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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
WMT icon
101
Walmart Inc
WMT
$896B
– –
-5,726
Closed -$560K
XLE icon
102
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
– –
-9,494
Closed -$403K
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.