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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 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PAC CORP Industrials 5,404.0 $1.3M 0.57% +62.0 +1.2% $242.62 +10.7%
22 TBIL RBB FD INC 25,800.0 $1.3M 0.56% +700.0 +2.8% $49.86 -0.0%
23 MA MASTERCARD INCORPORATED Financial Services 2,568.0 $1.3M 0.56% +2K +153.2% $499.66 -1.8%
24 WFC WELLS FARGO & CO Financial Services 15,121.0 $1.2M 0.53% +12K +402.2% $79.61 -4.2%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 4,758.0 $1.2M 0.50% +2K +109.7% $242.39 +8.0%
26 MRVL MARVELL TECHNOLOGY INC Technology 11,321.0 $1.1M 0.49% +5K +82.9% $99.05 +107.3%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 7,482.0 $1.1M 0.48% +3K +70.5% $146.28 -2.9%
28 KRE SPDR SERIES TRUST 16,305.0 $1.1M 0.46% +2K +15.4% $65.15 +6.2%
29 SMH VANECK ETF TRUST 2,547.0 $977K 0.43% +111.0 +4.6% $383.40 +56.7%
30 CAT CATERPILLAR INC Industrials 1,371.0 $972K 0.42% +18.0 +1.3% $708.64 +26.1%
31 KWEB KRANESHARES TRUST 31,379.0 $892K 0.39% +18K +126.3% $28.43 -6.4%
32 COIN COINBASE GLOBAL INC Financial Services 4,820.0 $842K 0.37% +2K +55.3% $174.61 +3.6%
33 LQD ISHARES TR 7,532.0 $821K 0.36% +321.0 +4.5% $108.99 +0.2%
34 QQQ INVESCO QQQ TR Financial Services 1,387.0 $801K 0.35% +223.0 +19.2% $577.26 +27.4%
35 NOW SERVICENOW INC Technology 7,636.0 $798K 0.35% +4K +91.7% $104.55 +4.9%
36 UNH UNITEDHEALTH GROUP INC Healthcare 2,878.0 $779K 0.34% +2K +361.2% $270.59 +41.2%
37 NVDX CALL ETF OPPORTUNITIES TRUST 124,000.0 $764K 0.33% +56K +82.3% $6.16 +226.7%
38 SJNK SPDR SERIES TRUST 28,699.0 $717K 0.31% +2K +5.7% $24.98 +0.6%
39 GLD SPDR GOLD TR Financial Services 1,396.0 $601K 0.26% +403.0 +40.6% $430.29 -3.9%
40 DIA STATE STR SPDR DOW JONES IND Financial Services 1,140.0 $528K 0.23% +149.0 +15.0% $463.19 +9.3%
Page 2 of 3  ·  51 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%