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KTF INVESTMENTS, LLC 13F holdings

Filed 2026-08-10 · KTF INVESTMENTS, LLC · 93 positions · $989.4M

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TickerCompanySharesValue% of portfolio
DORMDORMAN PRODS INC COM871.5K$118.9M12.0%
MUMICRON TECHNOLOGY INC COM75.7K$87.4M8.8%
HDHOME DEPOT INC COM223.1K$78.7M8.0%
TSLATESLA INC COM165.0K$69.4M7.0%
DELLDELL TECHNOLOGIES INC CL C115.4K$49.8M5.0%
AVGOBROADCOM INC COM124.6K$47.1M4.8%
MODMODINE MFG CO COM165.6K$44.2M4.5%
NVDANVIDIA CORPORATION COM213.1K$42.6M4.3%
URIUNITED RENTALS INC COM36.1K$40.9M4.1%
AMZNAMAZON COM INC COM150.3K$35.8M3.6%
GOOGLALPHABET INC CAP STK CL A93.9K$33.6M3.4%
UNHUNITEDHEALTH GROUP INC COM76.3K$31.7M3.2%
VRTVERTIV HOLDINGS CO COM CL A86.7K$29.0M2.9%
VGTVANGUARD INFORMATION TECHNOLOGY ETF180.6K$21.6M2.2%
AAPLAPPLE INC COM69.4K$20.1M2.0%
MSMORGAN STANLEY COM NEW92.1K$19.2M1.9%
RTXRTX CORPORATION COM97.8K$18.6M1.9%
METAMETA PLATFORMS INC CL A32.6K$18.4M1.9%
MGRCMCGRATH RENTCORP COM141.1K$17.1M1.7%
FSLRFIRST SOLAR INC COM65.2K$15.4M1.6%
GOOGALPHABET INC CAP STK CL C43.0K$15.2M1.5%
VBVANGUARD MORNINGSTAR SMALL-CAP ETF47.3K$14.3M1.4%
EQTEQT CORP COM200.6K$10.7M1.1%
JPMJPMORGAN CHASE & CO COM29.1K$9.5M1.0%
VOVANGUARD MORNINGSTAR MID-CAP ETF114.1K$9.2M0.9%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS17.2K$8.2M0.8%
TKRTIMKEN CO COM45.2K$6.6M0.7%
SPCXSPACE EXPLORATION TECHN CORP CLASS A COM STK37.4K$6.4M0.6%
SYFSYNCHRONY FINANCIAL COM76.5K$5.8M0.6%
MSFTMICROSOFT CORP COM15.2K$5.7M0.6%
VUGVANGUARD MORNINGSTAR GROWTH ETF64.3K$5.5M0.6%
KRTKARAT PACKAGING INC COM146.1K$4.9M0.5%
BXBLACKSTONE INC COM26.3K$3.1M0.3%
VCRVANGUARD CONSUMER DISCRETIONARY ETF6.4K$2.5M0.3%
LGIHLGI HOMES INC COM37.6K$2.4M0.2%
BACBANK OF AMER CORP COM41.8K$2.4M0.2%
INTCINTEL CORP COM16.7K$2.3M0.2%
TMHC*TAYLOR MORRISON HOME CORP COM31.9K$2.3M0.2%
HONHONEYWELL INTL INC COM9.7K$2.2M0.2%
HONAHONEYWELL AEROSPACE INC COM9.7K$2.2M0.2%
KLACKLA CORP COM NEW6.5K$1.9M0.2%
BKNGBOOKING HOLDINGS INC COM8.0K$1.4M0.1%
ABBVABBVIE INC COM5.4K$1.4M0.1%
COSTCOSTCO WHOLESALE CORPORATION COM1.4K$1.3M0.1%
CSXCSX CORP COM26.2K$1.2M0.1%
VONVVANGUARD RUSSELL 1000 VALUE ETF10.1K$1.1M0.1%
CARTMAPLEBEAR INC COM21.0K$994,3500.1%
VHTVANGUARD HEALTH CARE ETF3.2K$956,8320.1%
PLTRPALANTIR TECHNOLOGIES INC CL A8.1K$940,9440.1%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW1.5K$766,0970.1%
SLDESLIDE INS HLDGS INC COM33.6K$651,1230.1%
ETHAISHARES ETHEREUM TRUST ETF54.6K$649,1940.1%
IBITISHARES BITCOIN TRUST ETF19.1K$636,1720.1%
WMTWALMART INC COM5.1K$577,6260.1%
LLYELI LILLY & CO COM475$569,7290.1%
WABWABTEC COM2.0K$539,2000.1%
SOXXISHARES SEMICONDUCTOR ETF824$527,9860.1%
IXNISHARES GLOBAL TECH ETF3.6K$523,3310.1%
VVISA INC COM CL A1.4K$495,7650.1%
XNTKSTATE STREET SPDR S&P BIOTECH ETF3.1K$491,2080.0%
Top Fund Holdings
13F
Top Fund Holdings

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