KI
Kane Investment Management, Inc.'s 13F Portfolio ($234.6M, Q2 2026)
Kane Investment Management, Inc.CIK: 0002056671
Sector-focusedMomentum follower
Total reported value
$234.6M
Reporting period: 2026-06-30 · Number of holdings: 100
KANE INVESTMENT MANAGEMENT, INC. disclosed 100 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $234.6M and a quarterly turnover rate of 26.5%.
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Personality snowflake
- Concentration
- 42.17
- Portfolio Stability
- 26.52
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 68.95
Kane Investment Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.105 — mathematically equivalent to about 9 equally-sized positions, well below its 100 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 3.10), 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim NVDA
-0.2% $9.2M
Add LRCX
+4.7% $4.1M
Add KLAC
+894.9% $3.5M
Add PANW
+4.8% $1.9M
Sold out LNG
Add FLEX
+55.2% $1.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 30.81% | -1.65% | -0.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.04% | -0.31% | -0.36% | |
| 3 | LRCX | Lam Research CORP | Stock-Tech | 3.32% | +1.43% | +4.65% | |
| 4 | KLAC | Kla CORP | Stock-Tech | 2.96% | +1.21% | +894.86% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | -0.01% | -3.07% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.87% | -0.13% | -3.64% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.14% | -2.25% | |
| 8 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.79% | -0.04% | +1.08% | |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.77% | +0.28% | -0.96% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.76% | +0.11% | -1.23% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.72% | -0.02% | -2.27% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.69% | +0.05% | -2.67% | |
| 13 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.58% | +0.18% | -5.36% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.49% | -9.74% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.47% | +0.68% | +4.79% | |
| 16 | CTAS | Cintas CORP | Stock-Industrials | 1.26% | -0.47% | -12.71% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.18% | +0.15% | +34.86% | |
| 18 | GE | General Electric | Stock-Industrials | 1.18% | -0.04% | -11.59% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.04% | +9.75% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.12% | +0.16% | -2.14% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.98% | +0.35% | +10.21% | |
| 22 | PWR | Quanta Services Inc | Stock-Industrials | 0.95% | +0.07% | -0.99% | |
| 23 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 0.92% | -0.05% | +13.53% | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 0.91% | -0.02% | +0.18% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | -0.04% | +483.43% | |
| 26 | IOO | Ishares Global 100 ETF | ETF-Other | 0.90% | -0.05% | +0.51% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.90% | -0.17% | -1.54% | |
| 28 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-Other | 0.83% | -0.04% | +0.35% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.82% | +0.20% | +34.15% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.09% | -0.70% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.25% | -2.44% | |
| 32 | APH | Amphenol Corp-cl A | Stock-Tech | 0.79% | +0.05% | -7.38% | |
| 33 | LVHI | Franklin International Low V | ETF-Other | 0.79% | -0.13% | +2.84% | |
| 34 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.78% | -0.05% | -6.59% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.78% | -0.08% | +9.49% | |
| 36 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.76% | -0.09% | +4.24% | |
| 37 | EME | Emcor Group Inc | Stock-Industrials | 0.76% | -0.01% | +5.01% | |
| 38 | FLEX | Flex Ltd. | Stock-Tech | 0.72% | +0.49% | +55.21% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.21% | -5.82% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.07% | -4.00% | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.67% | +0.09% | +3.83% | |
| 42 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.59% | +0.06% | -3.20% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.01% | — | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.55% | +0.08% | -0.59% | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | — | +0.30% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.54% | -0.06% | +2449.46% | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.54% | -0.28% | -10.92% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.30% | +109.52% | |
| 49 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.45% | +0.07% | +16.53% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.43% | +0.25% | +52.34% |
1–50 of 100
Portfolio Performance
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+25.1%
- Stdev
- +20.7%
- Beta
- +1.42
- Alpha
- +3%
- Max Drawdown
- -7.9%
- Annualized Perf
- +32.1%
- Batting Avg vs S&P
- +72.2%
- Sortino
- +3.22
- Stutzer
- +0.44
- Treynor
- +0.21
- Sterling
- +1.8
- Calmar
- +4.08
- Information Ratio
- +1.12
- Tracking Error
- +9.9%
- Stdev Down
- +9.4%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +52.6%
- Worst 12 Months
- +20.3%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.46
- Stdev Sectors
- +19.5%
- Skewness
- +0.05
- Kurtosis
- -0.59
- Upside Potential
- +4.82
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Kane Investment Management, Inc.'s most significant position changes for 2026-06-30: Sold out: Cheniere Energy Inc (LNG); New buy: Schwab Fndmn Intl Lrg Co ETF (FNDF); New buy: Intel CORP (INTC); New buy: Western Digital CORP (WDC); Sold out: Northrop Grumman CORP (NOC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.4% | +4.65% | Add |
| 2 | KLAC | Kla CORP | +1.2% | +894.86% | Add |
| 3 | PANW | Palo Alto Networks Inc | +0.7% | +4.79% | Add |
| 4 | FLEX | Flex Ltd. | +0.5% | +55.21% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +0.4% | +10.21% | Add |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.3% | NEW | New buy |
| 7 | CAT | Caterpillar Inc | +0.3% | +109.52% | Add |
| 8 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | -0.96% | Trim |
| 9 | INTC | Intel CORP | +0.3% | NEW | New buy |
| 10 | SOXX | Ishares Semiconductor ETF | +0.3% | +52.34% | Add |
| 11 | WDC | Western Digital CORP | +0.3% | NEW | New buy |
| 12 | AMAT | Applied Materials Inc | +0.2% | +34.77% | Add |
| 13 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +34.15% | Add |
| 14 | STT | State Street CORP | +0.2% | NEW | New buy |
| 15 | POWL | Powell Industries Inc | +0.2% | NEW | New buy |
| 16 | FIX | Comfort Systems USA Inc | +0.2% | -5.36% | Trim |
| 17 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 18 | XLK | Ss Technology Select Sector | +0.2% | -2.14% | Trim |
| 19 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +34.86% | Add |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | NEW | New buy |
| 21 | STRL | Sterling Infrastructure Inc | +0.1% | NEW | New buy |
| 22 | XTL | Ss Spdr S&p Telecom ETF | +0.1% | NEW | New buy |
| 23 | LLY | Eli Lilly & Co | +0.1% | -1.23% | Trim |
| 24 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 25 | DGRO | Ishares Core Dividend Growth | +0.1% | NEW | New buy |
| 26 | WTV | Wisdomtree U.s. Value Fund | +0.1% | NEW | New buy |
| 27 | VRT | Vertiv Holdings Co-a | +0.1% | +3.83% | Add |
| 28 | VFMO | Vanguard US Momentum Factor | +0.1% | NEW | New buy |
| 29 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.59% | Trim |
| 31 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +42.59% | Add |
| 32 | PWR | Quanta Services Inc | +0.1% | -0.99% | Trim |
| 33 | BNY | Bank Of New York Mellon CORP | +0.1% | +16.53% | Add |
| 34 | GEV | GE Vernova Inc | +0.1% | +21.58% | Add |
| 35 | AIQ | Global X Art Intel & Tech | +0.1% | -3.20% | Trim |
| 36 | ANET | Arista Networks Inc | +0.1% | +12.52% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.67% | Trim |
| 38 | APH | Amphenol Corp-cl A | +0.1% | -7.38% | Trim |
| 39 | IGM | Ishares Expanded Tech Sector | +0.1% | +1.83% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | +9.75% | Add |
| 41 | VGT | Vanguard Info Tech ETF | 0% | +654.13% | Add |
| 42 | EOD | Allspring Global Dividend Op | 0% | +28.25% | Add |
| 43 | GARP | Ishares Msci USA Quality Gar | 0% | +3.57% | Add |
| 44 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 45 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 46 | GS | Goldman Sachs Group Inc | 0% | +5.06% | Add |
| 47 | SCHX | Schwab US Large-cap ETF | 0% | +7.17% | Add |
| 48 | SCHF | Schwab Intl Equity ETF | 0% | +8.48% | Add |
| 49 | WELL | Welltower Inc | 0% | +15.10% | Add |
| 50 | ETN | Eaton Corporation plc | — | +0.30% | Add |
1–50 of 113
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Kane Investment Management, Inc. and what type of investor is it?
Kane Investment Management, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $234.6M, spread across 100 disclosed positions.
What are Kane Investment Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Kane Investment Management, Inc.'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $72.3M (30.8%)
2. Apple Inc (AAPL) — $11.8M (5.0%)
3. Lam Research CORP (LRCX) — $7.8M (3.3%)
4. Kla CORP (KLAC) — $6.9M (3.0%)
5. Alphabet Inc-cl A (GOOGL) — $4.7M (2.0%)
What changes did Kane Investment Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Kane Investment Management, Inc. made 109 notable position adjustments: 14 new positions were initiated, 45 existing holdings were added to, 37 positions were partially reduced, and 13 were completely exited. The largest of these moves: Sold out: Cheniere Energy Inc (LNG); New buy: Schwab Fndmn Intl Lrg Co ETF (FNDF); New buy: Intel CORP (INTC); New buy: Western Digital CORP (WDC); Sold out: Northrop Grumman CORP (NOC)
What sectors does Kane Investment Management, Inc. focus on?
Kane Investment Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 67.2%
• Industrials: 14.3%
• Communication Services: 4.3%
• Consumer Discretionary: 4.2%
• Health Care: 3.9%
• Financials: 3.8%
Investment Profile
Kane Investment Management, Inc. returned an annualized 32.1% over the trailing 18 months — outperforming the S&P 500 by 3.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.42 (more volatile than the market) and a 72% quarterly batting average against the index.
Its portfolio is moderately concentrated and moderately active, with 67.2% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 27 over the past 4 quarters — a shift toward more active trading.
It has added to its LRCX position over the past two quarters (+$4.8M, now $7.8M), while trimming MSFT over the same stretch (-$2.1M, still holding $3.6M).
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Developer Access
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