KANE INVESTMENT MANAGEMENT, INC.
SEC Form 13F institutional filer · CIK 0002056671
13F-HR · 60 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
65.0%
KANE INVESTMENT MANAGEMENT, INC. — $165M AUM allocation strategy
KANE INVESTMENT MANAGEMENT, INC. files SEC Form 13F and reports $165M of long US equity value across 60 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 53.2%, followed by Financials 8.3% and Industrials 7.3%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KANE INVESTMENT MANAGEMENT, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$165M
total across 60 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WFC +4.01K sh · +$23.4K+$HWM +1.89K sh · +$780K+$TPR +276 sh · +$192K
Biggest trims (shares)
−$IVZ −3.36K sh · −$475K−$AMZN −1.63K sh · −$798K−$APH −1.54K sh · −$308K
Exited to nil (held last quarter, gone now)
$NOW ($1.18M last qtr)$BSX ($628K last qtr)$JPM ($584K last qtr)$NFLX ($536K last qtr)$PGR ($513K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors40.2%—
- Technology Hardware, Storage & Peripherals6.3%—
- Semiconductor Materials & Equipment4.3%—
- Asset Management & Custody Banks4.0%—
- Aerospace & Defense3.6%—
- Investment Banking & Brokerage3.0%—
- Systems Software2.4%—
- Interactive Media & Services2.3%—
- Other holdings33.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 362K | $63.1M | -1.44K | 38.2% |
| $AAPL | Apple Inc | 41K | $10.4M | -687 | 6.3% |
| $IVZ | Invesco Ltd | 72.5K | $6.56M | -3.36K | 4.0% |
| $SCHW | Charles Schwab Corporation | 177K | $5.02M | +148 | 3.0% |
| $MSFT | Microsoft Corporation | 10.8K | $3.99M | -1.12K | 2.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.7K | $3.94M | -459 | 2.4% |
| $AMZN | Amazon.com Inc | 18.7K | $3.9M | -1.63K | 2.4% |
| $LRCX | Lam Research Corporation | 17.1K | $3.67M | -19 | 2.2% |
| $HWM | Howmet Aerospace Inc | 15.4K | $3.56M | +1.89K | 2.2% |
| $KLAC | KLA Corporation | 2.31K | $3.41M | -80 | 2.1% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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