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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BITX CALL VOLATILITY SHS TR 87,500.0 $241K 0.10% -24K -21.2% $2.76 +504.6%
102 FXI ISHARES TR 6,645.0 $239K 0.10% NEW $35.90 -2.6%
103 VOO VANGUARD INDEX FDS 396.0 $237K 0.10% +20.0 +5.3% $597.28 +16.1%
104 MSTR STRATEGY INC Technology 1,882.0 $235K 0.10% -2K -45.1% $124.80 +21.6%
105 LII LENNOX INTL INC Industrials 500.0 $232K 0.10% $464.13 +7.4%
106 GBIL GOLDMAN SACHS ETF TR 2,300.0 $230K 0.10% +250.0 +12.2% $100.19 -0.0%
107 SYK STRYKER CORPORATION Healthcare 688.0 $226K 0.10% NEW $328.59 -6.8%
108 HUM HUMANA INC Healthcare 1,299.0 $225K 0.10% NEW $173.39 +77.6%
109 TGT TARGET CORP Consumer Defensive 1,853.0 $225K 0.10% -3K -60.1% $121.20 +6.8%
110 CALL REDDIT INC 5,500.0 $220K 0.10% NEW $39.93
111 FSLY FASTLY INC Technology 7,502.0 $218K 0.10% NEW $29.06 -42.0%
112 XLU SELECT SECTOR SPDR TR 4,740.0 $218K 0.10% NEW $45.89 -2.1%
113 RTX RTX CORPORATION Industrials 1,118.0 $216K 0.09% -211.0 -15.9% $192.96 -7.0%
114 CWEB DIREXION SHARES ETF TRUST 8,000.0 $214K 0.09% NEW $26.77 -15.0%
115 RDDT REDDIT INC Communication Services 1,570.0 $211K 0.09% NEW $134.65 +20.3%
116 NEE NEXTERA ENERGY INC Utilities 2,271.0 $211K 0.09% -500.0 -18.0% $92.88 -5.3%
117 T AT&T INC Communication Services 7,137.0 $207K 0.09% NEW $28.99 -14.4%
118 DDOG DATADOG INC Technology 1,747.0 $206K 0.09% -2K -49.2% $118.05 +93.8%
119 APP APPLOVIN CORP Technology 518.0 $206K 0.09% NEW $398.00 +50.9%
120 DIS DISNEY WALT CO Communication Services 2,133.0 $206K 0.09% -240.0 -10.1% $96.38 +7.9%
Page 6 of 7  ·  131 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%