KTF INVESTMENTS, LLC

Q1 2026 13F-HR Holdings

Location
Seal Beach, CA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$584,235
Net value change ($000)
-24,672 (-4.1%)
New positions
5
Sold out positions
7
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MOD 14,114 63.7%
VRT 7,617 52.4%
MU 6,475 33.7%
DELL 5,570 41.7%
EQT 2,999 33.8%
CART 1,532 NEW
JPM 1,396 21.6%
RTX 799 4.4%
WMT 634 NEW
TSM 590 14.5%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -13,251 -18.1%
HD -5,750 -35.1%
UNH -5,121 -19.7%
FOUR -4,248 -100.0%
META -3,347 -15.7%
AVGO -3,305 -8.0%
MSFT -2,851 -30.9%
FSLR -2,792 -18.1%
GOOGL -2,727 -9.1%
DORM -2,705 -19.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type