Cane Capital Partners, LLC

Holdings as of 2026-06-30, filed 2026-08-05

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 36 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
133
Value reported by manager
$252.9M
Sum of our stored positions
$252.9M
should match the line above
Disclosure lag
36 d
quarter end to filing
Top 5 concentration
25.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
18
puts and calls

Positions

133 largest shown
IssuerClassValueSharesTypeCUSIP
ALPHABET INCCAP STK CL A$17.3M48,51002079K305
AMAZON COM INCCOM$12.3M51,746023135106
ADVANCED MICRO DEVICES INCCOM$12.1M20,888007903107
NVIDIA CORPORATIONCOM$11.4M57,15167066G104
APPLE INCCOM$10.8M37,318037833100
PROCTER & GAMBLE COCOM$10.7M73,134742718109
MICROSOFT CORPCOM$9.6M25,800594918104
META PLATFORMS INCCL A$9M15,90630303M102
BOEING COCOM$7.1M32,708097023105
JPMORGAN CHASE & COCOM$7M21,51046625H100
ASML HLDG NVN Y REGISTRY SHS$6.2M3,099N07059210
GALLAGHER ARTHUR J & COCOM$5.7M24,930363576109
BROADCOM INCCOM$5.6M14,94911135F101
EXXON MOBIL CORPCOM$5.4M39,43830231G102
PALO ALTO NETWORKS INCCOM$5.3M15,437697435105
TESLA INCCOM$4.9M11,69188160R101
BANK OF AMER CORPCOM$4.8M84,504060505104
ELI LILLY & COCOM$4.1M3,398532457108
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$3.6M7,546874039100
GOLDMAN SACHS GROUP INCCOM$3.6M3,52038141G104
CROWDSTRIKE HLDGS INCCL A$3.4M4,40422788C105
WALMART INCCOM$3.3M29,384931142103
DEERE & COCOM$3M4,784244199105
MARVELL TECHNOLOGY INCCOM$2.9M9,793573874104
BERKSHIRE HATHAWAY INC DELCL B NEW$2.7M5,405084670702
INTERNATIONAL BUSINESS MACHSCOM$2.7M9,612459200101
HOME DEPOT INCCOM$2.3M6,397437076102
MICRON TECHNOLOGY INCCOM$2.1M1,851595112103
ORACLE CORPCOM$2M13,96868389X105
STATE STR SPDR S&P 500 ETF TTR UNIT$2M2,73078462F103
LOCKHEED MARTIN CORPCOM$2M3,848539830109
LOWES COS INCCOM$1.9M8,746548661107
ALPHABET INCCAP STK CL C$1.9M5,35902079K107
SELECT SECTOR SPDR TRST STR TECHN ETF$1.8M9,47481369Y803
KIMBERLY-CLARK CORPCOM$1.8M16,331494368103
VANGUARD INDEX FDSGROWTH ETF$1.6M18,723922908736
VISA INCCOM CL A$1.5M4,46992826C839
PALANTIR TECHNOLOGIES INCCL A$1.5M13,07069608A108
SNOWFLAKE INCCOM SHS$1.5M5,886833445109
NORTHROP GRUMMAN CORPCOM$1.5M2,864666807102
AMERICAN EXPRESS COCOM$1.4M4,283025816109
VANECK ETF TRUSTSEMICONDUCTR ETF$1.4M2,20192189F676
GENERAL DYNAMICS CORPCOM$1.4M3,920369550108
ISHARES TRIBOXX INV CP ETF$1.3M12,237464287242
ISHARES TRCORE US AGGBD ET$1.3M13,483464287226
UNION PAC CORPCOM$1.3M4,905907818108
CATERPILLAR INCCOM$1.3M1,249149123101
RBB FD INCF/M US TREASURY$1.3M25,94074933W452
JOHNSON & JOHNSONCOM$1.2M4,878478160104
APPLIED MATLS INCCOM$1.2M1,669038222105
FIDELITY WISE ORIGIN BITCOINSHS$1.2M23,340315948109
AMGEN INCCOM$1.2M3,259031162100
SPDR SERIES TRUSTST STR SP REGBNK$1.2M15,38278464A698
LAM RESEARCH CORPCOM NEW$1.1M2,633512807306
SPDR SERIES TRUSTST TERM HIGH ETF$1.1M45,19978468R408
RTX CORPORATIONCOM$1.1M5,88275513E101
BRISTOL-MYERS SQUIBB COCOM$1.1M19,059110122108
INVESCO QQQ TRUNIT SER 1$1.1M1,43446090E103
UNITEDHEALTH GROUP INCCOM$933.9K2,24791324P102
MCDONALDS CORPCOM$905.3K3,349580135101
INVESCO EXCH TRADED FD TR IIPFD ETF$894.5K82,51746138E511
SPDR GOLD TRGOLD SHS$851.7K2,31278463V107
MICROSOFT CORPCOM$813.2K9,700Call594918104
MASTERCARD INCORPORATEDCL A$788.9K1,53657636Q104
META PLATFORMS INCCOM$776K5,200Call30303M902
SANDISK CORPCOM$770.8K33980004C200
CHEVRON CORPORATIONCOM$735.5K4,437166764100
COINBASE GLOBAL INCCOM CL A$722.6K4,94319260Q107
BLACKSTONE INCCOM$717.6K6,09809260D107
SERVICENOW INCCOM$679.8K6,84781762P102
VERIZON COMMUNICATIONS INCCOM$667K15,75392343V104
STATE STR SPDR DOW JONES INDUT SER 1$625.8K1,19878467X109
COREWEAVE INCCOM CL A$600.6K6,03421873S108
WELLS FARGO & COCOM$600K7,261949746101
TRUIST FINL CORPCOM$586.1K11,76489832Q109
QUALCOMM INCCOM$580.8K3,143747525103
HONEYWELL INTL INCCOM$579K2,586438516205
COCA COLA COCOM$570.9K7,025191216100
HONEYWELL AEROSPACE INCCOM$565.5K2,55843849R105
ARM HOLDINGS PLCSPONSORED ADS$545.3K1,538042068205
AGNC INVT CORPCOM$538.3K49,38400123Q104
AMAZON COM INCCOM$534.2K10,500Call023135906
ANNALY CAPITAL MANAGEMENT INCOM NEW$530.6K23,728035710839
VANGUARD BD INDEX FDSTOTAL BND MRKT$526.8K7,176921937835
SELECT SECTOR SPDR TRST STR CARE ETF$523.6K3,30081369Y209
VANGUARD INDEX FDSVALUE ETF$514.1K2,359922908744
SHOPIFY INCCL A SUB VTG SHS$513.2K4,49582509L107
UBER TECHNOLOGIES INCCOM$497.8K6,89990353T100
TJX COS INC NEWCOM$483.3K3,190872540109
GSK PLCSPONSORED ADR$478.1K9,12037733W204
SELECT SECTOR SPDR TRST STR FINL ETF$461.8K8,61481369Y605
INVESCO EXCH TRADED FD TR IITAXABLE MUN BD$422.6K15,74346138G805
VANECK ETF TRUSTGOLD MINERS ETF$419.8K5,56492189F106
GE AEROSPACECOM NEW$417.1K1,116369604301
MERCK & CO INCCOM$410.8K3,19758933Y105
SPDR SERIES TRUSTST STR BLO 1 ETF$366.1K3,99578468R663
MONDELEZ INTL INCCL A$365.8K6,324609207105
CEREBRAS SYSTEMS INCCOM CL A$355.4K1,60815675D103
SPACE EXPLORATION TECHN CORPCLASS A COM STK$303.4K1,77684615Q103
ARES CAPITAL CORPCOM$301.7K16,28004010L103
LENNOX INTL INCCOM$286.5K500526107107
MCKESSON CORPCOM$284.9K37758155Q103
ISHARES TREXPANDED TECH$282.7K3,120464287515
ABBOTT LABORATORIESCOM$275.8K3,039002824100
BOEING COCOM$275.3K10,000Call097023905
VANGUARD INDEX FDSS&P 500 ETF SHS$272.2K396922908363
GOLDMAN SACHS ETF TRACCES TREASURY$270.4K2,700381430529
ARES MANAGEMENT CORPORATIONCL A COM STK$268.8K2,41503990B101
DIREXION SHARES ETF TRUSTDLY META BULL 2X$262.1K12,94125461A809
CITIGROUP INCCOM NEW$237.9K1,700172967424
PROSHARES TRCOM$232.5K10,000Call74347X901
CARRIER GLOBAL CORPORATIONCOM$223.8K3,05114448C104
NEXTERA ENERGY INCCOM$223K2,54165339F101
ISHARES TRCORE S&P SCP ETF$223K1,504464287804
TESLA INCCOM$212.9K1,400Call88160R901
TEXAS INSTRS INCCOM$210.7K707882508104
VANGUARD WORLD FDINF TECH ETF$210.6K1,76292204A702
NUSCALE PWR CORPCL A COM$169.4K16,88967079K100
FORD MTR COCOM$161.5K11,621345370860
ALPHABET INCCOM$160.2K2,900Call02079K905
NUVEEN MUN HIGH INCOME OPPORCOM$152.2K14,400670682103
CEREBRAS SYSTEMS INCCOM$146.6K1,700Call15675D903
LOCKHEED MARTIN CORPCOM$132K1,300Call539830909
COINBASE GLOBAL INCCOM$96.9K3,000Call19260Q907
ORACLE CORPCOM$94.2K2,900Call68389X905
BROADCOM INCCOM$88.8K2,000Call11135F901
PROCTER & GAMBLE COCOM$83.7K4,000Call742718909
NORTHROP GRUMMAN CORPCOM$77K1,600Call666807902
PALANTIR TECHNOLOGIES INCCOM$69.6K2,500Call69608A908
C3 AI INCCL A$56.9K20,000Call12468P104
NVIDIA CORPORATIONCOM$35.3K600Call67066G104
REIN THERAPEUTICS INCCOM NEW$18.7K18,00000887A204
SERVICENOW INCCOM$9.3K500Call81762P102
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-05

Cane Capital Partners, LLC — 133 positions reported for 2026Q2 — Tapewire