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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LII LENNOX INTL INC Industrials 500.0 $286K 0.11% $572.95 -31.8%
102 MCK MCKESSON CORP Healthcare 377.0 $285K 0.11% NEW $755.60 +20.2%
103 IGV ISHARES TR 3,120.0 $283K 0.11% -20K -86.7% $90.60 +15.4%
104 ABT ABBOTT LABORATORIES Healthcare 3,039.0 $276K 0.11% NEW $90.74 +19.4%
105 CALL BOEING CO 10,000.0 $275K 0.11% NEW $27.52
106 VOO VANGUARD INDEX FDS 396.0 $272K 0.11% $687.34 +3.0%
107 GBIL GOLDMAN SACHS ETF TR 2,700.0 $270K 0.11% +400.0 +17.4% $100.16 -0.2%
108 ARES ARES MANAGEMENT CORPORATION Financial Services 2,415.0 $269K 0.11% NEW $111.31 +25.9%
109 METU DIREXION SHARES ETF TRUST 12,941.0 $262K 0.10% NEW $20.25 +12.8%
110 C CITIGROUP INC Financial Services 1,700.0 $238K 0.09% -470.0 -21.7% $139.96 -1.6%
111 CALL PROSHARES TR 10,000.0 $232K 0.09% NEW $23.25
112 CARR CARRIER GLOBAL CORPORATION Industrials 3,051.0 $224K 0.09% NEW $73.35 -18.6%
113 NEE NEXTERA ENERGY INC Utilities 2,541.0 $223K 0.09% +270.0 +11.9% $87.77 -4.9%
114 IJR ISHARES TR 1,504.0 $223K 0.09% NEW $148.28 -2.0%
115 CALL TESLA INC 1,400.0 $213K 0.08% NEW $152.07
116 TXN TEXAS INSTRS INC Technology 707.0 $211K 0.08% NEW $298.07 -13.3%
117 VGT VANGUARD WORLD FD 1,762.0 $211K 0.08% NEW $119.52 +1.5%
118 SMR NUSCALE PWR CORP Utilities 16,889.0 $169K 0.07% -15K -47.4% $10.03 -3.3%
119 F FORD MTR CO Consumer Cyclical 11,621.0 $162K 0.06% $13.90 +5.2%
120 CALL ALPHABET INC 2,900.0 $160K 0.06% NEW $55.25
Page 6 of 7  ·  133 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%