Investor
Cane Capital Partners, LLC
CIK 0002086121 · filed 2026-04-24 · SEC filing
13F book
$229.3M
Positions
121
19 new · 18 sold
Largest name
7.4%
Alphabet Inc
Est. mark
−$12.5M
Price effect on 102 names still held. Flow $819.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 59K | $17M | 7.4% | −$1.5M | Cut−$4.06M |
| Amazon Com Inc | AMZN | 66.5K | $13.8M | 6.0% | −$1.5M | Cut−$1.78M |
| Nvidia Corp | NVDA | 74.8K | $13M | 5.7% | −$845.9K | Added$314 |
| Procter And Gamble Co | PG | 80.6K | $11.6M | 5.1% | $91.1K | Cut−$1.95M |
| Apple Inc. | AAPL | 43.1K | $11M | 4.8% | −$726.9K | Added$12.6K |
| Microsoft Corp | MSFT | 29.1K | $10.8M | 4.7% | −$2.64M | Added−$498.9K |
| Meta Platforms, Inc. | META | 17.7K | $10.1M | 4.4% | −$1.55M | Cut−$3.66M |
| Exxon Mobil Corp | — | 42.8K | $7.26M | 3.2% | $2.11M | Cut$1.75M |
| Jpmorgan Chase & Co. | — | 22.9K | $6.74M | 2.9% | −$615.2K | Added−$321.6K |
| Advanced Micro Devices Inc | AMD | 30.6K | $6.23M | 2.7% | −$328.7K | Cut−$1.06M |
| Boeing Co | — | 30.2K | $6.01M | 2.6% | −$326.8K | Added$2.08M |
| Gallagher Arthur J & Co | — | 25.5K | $5.52M | 2.4% | −$1.08M | Cut−$1.34M |
| Broadcom Inc. | AVGO | 16.4K | $5.06M | 2.2% | −$493.7K | Added$392.7K |
| Bank America Corp | — | 92.7K | $4.52M | 2.0% | −$353.5K | Added$1.41M |
| Tesla, Inc. | TSLA | 12.1K | $4.5M | 2.0% | −$882.9K | Added−$591K |
| Asml Holding N V | — | 3.37K | $4.45M | 1.9% | $845.3K | Cut$430.2K |
| Goldman Sachs Group Inc | — | 3.88K | $3.28M | 1.4% | −$111.7K | Added$306.2K |
| Eli Lilly & Co | LLY | 3.37K | $3.1M | 1.4% | −$372.9K | Added$514.7K |
| Taiwan Semiconductor Mfg Ltd | — | 8.99K | $3.04M | 1.3% | $306.2K | Cut−$1.02M |
| Palo Alto Networks Inc | PANW | 18.3K | $2.93M | 1.3% | −$420K | Added−$304.7K |
| Walmart Inc. | WMT | 22.4K | $2.78M | 1.2% | $288K | Cut−$132.2K |
| Berkshire Hathaway Inc Del | — | 5.68K | $2.72M | 1.2% | −$108.6K | Added$395.5K |
| Oracle Corp | — | 18.3K | $2.69M | 1.2% | −$347.1K | Added$1.27M |
| Home Depot, Inc. | HD | 7.78K | $2.56M | 1.1% | −$109.6K | Added$79.5K |
| Crowdstrike Hldgs Inc | — | 6.29K | $2.46M | 1.1% | −$492.9K | Cut−$626K |
| Visa Inc. | V | 7.39K | $2.23M | 1.0% | −$178.4K | Added$942K |
| Lowes Cos Inc | — | 8.37K | $1.98M | 0.9% | −$40.8K | Cut−$203.1K |
| Vanguard Growth Etf | — | 4.5K | $1.97M | 0.9% | −$116.7K | Added$849.4K |
| Select Sector Spdr Tr | — | 14.5K | $1.93M | 0.8% | −$140.1K | Added$108.4K |
| Ishares Tr | — | 23.5K | $1.88M | 0.8% | — | New |
| Deere & Co | DE | 3.25K | $1.83M | 0.8% | $317.7K | Cut−$2.41M |
| Spdr S&P 500 Etf Tr | — | 2.69K | $1.75M | 0.8% | −$77.5K | Added$75.4K |
| Fidelity Wise Origin Bitcoin | — | 26.8K | $1.58M | 0.7% | −$395.7K | Added−$173.7K |
| American Express Co | AXP | 5.15K | $1.56M | 0.7% | — | New |
| Alphabet Inc | — | 5.34K | $1.53M | 0.7% | −$9.16K | Added$1.43M |
| Netflix Inc | NFLX | 15.6K | $1.5M | 0.7% | $37.2K | Cut−$273.3K |
| Union Pac Corp | — | 5.4K | $1.31M | 0.6% | $60.4K | Added$75.4K |
| Rbb Fd Inc | — | 25.8K | $1.29M | 0.6% | −$465 | Added$34.4K |
| Mastercard Inc | MA | 2.57K | $1.28M | 0.6% | −$72.2K | Added$704.3K |
| Wells Fargo Co New | — | 15.1K | $1.2M | 0.5% | −$40.9K | Added$923.2K |
| International Business Machs | — | 4.76K | $1.15M | 0.5% | −$122.1K | Added$481.2K |
| Marvell Technology, Inc. | MRVL | 11.3K | $1.12M | 0.5% | $87.1K | Added$595.2K |
| Palantir Technologies Inc. | PLTR | 7.48K | $1.09M | 0.5% | −$138.1K | Added$314.3K |
| Spdr Series Trust | — | 16.3K | $1.06M | 0.5% | $4.78K | Added$146.5K |
| Vaneck Etf Trust | — | 2.55K | $976.5K | 0.4% | $56.7K | Added$99.2K |
| Caterpillar Inc | CAT | 1.37K | $971.5K | 0.4% | $183.5K | Added$196.3K |
| Snowflake Inc. | SNOW | 6.24K | $941.6K | 0.4% | −$427.9K | Cut−$442.4K |
| Micron Technology Inc | MU | 2.73K | $923.7K | 0.4% | $143.3K | Cut−$503.1K |
| Invesco Exch Traded Fd Tr Ii | — | 83.6K | $909.3K | 0.4% | −$30.1K | Cut−$54.1K |
| Kraneshares Trust | — | 31.4K | $892.1K | 0.4% | −$77.9K | Added$420K |
| Johnson & Johnson | JNJ | 3.62K | $885.4K | 0.4% | $135.9K | Cut−$498.4K |
| Ishares Tr | — | 8.78K | $871.4K | 0.4% | −$5.36K | Cut−$41K |
| Coinbase Global, Inc. | COIN | 4.82K | $841.6K | 0.4% | −$159.9K | Added$139.7K |
| Ishares Tr | — | 7.53K | $820.9K | 0.4% | −$8.65K | Added$26.3K |
| Invesco Qqq Tr | — | 1.39K | $800.7K | 0.3% | −$43.2K | Added$85.5K |
| ServiceNow, Inc. | NOW | 7.64K | $798.3K | 0.3% | −$193.8K | Added$188K |
| Unitedhealth Group Inc | UNH | 2.88K | $778.8K | 0.3% | −$37.1K | Added$572.8K |
| Chevron Corp New | CVX | 3.64K | $753.7K | 0.3% | $198.5K | Cut−$939.5K |
| Blackstone Inc. | BX | 6.3K | $724.2K | 0.3% | — | New |
| Spdr Series Trust | — | 28.7K | $716.9K | 0.3% | −$9.23K | Added$29.5K |
| Verizon Communications Inc | VZ | 14K | $701.4K | 0.3% | $132.3K | Cut−$81.4K |
| Uber Technologies, Inc | UBER | 9.56K | $687.4K | 0.3% | −$93.5K | Cut−$145.9K |
| Amgen Inc | AMGN | 1.88K | $662.2K | 0.3% | $46.2K | Cut−$20.3K |
| Select Sector Spdr Tr | — | 13.3K | $658.2K | 0.3% | — | New |
| Spdr Gold Tr | — | 1.4K | $600.7K | 0.3% | $33.7K | Added$207.1K |
| Applied Matls Inc | — | 1.75K | $596.4K | 0.3% | $148K | Cut$117.1K |
| Honeywell Intl Inc | — | 2.56K | $578.9K | 0.3% | $79.2K | Cut−$349.4K |
| Lam Research Corp | LRCX | 2.71K | $578.2K | 0.3% | $115K | Cut$75.4K |
| Spdr Dow Jones Indl Average | — | 1.14K | $528K | 0.2% | −$17.2K | Added$51.8K |
| Bristol-Myers Squibb Co | — | 8.61K | $522.1K | 0.2% | $57.8K | Cut−$3.94K |
| Shopify Inc. | SHOP | 4.32K | $512.9K | 0.2% | −$183.1K | Cut−$593K |
| Annaly Capital Management In | — | 24K | $508.2K | 0.2% | −$29.1K | Cut−$588.1K |
| Agnc Invt Corp | — | 50.3K | $504.3K | 0.2% | −$34.6K | Added−$33.1K |
| Coca Cola Co | KO | 6.28K | $477.2K | 0.2% | $38.5K | Cut$22.4K |
| CoreWeave, Inc. | CRWV | 5.74K | $444.5K | 0.2% | $27.6K | Added$107.2K |
| EMCOR Group, Inc. | EME | 600 | $443K | 0.2% | $75.9K | Held |
| Vanguard Index Fds | — | 2.25K | $441.1K | 0.2% | $11.5K | Added$19.2K |
| Gsk Plc | — | 7.79K | $429.9K | 0.2% | $47.9K | Cut$18.5K |
| Direxion Shs Etf Tr | — | 18.7K | $429.3K | 0.2% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 15.3K | $413.6K | 0.2% | −$3.66K | Cut−$4.01K |
| Qnity Electronics, Inc. | Q | 3.23K | $372.1K | 0.2% | — | New |
| Spdr Series Trust | — | 4.04K | $369.9K | 0.2% | $1.05K | Cut−$4.43K |
| Intel Corp | INTC | 8.29K | $366K | 0.2% | $55.1K | Added$84.7K |
| Nuscale Pwr Corp | — | 32.1K | $347.8K | 0.2% | −$59K | Added$96.7K |
| Merck & Co., Inc. | MRK | 2.79K | $335.7K | 0.1% | $42K | Cut$34.1K |
| Salesforce, Inc. | CRM | 1.76K | $328.4K | 0.1% | −$120.1K | Added−$78.4K |
| Dell Technologies Inc. | DELL | 2K | $328.3K | 0.1% | $76.5K | Cut−$1.17M |
| Zscaler, Inc. | ZS | 2.21K | $310.5K | 0.1% | −$187.3K | Cut−$205.7K |
| Vaneck Etf Trust | — | 3.35K | $307.9K | 0.1% | — | New |
| Volatility Shs Tr | — | 20.4K | $300.8K | 0.1% | −$265.3K | Cut−$344.5K |
| General Dynamics Corp | GD | 842 | $289K | 0.1% | $5.1K | Added$27.1K |
| Sandisk Corp | SNDK | 446 | $283.4K | 0.1% | — | New |
| Thermo Fisher Scientific Inc. | TMO | 537 | $264K | 0.1% | — | New |
| Lockheed Martin Corp | LMT | 433 | $261.7K | 0.1% | $52.3K | Cut$7.29K |
| Vanguard Bd Index Fds | — | 3.48K | $256.3K | 0.1% | −$1.5K | Held |
| Citigroup Inc | — | 2.17K | $246.1K | 0.1% | — | New |
| Ishares Tr | — | 6.64K | $238.6K | 0.1% | — | New |
| Vanguard Index Fds | — | 396 | $236.5K | 0.1% | −$11.4K | Added$542 |
| Strategy Inc | — | 1.88K | $234.9K | 0.1% | −$51.1K | Cut−$286.2K |
| Lennox Intl Inc | — | 500 | $232.1K | 0.1% | −$10.7K | Held |
| Goldman Sachs Etf Tr | — | 2.3K | $230.4K | 0.1% | $513 | Added$25.6K |
| Stryker Corp | SYK | 688 | $226.1K | 0.1% | — | New |
| Humana Inc | HUM | 1.3K | $225.2K | 0.1% | — | New |
| Target Corp | TGT | 1.85K | $224.6K | 0.1% | $43.5K | Cut−$229.3K |
| Fastly, Inc. | FSLY | 7.5K | $218K | 0.1% | — | New |
| Select Sector Spdr Tr | — | 4.74K | $217.5K | 0.1% | — | New |
| RTX Corp | RTX | 1.12K | $215.7K | 0.1% | $10.6K | Cut−$28.1K |
| Direxion Shs Etf Tr | — | 8K | $214.2K | 0.1% | — | New |
| Reddit, Inc. | RDDT | 1.57K | $211.4K | 0.1% | — | New |
| Nextera Energy Inc | — | 2.27K | $210.9K | 0.1% | $28.6K | Cut−$11.5K |
| At&T Inc | — | 7.14K | $206.9K | 0.1% | — | New |
| Datadog, Inc. | DDOG | 1.75K | $206.2K | 0.1% | −$31.3K | Cut−$261.3K |
| Applovin Corp | APP | 518 | $206.2K | 0.1% | — | New |
| Disney Walt Co | — | 2.13K | $205.6K | 0.1% | −$37.1K | Cut−$64.4K |
| Ares Capital Corp | ARCC | 11.2K | $202.2K | 0.1% | −$24.8K | Cut−$787.5K |
| Etf Opportunities Trust | — | 12.8K | $177.7K | 0.1% | −$40.7K | Cut−$261.4K |
| Nuveen Mun High Income Oppor | — | 14.4K | $149.5K | 0.1% | $2.74K | Held |
| Ford Mtr Co | — | 11.7K | $134.7K | 0.1% | −$18.4K | Cut−$23.8K |
| Soundhound Ai Inc | — | 19.6K | $134.5K | 0.1% | −$50.1K | Added−$26.7K |
| C3.ai, Inc. | AI | 15.8K | $133.2K | 0.1% | −$80.1K | Cut−$362.7K |
| Rein Therapeutics, Inc. | RNTX | 18K | $23.4K | 0.0% | $2.52K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.