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Portfolio (Quarterly) Guide ↗

Cane Capital Partners, LLC

· CIK 0002086121
13F Portfolio $229M AUM 131 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 51 Added 50 Reduced 36 Exited
Page 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAB INVESCO EXCH TRADED FD TR II 15,341.0 $414K 0.18% $26.96 -1.0%
82 COIN CALL COINBASE GLOBAL INC Financial Services 27,900.0 $385K 0.17% +5K +20.3% $13.80 +1220.7%
83 Q QNITY ELECTRONICS INC Technology 3,225.0 $372K 0.16% NEW $115.38 +37.8%
84 BIL SPDR SERIES TRUST 4,036.0 $370K 0.16% -60.0 -1.5% $91.64 -0.0%
85 INTC INTEL CORP Technology 8,294.0 $366K 0.16% +669.0 +8.8% $44.13 +173.9%
86 META CALL META PLATFORMS INC Communication Services 4,800.0 $354K 0.15% -2K -25.0% $73.67 +762.4%
87 SMR NUSCALE PWR CORP Utilities 32,088.0 $348K 0.15% +14K +81.0% $10.84 +12.5%
88 MRK MERCK & CO INC Healthcare 2,790.0 $336K 0.15% -75.0 -2.6% $120.31 -0.4%
89 CRM SALESFORCE INC Technology 1,759.0 $328K 0.14% +223.0 +14.5% $186.67 -5.6%
90 DELL DELL TECHNOLOGIES INC Technology 2,000.0 $328K 0.14% -10K -83.2% $164.13 +93.2%
91 ZS ZSCALER INC Technology 2,213.0 $310K 0.14% -82.0 -3.6% $140.29 -9.9%
92 GDX VANECK ETF TRUST 3,355.0 $308K 0.13% NEW $91.77 -5.0%
93 BITX VOLATILITY SHS TR 20,404.0 $301K 0.13% -3K -12.3% $14.74 +13.2%
94 GD GENERAL DYNAMICS CORP Industrials 842.0 $289K 0.13% +64.0 +8.2% $343.22 +1.7%
95 SANDISK CORP 446.0 $283K 0.12% NEW $635.34
96 TMO THERMO FISHER SCIENTIFIC INC Healthcare 537.0 $264K 0.12% NEW $491.53 -0.9%
97 LMT LOCKHEED MARTIN CORP Industrials 433.0 $262K 0.11% -93.0 -17.7% $604.39 -11.1%
98 BND VANGUARD BD INDEX FDS 3,481.0 $256K 0.11% $73.64 -0.3%
99 MSTR CALL STRATEGY INC Technology 14,500.0 $248K 0.11% NEW $17.11 +786.1%
100 C CITIGROUP INC Financial Services 2,170.0 $246K 0.11% NEW $113.41 +9.9%
Page 5 of 7  ·  131 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 35.7%
Financial Services 16.4%
Communication Services 15.3%
Consumer Cyclical 11.2%
Consumer Defensive 7.4%
Industrials 5.9%
Energy 3.9%
Healthcare 3.6%
Utilities 0.3%
Real Estate 0.2%