☆KANE INVESTMENT MANAGEMENT, INC.
Quality Q
0.407
AUM ($M)
235
Positions
100
Turnover
0.09
Top-10 wt
53%
Herfindahl
0.105
History (qtrs)
6
Excess Return
—
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Holdings · 113 positions · portfolio value $235M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 30.8% | -1.6% | 72.3 | 361,206 | -574 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 5.0% | -0.3% | 11.8 | 40,850 | -146 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | ADD | — | 3.3% | +1.4% | 7.8 | 17,947 | +798 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 3.0% | +1.2% | 6.9 | 23,021 | +20,707 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 2.0% | -0.0% | 4.7 | 13,271 | -421 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.9% | -0.1% | 4.4 | 129,796 | -4,907 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 1.9% | -0.1% | 4.4 | 18,281 | -421 | 5 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | ADD | — | 1.8% | -0.0% | 4.2 | 15,610 | +167 | 5 | — |
| ☆SPMO funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 1.8% | +0.3% | 4.2 | 25,706 | -249 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 1.8% | +0.1% | 4.1 | 3,446 | -43 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 1.7% | -0.0% | 4.0 | 10,674 | -248 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 1.7% | +0.0% | 4.0 | 5,390 | -148 | 5 | — |
| ☆FIX funds › | COMFORT SYS USA INC | TRIM | — | 1.6% | +0.2% | 3.7 | 1,873 | -106 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.6% | -0.5% | 3.6 | 9,778 | -1,055 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | ADD | — | 1.5% | +0.7% | 3.4 | 10,082 | +461 | 5 | — |
| ☆CTAS funds › | CINTAS CORP | TRIM | — | 1.3% | -0.5% | 3.0 | 17,376 | -2,530 | 5 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 1.2% | +0.1% | 2.8 | 27,497 | +7,108 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 1.2% | -0.0% | 2.8 | 7,387 | -968 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.0% | 2.6 | 3,840 | +341 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 1.1% | +0.2% | 2.6 | 13,813 | -302 | 5 | — |
| ☆SMH funds › | VANECK ETF TRUST | ADD | — | 1.0% | +0.4% | 2.3 | 3,518 | +326 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | TRIM | — | 0.9% | +0.1% | 2.2 | 3,092 | -31 | 5 | — |
| ☆JPLD funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.9% | -0.1% | 2.2 | 41,226 | +4,913 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | ADD | — | 0.9% | -0.0% | 2.1 | 4,342 | +8 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.9% | -0.0% | 2.1 | 24,679 | +20,449 | 5 | — |
| ☆IOO funds › | ISHARES TR | ADD | — | 0.9% | -0.1% | 2.1 | 15,403 | +78 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.9% | -0.2% | 2.1 | 4,095 | -64 | 5 | — |
| ☆FFLC funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.8% | -0.0% | 1.9 | 32,909 | +114 | 5 | — |
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.8% | +0.2% | 1.9 | 21,467 | +5,465 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 0.8% | -0.1% | 1.9 | 7,964 | -56 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.8% | -0.3% | 1.9 | 1,998 | -50 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 0.8% | +0.1% | 1.9 | 10,508 | -837 | 5 | — |
| ☆LVHI funds › | LEGG MASON ETF INVT | ADD | — | 0.8% | -0.1% | 1.8 | 45,512 | +1,256 | 5 | — |
| ☆ILCG funds › | ISHARES TR | TRIM | — | 0.8% | -0.0% | 1.8 | 15,696 | -1,107 | 5 | — |
| ☆ICSH funds › | ISHARES TR | ADD | — | 0.8% | -0.1% | 1.8 | 36,195 | +3,137 | 5 | — |
| ☆TPR funds › | TAPESTRY INC | ADD | — | 0.8% | -0.1% | 1.8 | 12,251 | +498 | 5 | — |
| ☆EME funds › | EMCOR GROUP INC | ADD | — | 0.8% | -0.0% | 1.8 | 2,138 | +102 | 5 | — |
| ☆FLEX funds › | FLEX LTD | ADD | — | 0.7% | +0.5% | 1.7 | 10,416 | +3,705 | 2 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.7% | -0.2% | 1.6 | 2,863 | -177 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.7% | -0.1% | 1.6 | 4,557 | -190 | 5 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | ADD | — | 0.7% | +0.1% | 1.6 | 4,663 | +172 | 5 | — |
| ☆AIQ funds › | GLOBAL X FDS | TRIM | — | 0.6% | +0.1% | 1.4 | 21,239 | -701 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.6% | +0.0% | 1.3 | 3,677 | +0 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 0.5% | +0.1% | 1.3 | 2,682 | -16 | 4 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 0.5% | -0.0% | 1.3 | 2,967 | +9 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.5% | -0.1% | 1.3 | 7,062 | +6,785 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | TRIM | — | 0.5% | -0.3% | 1.3 | 1,664 | -204 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.5% | +0.3% | 1.1 | 1,056 | +552 | 2 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | ADD | — | 0.4% | +0.1% | 1.0 | 7,240 | +1,027 | 5 | — |
| ☆SOXX funds › | ISHARES TR | ADD | — | 0.4% | +0.3% | 1.0 | 1,592 | +547 | 4 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | ADD | — | 0.4% | -0.0% | 1.0 | 19,554 | +1,878 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 0.4% | +0.2% | 1.0 | 1,314 | +339 | 2 | — |
| ☆HYS funds › | PIMCO ETF TR | ADD | — | 0.4% | +0.0% | 0.9 | 9,808 | +1,660 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | ADD | — | 0.4% | -0.0% | 0.9 | 1,789 | +30 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | ADD | — | 0.4% | -0.0% | 0.9 | 2,577 | +114 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.4% | +0.0% | 0.9 | 7,217 | +6,260 | 5 | — |
| ☆IGM funds › | ISHARES TR | ADD | — | 0.4% | +0.1% | 0.8 | 5,126 | +92 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.3% | +0.0% | 0.8 | 789 | +38 | 4 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.3% | -0.0% | 0.7 | 2,169 | -26 | 5 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | NEW | — | 0.3% | +0.3% | 0.7 | 13,792 | +13,792 | 1 | — |
| ☆XLG funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.3% | -0.3% | 0.7 | 11,639 | -11,174 | 5 | — |
| ☆BBLU funds › | EA SERIES TRUST | ADD | — | 0.3% | -0.0% | 0.7 | 41,658 | +927 | 5 | — |
| ☆XMMO funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.3% | +0.1% | 0.7 | 4,011 | +1,198 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.3% | +0.1% | 0.7 | 569 | +101 | 4 | — |
| ☆PPA funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.3% | -0.1% | 0.7 | 3,730 | -1,145 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | HOLD | — | 0.3% | -0.1% | 0.6 | 2,041 | +0 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.3% | +0.1% | 0.6 | 3,783 | +421 | 5 | — |
| ☆FTI funds › | TECHNIPFMC PLC | TRIM | — | 0.3% | -0.1% | 0.6 | 9,321 | -899 | 2 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.3% | +0.3% | 0.6 | 4,334 | +4,334 | 1 | — |
| ☆CGDV funds › | CAPITAL GROUP DIVIDEND VALUE | ADD | — | 0.3% | -0.0% | 0.6 | 12,062 | +236 | 3 | — |
| ☆WDC funds › | WESTERN DIGITAL CORP | NEW | — | 0.3% | +0.3% | 0.6 | 928 | +928 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.2% | -0.0% | 0.6 | 1,151 | -38 | 5 | — |
| ☆MSI funds › | MOTOROLA SOLUTIONS INC | TRIM | — | 0.2% | -0.1% | 0.6 | 1,347 | -42 | 5 | — |
| ☆DXJ funds › | WISDOMTREE TR | ADD | — | 0.2% | -0.0% | 0.6 | 3,222 | +21 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.5 | 18,273 | +1,223 | 4 | — |
| ☆GARP funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.5 | 5,857 | +202 | 4 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | -0.0% | 0.5 | 15,227 | +845 | 5 | — |
| ☆STT funds › | STATE STR CORP | NEW | — | 0.2% | +0.2% | 0.5 | 2,752 | +2,752 | 1 | — |
| ☆PIZ funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.2% | -0.0% | 0.5 | 8,216 | +486 | 4 | — |
| ☆POWL funds › | POWELL INDS INC | NEW | — | 0.2% | +0.2% | 0.5 | 1,578 | +1,578 | 1 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.2% | +0.2% | 0.4 | 734 | +734 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.2% | -0.1% | 0.4 | 1,082 | -140 | 5 | — |
| ☆MTUM funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.4 | 1,028 | +0 | 5 | — |
| ☆FNDX funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.3 | 11,173 | +11,173 | 1 | — |
| ☆STRL funds › | STERLING INFRASTRUCTURE INC | NEW | — | 0.1% | +0.1% | 0.3 | 405 | +405 | 1 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 0.3 | 12,021 | +940 | 2 | — |
| ☆WELL funds › | WELLTOWER INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,441 | +189 | 3 | — |
| ☆EOD funds › | ALLSPRING GLOBAL DIVIDEND OP | ADD | — | 0.1% | +0.0% | 0.3 | 48,873 | +10,764 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.1% | -0.2% | 0.3 | 3,758 | -3,046 | 4 | — |
| ☆BKR funds › | BAKER HUGHES COMPANY | TRIM | — | 0.1% | -0.3% | 0.3 | 5,229 | -9,179 | 2 | — |
| ☆XTL funds › | SPDR SERIES TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 1,257 | +1,257 | 1 | — |
| ☆FTNT funds › | FORTINET INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,728 | +1,728 | 1 | — |
| ☆IYF funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 2,057 | -116 | 5 | — |
| ☆DGRO funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 3,335 | +3,335 | 1 | — |
| ☆WTV funds › | WISDOMTREE TR | NEW | — | 0.1% | +0.1% | 0.2 | 2,433 | +2,433 | 1 | — |
| ☆APP funds › | APPLOVIN CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 477 | -36 | 5 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 235 | +0 | 3 | — |
| ☆VFMO funds › | VANGUARD WELLINGTON FD | NEW | — | 0.1% | +0.1% | 0.2 | 861 | +861 | 1 | — |
| ☆IGV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 2,335 | -615 | 5 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.2 | 795 | +795 | 1 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -832 | 0 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -6,260 | 0 | — |
| ☆SHLD funds › | GLOBAL X FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -5,087 | 0 | — |
| ☆LNG funds › | CHENIERE ENERGY INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -4,199 | 0 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,679 | 0 | — |
| ☆PHK funds › | PIMCO HIGH INCOME FD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -11,403 | 0 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,451 | 0 | — |
| ☆IPKW funds › | INVESCO EXCH TRADED FD TR II | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,140 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,719 | 0 | — |
| ☆GLNG funds › | GOLAR LNG LTD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,916 | 0 | — |
| ☆RTX funds › | RTX CORPORATION | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,188 | 0 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,208 | 0 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,834 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 235 | 100 | 0.09 | 53% | 0.105 | 0.406 | — | in |
| 2026Q1 | 194 | 99 | 0.08 | 53% | 0.115 | 0.407 | — | in |
| 2025Q4 | 206 | 94 | 0.07 | 55% | 0.118 | 0.422 | — | in |
| 2025Q3 | 206 | 96 | 0.07 | 56% | 0.122 | 0.423 | — | in |
| 2025Q2 | 191 | 89 | 0.14 | 55% | 0.122 | 0.305 | — | entered |
| 2025Q1 | 207 | 95 | 0.00 | 61% | 0.164 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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