Kane Co Wealth Management, Inc.
CIK
2109915
Location
JOHNSTON, IA
Portfolio Value
Micro
$2,040,028
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,481
/ 8,603
▲ 74
· as of Mar 2026
Top Industry
Farm & Heavy Construction Machinery
32.3%
3Y Alpha vs SPY
-15.4%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.9%
SPY
+10.0%
Annualised alpha
-19.7%
Max drawdown
−9.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.3%
−1.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,462
Moderately concentrated+35
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 44.8% | $914,464 |
| Industrials | 32.3% | $658,497 |
| Consumer Defensive | 22.9% | $467,067 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WMT | Walmart Inc. | 1,659 | $206,180 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 750 | $203,895 | |
| No positions match the current search. | ||||
5 positions ·
$2,040,028 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DE |
Deere & Co
Industrials
|
Reduced | 1,169 | $658,497 | 32.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,322 | $633,502 | 31.05% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Reduced | 3,118 | $280,962 | 13.77% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,680 | $260,887 | 12.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,659 | $206,180 | 10.11% |