KIM
Kane Investment Management Inc. Portfolio
Invests via Kane Investment Management Inc. | Managed by D. Michael Kane, Manjeshwar (M.S.) Bhat, Charles Donald (Don) Davis, Amy J. Rockom, Reese Rifredi, Emebet Estifanos
Invests via Kane Investment Management Inc.
Managed by D. Michael Kane, Manjeshwar (M.S.) Bhat, Charles Donald (Don) Davis, Amy J. Rockom, Reese Rifredi, Emebet Estifanos
Automatically Tracked
Company Profile
Regional asset manager focused on income-oriented strategies and private credit solutions for institutional and high-net-worth clients. Kane Investment Management Inc. manages diversified fixed-income portfolios, structured credit and direct lending vehicles, emphasizing risk-adjusted yield and downside protection. The firm positions itself for middle-market opportunities, credit selection and portfolio construction to complement institutional liability and cash-flow needs.
Regional asset manager focused on income-oriented strategies and private credit solutions for institutional and high-net-worth clients. Kane Investment Management Inc. manages diversified fixed-income portfolios, structured credit and direct lending vehicles, emphasizing risk-adjusted yield and downside protection. The firm positions itself for middle-market opportunities, credit selection and portfolio construction to complement institutional liability and cash-flow needs.
Investment Philosophy & Strategy
Specializes in income-focused, credit-centric investing for institutional and HNW clients. Prioritizes private credit, structured and diversified fixed-income to generate risk-adjusted yield while preserving capital. Underwrites middle-market borrowers with rigorous credit selection, covenant discipline and active loan servicing. Portfolio construction emphasizes cash-flow matching, liability-aware duration management, and loss mitigation through covenants, seniority and diversification. Seeks steady income, low volatility and downside protection over medium-to-long horizons.
Specializes in income-focused, credit-centric investing for institutional and HNW clients. Prioritizes private credit, structured and diversified fixed-income to generate risk-adjusted yield while preserving capital. Underwrites middle-market borrowers with rigorous credit selection, covenant discipline and active loan servicing. Portfolio construction emphasizes cash-flow matching, liability-aware duration management, and loss mitigation through covenants, seniority and diversification. Seeks steady income, low volatility and downside protection over medium-to-long horizons.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
51.47%
Gain -0.51%
Monthly
1.95%
Yearly
26.13%
Drawdown
27.11%
$235.19M
Equity
Holdings
$235.19M
Investment
$156.07M
$88.09M
Profit -$1.22M
Realized
$8.97M
Unrealized
$79.12M
Dividends
$2.58M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$1.22M
Win %
74%
This Week
Compared To Last Week
Gain
-3.32%
Profit
-$8.08M
Win %
74%
This Month
Compared to last month
Gain
-2.04%
Profit
-$4.9M
Win %
74%
This Year
Compared to last year
Gain
0.75%
Profit
$1.76M
Win %
70%
APP AppLovin Corporation Class A Common Stock
+5.8%
+$7,255.17 
LLY Eli Lilly and Company
+4.77%
+$198,661.93 
TPR Tapestry Inc.
+4.22%
+$59,478.61 
SYK Stryker Corporation
+4.12%
+$23,655.19 
SHW The Sherwin-Williams Company
+3.82%
+$31,916.12 
BKNG Booking Holdings Inc.
+3.67%
+$41,595.25 
BNY BlackRock New York Municipal Income Trust
+3.53%
+$35,150.2 
V Visa Inc. Class A
+2.98%
+$53,089.1 
CTAS Cintas Corporation
+2.78%
+$100,780.8 
MA Mastercard Incorporated
+2.69%
+$66,420.94 
AXP American Express Company
+2.4%
+$15,942.13 
MCK McKesson Corporation
+2.17%
+$35,310.06 
VRTX Vertex Pharmaceuticals Incorporated
+2.03%
+$18,140.46 
GLD SPDR Gold Shares
+1.43%
+$5,821.17 
IGV iShares Expanded Tech-Software Sector ETF
+1.4%
+$3,525.85 
IYF iShares U.S. Financials ETF
+1.4%
+$3,651.18 
WTV WisdomTree U.S. Value Fund
+1.35%
+$3,430.53 
MSI Motorola Solutions, Inc.
+1.32%
+$8,055.05 
SCHD Schwab U.S. Dividend Equity ETF
+1.32%
+$6,776.02 
MSFT Microsoft Corp.
+1.29%
+$67,174.86 
GS The Goldman Sachs Group, Inc.
+1.28%
+$8,899.94 
GE General Electric Company
+1.15%
+$26,150.06 
EOD Allspring Global Dividend Opportunity Fund
+1.04%
+$3,176.74 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.99%
+$5,650.95 
VIG Vanguard Dividend Appreciation ETF
+0.96%
+$18,396.84 
DGRO iShares Core Dividend Growth ETF
+0.9%
+$2,351.18 
BBLU EA Bridgeway Blue Chip ETF
+0.77%
+$5,623.83 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.71%
+$2,569.79 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.64%
+$1,897.79 
WELL Welltower Inc.
+0.61%
+$2,046.22 
STT State Street Corp
+0.58%
+$2,655.68 
LVHI Franklin International Low Volatility High Dividend ETF
+0.55%
+$10,695.32 
FFLC Fidelity Large Cap Core Fund
+0.52%
+$10,037.25 
FNDF Schwab Fundamental International Large Company Index ETF
+0.52%
+$3,792.8 
AMZN Amazon.com Inc
+0.48%
+$22,302.78 
GOOGL Alphabet Inc
+0.48%
+$22,162.44 
CGDV Capital Group Dividend Value ETF
+0.48%
+$2,834.57 
HWM Howmet Aerospace Inc.
+0.48%
+$16,156.51 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$2,819.94 
GOOG Alphabet Inc
+0.43%
+$5,478.77 
SCHF Schwab International Equity ETF
+0.43%
+$1,382.41 
SCHX Schwab U.S. Large-Cap ETF
+0.36%
+$2,010.03 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.36%
+$3,138.56 
PH Parker-Hannifin Corporation
+0.35%
+$787.25 
SPHQ Invesco S&P 500 Quality ETF
+0.34%
+$6,225.43 
VOO Vanguard S&P 500 ETF
+0.34%
+$9,254.44 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.3%
+$1,242.26 
IOO iShares Global 100 ETF
+0.23%
+$5,005.98 
META Meta Platforms Inc Class A
+0.21%
+$4,523.6 
JPLD JPMorgan Limited Duration ETF
+0.15%
+$3,091.95 
AIQ Global X Artificial Intelligence & Technology ETF
+0.11%
+$1,486.73 
COST Costco Wholesale Corporation
+0.1%
+$1,868.13 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$2,595.92 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$361.95 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$195.54 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$274.97 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ANET Arista Networks, Inc.
-5.14%
-$37,981.32 
VRT Vertiv Holdings Co
-5%
-$51,945.82 
FIX Comfort Systems USA, Inc.
-4.21%
-$121,482.87 
WDC Western Digital Corporation
-3.96%
-$13,363.21 
FLEX Flex Ltd.
-3.71%
-$38,747.52 
AMAT Applied Materials, Inc.
-3.5%
-$20,511.54 
LRCX Lam Research Corporation
-3.48%
-$179,021.5 
GLW Corning Incorporated
-3.39%
-$3,796.12 
TT Trane Technologies plc
-3.15%
-$64,522.16 
KLAC KLA Corporation
-2.86%
-$117,637.31 
STRL Sterling Infrastructure, Inc.
-2.7%
-$4,961.25 
INTC Intel Corporation
-2.6%
-$11,051.7 
PWR Quanta Services Inc.
-2.6%
-$53,043.35 
BKR Baker Hughes Company
-2.49%
-$7,216.02 
FTI TechnipFMC plc
-2.24%
-$14,494.16 
EME EMCOR Group, Inc.
-2.11%
-$33,652.08 
GEV GE Vernova Inc.
-2.09%
-$11,209.32 
ETN Eaton Corporation plc
-2.07%
-$25,160.19 
CAT Caterpillar Inc.
-1.79%
-$14,192.62 
FTNT Fortinet Inc.
-1.79%
-$5,702.41 
PANW Palo Alto Networks, Inc.
-1.6%
-$60,592.91 
APH Amphenol Corporation
-1.54%
-$53,380.64 
AMD Advanced Micro Devices, Inc.
-1.51%
-$6,327.09 
MTUM iShares MSCI USA Momentum Factor ETF
-1.42%
-$4,451.24 
NVDA NVIDIA Corporation
-1.4%
-$1.12M 
XMMO Invesco S&P MidCap Momentum ETF
-1.35%
-$7,761.28 
SMH VanEck Semiconductor ETF
-1.24%
-$24,538.01 
SOXX iShares Semiconductor ETF
-1.23%
-$10,172.85 
SPMO Invesco S&P 500 Momentum ETF
-0.98%
-$36,759.32 
AVGO Broadcom Inc.
-0.9%
-$33,409.62 
XLK State Street Technology Select Sector SPDR ETF
-0.76%
-$20,097.78 
VGT Vanguard Information Technology ETF
-0.55%
-$4,907.56 
DXJ WisdomTree Japan Hedged Equity Fund
-0.47%
-$2,706.48 
IGM iShares Expanded Tech Sector ETF
-0.39%
-$3,331.9 
VFMO Vanguard U.S. Momentum Factor Fund
-0.3%
-$576.87 
POWL Powell Industries Inc.
-0.16%
-$426.06 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$6,090.75 
XTL SPDR S&P Telecom ETF
-0.15%
-$358.25 
ILCG iShares Morningstar Growth ETF
-0.08%
-$1,491.12 
GARP iShares MSCI USA Quality GARP ETF
-0.06%
-$292.85 
VUG Vanguard Growth ETF
-0.02%
-$493.58 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$116.39 
AAPL Apple Inc.
0%
-$408.09 Events
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Dividends
Dividend Analysis
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| Trades 648 | Longs Won 428/648 66% | Profit Factor 11.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.44M |
| Average Win $226,150.45 | Best Trade (Oct 14) $35.59M | Sharpe Ratio -10.45 |
| Average Loss -$39,560.04 | Worst Trade (Jun 30) -$1.05M | Z-Score 7.27 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $135,940.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% | 3.88% |
| Consecutive Losing Trades | 5,952 | 5,357 | 4,762 | 4,167 | 3,571 | 2,976 | 2,381 | 1,786 | 1,190 | 595 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,850 | $9.65M | $14.01M | - | $4.36M | 45.21% | -0.003% |
| AIQ Global X Artificial Intelligence & Technology ETF | 21,239 | $851,803.07 | $1.36M | - | $507,705.32 | 59.6% | +0.109% |
| AMAT Applied Materials, Inc. | 1,314 | $578,298.73 | $566,360.28 | - | -$11,938.45 | -2.06% | -3.495% |
| AMD Advanced Micro Devices, Inc. | 734 | $426,388 | $412,654.8 | - | -$13,733.2 | -3.22% | -1.51% |
| AMZN Amazon.com Inc | 18,281 | $4M | $4.67M | - | $669,828.37 | 16.76% | +0.48% |
| ANET Arista Networks, Inc. | 3,783 | $387,778.71 | $701,292.54 | - | $313,513.83 | 80.85% | -5.138% |
| APH Amphenol Corporation | 42,032 | $1.23M | $3.42M | - | $2.2M | 179.34% | -1.536% |
| APP AppLovin Corporation Class A Common Stock | 477 | $182,342.47 | $132,319.8 | - | -$50,022.67 | -27.43% | +5.801% |
| AVGO Broadcom Inc. | 10,674 | $2.48M | $3.66M | - | $1.18M | 47.41% | -0.904% |
| AXP American Express Company | 2,169 | $653,499.56 | $681,716.7 | - | $28,217.14 | 4.32% | +2.395% |
| BBLU EA Bridgeway Blue Chip ETF | 41,658 | $559,979.98 | $738,388.05 | - | $178,408.07 | 31.86% | +0.767% |
| BKNG Booking Holdings Inc. | 7,062 | $1.39M | $1.18M | - | -$217,487.41 | -15.6% | +3.666% |
| BKR Baker Hughes Company | 5,229 | $319,230.3 | $282,313.71 | - | -$36,916.59 | -11.56% | -2.492% |
| BNY BlackRock New York Municipal Income Trust | 7,240 | $688,915.37 | $1.03M | - | $342,784.63 | 49.76% | +3.527% |
| BRK-B Berkshire Hathaway Inc. | 1,151 | $575,990.3 | $608,648.79 | - | $32,658.49 | 5.67% | +0.465% |
| CAT Caterpillar Inc. | 1,056 | $945,155.16 | $776,730.24 | - | -$168,424.92 | -17.82% | -1.794% |
| CGDV Capital Group Dividend Value ETF | 12,062 | $523,347.96 | $595,561.25 | - | $72,213.29 | 13.8% | +0.478% |
| COST Costco Wholesale Corporation | 1,998 | $1.84M | $1.96M | - | $120,733.32 | 6.55% | +0.095% |
| CTAS Cintas Corporation | 17,376 | $3.21M | $3.73M | - | $519,430.1 | 16.2% | +2.78% |
| DGRO iShares Core Dividend Growth ETF | 3,335 | $252,760 | $262,314.42 | - | $9,554.42 | 3.78% | +0.904% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kane Investment Management Inc.?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $10.64M, DoorDash, Inc - $449,308.45, Broadcom Inc - $315,238.55, Comfort Systems USA, Inc - $223,020.76, and General Electric Company - $184,024.13. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $955,317.07, ServiceNow, Inc - $457,955.55, Netflix, Inc - $407,888.11, Chipotle Mexican Grill, Inc - $202,449.56, and Adobe Inc - $193,419.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kane Investment Management Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.58M earned over time. The largest contributors to dividend income include NVIDIA Corporation - $203,923.56, iShares 0-3 Month Treasury Bond ETF - $161,678.67, Franklin International Low Volatility High Dividend ETF - $108,390.08, JPMorgan Nasdaq Equity Premium Income ETF - $102,176.96, and iShares Short Treasury Bond ETF - $98,430.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kane Investment Management Inc.'s monthly returns?
Kane Investment Management Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kane Investment Management Inc.'s strategy be considered aggressive or moderate?
Kane Investment Management Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kane Investment Management Inc.'s strategy?
Kane Investment Management Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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