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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TGT TARGET CORP Consumer Defensive 1,853.0 $225K 0.10% -3K -60.1% $121.20 +6.0%
42 RTX RTX CORPORATION Industrials 1,118.0 $216K 0.09% -211.0 -15.9% $192.96 -7.0%
43 NEE NEXTERA ENERGY INC Utilities 2,271.0 $211K 0.09% -500.0 -18.0% $92.88 -6.0%
44 DDOG DATADOG INC Technology 1,747.0 $206K 0.09% -2K -49.2% $118.05 +91.1%
45 DIS DISNEY WALT CO Communication Services 2,133.0 $206K 0.09% -240.0 -10.1% $96.38 +7.7%
46 ARCC ARES CAPITAL CORP Financial Services 11,220.0 $202K 0.09% -38K -77.1% $18.02 +4.4%
47 NVDX ETF OPPORTUNITIES TRUST 12,756.0 $178K 0.08% -13K -50.3% $13.93 +44.2%
48 F FORD MTR CO Consumer Cyclical 11,672.0 $135K 0.06% -409.0 -3.4% $11.54 +43.8%
49 AI C3 AI INC Technology 15,825.0 $133K 0.06% -21K -57.0% $8.42 +21.1%
50 CALL AELUMA INC 15,000.0 $125K 0.06% -15K -50.0% $8.34
Page 3 of 3  ·  50 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%