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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
NVDA icon
1
NVIDIA
NVDA
$4.72T
$67.7M 32.86%
363,224
-5,486
-1% -$1.02M
AAPL icon
2
Apple
AAPL
$4.9T
$11.3M 5.5%
41,683
+1,331
+3% +$357K
MSFT icon
3
Microsoft
MSFT
$3.35T
$5.78M 2.8%
11,950
-294
-2% -$147K
SCHG icon
4
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$4.82M 2.34%
147,852
-5,525
-4% -$180K
AMZN icon
5
Amazon
AMZN
$2.53T
$4.69M 2.28%
20,332
+500
+3% +$114K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.08T
$4.43M 2.15%
14,151
+1,039
+8% +$297K
AVGO icon
7
Broadcom
AVGO
$1.85T
$4.2M 2.04%
12,140
+375
+3% +$134K
LLY icon
8
Eli Lilly
LLY
$1.03T
$4M 1.94%
3,719
-28
-0.7% -$26.8K
CTAS icon
9
Cintas
CTAS
$82.8B
$3.86M 1.87%
20,539
-1,781
-8% -$335K
SPMO icon
10
Invesco S&P 500 Momentum ETF
SPMO
$20.7B
$3.5M 1.7%
29,330
+40
+0.1% +$4.79K
QQQ icon
11
Invesco QQQ Trust
QQQ
$450B
$3.43M 1.67%
5,590
-197
-3% -$121K
LRCX icon
12
Lam Research
LRCX
$373B
$2.94M 1.43%
17,168
+3,253
+23% +$506K
KLAC icon
13
KLA
KLAC
$236B
$2.91M 1.41%
23,940
+1,620
+7% +$190K
HWM icon
14
Howmet Aerospace
HWM
$111B
$2.78M 1.35%
13,552
-3
-0% -$597
GE icon
15
GE Aerospace
GE
$368B
$2.55M 1.24%
8,277
+302
+4% +$90.9K
MA icon
16
Mastercard
MA
$510B
$2.52M 1.22%
4,415
-89
-2% -$49.8K
SGOV icon
17
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$2.49M 1.21%
24,835
-18,026
-42% -$1.81M
VUG icon
18
Vanguard Morningstar Growth ETF
VUG
$218B
$2.38M 1.16%
29,304
+636
+2% +$51.6K
META icon
19
Meta Platforms (Facebook)
META
$1.37T
$2.28M 1.11%
3,451
-435
-11% -$290K
VOO icon
20
Vanguard S&P 500 ETF
VOO
$972B
$2.19M 1.06%
3,491
+214
+7% +$133K
XLK icon
21
State Street Technology Select Sector SPDR ETF
XLK
$115B
$2.06M 1%
14,320
-854
-6% -$123K
IOO icon
22
iShares Global 100 ETF
IOO
$8.83B
$1.94M 0.94%
15,345
+408
+3% +$50.7K
FIX icon
23
Comfort Systems
FIX
$59.8B
$1.85M 0.9%
1,983
+73
+4% +$67.4K
ILCG icon
24
iShares Morningstar Growth ETF
ILCG
$3.08B
$1.85M 0.9%
17,735
-411
-2% -$42.9K
PANW icon
25
Palo Alto Networks
PANW
$265B
$1.78M 0.87%
9,681
+34
+0.4% +$6.86K
1
2 3 4 5

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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.