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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
+2.94%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$606K
Cap. Flow
-$3.18M
Cap. Flow %
-1.54%
Top 10 Hldgs %
55.47%
Holding
106
New
10
Increased
42
Reduced
39
Closed
12

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$697K
2
LRCX icon
Lam Research
LRCX
+$506K
3
AMD icon
Advanced Micro Devices
AMD
+$492K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$482K
5
HCA icon
HCA Healthcare
HCA
+$466K

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.81M
2
NVDA icon
NVIDIA
NVDA
+$1.02M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$616K
4
UBER icon
Uber
UBER
+$601K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$586K

Sector Composition

Rank Sector Weight
1 Technology 49.66%
2 Industrials 8.48%
3 Communication Services 4.3%
4 Healthcare 4.15%
5 Financials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
76
Schwab US Large- Cap ETF
SCHX
$74.5B
$436K 0.21%
16,206
+5,355
+49% +$143K
GARP
77
iShares MSCI USA Quality GARP ETF
GARP
$2.82B
$427K 0.21%
6,267
+201
+3% +$13.5K
GILD icon
78
Gilead Sciences
GILD
$167B
$418K 0.2%
+3,406
New +$414K
XMMO icon
79
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
$399K 0.19%
2,880
-543
-16% -$74.2K
DXJ icon
80
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
$390K 0.19%
2,707
+270
+11% +$37K
PIZ icon
81
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$730M
$377K 0.18%
7,699
+567
+8% +$27.3K
SCHD icon
82
Schwab US Dividend Equity ETF
SCHD
$107B
$357K 0.17%
13,010
-720
-5% -$19.6K
XLC icon
83
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$349K 0.17%
2,962
-5,092
-63% -$586K
CGDV icon
84
Capital Group Dividend Value ETF
CGDV
$38.8B
$343K 0.17%
+7,854
New +$337K
IYF icon
85
iShares US Financials ETF
IYF
$4.41B
$313K 0.15%
2,430
+431
+22% +$53.9K
WELL icon
86
Welltower
WELL
$165B
$278K 0.13%
+1,496
New +$279K
SOXX icon
87
iShares Semiconductor ETF
SOXX
$45.1B
$239K 0.12%
795
+5
+0.6% +$1.47K
GEV icon
88
GE Vernova
GEV
$270B
$235K 0.11%
359
-73
-17% -$44.5K
NEM icon
89
Newmont
NEM
$123B
$231K 0.11%
+2,310
New +$209K
PHK
90
PIMCO High Income Fund
PHK
$878M
$213K 0.1%
+43,757
New +$213K
BIV icon
91
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$213K 0.1%
+2,730
New +$214K
IPKW icon
92
Invesco International BuyBack Achievers ETF
IPKW
$555M
$208K 0.1%
+3,747
New +$200K
PH icon
93
Parker-Hannifin
PH
$135B
$207K 0.1%
+235
New +$192K
EOD
94
Allspring Global Dividend Opportunity Fund
EOD
$288M
$199K 0.1%
34,099
+17,149
+101% +$99.2K
CRF
95
Cornerstone Total Return Fund
CRF
$1.17B
– –
-10,088
Closed -$81.1K
CRS icon
96
Carpenter Technology
CRS
$27.1B
– –
-1,085
Closed -$266K
DASH icon
97
DoorDash
DASH
$92.6B
– –
-1,136
Closed -$309K
FLOT icon
98
iShares Floating Rate Bond ETF
FLOT
$10.5B
– –
-12,065
Closed -$616K
JEPI icon
99
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
– –
-4,221
Closed -$241K
NOBL icon
100
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
– –
-4,074
Closed -$210K
1 2 3
4
5

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Kane Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Kane Investment Management held 106 positions worth $206M, up 0.29% from $206M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Kane Investment Management's Q4 2025 filing shows 10 new, 42 increased, 39 reduced and 12 closed positions. Its largest new stake was Advanced Micro Devices: 2,189 shares worth $469K. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $1.81M.

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

  • Kane Investment Management's largest Q4 2025 buy was Advanced Micro Devices: 2,189 shares worth $469K.
  • Kane Investment Management added most to Vanguard Intermediate-Term Corporate Bond ETF in Q4 2025, an estimated $697K increase.
  • Kane Investment Management's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $1.81M.
  • Kane Investment Management fully exited iShares Floating Rate Bond ETF in Q4 2025, selling an estimated $616K.
  • Kane Investment Management's ten largest holdings make up 55% of its $206M portfolio in Q4 2025.
  • Kane Investment Management opened 10 new positions and closed 12 in Q4 2025.
  • Kane Investment Management's portfolio value rose 0.29% quarter-over-quarter to $206M.

Based on Kane Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.