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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 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MA MASTERCARD INCORPORATED Financial Services 1,014.0 $579K 0.23% NEW $570.88 -14.4%
82 PANW CALL PALO ALTO NETWORKS INC Technology 16,400.0 $561K 0.22% NEW $34.19 +653.9%
83 AGNC AGNC INVT CORP Real Estate 50,134.0 $537K 0.21% NEW $10.72 -1.8%
84 MRVL MARVELL TECHNOLOGY INC Technology 6,191.0 $526K 0.21% NEW $84.98 +142.9%
85 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,753.0 $526K 0.21% NEW $53.94 +5.2%
86 MSTR STRATEGY INC Technology 3,429.0 $521K 0.20% NEW $151.95 -0.1%
87 ZS ZSCALER INC Technology 2,295.0 $516K 0.20% NEW $224.92 -41.6%
88 LRCX LAM RESEARCH CORP Technology 2,937.0 $503K 0.20% NEW $171.18 +86.8%
89 NVDX CALL ETF OPPORTUNITIES TRUST 68,000.0 $502K 0.20% NEW $7.38 +170.5%
90 AI C3 AI INC Technology 36,791.0 $496K 0.20% NEW $13.48 -24.4%
91 AMAT APPLIED MATLS INC Technology 1,865.0 $479K 0.19% NEW $256.99 +76.0%
92 DIA SPDR DOW JONES INDL AVERAGE Financial Services 991.0 $476K 0.19% NEW $480.57 +5.5%
93 KWEB KRANESHARES TRUST 13,864.0 $472K 0.19% NEW $34.05 -21.9%
94 DDOG DATADOG INC Technology 3,438.0 $468K 0.18% NEW $135.99 +68.2%
95 NOW CALL SERVICENOW INC Technology 28,000.0 $460K 0.18% NEW $16.44 +561.7%
96 KO COCA COLA CO Consumer Defensive 6,505.0 $455K 0.18% NEW $69.91 +15.2%
97 TGT TARGET CORP Consumer Defensive 4,643.0 $454K 0.18% NEW $97.75 +32.4%
98 NVDX ETF OPPORTUNITIES TRUST 25,647.0 $439K 0.17% NEW $17.12 +16.7%
99 NVDA CALL NVIDIA CORPORATION Technology 5,000.0 $434K 0.17% NEW $86.79 +146.1%
100 VTV VANGUARD INDEX FDS 2,209.0 $422K 0.17% NEW $190.99 +11.1%
Page 5 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%