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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NOW SERVICENOW INC Technology 6,847.0 $680K 0.27% -789.0 -10.3% $99.28 +42.3%
42 WFC WELLS FARGO & CO Financial Services 7,261.0 $600K 0.24% -8K -52.0% $82.64 +8.9%
43 AGNC AGNC INVT CORP Real Estate 49,384.0 $538K 0.21% -900.0 -1.8% $10.90 -2.3%
44 ANNALY CAPITAL MANAGEMENT IN 23,728.0 $531K 0.21% -300.0 -1.2% $22.36
45 UBER UBER TECHNOLOGIES INC Technology 6,899.0 $498K 0.20% -3K -27.8% $72.16 +5.0%
46 XLF SELECT SECTOR SPDR TR 8,614.0 $462K 0.18% -5K -35.4% $53.61 +8.4%
47 BIL SPDR SERIES TRUST 3,995.0 $366K 0.14% -41.0 -1.0% $91.64 -0.2%
48 IGV ISHARES TR 3,120.0 $283K 0.11% -20K -86.7% $90.60 +15.4%
49 C CITIGROUP INC Financial Services 1,700.0 $238K 0.09% -470.0 -21.7% $139.96 -1.6%
50 SMR NUSCALE PWR CORP Utilities 16,889.0 $169K 0.07% -15K -47.4% $10.03 -3.3%
Page 3 of 3  ·  50 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%