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:
5.48%
Gain
Monthly
0.29%
Yearly
3.52%
Drawdown
32.02%
$228.29M
Equity
Holdings
$228.29M
Investment
$153.96M
$84.22M
Profit -$2.54M
Realized
$9.89M
Unrealized
$74.33M
Dividends
$2.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.54M
Win %
81%
This Week
Compared To Last Week
Gain
-2.08%
Profit
-$4.85M
Win %
81%
This Month
Compared to last month
Gain
-1.41%
Profit
-$3.27M
Win %
81%
This Year
Compared to last year
Gain
17.99%
Profit
$34.81M
Win %
76%
NOC Northrop Grumman Corporation
+2.8%
+$12,088.96 
PANW Palo Alto Networks, Inc.
+2.77%
+$94,189.59 
GE General Electric Company
+2.67%
+$77,200.2 
HWM Howmet Aerospace Inc.
+2.01%
+$84,241.57 
WELL Welltower Inc.
+1.6%
+$4,851.51 
MCK McKesson Corporation
+1.57%
+$24,610.88 
LLY Eli Lilly and Company
+1.56%
+$63,743.82 
RTX RTX Corporation
+1.37%
+$5,820.08 
GILD Gilead Sciences Inc.
+1.36%
+$6,384.35 
MSI Motorola Solutions, Inc.
+1.08%
+$6,194.93 
SHLD Global X Defense Tech ETF
+1.07%
+$3,255.68 
GD General Dynamics Corporation
+1.06%
+$4,711.2 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.01%
+$8,336.25 
PH Parker-Hannifin Corporation
+0.96%
+$2,166.7 
XLE Energy Select Sector SPDR Fund
+0.89%
+$3,161.3 
GEV GE Vernova Inc.
+0.88%
+$4,268.15 
GLD SPDR Gold Shares
+0.87%
+$3,861.52 
ETN Eaton Corporation plc
+0.77%
+$9,021.9 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$4,405.26 
LNG Cheniere Energy Inc.
+0.59%
+$6,382.48 
VRTX Vertex Pharmaceuticals Incorporated
+0.5%
+$4,256.8 
AAPL Apple Inc.
+0.4%
+$54,114.31 
LVHI Franklin International Low Volatility High Dividend ETF
+0.32%
+$5,974.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.3%
+$1,439.64 
CAT Caterpillar Inc.
+0.23%
+$1,033.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$334.87 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$714.42 
JPLD JPMorgan Limited Duration ETF
+0.1%
+$1,815.65 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.06%
+$423.7 
COST Costco Wholesale Corporation
+0.03%
+$593.88 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$174.99 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$407.78 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$165.29 
IYF iShares U.S. Financials ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.24%
-$105,944.03 
AMAT Applied Materials, Inc.
-5.1%
-$27,885 
KLAC KLA Corporation
-4.37%
-$221,681.43 
APP AppLovin Corporation Class A Common Stock
-4.09%
-$9,110.88 
LRCX Lam Research Corporation
-3.51%
-$193,012.17 
FLEX Flex Ltd.
-3.08%
-$24,998.47 
SMH VanEck Semiconductor ETF
-2.82%
-$51,135.84 
SYK Stryker Corporation
-2.75%
-$18,573.08 
FIX Comfort Systems USA, Inc.
-2.73%
-$90,836.2 
SOXX iShares Semiconductor ETF
-2.72%
-$15,100.25 
BKNG Booking Holdings Inc.
-2.54%
-$32,478.25 
MSFT Microsoft Corp.
-2.49%
-$108,113.23 
DXJ WisdomTree Japan Hedged Equity Fund
-2.16%
-$12,131.79 
EME EMCOR Group, Inc.
-2.06%
-$31,415.48 
PLTR Palantir Technologies Inc.
-2.04%
-$4,710.06 
GOOGL Alphabet Inc
-2.03%
-$98,582.4 
ANET Arista Networks, Inc.
-2.03%
-$11,498.04 
GOOG Alphabet Inc
-2.02%
-$26,217.01 
XLC Communication Services Select Sector SPDR Fund
-1.88%
-$6,008.08 
IGM iShares Expanded Tech Sector ETF
-1.85%
-$14,497.92 
V Visa Inc. Class A
-1.81%
-$31,330.2 
BNY BlackRock New York Municipal Income Trust
-1.8%
-$18,017.64 
VRT Vertiv Holdings Co
-1.73%
-$22,904.1 
NVDA NVIDIA Corporation
-1.65%
-$1.24M 
MA Mastercard Incorporated
-1.58%
-$36,162.63 
AIQ Global X Artificial Intelligence & Technology ETF
-1.57%
-$20,404.2 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$59,505.81 
GARP iShares MSCI USA Quality GARP ETF
-1.51%
-$6,842.55 
VUG Vanguard Growth ETF
-1.5%
-$32,994 
XLK State Street Technology Select Sector SPDR ETF
-1.47%
-$36,910.72 
AVGO Broadcom Inc.
-1.47%
-$60,070.89 
GS The Goldman Sachs Group, Inc.
-1.43%
-$11,790.7 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-1.42%
-$5,763.49 
BKR Baker Hughes Company
-1.38%
-$11,238.24 
AXP American Express Company
-1.3%
-$10,294.55 
VGT Vanguard Information Technology ETF
-1.29%
-$11,292.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.28%
-$59,942.83 
ILCG iShares Morningstar Growth ETF
-1.25%
-$23,944.28 
IGV iShares Expanded Tech-Software Sector ETF
-1.16%
-$3,215.5 
EOD Allspring Global Dividend Opportunity Fund
-1.07%
-$2,667.63 
SPHQ Invesco S&P 500 Quality ETF
-1.03%
-$14,081.76 
XLG Invesco S&P 500 Top 50 ETF
-1.01%
-$14,144.06 
MTUM iShares MSCI USA Momentum Factor ETF
-0.89%
-$2,780.74 
FTI TechnipFMC plc
-0.89%
-$6,540.8 
TT Trane Technologies plc
-0.86%
-$17,812.74 
CTAS Cintas Corporation
-0.84%
-$34,636.64 
APH Amphenol Corporation
-0.84%
-$14,521.6 
SPMO Invesco S&P 500 Momentum ETF
-0.79%
-$29,848.25 
SCHX Schwab U.S. Large-Cap ETF
-0.74%
-$3,752.7 
IOO iShares Global 100 ETF
-0.72%
-$15,325 
VOO Vanguard S&P 500 ETF
-0.7%
-$17,008.64 
FFLC Fidelity Large Cap Core Fund
-0.69%
-$13,281.98 
XMMO Invesco S&P MidCap Momentum ETF
-0.66%
-$2,911.45 
BBLU EA Bridgeway Blue Chip ETF
-0.62%
-$4,276.76 
CGDV Capital Group Dividend Value ETF
-0.62%
-$3,606.93 
GLNG Golar LNG Ltd.
-0.51%
-$998.58 
IPKW Invesco International Buyback Achievers ETF
-0.51%
-$936.98 
SCHF Schwab International Equity ETF
-0.48%
-$1,441.64 
AMZN Amazon.com Inc
-0.48%
-$22,255.38 
TPR Tapestry Inc.
-0.43%
-$7,286.86 
PWR Quanta Services Inc.
-0.38%
-$7,557.66 
PHK PIMCO High Income Fund
-0.32%
-$171.04 
SHW The Sherwin-Williams Company
-0.24%
-$1,995.03 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$1,323.3 Events
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Dividends
Dividend Analysis
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| Trades 552 | Longs Won 375/552 67% | Profit Factor 17.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.37M |
| Average Win $238,102.9 | Best Trade (Jul 15) $32.86M | Sharpe Ratio -10.44 |
| Average Loss -$28,645.08 | Worst Trade (Jun 30) -$1.05M | Z-Score 8.22 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $152,569.58 |
| 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% | 0.03% | 2.08% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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