CIK: 0002056671
Total reported value
$194.4M
Reporting period: 2026-03-31 · Number of holdings: 99
KANE INVESTMENT MANAGEMENT, INC. disclosed 99 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $194.4M and a quarterly turnover rate of 19.6%.
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Kane Investment Management, INC.'s disclosed holdings carry a Herfindahl concentration index of 0.115 — mathematically equivalent to about 9 equally-sized positions, well below its 99 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.24), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
-9.3% -$1.8M
Add FIX
-0.2% $878.4K
Add HWM
+14.0% $780.4K
Add LRCX
-0.1% $730.4K
Trim NVDA
-0.4% -$4.6M
Trim SCHG
-8.9% -$928.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 32.46% | -0.40% | -0.40% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.35% | -0.15% | -1.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.75% | -9.35% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | -0.12% | -3.24% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.00% | -0.28% | -8.02% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.00% | -0.34% | -8.89% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 1.89% | +0.46% | -0.11% | |
| 8 | HWM | Howmet Aerospace INC | Stock-Industrials | 1.83% | +0.48% | +13.95% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 1.75% | +0.34% | -3.34% | |
| 10 | AVGO | Broadcom INC | Stock-Tech | 1.74% | -0.30% | -10.03% | |
| 11 | CTAS | Cintas CORP | Stock-Industrials | 1.73% | -0.14% | -3.08% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.65% | -0.29% | -6.18% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.64% | — | -0.93% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.49% | -0.21% | -11.51% | |
| 15 | FIX | Comfort Systems USA INC | Stock-Industrials | 1.40% | +0.50% | -0.20% | |
| 16 | GE | General Electric | Stock-Industrials | 1.22% | — | +0.94% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | — | +0.23% | |
| 18 | MA | Mastercard INC - A | Stock-Financials | 1.07% | -0.15% | -5.80% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | +0.23% | +4.81% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.04% | -0.18% | -17.90% | |
| 21 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.97% | — | +8.08% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | — | -1.43% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-Other | 0.95% | — | -0.13% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | -0.21% | -13.39% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 0.93% | — | -3.37% | |
| 26 | LVHI | Franklin International Low V | ETF-Other | 0.92% | +0.33% | +33.12% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.20% | -11.91% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.89% | — | +2.90% | |
| 29 | PWR | Quanta Services INC | Stock-Industrials | 0.88% | +0.23% | -1.23% | |
| 30 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.87% | — | +0.04% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.86% | — | +3.21% | |
| 32 | TPR | Tapestry INC | Stock-Consumer Disc | 0.85% | — | +2.40% | |
| 33 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.83% | — | -5.26% | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.82% | — | +1.36% | |
| 35 | PANW | Palo Alto Networks INC | Stock-Tech | 0.79% | — | -0.62% | |
| 36 | EME | Emcor Group INC | Stock-Industrials | 0.77% | — | -1.12% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.10% | -3.98% | |
| 38 | APH | Amphenol Corp-cl A | Stock-Tech | 0.74% | -0.10% | -11.94% | |
| 39 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.64% | -0.13% | -15.30% | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.63% | +0.16% | +18.71% | |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.62% | — | +21.64% | |
| 42 | LNG | Cheniere Energy INC | Stock-Energy | 0.61% | +0.61% | NEW | |
| 43 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.60% | -0.24% | -13.98% | |
| 44 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.58% | +0.24% | +2.56% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | — | +0.24% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | — | -1.34% | |
| 47 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.53% | -0.11% | -14.98% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | — | +4.05% | |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.46% | — | -17.76% | |
| 50 | BKR | Baker Hughes Co | Stock-Energy | 0.45% | +0.45% | NEW |
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+21.7%
Based on 83% of reported portfolio value with available pricing
Kane Investment Management, INC.'s most significant position changes for 2026-03-31: New buy: Cheniere Energy INC (LNG); Sold out: Servicenow INC (NOW); New buy: Baker Hughes Co (BKR); New buy: TechnipFMC plc (FTI); Sold out: Boston Scientific CORP (BSX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FIX | Comfort Systems USA INC | +0.5% | -0.20% | Trim |
| 2 | HWM | Howmet Aerospace INC | +0.5% | +13.95% | Add |
| 3 | LRCX | Lam Research CORP | +0.5% | -0.11% | Trim |
| 4 | KLAC | Kla CORP | +0.3% | -3.34% | Trim |
| 5 | LVHI | Franklin International Low V | +0.3% | +33.12% | Add |
| 6 | VRT | Vertiv Holdings Co-a | +0.2% | +2.56% | Add |
| 7 | PWR | Quanta Services INC | +0.2% | -1.23% | Trim |
| 8 | COST | Costco Wholesale CORP | +0.2% | +4.81% | Add |
| 9 | SMH | Vaneck Semiconductor ETF | +0.2% | +18.71% | Add |
| 10 | PPA | Invesco Aerospace & Defense | +0.2% | +38.45% | Add |
| 11 | APH | Amphenol Corp-cl A | -0.1% | -11.94% | Trim |
| 12 | V | Visa Inc-class A Shares | -0.1% | -3.98% | Trim |
| 13 | AIQ | Global X Art Intel & Tech | -0.1% | -14.98% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | -0.1% | -3.24% | Trim |
| 15 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | -15.30% | Trim |
| 16 | CTAS | Cintas CORP | -0.1% | -3.08% | Trim |
| 17 | AAPL | Apple INC | -0.2% | -1.65% | Trim |
| 18 | MA | Mastercard INC - A | -0.2% | -5.80% | Trim |
| 19 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -17.90% | Trim |
| 20 | META | Meta Platforms Inc-class A | -0.2% | -11.91% | Trim |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | -0.2% | -11.51% | Trim |
| 22 | VUG | Vanguard Growth ETF | -0.2% | -13.39% | Trim |
| 23 | BKNG | Booking Holdings INC | -0.2% | -13.98% | Trim |
| 24 | IGV | Ishares Expanded Tech-softwa | -0.3% | -59.70% | Trim |
| 25 | AMZN | Amazon.com INC | -0.3% | -8.02% | Trim |
| 26 | LLY | Eli Lilly & Co | -0.3% | -6.18% | Trim |
| 27 | AVGO | Broadcom INC | -0.3% | -10.03% | Trim |
| 28 | VCIT | Vanguard Int-term Corporate | -0.3% | -53.10% | Trim |
| 29 | SCHG | Schwab US Large-cap Growth | -0.3% | -8.89% | Trim |
| 30 | NVDA | Nvidia CORP | -0.4% | -0.40% | Trim |
| 31 | MSFT | Microsoft CORP | -0.8% | -9.35% | Trim |
| 32 | LNG | Cheniere Energy INC | — | NEW | New buy |
| 33 | NOW | Servicenow INC | — | EXIT | Sold out |
| 34 | BKR | Baker Hughes Co | — | NEW | New buy |
| 35 | FTI | TechnipFMC plc | — | NEW | New buy |
| 36 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 37 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 38 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 39 | NFLX | Netflix INC | — | EXIT | Sold out |
| 40 | PGR | Progressive CORP | — | EXIT | Sold out |
| 41 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 42 | HCA | Hca Healthcare INC | — | EXIT | Sold out |
| 43 | FLEX | Flex Ltd. | — | NEW | New buy |
| 44 | RTX | Rtx CORP | — | NEW | New buy |
| 45 | GD | General Dynamics CORP | — | NEW | New buy |
| 46 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 47 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 48 | CAT | Caterpillar INC | — | NEW | New buy |
| 49 | AMAT | Applied Materials INC | — | NEW | New buy |
| 50 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
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