Kane Co Wealth Management, Inc.
Long book
$118.6M
Q1 2026
Positions
51
Top-10 weight
60%
concentration
Last quarter
+9.0%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsKane Co Wealth Management, Inc. is a wealth-management firm allocating client money, running a $118.6M US long book across 51 positions.
The portfolio is concentrated: the top 10 names carry 60% of the portfolio. Turnover is modest: positions are typically held for years.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.7%
Q1 2026
+9.0%
Sector allocation
No sector data
Long book by quarter
What does Kane Co own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|