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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
+6.03%
1 Year Est. Return
+43.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
101.2%
Top 10 Holdings %
Top 10 Hldgs %
56.44%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$59.5M |
| 2 |
Apple
AAPL
|
+$9.96M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$5.71M |
| 4 |
Microsoft
MSFT
|
+$5.44M |
| 5 |
Cintas
CTAS
|
+$4.83M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 49.29% |
| 2 | Industrials | 8.14% |
| 3 | Consumer Discretionary | 5.5% |
| 4 | Healthcare | 4.32% |
| 5 | Financials | 3.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.6T
| $57.9M | 32.36% |
+431,435
| New | +$59.5M |
|
|
2
Apple
AAPL
$4.97T
| $10.6M | 5.91% |
+42,241
| New | +$9.96M |
|
|
3
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
| $5.82M | 3.25% |
+208,850
| New | +$5.71M |
|
|
4
Microsoft
MSFT
$2.9T
| $5.38M | 3.01% |
+12,767
| New | +$5.44M |
|
5
Amazon
AMZN
$2.44T
| $4.66M | 2.61% |
+21,260
| New | +$4.35M |
|
|
6
Cintas
CTAS
$86.6B
| $4.2M | 2.34% |
+22,964
| New | +$4.83M |
|
7
State Street Technology Select Sector SPDR ETF
XLK
$109B
| $3.75M | 2.09% |
+32,242
| New | +$3.75M |
|
8
Eli Lilly
LLY
$1.08T
| $3.1M | 1.73% |
+4,018
| New | +$3.33M |
|
9
Invesco QQQ Trust
QQQ
$436B
| $2.96M | 1.66% |
+5,799
| New | +$2.93M |
|
10
Broadcom
AVGO
$1.76T
| $2.65M | 1.48% |
+11,420
| New | +$2.11M |
|
11
Vanguard Morningstar Growth ETF
VUG
$212B
| $2.48M | 1.39% |
+36,258
| New | +$2.44M |
|
12
Mastercard
MA
$498B
| $2.45M | 1.37% |
+4,658
| New | +$2.41M |
|
13
Costco
COST
$432B
| $2.32M | 1.3% |
+2,535
| New | +$2.35M |
|
14
Alphabet (Google) Class A
GOOGL
$4.12T
| $2.26M | 1.26% |
+11,913
| New | +$2.08M |
|
15
Meta Platforms (Facebook)
META
$1.49T
| $2.2M | 1.23% |
+3,752
| New | +$2.2M |
|
16
Quanta Services
PWR
$84.2B
| $2.17M | 1.21% |
+6,869
| New | +$2.21M |
|
17
iShares Global 100 ETF
IOO
$8.62B
| $2.15M | 1.2% |
+21,373
| New | +$2.15M |
|
18
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
| $2.15M | 1.2% |
+42,950
| New | +$2.11M |
|
19
Trane Technologies
TT
$98.8B
| $2.05M | 1.15% |
+5,557
| New | +$2.21M |
|
20
Palo Alto Networks
PANW
$256B
| $2.05M | 1.14% |
+11,248
| New | +$2.12M |
|
21
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$37.9B
| $2M | 1.12% |
+35,440
| New | +$1.99M |
|
22
ServiceNow
NOW
$120B
| $1.91M | 1.07% |
+9,020
| New | +$1.83M |
|
23
Visa
V
$677B
| $1.72M | 0.96% |
+5,448
| New | +$1.64M |
|
24
Booking.com
BKNG
$156B
| $1.67M | 0.93% |
+8,375
| New | +$1.61M |
|
25
iShares Morningstar Growth ETF
ILCG
$3B
| $1.61M | 0.9% |
+18,002
| New | +$1.59M |
|
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Kane Investment Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Kane Investment Management, which disclosed 90 positions worth $179M. Its ten largest holdings account for 56% of the portfolio.
Its largest position is NVIDIA: 431,435 shares worth $57.9M.
By sector, the portfolio is most concentrated in Technology at 49% of assets, followed by Industrials and Consumer Discretionary.
- Kane Investment Management's largest Q4 2024 buy was NVIDIA: 431,435 shares worth $57.9M.
- Kane Investment Management's ten largest holdings make up 56% of its $179M portfolio in Q4 2024.
- Kane Investment Management disclosed 90 positions in Q4 2024, its first 13F filing on record.
Based on Kane Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.