account_balance
Investment manager · 13F filer · SEC CIK 2099997
KTF Investments, LLC
Reported value$989Mas of Jun 30, 2026
Positions93 10 new, 8 sold out
Top 10 weight62.1%DORM alone is 12%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DORMDorman Prods Inc Com
12.0%Added +729%
MUMicron Technology Inc Com
8.8%
HDHome Depot Inc Com
8.0%Added +590%
TSLATesla Inc Com
7.0%Added +2%
DELLDell Technologies Inc Cl C
5.0%
AVGOBroadcom Inc Com
4.8%
MODModine MFG Co Com
4.5%
NVDANvidia Corporation Com
4.3%Added +13%
URIUnited Rentals Inc Com
4.1%Added +12%
AMZNAmazon Com Inc Com
3.6%Added +5%
GOOGLAlphabet Inc Cap STK Cl A
3.4%
UNHUnitedhealth Group Inc Com
3.2%
DORMDorman Prods Inc Com
12.0%Added +729%
MUMicron Technology Inc Com
8.8%
HD8.0%TSLA7.0%DELL5.0%AVGO4.8%MOD4.5%NVDA4.3%URI4.1%AMZN3.6%GOOGL3.4%UNH3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DORM Dorman Prods Inc Com 12.0% Added +729%MU Micron Technology Inc Com 8.8% HeldHD Home Depot Inc Com 8.0% Added +590%TSLA Tesla Inc Com 7.0% Added +2%DELL Dell Technologies Inc Cl C 5.0% HeldAVGO Broadcom Inc Com 4.8% HeldMOD Modine MFG Co Com 4.5% HeldNVDA Nvidia Corporation Com 4.3% Added +13%URI United Rentals Inc Com 4.1% Added +12%AMZN Amazon Com Inc Com 3.6% Added +5%GOOGL Alphabet Inc Cap STK Cl A 3.4% HeldUNH Unitedhealth Group Inc Com 3.2% Held
What changed