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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 14,400.0 $152K 0.06% $10.57 -6.7%
122 CALL CEREBRAS SYSTEMS INC 1,700.0 $147K 0.06% NEW $86.26
123 CALL LOCKHEED MARTIN CORP 1,300.0 $132K 0.05% NEW $101.50
124 CALL COINBASE GLOBAL INC 3,000.0 $97K 0.04% NEW $32.30
125 CALL ORACLE CORP 2,900.0 $94K 0.04% NEW $32.48
126 CALL BROADCOM INC 2,000.0 $89K 0.04% NEW $44.38
127 CALL PROCTER & GAMBLE CO 4,000.0 $84K 0.03% NEW $20.93
128 CALL NORTHROP GRUMMAN CORP 1,600.0 $77K 0.03% NEW $48.10
129 CALL PALANTIR TECHNOLOGIES INC 2,500.0 $70K 0.03% NEW $27.85
130 AI CALL C3 AI INC Technology 20,000.0 $57K 0.02% NEW $2.85 +267.7%
131 NVDA CALL NVIDIA CORPORATION Technology 600.0 $35K 0.01% NEW $58.88 +291.3%
132 RNTX REIN THERAPEUTICS INC Healthcare 18,000.0 $19K 0.01% $1.04 -14.5%
133 NOW CALL SERVICENOW INC Technology 500.0 $9K 0.00% NEW $18.65 +657.4%
Page 7 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%