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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
+12.19%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$15M
Cap. Flow
-$5.36M
Cap. Flow %
-2.61%
Top 10 Hldgs %
55.69%
Holding
102
New
13
Increased
37
Reduced
41
Closed
6

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.7M
2
APH icon
Amphenol
APH
+$605K
3
TSM icon
TSMC
TSM
+$588K
4
GS icon
Goldman Sachs
GS
+$558K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$517K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$6.36M
2
RSG icon
Republic Services
RSG
+$799K
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$622K
4
ACN icon
Accenture
ACN
+$597K
5
IBM icon
IBM
IBM
+$592K

Sector Composition

Rank Sector Weight
1 Technology 49.52%
2 Industrials 8.85%
3 Communication Services 4.18%
4 Financials 4.04%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
76
Philip Morris
PM
$291B
$453K 0.22%
2,790
-1,058
-27% -$178K
VST icon
77
Vistra
VST
$48.5B
$421K 0.21%
+2,151
New +$426K
GARP
78
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
$398K 0.19%
+6,066
New +$379K
APP icon
79
Applovin
APP
$108B
$387K 0.19%
539
-44
-8% -$20.3K
SCHD icon
80
Schwab US Dividend Equity ETF
SCHD
$107B
$375K 0.18%
13,730
– –
IGM icon
81
iShares Expanded Tech Sector ETF
IGM
$10.7B
$344K 0.17%
2,730
+126
+5% +$14.9K
PIZ icon
82
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$731M
$340K 0.17%
+7,132
New +$331K
DXJ icon
83
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
$312K 0.15%
2,437
-94
-4% -$11.5K
DASH icon
84
DoorDash
DASH
$93B
$309K 0.15%
1,136
+205
+22% +$51.4K
WTV icon
85
WisdomTree US Value Fund
WTV
$3.36B
$308K 0.15%
3,386
-534
-14% -$47.6K
SCHX icon
86
Schwab US Large- Cap ETF
SCHX
$74.3B
$286K 0.14%
+10,851
New +$276K
CRS icon
87
Carpenter Technology
CRS
$27B
$266K 0.13%
1,085
-1,121
-51% -$287K
GEV icon
88
GE Vernova
GEV
$270B
$266K 0.13%
+432
New +$262K
IYF icon
89
iShares US Financials ETF
IYF
$4.41B
$253K 0.12%
1,999
+317
+19% +$39.2K
EVLN icon
90
Eaton Vance Floating-Rate ETF
EVLN
$1.4B
$253K 0.12%
+5,089
New +$254K
JEPI icon
91
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$241K 0.12%
4,221
-156
-4% -$8.86K
ORCL icon
92
Oracle
ORCL
$417B
$228K 0.11%
+812
New +$207K
SOXX icon
93
iShares Semiconductor ETF
SOXX
$44.9B
$214K 0.1%
+790
New +$197K
NOBL icon
94
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$210K 0.1%
4,074
– –
EOD
95
Allspring Global Dividend Opportunity Fund
EOD
$287M
$96.6K 0.05%
16,950
+4,225
+33% +$23.7K
CRF
96
Cornerstone Total Return Fund
CRF
$1.17B
$81.1K 0.04%
+10,088
New +$79.3K
ACN icon
97
Accenture
ACN
$109B
– –
-1,996
Closed -$597K
IBM icon
98
IBM
IBM
$225B
– –
-2,008
Closed -$592K
RSG icon
99
Republic Services
RSG
$66.2B
– –
-3,241
Closed -$799K
USA icon
100
Liberty All-Star Equity Fund
USA
$1.87B
– –
-14,855
Closed -$101K
1 2 3
4
5

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Kane Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Kane Investment Management held 102 positions worth $206M, up 7.9% from $191M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Kane Investment Management's Q3 2025 filing shows 13 new, 37 increased, 41 reduced and 6 closed positions. Its largest new stake was TSMC: 2,405 shares worth $672K. The largest sale was NVIDIA, an estimated $6.36M.

By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 49% a quarter earlier, followed by Industrials and Communication Services.

  • Kane Investment Management's largest Q3 2025 buy was TSMC: 2,405 shares worth $672K.
  • Kane Investment Management added most to iShares 0-3 Month Treasury Bond ETF in Q3 2025, an estimated $1.7M increase.
  • Kane Investment Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $6.36M.
  • Kane Investment Management fully exited Republic Services in Q3 2025, selling an estimated $799K.
  • Kane Investment Management's ten largest holdings make up 56% of its $206M portfolio in Q3 2025.
  • Kane Investment Management opened 13 new positions and closed 6 in Q3 2025.
  • Kane Investment Management's portfolio value rose 7.9% quarter-over-quarter to $206M.

Based on Kane Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.