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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
CRM icon
101
Salesforce
CRM
$162B
– –
-1,981
Closed -$662K
FTAI icon
102
FTAI Aviation
FTAI
$23.2B
– –
-2,521
Closed -$363K
GWW icon
103
W.W. Grainger
GWW
$61.3B
– –
-543
Closed -$573K
JFR icon
104
Nuveen Floating Rate Income Fund
JFR
$1.26B
– –
-50,814
Closed -$453K
NVO
105
Novo Nordisk
NVO
$207B
– –
-9,083
Closed -$781K
ORCL icon
106
Oracle
ORCL
$419B
– –
-4,497
Closed -$749K
TECL icon
107
Direxion Daily Technology Bull 3x ETF
TECL
$6.02B
– –
-2,263
Closed -$205K
TOL icon
108
Toll Brothers
TOL
$14.3B
– –
-6,174
Closed -$778K
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.