KANE INVESTMENT MANAGEMENT, INC.

CIK

2056671

Location

LOS GATOS, CA

Portfolio Value

Small $183,223,459

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,626 / 8,517 ▲ 396

Top Industry

Semiconductors 44.6%

3Y Alpha vs SPY

+59.3%

Period ended 47 days ago

Filed Aug 14, 2026 · 2d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+134.7%

SPY

+27.3%

Annualised alpha

+59.1%

Max drawdown

−24.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

59 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.4%

−1.8 pts

Top 5

57.2%

+0.8 pts

Top 10

68.5%

+0.7 pts

HHI

1,699

Moderately concentrated−129

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	63.9%	$117,148,189	18
Industrials	13.9%	$25,398,677	14
Communication Services	4.3%	$7,900,314	3
Financial Services	4.2%	$7,607,090	8
Consumer Cyclical	4.0%	$7,409,124	3
Healthcare	3.8%	$6,921,791	4
Unclassified	3.7%	$6,846,639	4
Consumer Defensive	1.0%	$1,869,069	1
Energy	0.5%	$908,191	2
Basic Materials	0.5%	$887,312	1
Real Estate	0.2%	$327,063	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+20,707	23,021	$6,945,665
EOD	Allspring Global Dividend Opportunity Fund	+10,764	48,873	$319,140
BKNG	Booking Holdings Inc.	+6,785	7,062	$1,258,730
FLEX	Flex Ltd.	+3,705	10,416	$1,688,121
BNY	Bank of New York Mellon Corp	+1,027	7,240	$1,046,976
LRCX	Lam Research Corp	+798	17,947	$7,776,973
CAT	Caterpillar Inc	+552	1,056	$1,124,534
TPR	Tapestry, Inc.	+498	12,251	$1,793,301
PANW	Palo Alto Networks Inc	+461	10,082	$3,438,163
ANET	Arista Networks, Inc.	+421	3,783	$642,656
AMAT	Applied Materials Inc /De	+339	1,314	$950,022
CGDV	Capital Group Dividend Value ETF	+236	12,062	$594,415
WELL	Welltower Inc.	+189	1,441	$327,063
VRT	Vertiv Holdings Co	+172	4,663	$1,561,265
HWM	Howmet Aerospace Inc.	+167	15,610	$4,196,904
SHW	Sherwin Williams Co	+114	2,577	$887,312
EME	EMCOR Group, Inc.	+102	2,138	$1,774,283
GEV	GE Vernova Inc.	+101	569	$668,495
GS	Goldman Sachs Group Inc	+38	789	$797,970
VRTX	Vertex Pharmaceuticals Inc / Ma	+30	1,789	$888,649
ETN	Eaton Corp plc	+9	2,967	$1,264,298
TT	Trane Technologies plc	+8	4,342	$2,132,616
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKR	Baker Hughes Co	−9,179	5,229	$290,209
CTAS	Cintas Corp	−2,530	17,376	$2,955,310
MSFT	Microsoft Corp	−1,055	9,778	$3,647,389
GE	General Electric Co	−968	7,387	$2,760,743
FTI	TechnipFMC plc	−899	9,321	$617,982
APH	Amphenol Corp /De/	−837	10,508	$0
NVDA	Nvidia Corp	−574	361,206	$72,273,708
AMZN	Amazon Com Inc	−421	18,281	$4,357,093
GOOGL	Alphabet Inc.	−421	16,948	$6,041,851
AVGO	Broadcom Inc.	−248	10,674	$4,032,103
MCK	Mckesson Corp	−204	1,664	$1,257,318
V	Visa Inc.	−190	4,557	$1,563,461
META	Meta Platforms, Inc.	−177	2,863	$1,612,699
QQQ	Invesco Qqq Trust, Series 1	−148	5,390	$3,969,196
AAPL	Apple Inc.	−146	40,850	$11,820,356
GLD	Spdr Gold Trust	−140	1,082	$398,587
FIX	Comfort Systems USA Inc	−106	1,873	$3,712,192
MA	Mastercard Inc	−64	4,095	$2,103,192
VIG	Vanguard Dividend Appreciation ETF	−56	7,964	$1,884,441
COST	Costco Wholesale Corp /New	−50	1,998	$1,869,069
LLY	ELI LILLY & Co	−43	3,446	$4,133,236
MSI	Motorola Solutions, Inc.	−42	1,347	$559,395
BRK-B	Berkshire Hathaway Inc	−38	1,151	$575,948
APP	AppLovin Corp	−36	477	$245,764
PWR	Quanta Services, Inc.	−31	3,092	$2,226,363
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	4,334	$605,156
WDC	Western Digital Corp	928	$592,732
STT	State Street Corp	2,752	$466,739
POWL	Powell Industries Inc	1,578	$451,876
AMD	Advanced Micro Devices Inc	734	$426,387
STRL	Sterling Infrastructure, Inc.	405	$339,940
FTNT	Fortinet, Inc.	1,728	$265,455
GLW	Corning Inc /Ny	795	$203,066
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
LNG	Cheniere Energy, Inc.	4,199	$1,191,508
NOC	Northrop Grumman Corp /De/	832	$567,623
GILD	Gilead Sciences, Inc.	3,451	$480,965
RTX	RTX Corp	2,188	$422,065
GD	General Dynamics Corp	1,208	$414,609
PLTR	Palantir Technologies Inc.	1,719	$251,455
GLNG	Golar Lng Ltd	3,916	$211,894
BIV	Vanguard Intermediate-Term Bond ETF	2,679	$206,765
PHK	Pimco High Income Fund	11,403	$52,795
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 tracked positions · $183,223,459 total · filing declares 100 positions · $234,564,565 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	361,206	-574	$72,273,708	+14.5%	39.45%
AAPL	Apple Inc. Technology	Reduced	40,850	-146	$11,820,356	+13.6%	6.45%
LRCX	Lam Research Corp Technology	Added	17,947	+798	$7,776,973	+112.3%	4.24%
KLAC	Kla Corp Technology	Added	23,021	+20,707	$6,945,665	+103.9%	3.79%
GOOGL	Alphabet Inc. Communication Services	Reduced	16,948	-421	$6,041,851	+21.0%	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,281	-421	$4,357,093	+11.9%	2.38%
HWM	Howmet Aerospace Inc. Industrials	Added	15,610	+167	$4,196,904	+17.9%	2.29%
LLY	ELI LILLY & Co Healthcare	Reduced	3,446	-43	$4,133,236	+28.8%	2.26%
AVGO	Broadcom Inc. Technology	Reduced	10,674	-248	$4,032,103	+19.3%	2.20%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,390	-148	$3,969,196	+24.2%	2.17%
FIX	Comfort Systems USA Inc Industrials	Reduced	1,873	-106	$3,712,192	+36.0%	2.03%
MSFT	Microsoft Corp Technology	Reduced	9,778	-1,055	$3,647,389	−9.0%	1.99%
PANW	Palo Alto Networks Inc Technology	Added	10,082	+461	$3,438,163	+122.9%	1.88%
CTAS	Cintas Corp Industrials	Reduced	17,376	-2,530	$2,955,310	−12.2%	1.61%
GE	General Electric Co Industrials	Reduced	7,387	-968	$2,760,743	+16.4%	1.51%
PWR	Quanta Services, Inc. Industrials	Reduced	3,092	-31	$2,226,363	+29.8%	1.22%
TT	Trane Technologies plc Industrials	Added	4,342	+8	$2,132,616	+18.1%	1.16%
MA	Mastercard Inc Financial Services	Reduced	4,095	-64	$2,103,192	+1.2%	1.15%
VIG	Vanguard Dividend Appreciation ETF	Reduced	7,964	-56	$1,884,441	+9.3%	1.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,998	-50	$1,869,069	−8.4%	1.02%
TPR	Tapestry, Inc. Consumer Cyclical	Added	12,251	+498	$1,793,301	+8.1%	0.98%
EME	EMCOR Group, Inc. Industrials	Added	2,138	+102	$1,774,283	+18.0%	0.97%
FLEX	Flex Ltd. Technology	Added	10,416	+3,705	$1,688,121	+284.3%	0.92%
META	Meta Platforms, Inc. Communication Services	Reduced	2,863	-177	$1,612,699	−7.3%	0.88%
V	Visa Inc. Financial Services	Reduced	4,557	-190	$1,563,461	+9.0%	0.85%
VRT	Vertiv Holdings Co Industrials	Added	4,663	+172	$1,561,265	+38.7%	0.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,682	-16	$1,280,842	+40.5%	0.70%
ETN	Eaton Corp plc Industrials	Added	2,967	+9	$1,264,298	+19.5%	0.69%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	7,062	+6,785	$1,258,730	+7.9%	0.69%
MCK	Mckesson Corp Healthcare	Reduced	1,664	-204	$1,257,318	−22.2%	0.69%
CAT	Caterpillar Inc Industrials	Added	1,056	+552	$1,124,534	+214.9%	0.61%
BNY	Bank of New York Mellon Corp Financial Services	Added	7,240	+1,027	$1,046,976	+42.0%	0.57%
AMAT	Applied Materials Inc /De Technology	Added	1,314	+339	$950,022	+185.1%	0.52%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	1,789	+30	$888,649	+13.1%	0.49%
SHW	Sherwin Williams Co Basic Materials	Added	2,577	+114	$887,312	+12.4%	0.48%
GS	Goldman Sachs Group Inc Financial Services	Added	789	+38	$797,970	+25.6%	0.44%
AXP	American Express Co Financial Services	Reduced	2,169	-26	$733,664	+10.5%	0.40%
GEV	GE Vernova Inc. Industrials	Added	569	+101	$668,495	+63.6%	0.36%
ANET	Arista Networks, Inc. Technology	Added	3,783	+421	$642,656	+55.7%	0.35%
SYK	Stryker Corp Healthcare	Held	2,041	0	$642,588	−4.2%	0.35%
FTI	TechnipFMC plc Energy	Reduced	9,321	-899	$617,982	−12.5%	0.34%
INTC	Intel Corp Technology	NEW	4,334	NEW	$605,156	NEW	0.33%
CGDV	Capital Group Dividend Value ETF	Added	12,062	+236	$594,415	+18.2%	0.32%
WDC	Western Digital Corp Technology	NEW	928	NEW	$592,732	NEW	0.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,151	-38	$575,948	+1.1%	0.31%
MSI	Motorola Solutions, Inc. Technology	Reduced	1,347	-42	$559,395	−7.2%	0.31%
STT	State Street Corp Financial Services	NEW	2,752	NEW	$466,739	NEW	0.25%
POWL	Powell Industries Inc Industrials	NEW	1,578	NEW	$451,876	NEW	0.25%
AMD	Advanced Micro Devices Inc Technology	NEW	734	NEW	$426,387	NEW	0.23%
GLD	Spdr Gold Trust	Reduced	1,082	-140	$398,587	−24.2%	0.22%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.