KTF INVESTMENTS, LLC

CIK

2099997

Location

SEAL BEACH, CA

Portfolio Value

Small $519,209,348

Diversification

Diversified

Filing Date

Global Rank

#2,544 / 8,603 ▲ 6 · as of Mar 2026

Top Industry

Semiconductors 19.7%

3Y Alpha vs SPY

+29.7%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+19.8%

SPY

+9.6%

Annualised alpha

+31.7%

Max drawdown

−10.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

11.6%

−2.1 pts

Top 5

38.0%

−1.4 pts

Top 10

61.0%

−0.0 pts

HHI

506

Diversified−27

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	31.1%	$161,285,817	14
Technology	31.0%	$160,989,938	13
Industrials	14.9%	$77,407,483	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	2.4%	$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	$5,468,338
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 positions · $519,209,348 total · 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%	11.57%
AVGO	Broadcom Inc. Technology	Added	123,526	+3,510	$38,232,532	−8.0%	7.36%
MOD	Modine Manufacturing Co Consumer Cyclical	Added	167,324	+1,439	$36,260,784	+63.7%	6.98%
NVDA	Nvidia Corp Technology	Added	188,670	+3,741	$32,904,048	−4.6%	6.34%
AMZN	Amazon Com Inc Consumer Cyclical	Added	143,547	+2,894	$29,896,533	−7.9%	5.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	94,304	-1,046	$27,118,058	−9.1%	5.22%
MU	Micron Technology Inc Technology	Added	75,992	+8,729	$25,673,137	+33.7%	4.94%
URI	United Rentals, Inc. Industrials	Added	32,204	+156	$23,462,546	−9.5%	4.52%
VRT	Vertiv Holdings Co Industrials	Reduced	88,460	-1,345	$22,166,306	+52.4%	4.27%
UNH	Unitedhealth Group Inc Healthcare	Reduced	77,386	-1,560	$20,939,877	−19.7%	4.03%
RTX	RTX Corp Industrials	Reduced	99,314	-791	$19,157,670	+4.3%	3.69%
AAPL	Apple Inc. Technology	Reduced	74,809	-961	$18,985,776	−7.8%	3.66%
DELL	Dell Technologies Inc. Technology	Added	115,281	+9,216	$18,921,070	+41.7%	3.64%
META	Meta Platforms, Inc. Communication Services	Reduced	31,407	-885	$17,968,886	−15.7%	3.46%
MS	Morgan Stanley Financial Services	Reduced	89,686	-129	$14,759,625	−7.4%	2.84%
FSLR	First Solar, Inc. Technology	Added	63,962	+4,977	$12,617,144	−18.1%	2.43%
EQT	EQT Corp Energy	Added	186,740	+20,979	$11,884,133	+33.8%	2.29%
DORM	Dorman Products, Inc. Consumer Cyclical	Reduced	105,173	-5,883	$10,975,854	−19.8%	2.11%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	32,338	-15,283	$10,635,644	−35.1%	2.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	26,668	+6,653	$7,844,658	+21.6%	1.51%
MSFT	Microsoft Corp Technology	Reduced	17,192	-1,862	$6,363,962	−30.9%	1.23%
HON	Honeywell International Inc Industrials	Reduced	23,068	-2,347	$5,468,338	+5.2%	1.05%
KRT	Karat Packaging Inc. Consumer Cyclical	Reduced	191,845	-33,005	$5,356,312	+5.5%	1.03%
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%	0.90%
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%	0.40%
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	0.30%
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%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	17,651	-500	$860,486	−13.8%	0.17%
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%
RL	Ralph Lauren Corp Consumer Cyclical	Reduced	1,070	-15	$368,069	−4.1%	0.07%
DVN	Devon Energy Corp/De Energy	Held	7,000	0	$352,240	+37.4%	0.07%