KTF INVESTMENTS, LLC
91 holdingsFiling period: 2026-03-31Current AUM: $720.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC COM | 161.6K | $60.1M | $50.3M | 6.98% | -1,452 | 2026-03-31 |
| 2 | AVGO | BROADCOM INC COM | 123.5K | $38.2M | $48.1M | 6.68% | +3.5K | 2026-03-31 |
| 3 | MOD | MODINE MFG CO COM | 167.3K | $36.3M | $33.6M | 4.67% | +1.4K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION COM | 188.7K | $32.9M | $37.9M | 5.26% | +3.7K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC COM | 143.5K | $29.9M | $39.0M | 5.41% | +2.9K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 94.3K | $27.1M | $33.6M | 4.66% | -1,046 | 2026-03-31 |
| 7 | MU | MICRON TECHNOLOGY INC COM | 76.0K | $25.7M | $62.5M | 8.69% | +8.7K | 2026-03-31 |
| 8 | URI | UNITED RENTALS INC COM | 32.2K | $23.5M | $34.8M | 4.83% | +156 | 2026-03-31 |
| 9 | VRT | VERTIV HOLDINGS CO COM CL A | 88.5K | $22.2M | $21.4M | 2.97% | -1,345 | 2026-03-31 |
| 10 | UNH | UNITEDHEALTH GROUP INC COM | 77.4K | $20.9M | $32.1M | 4.45% | -1,560 | 2026-03-31 |
| 11 | RTX | RTX CORPORATION COM | 99.3K | $19.2M | $21.4M | 2.97% | -791 | 2026-03-31 |
| 12 | AAPL | APPLE INC COM | 74.8K | $19.0M | $23.1M | 3.21% | -961 | 2026-03-31 |
| 13 | DELL | DELL TECHNOLOGIES INC CL C | 115.3K | $18.9M | $46.7M | 6.49% | +9.2K | 2026-03-31 |
| 14 | META | META PLATFORMS INC CL A | 31.4K | $18.0M | $17.5M | 2.43% | -885 | 2026-03-31 |
| 15 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 24.2K | $16.9M | $21.9M | 3.04% | -623 | 2026-03-31 |
| 16 | MS | MORGAN STANLEY COM NEW | 89.7K | $14.8M | $18.9M | 2.62% | -129 | 2026-03-31 |
| 17 | VB | VANGUARD SMALL-CAP ETF | 49.6K | $13.0M | $14.6M | 2.03% | -1,066 | 2026-03-31 |
| 18 | FSLR | FIRST SOLAR INC COM | 64.0K | $12.6M | $13.5M | 1.87% | +5.0K | 2026-03-31 |
| 19 | EQT | EQT CORP COM | 186.7K | $11.9M | $10.0M | 1.38% | +21.0K | 2026-03-31 |
| 20 | GOOG | ALPHABET INC CAP STK CL C | 40.1K | $11.5M | $14.3M | 1.98% | -1,020 | 2026-03-31 |
| 21 | DORM | DORMAN PRODS INC COM | 105.2K | $11.0M | $14.0M | 1.95% | -5,883 | 2026-03-31 |
| 22 | HD | HOME DEPOT INC COM | 32.3K | $10.6M | $10.7M | 1.49% | -15,283 | 2026-03-31 |
| 23 | VO | VANGUARD MID-CAP ETF | 28.9K | $8.3M | $9.3M | 1.30% | -482 | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO COM | 26.7K | $7.8M | $9.4M | 1.30% | +6.7K | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP COM | 17.2K | $6.4M | $8.0M | 1.11% | -1,862 | 2026-03-31 |
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