17,083
Closed -$209K
ETY icon
95
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.34B
– –
-88,845
Closed -$1.27M
FISV
96
Fiserv Inc
FISV
$27.8B
– –
-2,593
Closed -$573K
FTNT icon
97
Fortinet
FTNT
$120B
– –
-3,576
Closed -$344K
JEPQ icon
98
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
– –
-39,288
Closed -$2.03M
JPM icon
99
JPMorgan Chase
JPM
$956B
– –
-2,660
Closed -$652K
PEO
100
Adams Natural Resources Fund
PEO
$750M
– –
-13,355
Closed -$305K
1 2 3
4
5

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SCPM
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Kane Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kane Investment Management held 104 positions worth $191M, down 8% from $207M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Kane Investment Management withdrew a net $58M in Q2 2025, closing 15 positions and reducing 59 holdings. Its most notable exit was JPMorgan Nasdaq Equity Premium Income ETF, an estimated $2.03M position sold in full.

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

Against the trend, Kane Investment Management opened a new position in Netflix worth $1.28M.

  • Kane Investment Management's largest Q2 2025 buy was Netflix: 9,510 shares worth $1.28M.
  • Kane Investment Management added most to iShares 0-3 Month Treasury Bond ETF in Q2 2025, an estimated $1.8M increase.
  • Kane Investment Management's biggest Q2 2025 reduction was NVIDIA, cutting an estimated $43.3M.
  • Kane Investment Management fully exited JPMorgan Nasdaq Equity Premium Income ETF in Q2 2025, selling an estimated $2.03M.
  • Kane Investment Management's ten largest holdings make up 55% of its $191M portfolio in Q2 2025.
  • Kane Investment Management opened 9 new positions and closed 15 in Q2 2025.
  • Kane Investment Management's portfolio value fell 8% quarter-over-quarter to $191M.

Based on Kane Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.