KANE INVESTMENT MANAGEMENT, INC.

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CIK 2056671

13F portfolio (2026-Q1)

$194M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

43.9%

Top 10

53.1%

Effective N

8.7

HHI

0.115

This quarter

13 new · 0 exit →

By sector

Information Technology49.5%

Unclassified23.8%

Industrials8.1%

Consumer Discretionary6.9%

Communication Services3.5%

Financials3.1%

Health Care2.6%

Materials1.8%

Other0.7%

By market cap

Mega (>$200B)57.6%

Unknown24.3%

Large ($10–200B)18.1%

Mid ($2–10B)0.1%

By region

North America75.7%

Other23.8%

Asia-Pacific0.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Semiconductors & Semiconductor Equipment	36.38%	7
Unclassified	24.09%	46
Technology Hardware & Equipment	9.04%	5
Software & IT Services	3.57%	4
Machinery	3.57%	6
Specialty Retail	3.46%	3
Construction & Engineering	3.06%	3
Textiles, Apparel & Luxury Goods	2.59%	2
Pharmaceuticals & Biotechnology	2.30%	3
Software	2.19%	2
Metals & Mining	1.83%	1
Commercial Services & Supplies	1.81%	2
Electrical Equipment & Components	1.43%	2
Distributors	0.82%	1
Aerospace & Defense	0.72%	3
Banks	0.72%	2
Utilities	0.61%	1
Transportation Infrastructure	0.60%	1
Health Care Equipment & Supplies	0.35%	1
Capital Markets	0.33%	1
Communications Equipment	0.31%	1
Equity Real Estate Investment Trusts (REITs)	0.13%	1
Marine	0.11%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	32.46%
2	AAPL	Apple Inc.	Information Technology	5.35%
3	MSFT	MICROSOFT CORP	Information Technology	2.05%
4	GOOGL	Alphabet Inc.	Communication Services	2.03%
5	AMZN	AMAZON COM INC	Consumer Discretionary	2.00%
6	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	Unclassified	2.00%
7	LRCX	LAM RESEARCH CORP	Industrials	1.89%
8	HWM	Howmet Aerospace Inc.	Materials	1.83%
9	KLAC	KLA CORP	Information Technology	1.75%
10	AVGO	Broadcom Inc.	Information Technology	1.74%

54/99 names classified · sector 76.2% of weight · industry 75.9% · mkt cap 75.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyNVDA, AAPL, MSFT, AVGO, KLAC · other

Consumer DiscretionaryCTAS, AMZN, COST, MCK, TPR · other

IndustrialsLRCX, BKNG, PWR, FIX, EME · other

FinancialsMA, V, BRK.B, AXP, PGR · other

Communication ServicesGOOGL, META, GOOG, NFLX

Health CareLLY, VRTX, SYK, BSX, NVO · other

MaterialsHWM, CRS, NEM

UtilitiesLNG, VST

Consumer Staples

Real Estate

UnclassifiedSCHG, QQQ, SPMO, XLK, SGOV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 76.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (51 classified)KANE INVESTMENT MANAGEMENT, INC. centroid (Large Growth)

Information TechnologyIndustrialsConsumer DiscretionaryCommunication ServicesFinancialsHealth CareMaterialsUtilitiesReal Estate

Style box summary for KANE INVESTMENT MANAGEMENT, INC.: centroid Large Growth. Heaviest cells: Large Growth 56.1%, Large Core 12.2%, Mid Growth 3.1%.

Classified: 75.3% of book weight (51/99 names) · unclassified 24.7%: SCHG, QQQ, SPMO, VOO, SGOV, JPLD, XLK, IOO, VUG, LVHI +38 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 99 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	361,780	$63M	32.5%	HOLD
2	AAPLAPPLE INC	40,996	$10M	5.4%	HOLD
3	MSFTMICROSOFT CORP	10,833	$4M	2.1%	TRIM −9%
4	GOOGLALPHABET INC	13,692	$4M	2.0%	TRIM −3%
5	AMZNAMAZON COM INC	18,702	$4M	2.0%	TRIM −8%
6	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	134,703	$4M	2.0%	TRIM −9%
7	LRCXLAM RESEARCH CORP	17,149	$4M	1.9%	HOLD
8	HWMHOWMET AEROSPACE INC	15,443	$4M	1.8%	ADD 14%
9	KLACKLA CORP	2,314	$3M	1.8%	TRIM −3%
10	AVGOBROADCOM INC	10,922	$3M	1.7%	TRIM −10%
11	CTASCINTAS CORP	19,906	$3M	1.7%	TRIM −3%
12	LLYELI LILLY & CO	3,489	$3M	1.7%	TRIM −6%
13	QQQINVESCO QQQ TR	5,538	$3M	1.6%	HOLD
14	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	25,955	$3M	1.5%	TRIM −12%
15	FIXCOMFORT SYS USA INC	1,979	$3M	1.4%	HOLD
16	GEGE AEROSPACE	8,355	$2M	1.2%	HOLD
17	VOOVANGUARD INDEX FDS	3,499	$2M	1.1%	HOLD
18	MAMASTERCARD INCORPORATED	4,159	$2M	1.1%	TRIM −6%
19	COSTCOSTCO WHSL CORP NEW	2,048	$2M	1.0%	ADD 5%
20	SGOVISHARES TR	20,389	$2M	1.0%	TRIM −18%
21	JPLDJ P MORGAN EXCHANGE TRADED F	36,313	$2M	1.0%	ADD 8%
22	XLKSELECT SECTOR SPDR TR	14,115	$2M	1.0%	HOLD
23	IOOIShares S&P Global 100 Index ETF	15,325	$2M	1.0%	HOLD
24	VUGVANGUARD INDEX FDS	4,230	$2M	1.0%	TRIM −13%
25	TTTRANE TECHNOLOGIES PLC	4,334	$2M	0.9%	TRIM −3%
26	LVHILEGG MASON ETF INVT	44,256	$2M	0.9%	ADD 33%
27	METAMETA PLATFORMS INC	3,040	$2M	0.9%	TRIM −12%
28	VIGVANGUARD SPECIALIZED FUNDS	8,020	$2M	0.9%	ADD 3%
29	PWRQUANTA SVCS INC	3,123	$2M	0.9%	HOLD
30	FFLCFIDELITY COVINGTON TRUST	32,795	$2M	0.9%	HOLD
31	ICSHISHARES TR	33,058	$2M	0.9%	ADD 3%
32	TPRTAPESTRY INC	11,753	$2M	0.9%	ADD 2%
33	ILCGISHARES TR	16,803	$2M	0.8%	TRIM −5%
34	MCKMCKESSON CORP	1,868	$2M	0.8%	HOLD
35	PANWPALO ALTO NETWORKS INC	9,621	$2M	0.8%	HOLD
36	EMEEMCOR GROUP INC	2,036	$2M	0.8%	HOLD
37	VVISA INC	4,747	$1M	0.7%	TRIM −4%
38	APHAMPHENOL CORP	11,345	$1M	0.7%	TRIM −12%
39	XLGINVESCO EXCHANGE TRADED FD T	22,813	$1M	0.6%	TRIM −15%
40	SMHVANECK ETF TRUST	3,192	$1M	0.6%	ADD 19%
41	SPHQINVESCO EXCHANGE TRADED FD T	16,002	$1M	0.6%	ADD 22%
42	LNGCheniere Energy, Inc	4,199	$1M	0.6%	NEW
43	BKNGBOOKING HOLDINGS INC	277	$1M	0.6%	TRIM −14%
44	VRTVERTIV HOLDINGS CO	4,491	$1M	0.6%	ADD 3%
45	ETNEATON CORP PLC	2,958	$1M	0.5%	HOLD
46	GOOGALPHABET INC	3,677	$1M	0.5%	HOLD
47	AIQGLOBAL X FDS	21,940	$1M	0.5%	TRIM −15%
48	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,698	$911,789	0.5%	ADD 4%
49	JAAAJANUS DETROIT STR TR	17,676	$890,316	0.5%	TRIM −18%
50	BKRBAKER HUGHES COMPANY	14,408	$879,608	0.5%	NEW
51	PPAINVESCO EXCHANGE TRADED FD T	4,875	$807,789	0.4%	ADD 38%
52	SHWSHERWIN WILLIAMS CO	2,463	$789,543	0.4%	HOLD
53	VRTXVERTEX PHARMACEUTICALS INC	1,759	$785,464	0.4%	HOLD
54	FTITECHNIPFMC PLC	10,220	$761,052	0.4%	NEW
55	HYSPIMCO ETF TR	8,148	$759,989	0.4%	TRIM −17%
56	BNYBANK NEW YORK MELLON CORP	6,213	$737,060	0.4%	TRIM −3%
57	SYKSTRYKER CORPORATION	2,041	$670,692	0.3%	HOLD
58	AXPAMERICAN EXPRESS CO	2,195	$663,799	0.3%	TRIM −10%
59	VGTVANGUARD WORLD FD	957	$643,298	0.3%	TRIM −4%
60	GSGOLDMAN SACHS GROUP INC	751	$635,146	0.3%	HOLD
61	MSIMOTOROLA SOLUTIONS INC	1,389	$602,858	0.3%	TRIM −4%
62	BBLUEA SERIES TRUST	40,731	$601,190	0.3%	ADD 8%
63	IGMISHARES TR	5,034	$596,579	0.3%	TRIM −22%
64	BRK.BBERKSHIRE HATHAWAY INC DEL	1,189	$569,769	0.3%	TRIM −7%
65	NOCNORTHROP GRUMMAN CORP	832	$567,728	0.3%	NEW
66	VCITVANGUARD SCOTTSDALE FDS	6,804	$563,070	0.3%	TRIM −53%
67	GLDSPDR GOLD TR	1,222	$525,814	0.3%	TRIM −2%
68	DXJWISDOMTREE TR	3,201	$519,508	0.3%	ADD 18%
69	CGDVCAPITAL GROUP DIVIDEND VALUE	11,826	$503,078	0.3%	ADD 51%
70	GILDGILEAD SCIENCES INC	3,451	$480,987	0.2%	HOLD
71	SCHDSCHWAB STRATEGIC TR	14,382	$441,240	0.2%	ADD 11%
72	FLEXFlextronics Internat'l. Ltd.	6,711	$439,302	0.2%	NEW
73	SCHXSCHWAB U.S. LARGE-CAP ETF	17,050	$437,162	0.2%	ADD 5%
74	RTXRTX CORPORATION	2,188	$422,015	0.2%	NEW
75	GDGENERAL DYNAMICS CORP	1,208	$414,610	0.2%	NEW
76	ANETARISTA NETWORKS INC	3,362	$412,786	0.2%	TRIM −6%
77	GEVGE VERNOVA INC	468	$408,562	0.2%	ADD 30%
78	XMMOINVESCO EXCHANGE TRADED FD T	2,813	$407,960	0.2%	TRIM −2%
79	XLESELECT SECTOR SPDR TR	6,260	$383,488	0.2%	NEW
80	PIZINVESCO EXCH TRADED FD TR II	7,730	$382,800	0.2%	HOLD
81	GARPISHARES TR	5,655	$361,752	0.2%	TRIM −10%
82	SHLDGLOBAL X FDS	5,087	$360,363	0.2%	NEW
83	CATCATERPILLAR INC	504	$357,191	0.2%	NEW
84	SOXXISHARES TR	1,045	$343,450	0.2%	ADD 31%
85	AMATAPPLIED MATLS INC	975	$333,154	0.2%	NEW
86	XLCSELECT SECTOR SPDR TR	2,834	$314,187	0.2%	TRIM −4%
87	PLTRPALANTIR TECHNOLOGIES INC	1,719	$262,426	0.1%	TRIM −37%
88	IYFISHARES TR	2,173	$255,675	0.1%	TRIM −11%
89	WELLWELLTOWER INC	1,252	$247,533	0.1%	TRIM −16%
90	SCHFSCHWAB STRATEGIC TR	11,081	$247,030	0.1%	NEW
91	MTUMISHARES TR	1,028	$246,710	0.1%	TRIM −41%
92	IGVISHARES TR	2,950	$236,148	0.1%	TRIM −60%
93	EODALLSPRING GLOBAL DIVIDEND OP	38,109	$222,175	0.1%	ADD 12%
94	GLNGGOLAR LNG LTD BERMUDA	3,916	$211,894	0.1%	NEW
95	PHPARKER-HANNIFIN CORP	235	$210,381	0.1%	HOLD
96	BIVVANGUARD BD INDEX FDS	2,679	$206,765	0.1%	HOLD
97	APPAPPLOVIN CORP	513	$204,174	0.1%	TRIM −22%
98	IPKWINVESCO EXCH TRADED FD TR II	3,140	$203,108	0.1%	TRIM −16%
99	PHKPIMCO HIGH INCOME FD	11,403	$52,796	0.0%	TRIM −74%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

431K

749K

405K

369K

363K

362K

$63M

AAPLAPPLE INC

42K

64K

41K

40K

42K

41K

$10M

MSFTMICROSOFT CORP

13K

12K

11K

$4M

GOOGLALPHABET INC

12K

13K

12K

13K

14K

$4M

AMZNAMAZON COM INC

21K

22K

20K

19K

$4M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

209K

201K

159K

153K

148K

135K

$4M

LRCXLAM RESEARCH CORP

14K

15K

14K

17K

$4M

HWMHOWMET AEROSPACE INC

11K

13K

14K

15K

$4M

KLACKLA CORP

$3M

AVGOBROADCOM INC

11K

14K

11K

12K

11K

$3M

CTASCINTAS CORP

23K

24K

22K

21K

20K

$3M

LLYELI LILLY & CO

$3M

QQQINVESCO QQQ TR

$3M

SPMOInvesco ETF Trust II - S&P500 Momentum ETF

16K

32K

29K

26K

$3M

FIXCOMFORT SYS USA INC

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆KANE INVESTMENT MANAGEMENT, INC.