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Portfolio (Quarterly) Guide ↗

Cane Capital Partners, LLC

· CIK 0002086121
13F Portfolio $253M AUM 133 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 37 Added 50 Reduced 38 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARES ARES MANAGEMENT CORPORATION Financial Services 2,415.0 $269K 0.11% NEW $111.31 +25.9%
22 METU DIREXION SHARES ETF TRUST 12,941.0 $262K 0.10% NEW $20.25 +12.8%
23 CALL PROSHARES TR 10,000.0 $232K 0.09% NEW $23.25
24 CARR CARRIER GLOBAL CORPORATION Industrials 3,051.0 $224K 0.09% NEW $73.35 -18.6%
25 IJR ISHARES TR 1,504.0 $223K 0.09% NEW $148.28 -2.0%
26 CALL TESLA INC 1,400.0 $213K 0.08% NEW $152.07
27 TXN TEXAS INSTRS INC Technology 707.0 $211K 0.08% NEW $298.07 -13.3%
28 VGT VANGUARD WORLD FD 1,762.0 $211K 0.08% NEW $119.52 +1.5%
29 CALL ALPHABET INC 2,900.0 $160K 0.06% NEW $55.25
30 CALL CEREBRAS SYSTEMS INC 1,700.0 $147K 0.06% NEW $86.26
31 CALL LOCKHEED MARTIN CORP 1,300.0 $132K 0.05% NEW $101.50
32 CALL COINBASE GLOBAL INC 3,000.0 $97K 0.04% NEW $32.30
33 CALL ORACLE CORP 2,900.0 $94K 0.04% NEW $32.48
34 CALL BROADCOM INC 2,000.0 $89K 0.04% NEW $44.38
35 CALL PROCTER & GAMBLE CO 4,000.0 $84K 0.03% NEW $20.93
36 CALL NORTHROP GRUMMAN CORP 1,600.0 $77K 0.03% NEW $48.10
37 CALL PALANTIR TECHNOLOGIES INC 2,500.0 $70K 0.03% NEW $27.85
38 AI CALL C3 AI INC Technology 20,000.0 $57K 0.02% NEW $2.85 +267.7%
39 NVDA CALL NVIDIA CORPORATION Technology 600.0 $35K 0.01% NEW $58.88 +291.3%
40 NOW CALL SERVICENOW INC Technology 500.0 $9K 0.00% NEW $18.65 +657.4%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.9%
Financial Services 15.2%
Communication Services 12.0%
Consumer Cyclical 10.2%
Industrials 8.7%
Consumer Defensive 7.4%
Healthcare 4.4%
Energy 2.7%
Real Estate 0.2%
Utilities 0.2%