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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
NVDA icon
1
NVIDIA
NVDA
$4.72T
$68.8M 33.47%
368,710
-36,460
-9% -$6.36M
AAPL icon
2
Apple
AAPL
$4.9T
$10.3M 5%
40,352
-292
-0.7% -$66K
MSFT icon
3
Microsoft
MSFT
$3.35T
$6.34M 3.09%
12,244
-66
-0.5% -$33.7K
SCHG icon
4
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$4.89M 2.38%
153,377
-5,334
-3% -$163K
CTAS icon
5
Cintas
CTAS
$82.7B
$4.58M 2.23%
22,320
-1,369
-6% -$292K
AMZN icon
6
Amazon
AMZN
$2.53T
$4.35M 2.12%
19,832
+30
+0.2% +$6.79K
SGOV icon
7
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$4.32M 2.1%
42,861
+16,902
+65% +$1.7M
AVGO icon
8
Broadcom
AVGO
$1.85T
$3.88M 1.89%
11,765
+1,145
+11% +$351K
SPMO icon
9
Invesco S&P 500 Momentum ETF
SPMO
$20.7B
$3.55M 1.73%
29,290
+161
+0.6% +$18.8K
QQQ icon
10
Invesco QQQ Trust
QQQ
$450B
$3.47M 1.69%
5,787
-63
-1% -$36.1K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.08T
$3.19M 1.55%
13,112
+1,068
+9% +$224K
LLY icon
12
Eli Lilly
LLY
$1.03T
$2.86M 1.39%
3,747
-6
-0.2% -$4.46K
META icon
13
Meta Platforms (Facebook)
META
$1.37T
$2.85M 1.39%
3,886
+74
+2% +$55.1K
HWM icon
14
Howmet Aerospace
HWM
$111B
$2.66M 1.29%
13,555
+547
+4% +$99.7K
MA icon
15
Mastercard
MA
$510B
$2.56M 1.25%
4,504
+1
+0% +$574
KLAC icon
16
KLA
KLAC
$236B
$2.41M 1.17%
22,320
+10
+0% +$933
GE icon
17
GE Aerospace
GE
$368B
$2.4M 1.17%
7,975
+1,592
+25% +$435K
VUG icon
18
Vanguard Morningstar Growth ETF
VUG
$218B
$2.29M 1.11%
28,668
+1,182
+4% +$90.3K
XLK icon
19
State Street Technology Select Sector SPDR ETF
XLK
$115B
$2.14M 1.04%
15,174
-218
-1% -$28.9K
VOO icon
20
Vanguard S&P 500 ETF
VOO
$972B
$2.01M 0.98%
3,277
+258
+9% +$152K
PANW icon
21
Palo Alto Networks
PANW
$265B
$1.96M 0.96%
9,647
-1,619
-14% -$310K
TT icon
22
Trane Technologies
TT
$97.3B
$1.96M 0.95%
4,651
-23
-0.5% -$9.83K
COST icon
23
Costco
COST
$423B
$1.95M 0.95%
2,102
-394
-16% -$378K
ILCG icon
24
iShares Morningstar Growth ETF
ILCG
$3.08B
$1.89M 0.92%
18,146
+11
+0.1% +$1.1K
LRCX icon
25
Lam Research
LRCX
$372B
$1.86M 0.91%
13,915
+213
+2% +$22.6K
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.