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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
NVDA icon
1
NVIDIA
NVDA
$4.86T
$81.2M 39.2%
749,167
+317,732
+74% +$40.3M
AAPL icon
2
Apple
AAPL
$4.54T
$14.2M 6.84%
63,818
+21,577
+51% +$5M
SCHG icon
3
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$5.04M 2.44%
201,471
-7,379
-4% -$202K
CTAS icon
4
Cintas
CTAS
$81.9B
$5.01M 2.42%
24,357
+1,393
+6% +$277K
MSFT icon
5
Microsoft
MSFT
$3.45T
$4.81M 2.32%
12,811
+44
+0.3% +$17.9K
AMZN icon
6
Amazon
AMZN
$2.92T
$4.17M 2.01%
21,915
+655
+3% +$142K
LLY icon
7
Eli Lilly
LLY
$1.02T
$3.5M 1.69%
4,236
+218
+5% +$181K
QQQ icon
8
Invesco QQQ Trust
QQQ
$453B
$3.23M 1.56%
6,881
+1,082
+19% +$550K
SPMO icon
9
Invesco S&P 500 Momentum ETF
SPMO
$20.8B
$3M 1.45%
32,395
+16,282
+101% +$1.59M
MA icon
10
Mastercard
MA
$506B
$2.74M 1.32%
5,002
+344
+7% +$187K
COST icon
11
Costco
COST
$422B
$2.55M 1.23%
2,695
+160
+6% +$156K
META icon
12
Meta Platforms (Facebook)
META
$1.42T
$2.36M 1.14%
4,088
+336
+9% +$217K
AVGO icon
13
Broadcom
AVGO
$1.85T
$2.29M 1.11%
13,673
+2,253
+20% +$477K
V icon
14
Visa
V
$684B
$2.11M 1.02%
6,013
+565
+10% +$191K
JEPQ icon
15
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$2.03M 0.98%
39,288
+3,848
+11% +$214K
PANW icon
16
Palo Alto Networks
PANW
$270B
$2.03M 0.98%
11,896
+648
+6% +$120K
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$4.36T
$1.99M 0.96%
12,858
+945
+8% +$171K
XLK icon
18
State Street Technology Select Sector SPDR ETF
XLK
$115B
$1.85M 0.9%
17,956
-14,286
-44% -$1.62M
VUG icon
19
Vanguard Morningstar Growth ETF
VUG
$220B
$1.85M 0.89%
29,940
-6,318
-17% -$426K
TT icon
20
Trane Technologies
TT
$101B
$1.65M 0.8%
4,903
-654
-12% -$236K
VIG icon
21
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.65M 0.79%
8,486
+436
+5% +$86.7K
VOO icon
22
Vanguard S&P 500 ETF
VOO
$979B
$1.64M 0.79%
3,196
+693
+28% +$375K
BKNG icon
23
Booking.com
BKNG
$149B
$1.64M 0.79%
8,900
+525
+6% +$100K
KLAC icon
24
KLA
KLAC
$239B
$1.63M 0.79%
24,010
+1,690
+8% +$122K
NOW icon
25
ServiceNow
NOW
$115B
$1.6M 0.77%
10,040
+1,020
+11% +$197K
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.