KTF Investments, LLC holds a focused book of 93 stocks worth $989.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Space Exploration Techn Corp Class A Com STK and trimmed Micron Technology Inc. Their largest long position is Dorman Products Inc at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as KTF Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 80 / 80 | $3.4B |
| Integrated Wealth Concepts LLC | 80 / 80 | $3.3B |
| Clearstead Advisors, LLC | 79 / 80 | $3.3B |
| IFP Advisors, Inc | 78 / 80 | $1.2B |
| BlackRock, Inc. | 77 / 80 | $2.2T |
| MORGAN STANLEY | 77 / 80 | $540.4B |
| JPMORGAN CHASE & CO | 77 / 80 | $509.5B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $370.8B |
Ranked by how many of KTF Investments, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dorman Prods Inc Com Stock | $118.9M | 871.5K | 12.0% | ▲+729% Added · +766K sh | |
| 2 | Micron Technology Inc Com Stock | $87.4M | 75.7K | 8.8% | ▼−0.4% Reduced · −282 sh | |
| 3 | Home Depot Inc Com Stock | $78.7M | 223.1K | 8.0% | ▲+590% Added · +191K sh | |
| 4 | Tesla Inc Com Stock | $69.4M | 165.0K | 7.0% | ▲+2.1% Added · +3K sh | |
| 5 | Dell Technologies Inc CL C Stock | $49.8M | 115.4K | 5.0% | ▲+0.1% Added · +121 sh | |
| 6 | Broadcom Inc Com Stock | $47.1M | 124.6K | 4.8% | ▲+0.9% Added · +1K sh | |
| 7 | Modine MFG Co Com Stock | $44.2M | 165.6K | 4.5% | ▼−1.0% Reduced · −2K sh | |
| 8 | Nvidia Corporation Com Stock | $42.6M | 213.1K | 4.3% | ▲+13% Added · +24K sh | |
| 9 | United Rentals Inc Com Stock | $40.9M | 36.1K | 4.1% | ▲+12% Added · +4K sh | |
| 10 | Amazon Com Inc Com Stock | $35.8M | 150.3K | 3.6% | ▲+4.7% Added · +7K sh | |
| 11 | Alphabet Inc Cap STK CL A Stock | $33.6M | 93.9K | 3.4% | ▼−0.4% Reduced · −395 sh | |
| 12 | Unitedhealth Group Inc Com Stock | $31.7M | 76.3K | 3.2% | ▼−1.4% Reduced · −1K sh | |
| 13 | Vertiv Holdings Co Com CL A Stock | $29.0M | 86.7K | 2.9% | ▼−1.9% Reduced · −2K sh | |
| 14 | Vanguard Information Technology ETF ETF | $21.6M | 180.6K | 2.2% | ▲+647% Added · +156K sh | |
| 15 | Apple Inc Com Stock | $20.1M | 69.4K | 2.0% | ▼−7.2% Reduced · −5K sh | |
| 16 | Morgan Stanley Com New Stock | $19.2M | 92.1K | 1.9% | ▲+2.6% Added · +2K sh | |
| 17 | RTX Corporation Com Stock | $18.6M | 97.8K | 1.9% | ▼−1.5% Reduced · −1K sh | |
| 18 | Meta Platforms Inc CL A Stock | $18.4M | 32.6K | 1.9% | ▲+3.8% Added · +1K sh | |
| 19 | McGrath Rentcorp Com Stock | $17.1M | 141.1K | 1.7% | ▲+707% Added · +124K sh | |
| 20 | First Solar Inc Com Stock | $15.4M | 65.2K | 1.6% | ▲+2.0% Added · +1K sh | |
| 21 | Alphabet Inc Cap STK CL C Stock | $15.2M | 43.0K | 1.5% | ▲+7.3% Added · +3K sh | |
| 22 | Vanguard Morningstar Small-Cap ETF ETF | $14.3M | 47.3K | 1.4% | ▼−4.6% Reduced · −2K sh | |
| 23 | Eqt Corp Com Stock | $10.7M | 200.6K | 1.1% | ▲+7.4% Added · +14K sh | |
| 24 | JPMorgan Chase & Co Com Stock | $9.5M | 29.1K | 1.0% | ▲+8.9% Added · +2K sh | |
| 25 | Vanguard Morningstar Mid-Cap ETF ETF | $9.2M | 114.1K | 0.9% | ▲+295% Added · +85K sh | |
| 26 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $8.2M | 17.2K | 0.8% | ▲+25% Added · +3K sh | |
| 27 | Timken Co Com Stock | $6.6M | 45.2K | 0.7% | ▲+121% Added · +25K sh | |
| 28 | Space Exploration Techn Corp Class A Com STK Stock | $6.4M | 37.4K | 0.6% | ▲New New position | |
| 29 | Synchrony Financial Com Stock | $5.8M | 76.5K | 0.6% | ▲+67% Added · +31K sh | |
| 30 | Microsoft Corp Com Stock | $5.7M | 15.2K | 0.6% | ▼−11% Reduced · −2K sh | |
| 31 | Vanguard Morningstar Growth ETF ETF | $5.5M | 64.3K | 0.6% | ▲+483% Added · +53K sh | |
| 32 | Karat Packaging Inc Com Stock | $4.9M | 146.1K | 0.5% | ▼−24% Reduced · −46K sh | |
| 33 | Blackstone Inc Com Stock | $3.1M | 26.3K | 0.3% | ▼−13% Reduced · −4K sh | |
| 34 | Vanguard Consumer Discretionary ETF ETF | $2.5M | 6.4K | 0.3% | ▼−7.2% Reduced · −494 sh | |
| 35 | Lgi Homes Inc Com Stock | $2.4M | 37.6K | 0.2% | ▲+343% Added · +29K sh | |
| 36 | Bank Of Amer Corp Com Stock | $2.4M | 41.8K | 0.2% | ▲+137% Added · +24K sh | |
| 37 | Intel Corp Com Stock | $2.3M | 16.7K | 0.2% | ▲+67% Added · +7K sh | |
| 38 | Taylor Morrison Home Corp Com Stock | $2.3M | 31.9K | 0.2% | ▼−64% Reduced · −56K sh | |
| 39 | Honeywell Intl Inc Com Stock | $2.2M | 9.7K | 0.2% | ▲New New position | |
| 40 | Honeywell Aerospace Inc Com Stock | $2.2M | 9.7K | 0.2% | ▲New New position | |
| 41 | Kla Corp Com New Stock | $1.9M | 6.5K | 0.2% | ▲+828% Added · +6K sh | |
| 42 | Booking Holdings Inc Com Stock | $1.4M | 8.0K | 0.1% | ▲17× Added · +8K sh | |
| 43 | Abbvie Inc Com Stock | $1.4M | 5.4K | 0.1% | ▼−2.5% Reduced · −140 sh | |
| 44 | Costco Wholesale Corporation Com Stock | $1.3M | 1.4K | 0.1% | ▼−1.8% Reduced · −25 sh | |
| 45 | CSX Corp Com Stock | $1.2M | 26.2K | 0.1% | ▼−14% Reduced · −4K sh | |
| 46 | Vanguard Russell 1000 Value ETF ETF | $1.1M | 10.1K | 0.1% | ▼−22% Reduced · −3K sh | |
| 47 | Maplebear Inc Com Stock | $994K | 21.0K | 0.1% | ▼−49% Reduced · −20K sh | |
| 48 | Vanguard Health Care ETF ETF | $957K | 3.2K | 0.1% | ▼−16% Reduced · −598 sh | |
| 49 | Palantir Technologies Inc CL A Stock | $941K | 8.1K | 0.1% | ▼−28% Reduced · −3K sh | |
| 50 | Berkshire Hathaway Inc Del CL B New Stock | $766K | 1.5K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2099997/holdings"
Use Arkolith to show KTF INVESTMENTS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.