Kane Investment Management, Inc.
Net buyer this quarter
$235M
62
+$222K
53.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $72.3M | 30.81% | 0.00% | -0.2% | Q4 2024 |
 AAPL | $11.8M | 5.04% | 0.00% | -0.4% | Q4 2024 |
 LRCX | $7.78M | 3.32% | 0.00% | +4.7% | Q4 2024 |
 KLAC | $6.95M | 2.96% | 0.00% | -0.5% | Q4 2024 |
 GOOGL | $4.74M | 2.02% | 0.00% | -3.1% | Q4 2024 |
 AMZN | $4.36M | 1.86% | 0.00% | -2.3% | Q4 2024 |
 HWM | $4.2M | 1.79% | 0.00% | +1.1% | Q4 2024 |
 LLY | $4.13M | 1.76% | 0.00% | -1.2% | Q4 2024 |
 AVGO | $4.03M | 1.72% | 0.00% | -2.3% | Q4 2024 |
 QQQ | $3.97M | 1.69% | Not reported | -2.7% | Q4 2024 |
 FIX | $3.71M | 1.58% | 0.01% | -5.4% | Q4 2024 |
 MSFT | $3.65M | 1.55% | 0.00% | -9.7% | Q4 2024 |
 PANW | $3.44M | 1.47% | 0.00% | +4.8% | Q4 2024 |
 CTAS | $2.96M | 1.26% | 0.00% | -12.7% | Q4 2024 |
 GE | $2.76M | 1.18% | 0.00% | -11.6% | Q1 2025 |
 SMH | $2.31M | 0.98% | Not reported | +10.2% | Q4 2024 |
 PWR | $2.23M | 0.95% | 0.00% | -1.0% | Q4 2024 |
 TT | $2.13M | 0.91% | 0.00% | +0.2% | Q4 2024 |
 MA | $2.1M | 0.90% | 0.00% | -1.5% | Q4 2024 |
 COST | $1.87M | 0.80% | 0.00% | -2.4% | Q4 2024 |
 APH | $1.85M | 0.79% | 0.00% | -7.4% | Q2 2025 |
 TPR | $1.79M | 0.76% | 0.01% | +4.2% | Q2 2025 |
 EME | $1.77M | 0.76% | 0.00% | +5.0% | Q4 2024 |
 FLEX | $1.69M | 0.72% | 0.00% | +55.2% | Q1 2026 |
 META | $1.61M | 0.69% | Not reported | -5.8% | Q4 2024 |
 V | $1.56M | 0.67% | 0.00% | -4.0% | Q4 2024 |
 VRT | $1.56M | 0.67% | 0.00% | +3.8% | Q4 2024 |
 AIQ | $1.39M | 0.59% | 0.20% | -3.2% | Q4 2024 |
| GOOG | $1.3M | 0.55% | Not reported | Not reported | Q4 2024 |
 TSM | $1.28M | 0.55% | 0.00% | -0.6% | Q3 2025 |
 ETN | $1.26M | 0.54% | 0.00% | +0.3% | Q4 2024 |
 BKNG | $1.26M | 0.54% | 0.00% | +2.0% | Q4 2024 |
 MCK | $1.26M | 0.54% | 0.00% | -10.9% | Q4 2024 |
 CAT | $1.12M | 0.48% | 0.00% | +109.5% | Q1 2026 |
 BNY | $1.05M | 0.45% | 0.00% | +16.5% | Q1 2025 |
 AMAT | $950K | 0.41% | 0.00% | +34.8% | Q1 2026 |
 VRTX | $889K | 0.38% | 0.00% | +1.7% | Q4 2024 |
 SHW | $887K | 0.38% | 0.00% | +4.6% | Q4 2024 |
 GS | $798K | 0.34% | 0.00% | +5.1% | Q3 2025 |
 AXP | $734K | 0.31% | 0.00% | -1.2% | Q4 2024 |
 FNDF | $728K | 0.31% | Not reported | New | Q2 2026 |
 BBLU | $687K | 0.29% | Not reported | +2.3% | Q1 2025 |
 GEV | $669K | 0.29% | 0.00% | +21.6% | Q3 2025 |
 SYK | $643K | 0.27% | 0.00% | Not reported | Q4 2024 |
 ANET | $643K | 0.27% | 0.00% | +12.5% | Q4 2024 |
 FTI | $618K | 0.26% | 0.00% | -8.8% | Q1 2026 |
 INTC | $605K | 0.26% | 0.00% | New | Q2 2026 |
 WDC | $593K | 0.25% | 0.00% | New | Q2 2026 |
 BRK.B | $576K | 0.25% | Not reported | -3.2% | Q4 2024 |
 MSI | $560K | 0.24% | 0.00% | -3.0% | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $63.1M | 32.46% | 0.00% | -0.4% | Q4 2024 |
| AAPL | $10.4M | 5.35% | 0.00% | -1.7% | Q4 2024 |
| MSFT | $3.99M | 2.05% | 0.00% | -9.4% | Q4 2024 |
| GOOGL | $3.94M | 2.03% | 0.00% | -3.2% | Q4 2024 |
| AMZN | $3.9M | 2.00% | 0.00% | -8.0% | Q4 2024 |
| LRCX | $3.67M | 1.89% | 0.00% | -0.1% | Q4 2024 |
| HWM | $3.56M | 1.83% | 0.00% | +14.0% | Q4 2024 |
| KLAC | $3.41M | 1.75% | 0.00% | -3.3% | Q4 2024 |
| AVGO | $3.38M | 1.74% | 0.00% | -10.0% | Q4 2024 |
| CTAS | $3.37M | 1.73% | 0.01% | -3.1% | Q4 2024 |
| LLY | $3.21M | 1.65% | 0.00% | -6.2% | Q4 2024 |
| QQQ | $3.2M | 1.64% | Not reported | -0.9% | Q4 2024 |
| FIX | $2.73M | 1.40% | 0.01% | -0.2% | Q4 2024 |
| GE | $2.37M | 1.22% | 0.00% | +0.9% | Q1 2025 |
| MA | $2.08M | 1.07% | 0.00% | -5.8% | Q4 2024 |
| COST | $2.04M | 1.05% | 0.00% | +4.8% | Q4 2024 |
| TT | $1.81M | 0.93% | 0.00% | -3.4% | Q4 2024 |
| META | $1.75M | 0.90% | Not reported | -11.9% | Q4 2024 |
| PWR | $1.71M | 0.88% | 0.00% | -1.2% | Q4 2024 |
| TPR | $1.66M | 0.85% | 0.01% | +2.4% | Q2 2025 |
| MCK | $1.59M | 0.82% | 0.00% | +1.4% | Q4 2024 |
| PANW | $1.54M | 0.79% | 0.00% | -0.6% | Q4 2024 |
| EME | $1.5M | 0.77% | 0.00% | -1.1% | Q4 2024 |
| V | $1.43M | 0.74% | 0.00% | -4.0% | Q4 2024 |
| APH | $1.43M | 0.74% | 0.00% | -11.9% | Q2 2025 |
| SMH | $1.22M | 0.63% | Not reported | +18.7% | Q4 2024 |
 LNG | $1.19M | 0.61% | 0.00% | New | Q1 2026 |
| BKNG | $1.17M | 0.60% | 0.00% | -14.0% | Q4 2024 |
| VRT | $1.13M | 0.58% | 0.00% | +2.6% | Q4 2024 |
| ETN | $1.06M | 0.54% | 0.00% | +0.2% | Q4 2024 |
| GOOG | $1.05M | 0.54% | Not reported | -1.3% | Q4 2024 |
| AIQ | $1.02M | 0.53% | 0.20% | -15.0% | Q4 2024 |
| TSM | $912K | 0.47% | 0.00% | +4.1% | Q3 2025 |
 BKR | $880K | 0.45% | 0.00% | New | Q1 2026 |
| SHW | $790K | 0.41% | 0.00% | Not reported | Q4 2024 |
| VRTX | $785K | 0.40% | 0.00% | -0.5% | Q4 2024 |
| FTI | $761K | 0.39% | 0.00% | New | Q1 2026 |
| BNY | $737K | 0.38% | 0.00% | -3.1% | Q1 2025 |
| SYK | $671K | 0.35% | 0.00% | -0.7% | Q4 2024 |
| AXP | $664K | 0.34% | 0.00% | -10.3% | Q4 2024 |
| GS | $635K | 0.33% | 0.00% | -2.0% | Q3 2025 |
| MSI | $603K | 0.31% | 0.00% | -3.7% | Q4 2024 |
| BBLU | $601K | 0.31% | Not reported | +8.4% | Q1 2025 |
| BRK.B | $570K | 0.29% | Not reported | -6.6% | Q4 2024 |
 NOC | $568K | 0.29% | 0.00% | New | Q1 2026 |
 GLD | $526K | 0.27% | 0.00% | -2.2% | Q1 2025 |
 GILD | $481K | 0.25% | 0.00% | +1.3% | Q4 2025 |
| FLEX | $439K | 0.23% | 0.00% | New | Q1 2026 |
 RTX | $422K | 0.22% | 0.00% | New | Q1 2026 |
 GD | $415K | 0.21% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $67.7M | 32.86% | 0.00% | -1.5% | Q4 2024 |
| AAPL | $11.3M | 5.50% | 0.00% | +3.3% | Q4 2024 |
| MSFT | $5.78M | 2.80% | 0.00% | -2.4% | Q4 2024 |
| AMZN | $4.69M | 2.28% | 0.00% | +2.5% | Q4 2024 |
| GOOGL | $4.43M | 2.15% | 0.00% | +7.9% | Q4 2024 |
| AVGO | $4.2M | 2.04% | 0.00% | +3.2% | Q4 2024 |
| LLY | $4M | 1.94% | 0.00% | -0.8% | Q4 2024 |
| CTAS | $3.86M | 1.87% | 0.01% | -8.0% | Q4 2024 |
| QQQ | $3.43M | 1.67% | Not reported | -3.4% | Q4 2024 |
| LRCX | $2.94M | 1.43% | 0.00% | +23.4% | Q4 2024 |
| KLAC | $2.91M | 1.41% | 0.00% | +7.3% | Q4 2024 |
| HWM | $2.78M | 1.35% | 0.00% | 0.0% | Q4 2024 |
| GE | $2.55M | 1.24% | 0.00% | +3.8% | Q1 2025 |
| MA | $2.52M | 1.22% | 0.00% | -2.0% | Q4 2024 |
| META | $2.28M | 1.10% | Not reported | -11.2% | Q4 2024 |
| FIX | $1.85M | 0.90% | 0.01% | +3.8% | Q4 2024 |
| PANW | $1.78M | 0.87% | 0.00% | +0.4% | Q4 2024 |
| TT | $1.75M | 0.85% | 0.00% | -3.6% | Q4 2024 |
| APH | $1.74M | 0.84% | 0.00% | +11.9% | Q2 2025 |
| V | $1.73M | 0.84% | 0.00% | -3.6% | Q4 2024 |
| BKNG | $1.73M | 0.84% | 0.00% | -3.9% | Q4 2024 |
| COST | $1.68M | 0.82% | 0.00% | -7.0% | Q4 2024 |
| MCK | $1.51M | 0.73% | 0.00% | +6.5% | Q4 2024 |
| TPR | $1.47M | 0.71% | 0.01% | -2.3% | Q2 2025 |
| PWR | $1.33M | 0.65% | 0.00% | -0.4% | Q4 2024 |
| AIQ | $1.31M | 0.64% | 0.24% | +3.2% | Q4 2024 |
| EME | $1.26M | 0.61% | 0.00% | -2.1% | Q4 2024 |
 NOW | $1.18M | 0.57% | 0.00% | -10.0% | Q4 2024 |
| GOOG | $1.17M | 0.57% | Not reported | -3.9% | Q4 2024 |
| SMH | $968K | 0.47% | Not reported | +66.7% | Q4 2024 |
| ETN | $940K | 0.46% | 0.00% | -3.7% | Q4 2024 |
| AXP | $905K | 0.44% | 0.00% | +3.6% | Q4 2024 |
| VRTX | $802K | 0.39% | 0.00% | Not reported | Q4 2024 |
| SHW | $798K | 0.39% | 0.00% | +0.5% | Q4 2024 |
| TSM | $788K | 0.38% | 0.00% | +7.8% | Q3 2025 |
| BNY | $744K | 0.36% | 0.00% | -1.1% | Q1 2025 |
| SYK | $723K | 0.35% | 0.00% | Not reported | Q4 2024 |
| VRT | $709K | 0.34% | 0.00% | +0.7% | Q4 2024 |
| GS | $674K | 0.33% | 0.00% | +1.7% | Q3 2025 |
| BRK.B | $640K | 0.31% | Not reported | -10.9% | Q4 2024 |
 BSX | $628K | 0.30% | 0.00% | -19.4% | Q4 2024 |
 JPM | $584K | 0.28% | 0.00% | +10.2% | Q1 2025 |
| BBLU | $573K | 0.28% | Not reported | +10.7% | Q1 2025 |
| MSI | $553K | 0.27% | 0.00% | Not reported | Q4 2024 |
 NFLX | $536K | 0.26% | 0.00% | -44.2% | Q2 2025 |
 PGR | $513K | 0.25% | 0.00% | -15.9% | Q4 2024 |
| GLD | $495K | 0.24% | 0.00% | -17.8% | Q1 2025 |
 PLTR | $485K | 0.24% | 0.00% | -16.3% | Q2 2025 |
| ANET | $469K | 0.23% | 0.00% | +1.4% | Q4 2024 |
 AMD | $469K | 0.23% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $68.8M | 33.47% | 0.00% | -9.0% | Q4 2024 |
| AAPL | $10.3M | 5.00% | 0.00% | -0.7% | Q4 2024 |
| MSFT | $6.34M | 3.09% | 0.00% | -0.5% | Q4 2024 |
| CTAS | $4.58M | 2.23% | 0.01% | -5.8% | Q4 2024 |
| AMZN | $4.35M | 2.12% | 0.00% | +0.2% | Q4 2024 |
| AVGO | $3.88M | 1.89% | 0.00% | +10.8% | Q4 2024 |
| QQQ | $3.47M | 1.69% | Not reported | -1.1% | Q4 2024 |
| GOOGL | $3.19M | 1.55% | 0.00% | +8.9% | Q4 2024 |
| LLY | $2.86M | 1.39% | 0.00% | -0.2% | Q4 2024 |
| META | $2.85M | 1.39% | Not reported | +1.9% | Q4 2024 |
| HWM | $2.66M | 1.29% | 0.00% | +4.2% | Q4 2024 |
| MA | $2.56M | 1.25% | 0.00% | 0.0% | Q4 2024 |
| KLAC | $2.41M | 1.17% | 0.00% | 0.0% | Q4 2024 |
| GE | $2.4M | 1.17% | 0.00% | +24.9% | Q1 2025 |
| PANW | $1.96M | 0.96% | 0.00% | -14.4% | Q4 2024 |
| TT | $1.96M | 0.95% | 0.00% | -0.5% | Q4 2024 |
| COST | $1.95M | 0.95% | 0.00% | -15.8% | Q4 2024 |
| LRCX | $1.86M | 0.91% | 0.00% | +1.6% | Q4 2024 |
| BKNG | $1.81M | 0.88% | 0.00% | -0.3% | Q4 2024 |
| V | $1.75M | 0.85% | 0.00% | -1.3% | Q4 2024 |
| FIX | $1.58M | 0.77% | 0.01% | +5.8% | Q4 2024 |
| NOW | $1.57M | 0.76% | 0.00% | -0.3% | Q4 2024 |
| APH | $1.43M | 0.69% | 0.00% | +91.7% | Q2 2025 |
| EME | $1.37M | 0.66% | 0.00% | +1.5% | Q4 2024 |
| MCK | $1.34M | 0.65% | 0.00% | -24.2% | Q4 2024 |
| TPR | $1.33M | 0.65% | 0.01% | +37.6% | Q2 2025 |
| PWR | $1.32M | 0.64% | 0.00% | -0.8% | Q4 2024 |
| AIQ | $1.23M | 0.60% | 0.23% | +8.1% | Q4 2024 |
| NFLX | $1.23M | 0.60% | 0.00% | +7.8% | Q2 2025 |
| ETN | $1.15M | 0.56% | 0.00% | +2.1% | Q4 2024 |
| GOOG | $944K | 0.46% | Not reported | -7.8% | Q4 2024 |
| SHW | $848K | 0.41% | 0.00% | Not reported | Q4 2024 |
| BSX | $797K | 0.39% | 0.00% | -14.7% | Q4 2024 |
| AXP | $785K | 0.38% | 0.00% | +4.4% | Q4 2024 |
| SYK | $760K | 0.37% | 0.00% | +0.1% | Q4 2024 |
| BRK.B | $718K | 0.35% | Not reported | -35.4% | Q4 2024 |
| BNY | $706K | 0.34% | 0.00% | +13.5% | Q1 2025 |
| VRTX | $692K | 0.34% | 0.00% | -20.8% | Q4 2024 |
| TSM | $672K | 0.33% | 0.00% | New | Q3 2025 |
| PGR | $662K | 0.32% | 0.00% | -26.4% | Q4 2024 |
| MSI | $659K | 0.32% | 0.00% | +0.1% | Q4 2024 |
| VRT | $656K | 0.32% | 0.00% | +1.0% | Q4 2024 |
 UBER | $601K | 0.29% | 0.00% | Not reported | Q2 2025 |
| GS | $600K | 0.29% | 0.00% | New | Q3 2025 |
| PLTR | $595K | 0.29% | 0.00% | +17.9% | Q2 2025 |
| GLD | $540K | 0.26% | 0.00% | -13.6% | Q1 2025 |
| SMH | $526K | 0.26% | Not reported | +26.8% | Q4 2024 |
| JPM | $519K | 0.25% | 0.00% | Not reported | Q1 2025 |
| ANET | $515K | 0.25% | 0.00% | +4.0% | Q4 2024 |
| BBLU | $510K | 0.25% | Not reported | -52.2% | Q1 2025 |