KTF INVESTMENTS, LLC

SEAL BEACH, CA · CIK 2099997 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySurfside, CA

$989.4m reported value +69.4% vs Q1 2026

93positions

62.1%in top 10

10 new 27 added 36 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DORMAN PRODS INC COM DORM	DORM	871,463	$118.9m12.02%	12.02%	Added +766.3k	+766,290 728.6%
2	MICRON TECHNOLOGY INC COM MU	MU	75,710	$87.4m8.83%	8.83%	Reduced -282	-282 -0.4%
3	HOME DEPOT INC COM HD	HD	223,135	$78.7m7.95%	7.95%	Added +190.8k	+190,797 590.0%
4	TESLA INC COM TSLA	TSLA	164,956	$69.4m7.01%	7.01%	Added +3.4k	+3,375 2.1%
5	DELL TECHNOLOGIES INC CL C DELL	DELL	115,402	$49.8m5.03%	5.03%	Added +121	+121 0.1%
6	BROADCOM INC COM AVGO	AVGO	124,647	$47.1m4.76%	4.76%	Added +1.1k	+1,121 0.9%
7	MODINE MFG CO COM MOD	MOD	165,649	$44.2m4.47%	4.47%	Reduced -1.7k	-1,675 -1.0%
8	NVIDIA CORPORATION COM NVDA	NVDA	213,098	$42.6m4.31%	4.31%	Added +24.4k	+24,428 12.9%
9	UNITED RENTALS INC COM URI	URI	36,113	$40.9m4.13%	4.13%	Added +3.9k	+3,909 12.1%
10	AMAZON COM INC COM AMZN	AMZN	150,261	$35.8m3.62%	3.62%	Added +6.7k	+6,714 4.7%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	93,909	$33.6m3.39%	3.39%	Reduced -395	-395 -0.4%
12	UNITEDHEALTH GROUP INC COM UNH	UNH	76,304	$31.7m3.21%	3.21%	Reduced -1.1k	-1,082 -1.4%
13	VERTIV HOLDINGS CO COM CL A VRT	VRT	86,745	$29.0m2.94%	2.94%	Reduced -1.7k	-1,715 -1.9%
14	VANGUARD WORLD FD INF TECH ETF VGT	VGT	180,594	$21.6m2.18%	2.18%	Reduced -12.9k	-12,918 -6.7%
15	APPLE INC COM AAPL	AAPL	69,391	$20.1m2.03%	2.03%	Reduced -5.4k	-5,418 -7.2%
16	MORGAN STANLEY COM NEW MS	MS	92,071	$19.2m1.95%	1.95%	Added +2.4k	+2,385 2.7%
17	RTX CORPORATION COM RTX	RTX	97,820	$18.6m1.88%	1.88%	Reduced -1.5k	-1,494 -1.5%
18	META PLATFORMS INC CL A META	META	32,597	$18.4m1.86%	1.86%	Added +1.2k	+1,190 3.8%
19	MCGRATH RENTCORP COM MGRC	MGRC	141,121	$17.1m1.73%	1.73%	Added +123.6k	+123,625 706.6%
20	FIRST SOLAR INC COM FSLR	FSLR	65,227	$15.4m1.56%	1.56%	Added +1.3k	+1,265 2.0%
21	ALPHABET INC CAP STK CL C GOOG	GOOG	42,967	$15.2m1.53%	1.53%	Added +2.9k	+2,905 7.2%
22	VANGUARD INDEX FDS SMALL CP ETF VB	VB	47,279	$14.3m1.45%	1.45%	Reduced -2.3k	-2,293 -4.6%
23	EQT CORP COM EQT	EQT	200,601	$10.7m1.08%	1.08%	Added +13.9k	+13,861 7.4%
24	JPMORGAN CHASE & CO COM JPM	JPM	29,053	$9.5m0.96%	0.96%	Added +2.4k	+2,385 8.9%
25	VANGUARD INDEX FDS MID CAP ETF VO	VO	114,066	$9.2m0.93%	0.93%	Reduced -1.3k	-1,334 -1.2%
26	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	17,167	$8.2m0.83%	0.83%	Added +3.4k	+3,382 24.5%
27	TIMKEN CO COM TKR	TKR	45,222	$6.6m0.66%	0.66%	Added +24.8k	+24,800 121.4%
28	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	37,420	$6.4m0.65%	0.65%	New
29	SYNCHRONY FINANCIAL COM SYF	SYF	76,535	$5.8m0.59%	0.59%	Added +30.8k	+30,767 67.2%
30	MICROSOFT CORP COM MSFT	MSFT	15,236	$5.7m0.57%	0.57%	Reduced -2.0k	-1,956 -11.4%
31	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	64,259	$5.5m0.56%	0.56%	Reduced -1.9k	-1,861 -2.8%
32	KARAT PACKAGING INC COM KRT	KRT	146,145	$4.9m0.49%	0.49%	Reduced -45.7k	-45,700 -23.8%
33	BLACKSTONE INC COM BX	BX	26,315	$3.1m0.31%	0.31%	Reduced -3.9k	-3,925 -13.0%
34	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	6,358	$2.5m0.25%	0.25%	Reduced -494	-494 -7.2%
35	LGI HOMES INC COM LGIH	LGIH	37,620	$2.4m0.24%	0.24%	Added +29.1k	+29,120 342.6%
36	BANK AMERICA CORP COM BAC	BAC	41,751	$2.4m0.24%	0.24%	Added +24.1k	+24,100 136.5%
37	INTEL CORP COM INTC	INTC	16,700	$2.3m0.24%	0.24%	Added +6.7k	+6,700 67.0%
38	TAYLOR MORRISON HOME CORP COM TMHC	TMHC	31,895	$2.3m0.23%	0.23%	Reduced -55.8k	-55,770 -63.6%
39	HONEYWELL INTL INC COM HON	HON	9,739	$2.2m0.22%	0.22%	New
40	HONEYWELL AEROSPACE INC COM HONA	HONA	9,739	$2.2m0.22%	0.22%	New
41	KLA CORP COM NEW KLAC	KLAC	6,450	$1.9m0.20%	0.20%	Reduced -500	-500 -7.2%
42	BOOKING HOLDINGS INC COM BKNG	BKNG	7,975	$1.4m0.14%	0.14%	Reduced -3.5k	-3,500 -30.5%
43	ABBVIE INC COM ABBV	ABBV	5,395	$1.4m0.14%	0.14%	Reduced -140	-140 -2.5%
44	COSTCO WHSL CORP NEW COM COST	COST	1,364	$1.3m0.13%	0.13%	Reduced -25	-25 -1.8%
45	CSX CORP COM CSX	CSX	26,225	$1.2m0.13%	0.13%	Reduced -4.1k	-4,125 -13.6%
46	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	10,100	$1.1m0.11%	0.11%	Reduced -2.8k	-2,815 -21.8%
47	MAPLEBEAR INC COM CART	CART	21,000	$994.4k0.10%	0.10%	Reduced -19.9k	-19,900 -48.7%
48	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	3,200	$956.8k0.10%	0.10%	Reduced -598	-598 -15.8%
49	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	8,065	$940.9k0.10%	0.10%	Reduced -3.1k	-3,105 -27.8%
50	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,531	$766.1k0.08%	0.08%	Unchanged
51	SLIDE INS HLDGS INC COM SLDE	SLDE	33,615	$651.1k0.07%	0.07%	Unchanged
52	ISHARES ETHEREUM TR SHS ETHA	ETHA	54,600	$649.2k0.07%	0.07%	Added +19.8k	+19,800 56.9%
53	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	19,110	$636.2k0.06%	0.06%	Added +365	+365 1.9%
54	WALMART INC COM WMT	WMT	5,100	$577.6k0.06%	0.06%	Unchanged
55	ELI LILLY & CO COM LLY	LLY	475	$569.7k0.06%	0.06%	Added +220	+220 86.3%
56	WABTEC COM WAB	WAB	2,000	$539.2k0.05%	0.05%	Unchanged
57	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	824	$528.0k0.05%	0.05%	Unchanged
58	ISHARES TR GLOBAL TECH ETF IXN	IXN	3,622	$523.3k0.05%	0.05%	Reduced -149	-149 -4.0%
59	VISA INC COM CL A V	V	1,445	$495.8k0.05%	0.05%	Reduced -235	-235 -14.0%
60	SPDR SER TR S&P BIOTECH XBI	XBI	3,104	$491.2k0.05%	0.05%	Reduced -50	-50 -1.6%
61	D R HORTON INC COM DHI	DHI	3,000	$488.6k0.05%	0.05%	New
62	VIRCO MFG CO COM VIRC	VIRC	78,070	$479.4k0.05%	0.05%	Added +50.0k	+50,000 178.1%
63	ROCKWELL AUTOMATION INC COM ROK	ROK	950	$470.3k0.05%	0.05%	Unchanged
64	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	637	$469.1k0.05%	0.05%	Added +52	+52 8.9%
65	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,000	$433.3k0.04%	0.04%	Unchanged
66	RALPH LAUREN CORP CL A RL	RL	1,070	$429.5k0.04%	0.04%	Unchanged
67	NEXTERA ENERGY INC COM NEE	NEE	4,872	$427.6k0.04%	0.04%	Unchanged
68	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	601	$412.8k0.04%	0.04%	Reduced -49	-49 -7.5%
69	FORESTAR GROUP INC COM FOR	FOR	13,000	$411.4k0.04%	0.04%	New
70	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,100	$400.1k0.04%	0.04%	Reduced -100	-100 -4.5%
71	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	795	$398.6k0.04%	0.04%	Reduced -90	-90 -10.2%
72	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	1,172	$397.0k0.04%	0.04%	Unchanged
73	AMTECH SYS INC COM PAR $0.01N ASYS	ASYS	17,000	$392.4k0.04%	0.04%	New
74	SEMPRA COM SRE	SRE	3,977	$368.7k0.04%	0.04%	Unchanged
75	ILLINOIS TOOL WKS INC COM ITW	ITW	1,345	$363.8k0.04%	0.04%	Unchanged
76	3M CO COM MMM	MMM	2,100	$340.0k0.03%	0.03%	Unchanged
77	AMERIPRISE FINL INC COM AMP	AMP	740	$339.5k0.03%	0.03%	Reduced -425	-425 -36.5%
78	LEAR CORP COM NEW LEA	LEA	2,500	$335.1k0.03%	0.03%	Added +500	+500 25.0%
79	ISHARES TR U.S. TECH ETF IYW	IYW	1,160	$292.6k0.03%	0.03%	Reduced -52	-52 -4.3%
80	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,270	$287.3k0.03%	0.03%	Unchanged
81	LAMB WESTON HLDGS INC COM LW	LW	6,654	$287.3k0.03%	0.03%	Unchanged
82	GE AEROSPACE COM NEW GE	GE	728	$272.1k0.03%	0.03%	Unchanged
83	AMGEN INC COM AMGN	AMGN	728	$263.6k0.03%	0.03%	Unchanged
84	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,800	$247.6k0.03%	0.03%	Reduced -100	-100 -5.3%
85	ISHARES TR CORE S&P500 ETF IVV	IVV	322	$241.2k0.02%	0.02%	Unchanged
86	SELECT SECTOR SPDR TR INDL XLI	XLI	1,270	$235.2k0.02%	0.02%	Reduced -1.0k	-1,000 -44.0%
87	AMERICAN EXPRESS CO COM AXP	AXP	665	$224.9k0.02%	0.02%	New
88	INVESCO EXCHANGE TRADED FD T NEXT GEN CONNECT KNCT	KNCT	1,060	$223.6k0.02%	0.02%	New
89	ABBOTT LABS COM ABT	ABT	2,400	$217.8k0.02%	0.02%	Unchanged
90	GE VERNOVA INC COM GEV	GEV	182	$213.8k0.02%	0.02%	New
91	XCEL ENERGY INC COM XEL	XEL	2,575	$206.8k0.02%	0.02%	Unchanged
92	SOUTHWEST AIRLS CO COM LUV	LUV	4,000	$205.7k0.02%	0.02%	New
93	ISHARES TR CORE HIGH DV ETF HDV	HDV	7,500	$205.6k0.02%	0.02%	Reduced -2.0k	-1,970 -20.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		11,534	$5.2m11.5k shares
BITMINE IMMERSION TECNOLOGIE BMNR	BMNR	38,350	$758.6k38.4k shares
DEVON ENERGY CORP NEW DVN	DVN	7,000	$352.2k7.0k shares
LOWES COS INC LOW	LOW	1,100	$259.9k1.1k shares
INTERNATIONAL BUSINESS MACHS IBM	IBM	1,000	$242.4k1.0k shares
NETFLIX INC NFLX	NFLX	2,520	$242.3k2.5k shares
NORTHROP GRUMMAN CORP NOC	NOC	324	$221.0k324 shares
ARES MANAGEMENT CORPORATION ARES	ARES	2,000	$218.2k2.0k shares