Kane Co Wealth Management, Inc.
Long book
$118.6M
Q1 2026
Positions
51
Top-10 weight
60%
concentration
Last quarter
+1.7%
SPY -4.4%
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. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL CORE FIXED INC, DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL SHORT DURATION, AVANTIS US SMALL CAP VALUE.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Financials 45%
Industrials 32%
Consumer staples 13%
Consumer discretionary 10%
Long book by quarter
What does Kane Co own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| DE DEERE & CO | Industrials | 1.2K | $658K | 0.6% | -1.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.3K | $634K | 0.5% | Held |
| PFG PRINCIPAL FINANCIAL GROUP | Financials | 3.1K | $279K | 0.2% | -10.5% |
| PEP PEPSICO INC | Consumer staples | 1.7K | $261K | 0.2% | Held |
| WMT WALMART INC | Consumer discretionary | 1.7K | $206K | 0.2% | New |