Kane Co Wealth Management, Inc.
CIK 2109915 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $131.8M
- Posisi
- 53
- Per tanggal
- 30 Juni 2026
#7.785 dari 9.443 berdasarkan nilai 13F · top 82.4%
Nilai portofolio QoQ: +11.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 60,63%
- Bobot 25 kepemilikan teratas
- 88,18%
- Posisi di atas 1%
- 26
- Jumlah posisi efektif
- 17,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,72% Perkiraan pembelian $6.409.002 · penjualan $3.399.291
- Posisi baru
- 3
- Meningkat
- 22
- Menurun
- 24
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Industrials
0,6%
Financials
0,2%
Consumer Staples
0,2%
Technology
0,2%
Lainnya/Tidak terpetakan
98,9%
Portofolio lengkap 53 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $21.141.999 | 16,04% | 476.601 | $2.517.223 | Turun ×2 | ||
| DFCF | $13.579.118 | 10,30% | 321.704 | $1.516.174 | Naik ×2 | ||
| DFSD | $7.991.382 | 6,06% | 167.359 | $1.462.991 | Naik ×2 | ||
| DFIC | $7.503.541 | 5,69% | 201.383 | $494.061 | Naik ×2 | ||
| AVUV | $5.918.131 | 4,49% | 47.436 | $430.443 | Turun ×1 | ||
| DFSV | $5.604.204 | 4,25% | 144.475 | $518.950 | Turun ×1 | ||
| DFAS | $5.124.619 | 3,89% | 62.237 | $684.369 | Turun ×1 | ||
| DFAX | $5.048.750 | 3,83% | 137.045 | $374.444 | Turun ×2 | ||
| DFEM | $4.366.345 | 3,31% | 107.440 | $713.466 | Naik ×2 | ||
| DFAT | $3.639.264 | 2,76% | 52.064 | $352.379 | Turun ×2 | ||
| DISV | $3.543.792 | 2,69% | 88.308 | $64.243 | Naik ×1 | ||
| AVLV | $3.491.057 | 2,65% | 38.275 | $305.798 | Turun ×1 | ||
| DFAU | $3.205.675 | 2,43% | 62.017 | $433.449 | Naik ×1 | ||
| DIHP | $3.053.299 | 2,32% | 89.474 | $362.361 | Naik ×2 | ||
| DFUS | $3.033.992 | 2,30% | 37.027 | $411.953 | Naik ×1 | ||
| AVUS | $2.826.189 | 2,14% | 22.066 | $360.774 | Turun ×1 | ||
| DUHP | $2.647.919 | 2,01% | 63.454 | $631.106 | Naik ×2 | ||
| DFUV | $2.440.816 | 1,85% | 44.370 | $252.849 | Turun ×2 | ||
| USFR | $2.264.317 | 1,72% | 44.972 | $-1.465.040 | Turun ×2 | ||
| DFAI | $2.108.277 | 1,60% | 51.110 | $106.675 | Turun ×2 | ||
| DFIS | $1.805.923 | 1,37% | 51.554 | $129.962 | Naik ×1 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $1.650.900 | 1,25% | 30.314 | $299.044 | Naik ×2 | ||
| DFAE | $1.480.789 | 1,12% | 36.826 | $219.705 | Turun ×1 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $1.409.007 | 1,07% | 26.290 | $600.220 | Naik ×2 | ||
| DFEV | $1.343.888 | 1,02% | 31.497 | $192.536 | Turun ×1 | ||
| DFNM | $1.341.296 | 1,02% | 27.750 | $-447.212 | Turun ×1 | ||
| DUSB | $1.194.549 | 0,91% | 23.524 | $332.530 | Naik ×2 | ||
| DFIP | $922.692 | 0,70% | 22.366 | $307.531 | Naik ×2 | ||
| DFIV | $863.526 | 0,66% | 15.985 | $19.968 | Naik ×1 | ||
| AVDV | $835.014 | 0,63% | 8.103 | $22.853 | Turun ×1 | ||
| BOXX | $796.446 | 0,60% | 6.802 | $49.050 | Naik ×1 | ||
| DE Deere & Company Common Stock | $741.532 | 0,56% | 1.169 | $83.034 | |||
| DEHP | $731.624 | 0,56% | 17.106 | $151.585 | Turun ×1 | ||
| PFF iShares Preferred and Income Securities ETF | $726.363 | 0,55% | 23.823 | $-65.080 | Turun ×2 | ||
| DFGR | $689.701 | 0,52% | 23.807 | $71.763 | Naik ×2 | ||
| MGC | $688.179 | 0,52% | 2.515 | $93.759 | |||
| BRKB | $664.018 | 0,50% | 1.327 | $30.516 | Naik ×1 | ||
| DGCB Dimensional Global Credit ETF | $498.864 | 0,38% | 9.125 | $103.681 | Naik ×1 | ||
| DEXC | $479.975 | 0,36% | 5.810 | $96.652 | Turun ×1 | ||
| AVSC | $454.966 | 0,35% | 6.204 | $68.990 | Naik ×2 | ||
| TLH | $448.063 | 0,34% | 4.465 | $133.817 | Naik ×1 | ||
| AVEE | $403.621 | 0,31% | 5.822 | $63.357 | Naik ×1 | ||
| VTEB | $379.350 | 0,29% | 7.500 | $-69.660 | Turun ×2 | ||
| MUB | $376.670 | 0,29% | 3.500 | $-265.538 | Turun ×1 | ||
| PFFD | $349.223 | 0,26% | 18.685 | $-7.921 | Turun ×1 | ||
| DFLV | $337.384 | 0,26% | 8.533 | $25.307 | Turun ×2 | ||
| VB | $299.847 | 0,23% | 989 | $40.755 | |||
| VGT | $258.578 | 0,20% | 2.163 | ||||
| PFG Principal Financial Group Inc - Common Stock | $243.255 | 0,18% | 2.442 | $-35.735 | Turun ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $227.472 | 0,17% | 1.680 | $-33.415 | |||
| DFSU | $219.161 | 0,17% | 4.700 | ||||
| AVES | $208.477 | 0,16% | 3.178 | $2.866 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $202.552 | 0,15% | 700 | ||||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VGT | $258.578 | 2.163 | 0,20% |
| DFSU | $219.161 | 4.700 | 0,17% |
| AAPL | $202.552 | 700 | 0,15% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Dipangkas | -3K | +$2.5M |
| DFCF | Beli lebih banyak | +36K | +$1.5M |
| USFR | Dipangkas | -29K | -$1.5M |
| DFSD | Beli lebih banyak | +31K | +$1.5M |
| DFEM | Beli lebih banyak | +2K | +$713K |
| DFAS | Dipangkas | -187 | +$684K |
| DUHP | Beli lebih banyak | +9K | +$631K |
| DFGX | Beli lebih banyak | +11K | +$600K |
| DFSV | Dipangkas | -652 | +$519K |
| DFIC | Beli lebih banyak | +4K | +$494K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.