KTF INVESTMENTS, LLC
Top Portfolio Positions
72 positions ·
$521,731,297 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
161,581 | $60,067,736 | 11.51% | |
| AVGO |
Broadcom Inc.
Technology
|
123,526 | $38,232,532 | 7.33% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
167,324 | $36,260,784 | 6.95% | |
| NVDA |
Nvidia Corp
Technology
|
188,670 | $32,904,048 | 6.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
143,547 | $29,896,533 | 5.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
94,304 | $27,118,058 | 5.20% | |
| MU |
Micron Technology Inc
Technology
|
75,992 | $25,673,137 | 4.92% | |
| URI |
United Rentals, Inc.
Industrials
|
32,204 | $23,462,546 | 4.50% | |
| VRT |
Vertiv Holdings Co
Industrials
|
88,460 | $22,166,306 | 4.25% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
77,386 | $20,939,877 | 4.01% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SLDE
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $605,070 | 33,615 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,309,620 | 67,229 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||