Filed: 2/13/2025ACC: 0001941040-25-000159
📋 What this filing means
KANE INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $179.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$179.03M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
COM$119.16M66.6%
US LCAP GR ETF$5.82M3.3%
CL A$4.65M2.6%
TECHNOLOGY$3.75M2.1%
SHS$3.53M2.0%
COM NEW$3.33M1.9%
UNIT SER 1$2.96M1.7%
Portfolio Concentration
Top 3$74.34M41.5%
4–10$26.70M14.9%
11–25$31.19M17.4%
Rest$46.80M26.1%
Top 3 weight
41.5%
Top 10 weight
56.4%
Voting Authority Distribution
Total shares with voting rights: 1.59M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings90
Rows:
NVIDIA CORPORATION
SOLEShares431.44K
TypeSH
Market value$57.94M
32.36%
Sole
0.00
Shared
0.00
None
431.44K
APPLE INC
SOLEShares42.24K
TypeSH
Market value$10.58M
5.91%
Sole
0.00
Shared
0.00
None
42.24K
SCHWAB STRATEGIC TR
SOLEShares208.85K
TypeSH
Market value$5.82M
3.25%
Sole
0.00
Shared
0.00
None
208.85K
MICROSOFT CORP
SOLEShares12.77K
TypeSH
Market value$5.38M
3.01%
Sole
0.00
Shared
0.00
None
12.77K
AMAZON COM INC
SOLEShares21.26K
TypeSH
Market value$4.66M
2.61%
Sole
0.00
Shared
0.00
None
21.26K
CINTAS CORP
SOLEShares22.96K
TypeSH
Market value$4.20M
2.34%
Sole
0.00
Shared
0.00
None
22.96K
SELECT SECTOR SPDR TR
SOLEShares16.12K
TypeSH
Market value$3.75M
2.09%
Sole
0.00
Shared
0.00
None
16.12K
ELI LILLY & CO
SOLEShares4.02K
TypeSH
Market value$3.10M
1.73%
Sole
0.00
Shared
0.00
None
4.02K
INVESCO QQQ TR
SOLEShares5.80K
TypeSH
Market value$2.96M
1.66%
Sole
0.00
Shared
0.00
None
5.80K
BROADCOM INC
SOLEShares11.42K
TypeSH
Market value$2.65M
1.48%
Sole
0.00
Shared
0.00
None
11.42K
VANGUARD INDEX FDS
SOLEShares6.04K
TypeSH
Market value$2.48M
1.39%
Sole
0.00
Shared
0.00
None
6.04K
MASTERCARD INCORPORATED
SOLEShares4.66K
TypeSH
Market value$2.45M
1.37%
Sole
0.00
Shared
0.00
None
4.66K
COSTCO WHSL CORP NEW
SOLEShares2.54K
TypeSH
Market value$2.32M
1.30%
Sole
0.00
Shared
0.00
None
2.54K
ALPHABET INC
SOLEShares11.91K
TypeSH
Market value$2.26M
1.26%
Sole
0.00
Shared
0.00
None
11.91K
META PLATFORMS INC
SOLEShares3.75K
TypeSH
Market value$2.20M
1.23%
Sole
0.00
Shared
0.00
None
3.75K
QUANTA SVCS INC
SOLEShares6.87K
TypeSH
Market value$2.17M
1.21%
Sole
0.00
Shared
0.00
None
6.87K
ISHARES TR
SOLEShares21.37K
TypeSH
Market value$2.15M
1.20%
Sole
0.00
Shared
0.00
None
21.37K
INVESCO EXCHANGE TRADED FD T
SOLEShares42.95K
TypeSH
Market value$2.15M
1.20%
Sole
0.00
Shared
0.00
None
42.95K
TRANE TECHNOLOGIES PLC
SOLEShares5.56K
TypeSH
Market value$2.05M
1.15%
Sole
0.00
Shared
0.00
None
5.56K
PALO ALTO NETWORKS INC
SOLEShares11.25K
TypeSH
Market value$2.05M
1.14%
Sole
0.00
Shared
0.00
None
11.25K
J P MORGAN EXCHANGE TRADED F
SOLEShares35.44K
TypeSH
Market value$2.00M
1.12%
Sole
0.00
Shared
0.00
None
35.44K
SERVICENOW INC
SOLEShares1.80K
TypeSH
Market value$1.91M
1.07%
Sole
0.00
Shared
0.00
None
1.80K
VISA INC
SOLEShares5.45K
TypeSH
Market value$1.72M
0.96%
Sole
0.00
Shared
0.00
None
5.45K
BOOKING HOLDINGS INC
SOLEShares335.00
TypeSH
Market value$1.67M
0.93%
Sole
0.00
Shared
0.00
None
335.00
ISHARES TR
SOLEShares18K
TypeSH
Market value$1.61M
0.90%
Sole
0.00
Shared
0.00
None
18K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 431.44K | SH | $57.94M 32.36% | 0.00 | 0.00 | 431.44K |
APPLE INCSOLE | COM | 42.24K | SH | $10.58M 5.91% | 0.00 | 0.00 | 42.24K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 208.85K | SH | $5.82M 3.25% | 0.00 | 0.00 | 208.85K |
MICROSOFT CORPSOLE | COM | 12.77K | SH | $5.38M 3.01% | 0.00 | 0.00 | 12.77K |
AMAZON COM INCSOLE | COM | 21.26K | SH | $4.66M 2.61% | 0.00 | 0.00 | 21.26K |
CINTAS CORPSOLE | COM | 22.96K | SH | $4.20M 2.34% | 0.00 | 0.00 | 22.96K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 16.12K | SH | $3.75M 2.09% | 0.00 | 0.00 | 16.12K |
ELI LILLY & COSOLE | COM | 4.02K | SH | $3.10M 1.73% | 0.00 | 0.00 | 4.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.80K | SH | $2.96M 1.66% | 0.00 | 0.00 | 5.80K |
BROADCOM INCSOLE | COM | 11.42K | SH | $2.65M 1.48% | 0.00 | 0.00 | 11.42K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.04K | SH | $2.48M 1.39% | 0.00 | 0.00 | 6.04K |
MASTERCARD INCORPORATEDSOLE | CL A | 4.66K | SH | $2.45M 1.37% | 0.00 | 0.00 | 4.66K |
COSTCO WHSL CORP NEWSOLE | COM | 2.54K | SH | $2.32M 1.30% | 0.00 | 0.00 | 2.54K |
ALPHABET INCSOLE | CAP STK CL A | 11.91K | SH | $2.26M 1.26% | 0.00 | 0.00 | 11.91K |
META PLATFORMS INCSOLE | CL A | 3.75K | SH | $2.20M 1.23% | 0.00 | 0.00 | 3.75K |
QUANTA SVCS INCSOLE | COM | 6.87K | SH | $2.17M 1.21% | 0.00 | 0.00 | 6.87K |
ISHARES TRSOLE | GLOBAL 100 ETF | 21.37K | SH | $2.15M 1.20% | 0.00 | 0.00 | 21.37K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 42.95K | SH | $2.15M 1.20% | 0.00 | 0.00 | 42.95K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 5.56K | SH | $2.05M 1.15% | 0.00 | 0.00 | 5.56K |
PALO ALTO NETWORKS INCSOLE | COM | 11.25K | SH | $2.05M 1.14% | 0.00 | 0.00 | 11.25K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 35.44K | SH | $2.00M 1.12% | 0.00 | 0.00 | 35.44K |
SERVICENOW INCSOLE | COM | 1.80K | SH | $1.91M 1.07% | 0.00 | 0.00 | 1.80K |
VISA INCSOLE | COM CL A | 5.45K | SH | $1.72M 0.96% | 0.00 | 0.00 | 5.45K |
BOOKING HOLDINGS INCSOLE | COM | 335.00 | SH | $1.67M 0.93% | 0.00 | 0.00 | 335.00 |
ISHARES TRSOLE | MORNINGSTAR GRWT | 18K | SH | $1.61M 0.90% | 0.00 | 0.00 | 18K |
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