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Portfolio (Quarterly) Guide ↗

Cane Capital Partners, LLC

· CIK 0002086121
13F Portfolio $254M AUM 144 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 144 New
Page 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LQD ISHARES TR 7,211.0 $795K 0.31% NEW $110.19 -0.9%
62 AMD CALL ADVANCED MICRO DEVICES INC Technology 11,000.0 $789K 0.31% NEW $71.70 +622.0%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 19,220.0 $783K 0.31% NEW $40.73 +17.8%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 4,389.0 $780K 0.31% NEW $177.75 -20.1%
65 CAT CATERPILLAR INC Industrials 1,353.0 $775K 0.30% NEW $572.99 +56.0%
66 QCOM QUALCOMM INC Technology 4,409.0 $754K 0.30% NEW $171.05 +42.9%
67 METU DIREXION SHS ETF TR 23,459.0 $753K 0.30% NEW $32.11 -17.7%
68 BITX CALL VOLATILITY SHS TR 111,000.0 $753K 0.30% NEW $6.78 +147.0%
69 HD CALL HOME DEPOT INC Consumer Cyclical 13,500.0 $739K 0.29% NEW $54.74 +484.2%
70 QQQ INVESCO QQQ TR Financial Services 1,164.0 $715K 0.28% NEW $614.40 +19.7%
71 COIN COINBASE GLOBAL INC Financial Services 3,104.0 $702K 0.28% NEW $226.14 -20.0%
72 SJNK SPDR SERIES TRUST 27,149.0 $687K 0.27% NEW $25.32 -0.8%
73 AMGN AMGEN INC Healthcare 2,085.0 $682K 0.27% NEW $327.31 +2.8%
74 PNC PNC FINL SVCS GROUP INC Financial Services 3,236.0 $675K 0.27% NEW $208.73 +5.4%
75 IBM INTERNATIONAL BUSINESS MACHS Technology 2,269.0 $672K 0.26% NEW $296.21 -11.6%
76 BITX VOLATILITY SHS TR 23,260.0 $645K 0.25% NEW $27.74 -39.6%
77 RF REGIONS FINANCIAL CORP NEW Financial Services 23,793.0 $645K 0.25% NEW $27.10 +2.6%
78 SNOW CALL SNOWFLAKE INC Technology 15,600.0 $627K 0.25% NEW $40.18 +506.8%
79 META CALL META PLATFORMS INC Communication Services 6,400.0 $625K 0.25% NEW $97.71 +547.9%
80 NOW SERVICENOW INC Technology 3,984.0 $610K 0.24% NEW $153.19 -28.4%
Page 4 of 8  ·  144 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 35.4%
Communication Services 17.0%
Financial Services 15.1%
Consumer Cyclical 11.6%
Consumer Defensive 8.7%
Industrials 5.6%
Energy 3.3%
Healthcare 2.8%
Real Estate 0.2%
Utilities 0.2%