Filed: 5/12/2025ACC: 0001941040-25-000279
📋 What this filing means
KANE INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $207.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$207.11M
Total AUM (reported)
1.98M
Total Shares
Allocation by class
COM$143.03M69.1%
CL A$6.32M3.1%
US LCAP GR ETF$5.04M2.4%
COM NEW$4.47M2.2%
UNIT SER 1$3.23M1.6%
S&P 500 MOMNTM$3.00M1.4%
COM CL A$2.90M1.4%
Portfolio Concentration
Top 3$100.42M48.5%
4–10$26.45M12.8%
11–25$28.87M13.9%
Rest$51.37M24.8%
Top 3 weight
48.5%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 1.98M
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
1.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings95
Rows:
NVIDIA CORPORATION
SOLEShares749.17K
TypeSH
Market value$81.19M
39.20%
Sole
0.00
Shared
0.00
None
749.17K
APPLE INC
SOLEShares63.82K
TypeSH
Market value$14.18M
6.84%
Sole
0.00
Shared
0.00
None
63.82K
SCHWAB STRATEGIC TR
SOLEShares201.47K
TypeSH
Market value$5.04M
2.44%
Sole
0.00
Shared
0.00
None
201.47K
CINTAS CORP
SOLEShares24.36K
TypeSH
Market value$5.01M
2.42%
Sole
0.00
Shared
0.00
None
24.36K
MICROSOFT CORP
SOLEShares12.81K
TypeSH
Market value$4.81M
2.32%
Sole
0.00
Shared
0.00
None
12.81K
AMAZON COM INC
SOLEShares21.91K
TypeSH
Market value$4.17M
2.01%
Sole
0.00
Shared
0.00
None
21.91K
ELI LILLY & CO
SOLEShares4.24K
TypeSH
Market value$3.50M
1.69%
Sole
0.00
Shared
0.00
None
4.24K
INVESCO QQQ TR
SOLEShares6.88K
TypeSH
Market value$3.23M
1.56%
Sole
0.00
Shared
0.00
None
6.88K
INVESCO EXCH TRADED FD TR II
SOLEShares32.40K
TypeSH
Market value$3.00M
1.45%
Sole
0.00
Shared
0.00
None
32.40K
MASTERCARD INCORPORATED
SOLEShares5K
TypeSH
Market value$2.74M
1.32%
Sole
0.00
Shared
0.00
None
5K
COSTCO WHSL CORP NEW
SOLEShares2.69K
TypeSH
Market value$2.55M
1.23%
Sole
0.00
Shared
0.00
None
2.69K
META PLATFORMS INC
SOLEShares4.09K
TypeSH
Market value$2.36M
1.14%
Sole
0.00
Shared
0.00
None
4.09K
BROADCOM INC
SOLEShares13.67K
TypeSH
Market value$2.29M
1.11%
Sole
0.00
Shared
0.00
None
13.67K
VISA INC
SOLEShares6.01K
TypeSH
Market value$2.11M
1.02%
Sole
0.00
Shared
0.00
None
6.01K
J P MORGAN EXCHANGE TRADED F
SOLEShares39.29K
TypeSH
Market value$2.03M
0.98%
Sole
0.00
Shared
0.00
None
39.29K
PALO ALTO NETWORKS INC
SOLEShares11.90K
TypeSH
Market value$2.03M
0.98%
Sole
0.00
Shared
0.00
None
11.90K
ALPHABET INC
SOLEShares12.86K
TypeSH
Market value$1.99M
0.96%
Sole
0.00
Shared
0.00
None
12.86K
SELECT SECTOR SPDR TR
SOLEShares8.98K
TypeSH
Market value$1.85M
0.89%
Sole
0.00
Shared
0.00
None
8.98K
VANGUARD INDEX FDS
SOLEShares4.99K
TypeSH
Market value$1.85M
0.89%
Sole
0.00
Shared
0.00
None
4.99K
TRANE TECHNOLOGIES PLC
SOLEShares4.90K
TypeSH
Market value$1.65M
0.80%
Sole
0.00
Shared
0.00
None
4.90K
VANGUARD SPECIALIZED FUNDS
SOLEShares8.49K
TypeSH
Market value$1.65M
0.79%
Sole
0.00
Shared
0.00
None
8.49K
VANGUARD INDEX FDS
SOLEShares3.20K
TypeSH
Market value$1.64M
0.79%
Sole
0.00
Shared
0.00
None
3.20K
BOOKING HOLDINGS INC
SOLEShares356.00
TypeSH
Market value$1.64M
0.79%
Sole
0.00
Shared
0.00
None
356.00
KLA CORP
SOLEShares2.40K
TypeSH
Market value$1.63M
0.79%
Sole
0.00
Shared
0.00
None
2.40K
SERVICENOW INC
SOLEShares2.01K
TypeSH
Market value$1.60M
0.77%
Sole
0.00
Shared
0.00
None
2.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 749.17K | SH | $81.19M 39.20% | 0.00 | 0.00 | 749.17K |
APPLE INCSOLE | COM | 63.82K | SH | $14.18M 6.84% | 0.00 | 0.00 | 63.82K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 201.47K | SH | $5.04M 2.44% | 0.00 | 0.00 | 201.47K |
CINTAS CORPSOLE | COM | 24.36K | SH | $5.01M 2.42% | 0.00 | 0.00 | 24.36K |
MICROSOFT CORPSOLE | COM | 12.81K | SH | $4.81M 2.32% | 0.00 | 0.00 | 12.81K |
AMAZON COM INCSOLE | COM | 21.91K | SH | $4.17M 2.01% | 0.00 | 0.00 | 21.91K |
ELI LILLY & COSOLE | COM | 4.24K | SH | $3.50M 1.69% | 0.00 | 0.00 | 4.24K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 6.88K | SH | $3.23M 1.56% | 0.00 | 0.00 | 6.88K |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 32.40K | SH | $3.00M 1.45% | 0.00 | 0.00 | 32.40K |
MASTERCARD INCORPORATEDSOLE | CL A | 5K | SH | $2.74M 1.32% | 0.00 | 0.00 | 5K |
COSTCO WHSL CORP NEWSOLE | COM | 2.69K | SH | $2.55M 1.23% | 0.00 | 0.00 | 2.69K |
META PLATFORMS INCSOLE | CL A | 4.09K | SH | $2.36M 1.14% | 0.00 | 0.00 | 4.09K |
BROADCOM INCSOLE | COM | 13.67K | SH | $2.29M 1.11% | 0.00 | 0.00 | 13.67K |
VISA INCSOLE | COM CL A | 6.01K | SH | $2.11M 1.02% | 0.00 | 0.00 | 6.01K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 39.29K | SH | $2.03M 0.98% | 0.00 | 0.00 | 39.29K |
PALO ALTO NETWORKS INCSOLE | COM | 11.90K | SH | $2.03M 0.98% | 0.00 | 0.00 | 11.90K |
ALPHABET INCSOLE | CAP STK CL A | 12.86K | SH | $1.99M 0.96% | 0.00 | 0.00 | 12.86K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 8.98K | SH | $1.85M 0.89% | 0.00 | 0.00 | 8.98K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.99K | SH | $1.85M 0.89% | 0.00 | 0.00 | 4.99K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 4.90K | SH | $1.65M 0.80% | 0.00 | 0.00 | 4.90K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 8.49K | SH | $1.65M 0.79% | 0.00 | 0.00 | 8.49K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.20K | SH | $1.64M 0.79% | 0.00 | 0.00 | 3.20K |
BOOKING HOLDINGS INCSOLE | COM | 356.00 | SH | $1.64M 0.79% | 0.00 | 0.00 | 356.00 |
KLA CORPSOLE | COM NEW | 2.40K | SH | $1.63M 0.79% | 0.00 | 0.00 | 2.40K |
SERVICENOW INCSOLE | COM | 2.01K | SH | $1.60M 0.77% | 0.00 | 0.00 | 2.01K |
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