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:
50.63%
Gain -1.22%
Monthly
2.07%
Yearly
27.83%
Drawdown
27.11%
$233.86M
Equity
Holdings
$233.86M
Investment
$156.07M
$86.76M
Profit -$2.76M
Realized
$8.97M
Unrealized
$77.78M
Dividends
$2.28M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.22%
Profit
-$2.76M
Win %
76%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$2.43M
Win %
76%
This Month
Compared to last month
Gain
-1.17%
Profit
-$2.76M
Win %
76%
This Year
Compared to last year
Gain
0.18%
Profit
$425,822.31
Win %
72%
AMD Advanced Micro Devices, Inc.
+6.5%
+$23,032.92 
GLW Corning Incorporated
+4.7%
+$5,922.77 
POWL Powell Industries Inc.
+4.63%
+$14,896.33 
WDC Western Digital Corporation
+4.41%
+$19,961.26 
STRL Sterling Infrastructure, Inc.
+4.22%
+$9,444.6 
FIX Comfort Systems USA, Inc.
+2.69%
+$86,944.75 
FTI TechnipFMC plc
+2.53%
+$18,082.74 
VRT Vertiv Holdings Co
+2.36%
+$31,568.48 
HWM Howmet Aerospace Inc.
+2.25%
+$99,279.29 
BKR Baker Hughes Company
+2.17%
+$7,216.02 
GE General Electric Company
+2.15%
+$57,175.31 
PWR Quanta Services Inc.
+1.93%
+$40,196 
FLEX Flex Ltd.
+1.5%
+$19,373.76 
MCK McKesson Corporation
+1.44%
+$20,483.84 
GEV GE Vernova Inc.
+1.32%
+$7,869.25 
XMMO Invesco S&P MidCap Momentum ETF
+1.29%
+$8,463.2 
STT State Street Corp
+1%
+$5,201.28 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.99%
+$6,788.59 
VFMO Vanguard U.S. Momentum Factor Fund
+0.95%
+$1,928.63 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$1,321.29 
APH Amphenol Corporation
+0.82%
+$14,290.88 
XTL SPDR S&P Telecom ETF
+0.7%
+$1,935.78 
GLD SPDR Gold Shares
+0.63%
+$2,726.66 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$7,167.67 
EME EMCOR Group, Inc.
+0.61%
+$10,818.28 
TT Trane Technologies plc
+0.53%
+$10,898.46 
WELL Welltower Inc.
+0.46%
+$1,556.28 
TPR Tapestry Inc.
+0.46%
+$7,228.09 
MA Mastercard Incorporated
+0.4%
+$9,213.76 
SPMO Invesco S&P 500 Momentum ETF
+0.39%
+$15,166.54 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$1,213.03 
FNDF Schwab Fundamental International Large Company Index ETF
+0.34%
+$2,620.48 
MSI Motorola Solutions, Inc.
+0.32%
+$1,980.09 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$1,370.43 
CAT Caterpillar Inc.
+0.23%
+$2,080.35 
AAPL Apple Inc.
+0.22%
+$27,369.5 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.2%
+$903.76 
SPHQ Invesco S&P 500 Quality ETF
+0.17%
+$3,220.05 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.12%
+$446.92 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$391.08 
WTV WisdomTree U.S. Value Fund
+0.04%
+$97.32 
SCHF Schwab International Equity ETF
+0.04%
+$120.21 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$824.91 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EOD Allspring Global Dividend Opportunity Fund
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$265,035.63 
AMAT Applied Materials, Inc.
-5.12%
-$35,951.03 
FTNT Fortinet Inc.
-3.28%
-$9,383.05 
PANW Palo Alto Networks, Inc.
-2.96%
-$118,261.96 
KLAC KLA Corporation
-2.7%
-$130,068.65 
LLY Eli Lilly and Company
-2.38%
-$99,382.54 
ANET Arista Networks, Inc.
-2.36%
-$18,158.36 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$19,124.41 
IGV iShares Expanded Tech-Software Sector ETF
-2.07%
-$5,137 
INTC Intel Corporation
-1.97%
-$8,928.04 
LRCX Lam Research Corporation
-1.38%
-$83,453.91 
AMZN Amazon.com Inc
-0.94%
-$45,337.06 
META Meta Platforms Inc Class A
-0.86%
-$14,658.53 
CGDV Capital Group Dividend Value ETF
-0.7%
-$4,342.3 
SHW The Sherwin-Williams Company
-0.68%
-$6,313.6 
AIQ Global X Artificial Intelligence & Technology ETF
-0.65%
-$8,920.38 
IGM iShares Expanded Tech Sector ETF
-0.6%
-$5,126 
BKNG Booking Holdings Inc.
-0.6%
-$9,039.37 
CTAS Cintas Corporation
-0.59%
-$20,503.68 
GARP iShares MSCI USA Quality GARP ETF
-0.57%
-$2,869.93 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$3,337.9 
SYK Stryker Corporation
-0.55%
-$3,837.09 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$9,795.72 
VUG Vanguard Growth ETF
-0.43%
-$9,624.81 
IOO iShares Global 100 ETF
-0.42%
-$9,549.71 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$19,469.4 
ETN Eaton Corporation plc
-0.4%
-$5,399.88 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$10,497.96 
V Visa Inc. Class A
-0.36%
-$5,924.19 
VGT Vanguard Information Technology ETF
-0.35%
-$3,103.31 
ILCG iShares Morningstar Growth ETF
-0.35%
-$6,435.36 
AXP American Express Company
-0.34%
-$2,537.69 
XLG Invesco S&P 500 Top 50 ETF
-0.33%
-$2,444.19 
GS The Goldman Sachs Group, Inc.
-0.31%
-$2,532.66 
MSFT Microsoft Corp.
-0.3%
-$14,471.54 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$901.92 
BBLU EA Bridgeway Blue Chip ETF
-0.29%
-$2,082.9 
PH Parker-Hannifin Corporation
-0.28%
-$709.7 
DXJ WisdomTree Japan Hedged Equity Fund
-0.26%
-$1,514.34 
LVHI Franklin International Low Volatility High Dividend ETF
-0.23%
-$4,551.2 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$1,279.11 
SMH VanEck Semiconductor ETF
-0.22%
-$4,573.36 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$566.95 
VOO Vanguard S&P 500 ETF
-0.19%
-$5,145.68 
FFLC Fidelity Large Cap Core Fund
-0.16%
-$3,290.9 
IYF iShares U.S. Financials ETF
-0.16%
-$452.54 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$5,390 
GOOGL Alphabet Inc
-0.13%
-$6,104.66 
GOOG Alphabet Inc
-0.12%
-$1,470.76 
COST Costco Wholesale Corporation
-0.08%
-$1,498.51 
NVDA NVIDIA Corporation
-0.06%
-$50,568.84 
SOXX iShares Semiconductor ETF
-0.06%
-$509.46 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.02%
-$196.13 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$361.95 
JPLD JPMorgan Limited Duration ETF
-0.01%
-$206.05 Events
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Dividends
Dividend Analysis
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| Trades 648 | Longs Won 435/648 67% | Profit Factor 11.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $218,422.76 | Best Trade (Aug 28) $38M | Sharpe Ratio -10.45 |
| Average Loss -$38,762.62 | Worst Trade (Jun 30) -$1.05M | Z-Score 6.46 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $133,884.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% | 3.95% |
| Consecutive Losing Trades | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,850 | $9.65M | $12.5M | - | $2.85M | 29.54% | +0.219% |
| AIQ Global X Artificial Intelligence & Technology ETF | 21,239 | $851,803.07 | $1.36M | - | $511,740.73 | 60.08% | -0.65% |
| AMAT Applied Materials, Inc. | 1,314 | $578,298.73 | $666,434.51 | - | $88,135.78 | 15.24% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 734 | $426,388 | $377,562.27 | - | -$48,825.73 | -11.45% | +6.497% |
| AMZN Amazon.com Inc | 18,281 | $4M | $4.8M | - | $804,193.54 | 20.12% | -0.935% |
| ANET Arista Networks, Inc. | 3,783 | $387,778.71 | $752,136.1 | - | $364,357.39 | 93.96% | -2.357% |
| APH Amphenol Corporation | 21,016 | $1.23M | $1.76M | - | $530,909.71 | 43.34% | +0.821% |
| APP AppLovin Corporation Class A Common Stock | 477 | $182,342.47 | $150,464.88 | - | -$31,877.59 | -17.48% | +0.886% |
| AVGO Broadcom Inc. | 10,674 | $2.48M | $4.19M | - | $1.71M | 68.83% | -5.943% |
| AXP American Express Company | 2,169 | $653,499.56 | $742,839.14 | - | $89,339.58 | 13.67% | -0.34% |
| BBLU EA Bridgeway Blue Chip ETF | 41,658 | $559,979.98 | $725,682.36 | - | $165,702.38 | 29.59% | -0.286% |
| BKNG Booking Holdings Inc. | 7,062 | $1.39M | $1.5M | - | $103,762.96 | 7.44% | -0.6% |
| BKR Baker Hughes Company | 5,229 | $319,230.3 | $338,943.78 | - | $19,713.48 | 6.18% | +2.175% |
| BNY BlackRock New York Municipal Income Trust | 7,240 | $688,915.37 | $1.18M | - | $492,942.3 | 71.55% | +0.61% |
| BRK-B Berkshire Hathaway Inc. | 1,151 | $575,990.3 | $580,138.53 | - | $4,148.23 | 0.72% | -0.572% |
| CAT Caterpillar Inc. | 1,056 | $945,155.16 | $904,537.93 | - | -$40,617.23 | -4.3% | +0.231% |
| CGDV Capital Group Dividend Value ETF | 12,062 | $523,347.96 | $616,126.98 | - | $92,779.02 | 17.73% | -0.7% |
| COST Costco Wholesale Corporation | 1,998 | $1.84M | $1.92M | - | $77,106.94 | 4.18% | -0.078% |
| CTAS Cintas Corporation | 17,376 | $3.21M | $3.47M | - | $260,353.94 | 8.12% | -0.588% |
| DGRO iShares Core Dividend Growth ETF | 3,335 | $252,760 | $266,233.05 | - | $13,473.05 | 5.33% | -0.213% |
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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 - $10.55M, DoorDash, Inc - $449,308.45, Broadcom Inc - $308,300.45, Comfort Systems USA, Inc - $223,020.76, and Communication Services Select Sector SPDR Fund - $181,713.82. 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 $2.28M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $144,957.74, NVIDIA Corporation - $113,622.06, JPMorgan Nasdaq Equity Premium Income ETF - $102,176.96, iShares Short Treasury Bond ETF - $92,217.52, and Franklin International Low Volatility High Dividend ETF - $91,942.95. 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.
