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Ktf Investments, LLC

All holdings · as of Dec 31, 2025

93 positions

CompanyClassValueShares% of portfolio
Tesla Inc$73.32M163,03312.0%
Broadcom Inc.$41.54M120,0166.8%
NVIDIA Corp$34.49M184,9295.7%
Amazon.com Inc$32.47M140,6535.3%
Alphabet Inc.$29.84M95,3504.9%
UNITEDHEALTH GROUP INC$26.06M78,9464.3%
United Rentals Inc$25.94M32,0484.3%
MODINE MANUFACTURING CO$22.15M165,8853.6%
Meta Platforms Inc$21.32M32,2923.5%
Apple Inc.$20.60M75,7703.4%
MICRON TECHNOLOGY INC$19.20M67,2633.2%
VANGUARD INFORMATION TECHNOLOGY ETF$18.70M24,8123.1%
RTX Corp$18.36M100,1053.0%
HOME DEPOT, INC.$16.39M47,6212.7%
Morgan Stanley$15.94M89,8152.6%
First Solar Inc$15.41M58,9852.5%
Vertiv Holdings Co$14.55M89,8052.4%
Dorman Products, Inc.$13.68M111,0562.2%
Dell Technologies Inc.$13.35M106,0652.2%
VANGUARD SMALL-CAP ETF$13.06M50,6382.1%
Alphabet Inc.$12.89M41,0822.1%
MICROSOFT CORP$9.21M19,0541.5%
EQT Corp$8.88M165,7611.5%
VANGUARD MID-CAP ETF$8.51M29,3321.4%
JPMORGAN CHASE & CO$6.45M20,0151.1%
VANGUARD GROWTH ETF$5.88M12,0591.0%
Taylor Morrison Home Corp$5.50M93,4900.9%
KARAT PACKAGING INC COM$5.07M224,8500.8%
HONEYWELL INTERNATIONAL INC$4.96M25,4150.8%
Blackstone Inc$4.84M31,3930.8%
Shift4 Payments, Inc.$4.25M67,4600.7%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$4.07M13,3900.7%
Synchrony Financial$3.92M47,0180.6%
VANGUARD CONSUMER DISCRETIONARY ETF$2.74M6,9560.5%
Booking Holdings Inc$2.62M4900.4%
MCGRATH RENTCORP$1.93M18,4230.3%
Palantir Technologies Inc$1.92M10,8250.3%
TIMKEN CO$1.83M21,7220.3%
AbbVie Inc.$1.33M5,8050.2%
CSX CORP$1.32M36,5500.2%
Slide Insurance Holdings, Inc.SLDECommon Stock$1.31M67,2290.2%
VANGUARD RUSSELL 1000 VALUE ETF$1.30M14,0400.2%
COSTCO WHOLESALE CORP /NEW$1.17M1,3590.2%
VANGUARD HEALTH CARE ETF$1.17M4,0650.2%
BANK OF AMERICA CORP /DE$998.3K18,1510.2%
BITMINE IMMERSION TECHNOLOGIES, INC.BMNRCommon Stock$967.9K35,6500.2%
KLA CORP$862.7K7100.1%
Warren E. Buffett$754.0K1,5000.1%
ISHARES BITCOIN TRUST ETF$717.2K14,4450.1%
AMERIPRISE FINANCIAL INC$688.9K1,4050.1%
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