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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ZS CALL ZSCALER INC Technology 5,700.0 $259K 0.10% NEW $45.39 +186.0%
122 BND VANGUARD BD INDEX FDS 3,481.0 $258K 0.10% NEW $74.07 -0.9%
123 CALL AELUMA INC 30,000.0 $257K 0.10% NEW $8.57
124 LMT LOCKHEED MARTIN CORP Industrials 526.0 $254K 0.10% NEW $483.67 +11.2%
125 SMR NUSCALE PWR CORP Utilities 17,724.0 $251K 0.10% NEW $14.17 -13.0%
126 RTX RTX CORPORATION Industrials 1,329.0 $244K 0.10% NEW $183.44 -1.6%
127 LII LENNOX INTL INC Industrials 500.0 $243K 0.10% NEW $485.58 +2.6%
128 VOO VANGUARD INDEX FDS 376.0 $236K 0.09% NEW $627.61 +10.5%
129 NEE NEXTERA ENERGY INC Utilities 2,771.0 $222K 0.09% NEW $80.28 +9.8%
130 ADBE ADOBE INC Technology 595.0 $208K 0.08% NEW $349.99 -31.0%
131 CRWV CALL COREWEAVE INC Technology 10,000.0 $208K 0.08% NEW $20.78 +419.5%
132 UNH UNITEDHEALTH GROUP INC Healthcare 624.0 $206K 0.08% NEW $330.11 +16.6%
133 GBIL GOLDMAN SACHS ETF TR 2,050.0 $205K 0.08% NEW $99.94 +0.2%
134 SOUN SOUNDHOUND AI INC Technology 16,176.0 $161K 0.06% NEW $9.97 -16.2%
135 F FORD MTR CO Consumer Cyclical 12,081.0 $159K 0.06% NEW $13.12 +26.0%
136 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 14,400.0 $147K 0.06% NEW $10.19 +0.1%
137 GOOG ALPHABET INC Communication Services 340.0 $107K 0.04% NEW $313.80 +22.9%
138 WEN WENDYS CO Consumer Cyclical 10,000.0 $83K 0.03% NEW $8.33 -9.5%
139 AI CALL C3 AI INC Technology 51,000.0 $64K 0.03% NEW $1.25 +712.5%
140 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 11,100.0 $31K 0.01% NEW $2.82 +3615.9%
Page 7 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%