KANE INVESTMENT MANAGEMENT, INC.

CIK: 0002056671SEC EDGAR →

Portfolio Value

$206.0B

Holdings

94

As of

Q4 2025

New Positions

13

Closed Positions

6

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

363,224$67.0B
32.52%
2

APPLE INC

41,683$11.0B
5.34%
3

MICROSOFT CORP

11,950$5.0B
2.43%
4

ALPHABET INC

14,151$4.0B
1.94%
5

SCHWAB STRATEGIC TR

147,852$4.0B
1.94%
6

BROADCOM INC

12,140$4.0B
1.94%
7

AMAZON COM INC

20,332$4.0B
1.94%
8

CINTAS CORP

20,539$3.0B
1.46%
9

ELI LILLY & CO

3,719$3.0B
1.46%
10

INVESCO QQQ TR

5,590$3.0B
1.46%

Quarterly Changes

Top Buys

NFLX↑ Increased
$1.2B
PANW↑ Increased
$964.3M
SHW↑ Increased
$848.4M
GOOGL↑ Increased
$812.6M
HYS↑ Increased
$808.9M

Top Sells

SGOV↓ Decreased
$2.3B
NVDA↓ Decreased
$1.8B
CIT↓ Decreased
$1.6B
MSFT↓ Decreased
$1.3B
SPHQ↓ Decreased
$1.3B

New Positions (10)

$0 · 3K shares
$0 · 4K shares
$0 · 1K shares
$0 · 8K shares
$0 · 235 shares
$0 · 2K shares
$0 · 1K shares
$0 · 44K shares
$0 · 2K shares
$0 · 3K shares

Closed Positions (12)

$616.3M · 12K shares
$601.1M · 6K shares
$452.6M · 3K shares
$421.4M · 2K shares
$309.0M · 1K shares
$308.2M · 3K shares
$266.4M · 1K shares
$252.8M · 5K shares
$241.0M · 4K shares
$228.4M · 812 shares
$210.0M · 2K shares
$81.1M · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Technology17$94.0B60.6%
Financial Services44$26.0B16.8%
Unknown5$9.0B5.8%
Industrials9$8.0B5.2%
Communication Services4$7.0B4.5%
Consumer Cyclical3$6.0B3.9%
Healthcare7$4.0B2.6%
Consumer Defensive1$1.0B0.6%
Basic Materials2$00.0%
Utilities1$00.0%
Real Estate1$00.0%