KTF INVESTMENTS, LLC

CIK

2099997

Location

SEAL BEACH, CA

Portfolio Value

Small $521,731,297

Diversification

Diversified

Filing Date

Global Rank

#2,556 / 8,622 ▼ 11 · as of Mar 2026

Top Industry

Semiconductors 19.6%

3Y Alpha vs SPY

+28.6%

Period ended 4 months ago

Filed May 4, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+15.3%

SPY

+9.0%

Annualised alpha

+16.0%

Max drawdown

−10.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

72 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

−2.1 pts

Top 5

37.8%

−1.4 pts

Top 10

60.7%

+0.0 pts

HHI

502

Diversified−26

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	31.3%	$163,141,052	14
Technology	31.0%	$161,910,930	13
Industrials	14.8%	$77,153,205	13
Communication Services	8.7%	$45,329,242	3
Financial Services	6.4%	$33,396,182	11
Healthcare	4.5%	$23,315,783	6
Energy	2.3%	$12,236,373	2
Consumer Defensive	0.4%	$2,299,067	3
Unclassified	0.3%	$1,608,716	3
Utilities	0.3%	$1,340,747	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
EQT	EQT Corp	+20,979	186,740	$11,884,133
ETHA	iShares Ethereum Trust ETF	+9,500	34,800	$550,884
DELL	Dell Technologies Inc.	+9,216	115,281	$18,921,070
MU	Micron Technology Inc	+8,729	75,992	$25,673,137
JPM	Jpmorgan Chase & Co	+6,653	26,668	$7,844,658
FSLR	First Solar, Inc.	+4,977	63,962	$12,617,144
IBIT	iShares Bitcoin Trust ETF	+4,300	18,745	$720,182
NVDA	Nvidia Corp	+3,741	188,670	$32,904,048
AVGO	Broadcom Inc.	+3,510	123,526	$38,232,532
AMZN	Amazon Com Inc	+2,894	143,547	$29,896,533
BMNR	Bitmine Immersion Technologies, Inc.	+2,700	38,350	$758,563
MOD	Modine Manufacturing Co	+1,439	167,324	$36,260,784
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+395	13,785	$4,658,640
PLTR	Palantir Technologies Inc.	+345	11,170	$1,633,947
URI	United Rentals, Inc.	+156	32,204	$23,462,546
BRK-B	Berkshire Hathaway Inc	+31	1,531	$733,655
COST	Costco Wholesale Corp /New	+30	1,389	$1,384,041
QQQ	Invesco Qqq Trust, Series 1	+7	585	$337,650
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLDE	Slide Insurance Holdings, Inc.	−33,614	33,615	$605,070
KRT	Karat Packaging Inc.	−33,005	191,845	$5,356,312
HD	Home Depot, Inc.	−15,283	32,338	$10,635,644
CSX	Csx Corp	−6,200	30,350	$1,245,867
DORM	Dorman Products, Inc.	−5,883	105,173	$10,975,854
TMHC	Taylor Morrison Home Corp	−5,825	87,665	$5,105,609
HON	Honeywell International Inc	−2,347	23,068	$5,214,060
MSFT	Microsoft Corp	−1,862	17,192	$6,363,962
UNH	Unitedhealth Group Inc	−1,560	77,386	$20,939,877
ARES	Ares Management Corp	−1,500	2,000	$218,200
TSLA	Tesla, Inc.	−1,452	161,581	$60,067,736
VRT	Vertiv Holdings Co	−1,345	88,460	$22,166,306
TKR	Timken Co	−1,300	20,422	$2,053,840
SYF	Synchrony Financial	−1,250	45,768	$3,113,139
BX	Blackstone Inc.	−1,153	30,240	$3,477,297
GOOGL	Alphabet Inc.	−1,046	94,304	$27,118,058
AAPL	Apple Inc.	−961	74,809	$18,985,776
LOW	Lowes Companies Inc	−930	1,100	$259,908
MGRC	Mcgrath Rentcorp	−927	17,496	$1,929,458
META	Meta Platforms, Inc.	−885	31,407	$17,968,886
RTX	RTX Corp	−791	99,314	$19,157,670
BAC	Bank Of America Corp /De/	−500	17,651	$860,486
NEE	Nextera Energy Inc	−375	4,872	$452,511
ABBV	AbbVie Inc.	−270	5,535	$1,203,807
AMP	Ameriprise Financial Inc	−240	1,165	$517,726
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CART	Maplebear Inc.	40,900	$1,532,114
WMT	Walmart Inc.	5,100	$633,828
NOC	Northrop Grumman Corp /De/	324	$221,045
LRCX	Lam Research Corp	1,000	$213,660
XEL	Xcel Energy Inc	2,575	$204,558
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FOUR	Shift4 Payments, Inc.	67,460	$4,247,956
MCD	Mcdonalds Corp	890	$272,010
AXP	American Express Co	650	$240,467
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $521,731,297 total · filing declares 91 positions · $584,235,045 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	161,581	-1,452	$60,067,736	−18.1%	11.51%
AVGO	Broadcom Inc. Technology	Added	123,526	+3,510	$38,232,532	−8.0%	7.33%
MOD	Modine Manufacturing Co Consumer Cyclical	Added	167,324	+1,439	$36,260,784	+63.7%	6.95%
NVDA	Nvidia Corp Technology	Added	188,670	+3,741	$32,904,048	−4.6%	6.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	143,547	+2,894	$29,896,533	−7.9%	5.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	94,304	-1,046	$27,118,058	−9.1%	5.20%
MU	Micron Technology Inc Technology	Added	75,992	+8,729	$25,673,137	+33.7%	4.92%
URI	United Rentals, Inc. Industrials	Added	32,204	+156	$23,462,546	−9.5%	4.50%
VRT	Vertiv Holdings Co Industrials	Reduced	88,460	-1,345	$22,166,306	+52.4%	4.25%
UNH	Unitedhealth Group Inc Healthcare	Reduced	77,386	-1,560	$20,939,877	−19.7%	4.01%
RTX	RTX Corp Industrials	Reduced	99,314	-791	$19,157,670	+4.3%	3.67%
AAPL	Apple Inc. Technology	Reduced	74,809	-961	$18,985,776	−7.8%	3.64%
DELL	Dell Technologies Inc. Technology	Added	115,281	+9,216	$18,921,070	+41.7%	3.63%
META	Meta Platforms, Inc. Communication Services	Reduced	31,407	-885	$17,968,886	−15.7%	3.44%
MS	Morgan Stanley Financial Services	Reduced	89,686	-129	$14,759,625	−7.4%	2.83%
FSLR	First Solar, Inc. Technology	Added	63,962	+4,977	$12,617,144	−18.1%	2.42%
EQT	EQT Corp Energy	Added	186,740	+20,979	$11,884,133	+33.8%	2.28%
DORM	Dorman Products, Inc. Consumer Cyclical	Reduced	105,173	-5,883	$10,975,854	−19.8%	2.10%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	32,338	-15,283	$10,635,644	−35.1%	2.04%
JPM	Jpmorgan Chase & Co Financial Services	Added	26,668	+6,653	$7,844,658	+21.6%	1.50%
MSFT	Microsoft Corp Technology	Reduced	17,192	-1,862	$6,363,962	−30.9%	1.22%
KRT	Karat Packaging Inc. Consumer Cyclical	Reduced	191,845	-33,005	$5,356,312	+5.5%	1.03%
HON	Honeywell International Inc Industrials	Reduced	23,068	-2,347	$5,214,060	+5.2%	1.00%
TMHC	Taylor Morrison Home Corp Consumer Cyclical	Reduced	87,665	-5,825	$5,105,609	−7.2%	0.98%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	13,785	+395	$4,658,640	+14.5%	0.89%
BX	Blackstone Inc. Financial Services	Reduced	30,240	-1,153	$3,477,297	−28.1%	0.67%
SYF	Synchrony Financial Financial Services	Reduced	45,768	-1,250	$3,113,139	−20.6%	0.60%
TKR	Timken Co Industrials	Reduced	20,422	-1,300	$2,053,840	+12.4%	0.39%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	459	-31	$1,932,536	−26.4%	0.37%
MGRC	Mcgrath Rentcorp Industrials	Reduced	17,496	-927	$1,929,458	−0.2%	0.37%
PLTR	Palantir Technologies Inc. Technology	Added	11,170	+345	$1,633,947	−15.1%	0.31%
CART	Maplebear Inc. Consumer Cyclical	NEW	40,900	NEW	$1,532,114	NEW	0.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,389	+30	$1,384,041	+18.1%	0.27%
CSX	Csx Corp Industrials	Reduced	30,350	-6,200	$1,245,867	−6.0%	0.24%
ABBV	AbbVie Inc. Healthcare	Reduced	5,535	-270	$1,203,807	−9.2%	0.23%
KLAC	Kla Corp Technology	Reduced	695	-15	$1,023,324	+18.6%	0.20%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	17,651	-500	$860,486	−13.8%	0.16%
BMNR	Bitmine Immersion Technologies, Inc. Financial Services	Added	38,350	+2,700	$758,563	−21.6%	0.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,531	+31	$733,655	−2.7%	0.14%
IBIT	iShares Bitcoin Trust ETF	Added	18,745	+4,300	$720,182	+0.4%	0.14%
WMT	Walmart Inc. Consumer Defensive	NEW	5,100	NEW	$633,828	NEW	0.12%
SLDE	Slide Insurance Holdings, Inc. Financial Services	Reduced	33,615	-33,614	$605,070	−53.8%	0.12%
ETHA	iShares Ethereum Trust ETF	Added	34,800	+9,500	$550,884	−2.9%	0.11%
AMP	Ameriprise Financial Inc Financial Services	Reduced	1,165	-240	$517,726	−24.9%	0.10%
V	Visa Inc. Financial Services	Reduced	1,680	-61	$507,763	−16.8%	0.10%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Held	2,000	0	$499,820	+17.1%	0.10%
NEE	Nextera Energy Inc Utilities	Reduced	4,872	-375	$452,511	+7.4%	0.09%
INTC	Intel Corp Technology	Held	10,000	0	$441,300	+19.6%	0.08%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	885	-25	$435,004	−17.5%	0.08%
SRE	Sempra Utilities	Reduced	3,977	-75	$386,445	+8.0%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.