Institutional Manager · CIK 0002056671
KANE INVESTMENT MANAGEMENT, INC.
LOS GATOS, CA · File #028-25086
Latest AUM
$206.1M
Positions
94
Top-10 Concentration
61.9%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ISHARES TR | 46436E718 | -18,026 | -$1.8M | -$13,716 |
| REDUCE | NVIDIA CORPORATION | NVDA | -5,486 | -$1.0M | -$29,403 |
| ADD | SELECT SECTOR SPDR TR | 81369Y803 | +6,733 | +$969,370 | -$1.0M |
| ADD | SERVICENOW INC | NOW | +5,970 | +$914,544 | -$1.3M |
| ADD | VANGUARD SCOTTSDALE FDS | 92206C870 | +8,294 | +$694,642 | -$2,233 |
| EXITED | ISHARES TR | 46429B655 | -12,065 | -$616,341 | $0 |
| EXITED | UBER TECHNOLOGIES INC | 90353T100 | -6,136 | -$601,144 | $0 |
| REDUCE | SELECT SECTOR SPDR TR | 81369Y852 | -5,092 | -$599,429 | -$5,237 |
| ADD | LAM RESEARCH CORP | LRCX | +3,253 | +$556,856 | +$518,847 |
| ADD | ISHARES TR | 464287549 | +3,725 | +$481,121 | +$8,764 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202594 pos · $206.1M
- 13F HOLDINGS REPORTQ/E Sep 202596 pos · $205.5M
- 13F HOLDINGS REPORTQ/E Jun 202589 pos · $190.5M
- 13F HOLDINGS REPORTQ/E Mar 202595 pos · $207.1M
- 13F HOLDINGS REPORTQ/E Dec 202490 pos · $179.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 363,224 | $67.7M | 36.64% |
| 2 | APPLE INC | AAPL | 41,683 | $11.3M | 6.13% |
| 3 | MICROSOFT CORP | MSFT | 11,950 | $5.8M | 3.13% |
| 4 | SCHWAB STRATEGIC TR | 808524300 | 147,852 | $4.8M | 2.61% |
| 5 | AMAZON COM INC | AMZN | 20,332 | $4.7M | 2.54% |
| 6 | ALPHABET INC | GOOG | 14,151 | $4.4M | 2.40% |
| 7 | BROADCOM INC | AVGO | 12,140 | $4.2M | 2.27% |
| 8 | ELI LILLY & CO | LLY | 3,719 | $4.0M | 2.16% |
| 9 | CINTAS CORP | CTAS | 20,539 | $3.9M | 2.09% |
| 10 | INVESCO EXCH TRADED FD TR II | IVZ | 29,330 | $3.5M | 1.89% |
| 11 | INVESCO QQQ TR | IVZ | 5,590 | $3.4M | 1.86% |
| 12 | LAM RESEARCH CORP | LRCX | 17,168 | $2.9M | 1.59% |
| 13 | KLA CORP | KLAC | 2,394 | $2.9M | 1.57% |
| 14 | HOWMET AEROSPACE INC | HWM | 13,552 | $2.8M | 1.50% |
| 15 | GE AEROSPACE | 369604301 | 8,277 | $2.5M | 1.38% |
| 16 | MASTERCARD INCORPORATED | MA | 4,415 | $2.5M | 1.36% |
| 17 | ISHARES TR | 46436E718 | 24,835 | $2.5M | 1.35% |
| 18 | VANGUARD INDEX FDS | 922908736 | 4,884 | $2.4M | 1.29% |
| 19 | META PLATFORMS INC | META | 3,451 | $2.3M | 1.23% |
| 20 | VANGUARD INDEX FDS | 922908363 | 3,491 | $2.2M | 1.18% |