Kane Investment Management, Inc.
Kane Investment Management, Inc. reported 100 holdings worth US$235M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Kane Investment Management, Inc. reported 100 holdings worth US$235M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Lam Research Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 100
- Value as reported
- US$235M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 361K | US$72.3M | 30.8% |
| Apple Inc | 40,850 | US$11.8M | 5.0% |
| Lam Research Corporation | 17,947 | US$7.78M | 3.3% |
| Kla Corporation | 23,021 | US$6.95M | 3.0% |
| Alphabet Inc (google) Class C | 16,906 | US$6.04M | 2.6% |
| Amazon.com, Inc. | 18,281 | US$4.36M | 1.9% |
| Howmet Aerospace Inc. | 15,610 | US$4.2M | 1.8% |
| Eli Lilly And Company | 3,446 | US$4.13M | 1.8% |
| Broadcom Inc. | 10,674 | US$4.03M | 1.7% |
| Comfort Systems Usa, Inc. | 1,873 | US$3.71M | 1.6% |
| Microsoft Corp. | 9,778 | US$3.65M | 1.6% |
| Palo Alto Networks, Inc. | 10,082 | US$3.44M | 1.5% |
| Cintas Corporation | 17,376 | US$2.96M | 1.3% |
| Ge Aerospace | 7,387 | US$2.76M | 1.2% |
| Quanta Services, Inc. | 3,092 | US$2.23M | 0.95% |
| Mastercard Incorporated | 4,095 | US$2.1M | 0.90% |
| Costco Wholesale Corporation | 1,998 | US$1.87M | 0.80% |
| Amphenol Corporation | 10,508 | US$1.85M | 0.79% |
| Tapestry, Inc. | 12,251 | US$1.79M | 0.76% |
| Emcor Group, Inc. | 2,138 | US$1.77M | 0.76% |
| Meta Platforms, Inc. | 2,863 | US$1.61M | 0.69% |
| Visa Inc. | 4,557 | US$1.56M | 0.67% |
| Vertiv Holdings, Llc | 4,663 | US$1.56M | 0.67% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,682 | US$1.28M | 0.55% |
| Booking Holdings Inc. Common Stock | 7,062 | US$1.26M | 0.54% |
| Mckesson Corporation | 1,664 | US$1.26M | 0.54% |
| Caterpillar, Inc. | 1,056 | US$1.12M | 0.48% |
| The Bank Of New York Mellon Corporation | 7,240 | US$1.05M | 0.45% |
| Applied Materials, Inc. | 1,314 | US$950K | 0.41% |
| Vertex Pharmaceuticals Incorporated | 1,789 | US$889K | 0.38% |
| Sherwin-williams Company (the) | 2,577 | US$887K | 0.38% |
| Goldman Sachs Group, Inc. (the) | 789 | US$798K | 0.34% |
| American Express Company | 2,169 | US$734K | 0.31% |
| Ge Vernova Inc. | 569 | US$669K | 0.29% |
| Stryker Corporation | 2,041 | US$643K | 0.27% |
| Arista Networks, Inc. | 3,783 | US$643K | 0.27% |
| Intel Corporation | 4,334 | US$605K | 0.26% |
| Western Digital Corporation | 928 | US$593K | 0.25% |
| Berkshire Hathaway Inc. | 1,151 | US$576K | 0.25% |
| Motorola Solutions, Inc. | 1,347 | US$560K | 0.24% |
| State Street Corporation | 2,752 | US$467K | 0.20% |
| Powell Industries, Inc. | 1,578 | US$452K | 0.19% |
| Advanced Micro Devices Inc | 734 | US$426K | 0.18% |
| Sterling Infrastructure, Inc. | 405 | US$340K | 0.14% |
| Welltower Inc. | 1,441 | US$327K | 0.14% |
| Baker Hughes Company | 5,229 | US$290K | 0.12% |
| Fortinet, Inc. | 1,728 | US$265K | 0.11% |
| Applovin Corporation | 477 | US$246K | 0.10% |
| Parker-hannifin Corporation | 235 | US$230K | 0.10% |
| Corning Incorporated | 795 | US$203K | 0.09% |
| General Dynamics Corporation | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
| Golar Lng Limited | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Rtx Corporation | 0 | US$0 | 0.00% |
| Cheniere Energy, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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