KANE INVESTMENT MANAGEMENT, INC.

LOS GATOS, CA · CIK 2056671 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLos Gatos, CA

$234.6m reported value +20.7% vs Q1 2026

100positions

53.2%in top 10

14 new 42 added 40 reduced 13 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	361,206	$72.3m30.81%	30.81%	Reduced -574	-574 -0.2%
2	APPLE INC COM AAPL	AAPL	40,850	$11.8m5.04%	5.04%	Reduced -146	-146 -0.4%
3	LAM RESEARCH CORP COM NEW LRCX	LRCX	17,947	$7.8m3.32%	3.32%	Added +798	+798 4.7%
4	KLA CORP COM NEW KLAC	KLAC	23,021	$6.9m2.96%	2.96%	Reduced -119	-119 -0.5%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,271	$4.7m2.02%	2.02%	Reduced -421	-421 -3.1%
6	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	129,796	$4.4m1.87%	1.87%	Reduced -4.9k	-4,907 -3.6%
7	AMAZON COM INC COM AMZN	AMZN	18,281	$4.4m1.86%	1.86%	Reduced -421	-421 -2.2%
8	HOWMET AEROSPACE INC COM HWM	HWM	15,610	$4.2m1.79%	1.79%	Added +167	+167 1.1%
9	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	25,706	$4.2m1.77%	1.77%	Reduced -249	-249 -1.0%
10	ELI LILLY & CO COM LLY	LLY	3,446	$4.1m1.76%	1.76%	Reduced -43	-43 -1.2%
11	BROADCOM INC COM AVGO	AVGO	10,674	$4.0m1.72%	1.72%	Reduced -248	-248 -2.3%
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,390	$4.0m1.69%	1.69%	Reduced -148	-148 -2.7%
13	COMFORT SYS USA INC COM FIX	FIX	1,873	$3.7m1.58%	1.58%	Reduced -106	-106 -5.4%
14	MICROSOFT CORP COM MSFT	MSFT	9,778	$3.6m1.55%	1.55%	Reduced -1.1k	-1,055 -9.7%
15	PALO ALTO NETWORKS INC COM PANW	PANW	10,082	$3.4m1.47%	1.47%	Added +461	+461 4.8%
16	CINTAS CORP COM CTAS	CTAS	17,376	$3.0m1.26%	1.26%	Reduced -2.5k	-2,530 -12.7%
17	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	27,497	$2.8m1.18%	1.18%	Added +7.1k	+7,108 34.9%
18	GE AEROSPACE COM NEW GE	GE	7,387	$2.8m1.18%	1.18%	Reduced -968	-968 -11.6%
19	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,840	$2.6m1.12%	1.12%	Added +341	+341 9.8%
20	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	13,813	$2.6m1.12%	1.12%	Reduced -302	-302 -2.1%
21	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	3,518	$2.3m0.98%	0.98%	Added +326	+326 10.2%
22	QUANTA SVCS INC COM PWR	PWR	3,092	$2.2m0.95%	0.95%	Reduced -31	-31 -1.0%
23	J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR JPLD	JPLD	41,226	$2.2m0.92%	0.92%	Added +4.9k	+4,913 13.5%
24	TRANE TECHNOLOGIES PLC SHS TT	TT	4,342	$2.1m0.91%	0.91%	Added +8	+8 0.2%
25	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	24,679	$2.1m0.91%	0.91%	Reduced -701	-701 -2.8%
26	ISHARES TR GLOBAL 100 ETF IOO	IOO	15,403	$2.1m0.90%	0.90%	Added +78	+78 0.5%
27	MASTERCARD INCORPORATED CL A MA	MA	4,095	$2.1m0.90%	0.90%	Reduced -64	-64 -1.5%
28	FIDELITY COVINGTON TRUST FUNDAMENTAL LARG FFLC	FFLC	32,909	$1.9m0.83%	0.83%	Added +114	+114 0.3%
29	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	21,467	$1.9m0.82%	0.82%	Added +5.5k	+5,465 34.1%
30	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	7,964	$1.9m0.80%	0.80%	Reduced -56	-56 -0.7%
31	COSTCO WHSL CORP NEW COM COST	COST	1,998	$1.9m0.80%	0.80%	Reduced -50	-50 -2.4%
32	AMPHENOL CORP CL A APH	APH	10,508	$1.9m0.79%	0.79%	Reduced -837	-837 -7.4%
33	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	45,512	$1.8m0.79%	0.79%	Added +1.3k	+1,256 2.8%
34	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	15,696	$1.8m0.78%	0.78%	Reduced -1.1k	-1,107 -6.6%
35	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	36,195	$1.8m0.78%	0.78%	Added +3.1k	+3,137 9.5%
36	TAPESTRY INC COM TPR	TPR	12,251	$1.8m0.76%	0.76%	Added +498	+498 4.2%
37	EMCOR GROUP INC COM EME	EME	2,138	$1.8m0.76%	0.76%	Added +102	+102 5.0%
38	FLEX LTD ORD FLEX	FLEX	10,416	$1.7m0.72%	0.72%	Added +3.7k	+3,705 55.2%
39	META PLATFORMS INC CL A META	META	2,863	$1.6m0.69%	0.69%	Reduced -177	-177 -5.8%
40	VISA INC COM CL A V	V	4,557	$1.6m0.67%	0.67%	Reduced -190	-190 -4.0%
41	VERTIV HOLDINGS CO COM CL A VRT	VRT	4,663	$1.6m0.67%	0.67%	Added +172	+172 3.8%
42	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	21,239	$1.4m0.59%	0.59%	Reduced -701	-701 -3.2%
43	ALPHABET INC CAP STK CL C GOOG	GOOG	3,677	$1.3m0.55%	0.55%	Unchanged
44	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,682	$1.3m0.55%	0.55%	Reduced -16	-16 -0.6%
45	EATON CORP PLC SHS ETN	ETN	2,967	$1.3m0.54%	0.54%	Added +9	+9 0.3%
46	BOOKING HOLDINGS INC COM BKNG	BKNG	7,062	$1.3m0.54%	0.54%	Added +137	+137 2.0%
47	MCKESSON CORP COM MCK	MCK	1,664	$1.3m0.54%	0.54%	Reduced -204	-204 -10.9%
48	CATERPILLAR INC COM CAT	CAT	1,056	$1.1m0.48%	0.48%	Added +552	+552 109.5%
49	BANK NEW YORK MELLON CORP COM BNY	BNY	7,240	$1.0m0.45%	0.45%	Added +1.0k	+1,027 16.5%
50	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	1,592	$1.0m0.43%	0.43%	Added +547	+547 52.3%
51	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	19,554	$987.3k0.42%	0.42%	Added +1.9k	+1,878 10.6%
52	APPLIED MATLS INC COM AMAT	AMAT	1,314	$950.2k0.41%	0.41%	Added +339	+339 34.8%
53	PIMCO ETF TR 0-5 HIGH YIELD HYS	HYS	9,808	$917.2k0.39%	0.39%	Added +1.7k	+1,660 20.4%
54	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	1,789	$888.6k0.38%	0.38%	Added +30	+30 1.7%
55	SHERWIN WILLIAMS CO COM SHW	SHW	2,577	$887.2k0.38%	0.38%	Added +114	+114 4.6%
56	VANGUARD WORLD FD INF TECH ETF VGT	VGT	7,217	$862.6k0.37%	0.37%	Reduced -439	-439 -5.7%
57	ISHARES TR EXPND TEC SC ETF IGM	IGM	5,126	$838.5k0.36%	0.36%	Added +92	+92 1.8%
58	GOLDMAN SACHS GROUP INC COM GS	GS	789	$798.0k0.34%	0.34%	Added +38	+38 5.1%
59	AMERICAN EXPRESS CO COM AXP	AXP	2,169	$733.6k0.31%	0.31%	Reduced -26	-26 -1.2%
60	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	13,792	$727.7k0.31%	0.31%	New
61	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	11,639	$712.7k0.30%	0.30%	Reduced -11.2k	-11,174 -49.0%
62	EA SERIES TRUST BRIDGEWAY BLUE BBLU	BBLU	41,658	$687.4k0.29%	0.29%	Added +927	+927 2.3%
63	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	4,011	$682.5k0.29%	0.29%	Added +1.2k	+1,198 42.6%
64	GE VERNOVA INC COM GEV	GEV	569	$668.6k0.29%	0.29%	Added +101	+101 21.6%
65	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	3,730	$658.9k0.28%	0.28%	Reduced -1.1k	-1,145 -23.5%
66	STRYKER CORPORATION COM SYK	SYK	2,041	$642.7k0.27%	0.27%	Unchanged
67	ARISTA NETWORKS INC COM SHS ANET	ANET	3,783	$642.7k0.27%	0.27%	Added +421	+421 12.5%
68	TECHNIPFMC PLC COM FTI	FTI	9,321	$618.0k0.26%	0.26%	Reduced -899	-899 -8.8%
69	INTEL CORP COM INTC	INTC	4,334	$605.2k0.26%	0.26%	New
70	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	12,062	$594.4k0.25%	0.25%	Added +236	+236 2.0%
71	WESTERN DIGITAL CORP COM WDC	WDC	928	$592.7k0.25%	0.25%	New
72	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,151	$575.9k0.25%	0.25%	Reduced -38	-38 -3.2%
73	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,347	$559.6k0.24%	0.24%	Reduced -42	-42 -3.0%
74	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	3,222	$559.1k0.24%	0.24%	Added +21	+21 0.7%
75	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	18,273	$537.8k0.23%	0.23%	Added +1.2k	+1,223 7.2%
76	ISHARES TR MSCI USA QUALITY GARP	GARP	5,857	$483.5k0.21%	0.21%	Added +202	+202 3.6%
77	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	15,227	$482.8k0.21%	0.21%	Added +845	+845 5.9%
78	STATE STR CORP COM STT	STT	2,752	$466.7k0.20%	0.20%	New
79	INVESCO EXCH TRADED FD TR II DORSEY WRGT DVLP PIZ	PIZ	8,216	$459.3k0.20%	0.20%	Added +486	+486 6.3%
80	POWELL INDS INC COM POWL	POWL	1,578	$451.9k0.19%	0.19%	New
81	ADVANCED MICRO DEVICES INC COM AMD	AMD	734	$426.4k0.18%	0.18%	New
82	SPDR GOLD TR GOLD SHS GLD	GLD	1,082	$398.6k0.17%	0.17%	Reduced -140	-140 -11.5%
83	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,028	$352.4k0.15%	0.15%	Unchanged
84	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	11,173	$347.5k0.15%	0.15%	New
85	STERLING INFRASTRUCTURE INC COM STRL	STRL	405	$339.9k0.14%	0.14%	New
86	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	12,021	$333.0k0.14%	0.14%	Added +940	+940 8.5%
87	WELLTOWER INC COM WELL	WELL	1,441	$327.1k0.14%	0.14%	Added +189	+189 15.1%
88	ALLSPRING GLOBAL DIVIDEND OP COM EOD	EOD	48,873	$319.1k0.14%	0.14%	Added +10.8k	+10,764 28.2%
89	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	3,758	$310.6k0.13%	0.13%	Reduced -3.0k	-3,046 -44.8%
90	BAKER HUGHES COMPANY CL A BKR	BKR	5,229	$290.2k0.12%	0.12%	Reduced -9.2k	-9,179 -63.7%
91	SPDR SERIES TRUST ST STR SP TELCO XTL	XTL	1,257	$286.0k0.12%	0.12%	New
92	FORTINET INC COM FTNT	FTNT	1,728	$265.5k0.11%	0.11%	New
93	ISHARES TR U.S. FINLS ETF IYF	IYF	2,057	$262.3k0.11%	0.11%	Reduced -116	-116 -5.3%
94	ISHARES TR CORE DIV GRWTH DGRO	DGRO	3,335	$252.8k0.11%	0.11%	New
95	WISDOMTREE TR WISDOMTREE US VA WTV	WTV	2,433	$247.5k0.11%	0.11%	New
96	APPLOVIN CORP COM CL A APP	APP	477	$245.8k0.10%	0.10%	Reduced -36	-36 -7.0%
97	PARKER-HANNIFIN CORP COM PH	PH	235	$229.9k0.10%	0.10%	Unchanged
98	VANGUARD WELLINGTON FD US MOMENTUM VFMO	VFMO	861	$214.8k0.09%	0.09%	New
99	ISHARES TR EXPANDED TECH IGV	IGV	2,335	$211.6k0.09%	0.09%	Reduced -615	-615 -20.9%
100	CORNING INC COM GLW	GLW	795	$203.1k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CHENIERE ENERGY INC LNG	LNG	4,199	$1.2m4.2k shares
NORTHROP GRUMMAN CORP NOC	NOC	832	$567.7k832 shares
GILEAD SCIENCES INC GILD	GILD	3,451	$481.0k3.5k shares
RTX CORPORATION RTX	RTX	2,188	$422.0k2.2k shares
GENERAL DYNAMICS CORP GD	GD	1,208	$414.6k1.2k shares
SELECT SECTOR SPDR TR XLE	XLE	6,260	$383.5k6.3k shares
GLOBAL X FDS SHLD	SHLD	5,087	$360.4k5.1k shares
SELECT SECTOR SPDR TR XLC	XLC	2,834	$314.2k2.8k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,719	$262.4k1.7k shares
GOLAR LNG LTD GLNG	GLNG	3,916	$211.9k3.9k shares
VANGUARD BD INDEX FDS BIV	BIV	2,679	$206.8k2.7k shares
INVESCO EXCH TRADED FD TR II IPKW	IPKW	3,140	$203.1k3.1k shares
PIMCO HIGH INCOME FD PHK	PHK	11,403	$52.8k11.4k shares