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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
ORCL icon
101
Oracle
ORCL
$418B
– –
-812
Closed -$228K
PM icon
102
Philip Morris
PM
$290B
– –
-2,790
Closed -$453K
UBER icon
103
Uber
UBER
$160B
– –
-6,136
Closed -$601K
VST icon
104
Vistra
VST
$48.8B
– –
-2,151
Closed -$421K
WTV icon
105
WisdomTree US Value Fund
WTV
$3.36B
– –
-3,386
Closed -$308K
EVLN icon
106
Eaton Vance Floating-Rate ETF
EVLN
$1.4B
– –
-5,089
Closed -$253K
1 2 3 4
5

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CPI
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SCPM
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MHFA
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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.