# EDGAR Filing Document

**Accession Number:** 0002099997
**File Stem:** 0002099997-26-000001
**Filing Date:** 2026-1
**Character Count:** 13113
**Document Hash:** 6898e5a00b93c6afb491485c6779fe13
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002099997-26-000001.hdr.sgml**: 20260130

**ACCESSION NUMBER**: 0002099997-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260130

**DATE AS OF CHANGE**: 20260130

**EFFECTIVENESS DATE**: 20260130

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KTF INVESTMENTS, LLC
- **CENTRAL INDEX KEY:** 0002099997

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26026
- **FILM NUMBER:** 26580865

**BUSINESS ADDRESS:**
- **STREET 1:** 13001 SEAL BEACH BOULEVARD
- **STREET 2:** # 250
- **CITY:** SEAL BEACH
- **STATE:** CA
- **ZIP:** 90740
- **BUSINESS PHONE:** 562-606-5834

**MAIL ADDRESS:**
- **STREET 1:** 13001 SEAL BEACH BOULEVARD
- **STREET 2:** # 250
- **CITY:** SEAL BEACH
- **STATE:** CA
- **ZIP:** 90740

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** KTF INVESTMENTS LLC<br>**Address:** 13001 SEAL BEACH BOULEVARD

# 250<br>SEAL BEACH, CA 90740

**Form 13F File Number:** 028-26026

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Eric Myers<br>**Title:** Compliance Consultant<br>**Phone:** 513.618.4486

**Signature, Place, and Date of Signing:**

Eric Myers  Cincinnati, OH  01-30-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 93

**Form 13F Information Table Value Total:** $608906854

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC COM | Stock | 023135106 |  | 32465525 | 140653 | SH |  | SOLE |  | 140653 | 0 | 0 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 355071 | 578 | SH |  | SOLE |  | 578 | 0 | 0 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | 81369Y803 |  | 316734 | 2200 | SH |  | SOLE |  | 2200 | 0 | 0 |
| SEMPRA COM | Stock | 816851109 |  | 357751 | 4052 | SH |  | SOLE |  | 4052 | 0 | 0 |
| ISHARES GLOBAL TECH ETF | ETF | 464287291 |  | 415877 | 3961 | SH |  | SOLE |  | 3960 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 1171938 | 1359 | SH |  | SOLE |  | 1359 | 0 | 0 |
| INTEL CORP COM | Stock | 458140100 |  | 369000 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| MODINE MFG CO COM | Stock | 607828100 |  | 22147306 | 165885 | SH |  | SOLE |  | 165885 | 0 | 0 |
| NETFLIX INC COM | Stock | 64110L106 |  | 236275 | 2520 | SH |  | SOLE |  | 2520 | 0 | 0 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 |  | 357135 | 1450 | SH |  | SOLE |  | 1450 | 0 | 0 |
| UNITED RENTALS INC COM | Stock | 911363109 |  | 25937114 | 32048 | SH |  | SOLE |  | 32048 | 0 | 0 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 |  | 278736 | 6654 | SH |  | SOLE |  | 6654 | 0 | 0 |
| DORMAN PRODS INC COM | Stock | 258278100 |  | 13680989 | 111056 | SH |  | SOLE |  | 111056 | 0 | 0 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 4958212 | 25415 | SH |  | SOLE |  | 25415 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 16386386 | 47621 | SH |  | SOLE |  | 47621 | 0 | 0 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | ETF | 81369Y209 |  | 296132 | 1913 | SH |  | SOLE |  | 1913 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 753975 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 29844562 | 95350 | SH |  | SOLE |  | 95350 | 0 | 0 |
| CSX CORP COM | Stock | 126408103 |  | 1324938 | 36550 | SH |  | SOLE |  | 36550 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 9214914 | 19054 | SH |  | SOLE |  | 19054 | 0 | 0 |
| AMERIPRISE FINL INC COM | Stock | 03076C106 |  | 688928 | 1405 | SH |  | SOLE |  | 1405 | 0 | 0 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 421229 | 5247 | SH |  | SOLE |  | 5247 | 0 | 0 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 13062099 | 50638 | SH |  | SOLE |  | 50638 | 0 | 0 |
| VANGUARD MID-CAP ETF | ETF | 922908629 |  | 8512773 | 29332 | SH |  | SOLE |  | 29332 | 0 | 0 |
| TESLA INC COM | Stock | 88160R101 |  | 73319201 | 163033 | SH |  | SOLE |  | 163033 | 0 | 0 |
| VANGUARD HEALTH CARE ETF | ETF | 92204A504 |  | 1170110 | 4065 | SH |  | SOLE |  | 4065 | 0 | 0 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 |  | 13351487 | 106065 | SH |  | SOLE |  | 106065 | 0 | 0 |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 |  | 18702801 | 24812 | SH |  | SOLE |  | 24812 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 496060 | 791 | SH |  | SOLE |  | 791 | 0 | 0 |
| WABTEC COM | Stock | 929740108 |  | 426900 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 274043 | 255 | SH |  | SOLE |  | 255 | 0 | 0 |
| VANGUARD RUSSELL 1000 VALUE ETF | ETF | 92206C714 |  | 1295892 | 14040 | SH |  | SOLE |  | 14040 | 0 | 0 |
| LEAR CORP COM NEW | Stock | 521865204 |  | 229200 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ISHARES CORE HIGH DIVIDEND ETF | ETF | 46429B663 |  | 230329 | 1894 | SH |  | SOLE |  | 1894 | 0 | 0 |
| VERTIV HOLDINGS CO COM CL A | Stock | 92537N108 |  | 14549308 | 89805 | SH |  | SOLE |  | 89805 | 0 | 0 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 |  | 266067 | 2270 | SH |  | SOLE |  | 2270 | 0 | 0 |
| MICRON TECHNOLOGY INC COM | Stock | 595112103 |  | 19197533 | 67263 | SH |  | SOLE |  | 67263 | 0 | 0 |
| SHIFT4 PMTS INC CL A | Stock | 82452J109 |  | 4247956 | 67460 | SH |  | SOLE |  | 67460 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC CL A | Stock | 69608A108 |  | 1924144 | 10825 | SH |  | SOLE |  | 10825 | 0 | 0 |
| VANGUARD RUSSELL 1000 ETF | ETF | 92206C730 |  | 362195 | 1172 | SH |  | SOLE |  | 1172 | 0 | 0 |
| FIRST SOLAR INC COM | Stock | 336433107 |  | 15408652 | 58985 | SH |  | SOLE |  | 58985 | 0 | 0 |
| KARAT PACKAGING INC COM | Stock | 48563L101 |  | 5074866 | 224850 | SH |  | SOLE |  | 224850 | 0 | 0 |
| VISA INC COM CL A | Stock | 92826C839 |  | 610586 | 1741 | SH |  | SOLE |  | 1741 | 0 | 0 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 5883104 | 12059 | SH |  | SOLE |  | 12059 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 21315637 | 32292 | SH |  | SOLE |  | 32292 | 0 | 0 |
| RALPH LAUREN CORP CL A | Stock | 751212101 |  | 383667 | 1085 | SH |  | SOLE |  | 1085 | 0 | 0 |
| BITMINE IMMERSION TECNOLOGIES COM NEW | Stock | 09175A206 |  | 967898 | 35650 | SH |  | SOLE |  | 35650 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 41537573 | 120016 | SH |  | SOLE |  | 120016 | 0 | 0 |
| TIMKEN CO COM | Stock | 887389104 |  | 1827472 | 21722 | SH |  | SOLE |  | 21722 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 34489260 | 184929 | SH |  | SOLE |  | 184929 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 1326384 | 5805 | SH |  | SOLE |  | 5805 | 0 | 0 |
| STATE STREET SPDR S BIOTECH ETF | ETF | 78464A870 |  | 396760 | 3254 | SH |  | SOLE |  | 3254 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 874039100 |  | 4069087 | 13390 | SH |  | SOLE |  | 13390 | 0 | 0 |
| VIRCO MFG CO COM | Stock | 927651109 |  | 179367 | 28070 | SH |  | SOLE |  | 28070 | 0 | 0 |
| BLACKSTONE INC COM | Stock | 09260D107 |  | 4838917 | 31393 | SH |  | SOLE |  | 31393 | 0 | 0 |
| ROCKWELL AUTOMATION INC COM | Stock | 773903109 |  | 389070 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| TAYLOR MORRISON HOME CORP COM | Stock | 87724P106 |  | 5503756 | 93490 | SH |  | SOLE |  | 93490 | 0 | 0 |
| EQT CORP COM | Stock | 26884L109 |  | 8884790 | 165761 | SH |  | SOLE |  | 165761 | 0 | 0 |
| MCGRATH RENTCORP COM | Stock | 580589109 |  | 1933125 | 18423 | SH |  | SOLE |  | 18423 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 272011 | 890 | SH |  | SOLE |  | 890 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | ETF | 46438F101 |  | 717194 | 14445 | SH |  | SOLE |  | 14445 | 0 | 0 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 224246 | 728 | SH |  | SOLE |  | 728 | 0 | 0 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | 81369Y704 |  | 352122 | 2270 | SH |  | SOLE |  | 2270 | 0 | 0 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 464287721 |  | 279552 | 1400 | SH |  | SOLE |  | 1400 | 0 | 0 |
| ISHARES SEMICONDUCTOR ETF | ETF | 464287523 |  | 248148 | 824 | SH |  | SOLE |  | 824 | 0 | 0 |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | ETF | 464287515 |  | 211380 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ISHARES ETHEREUM TRUST ETF | ETF | 46438R105 |  | 567479 | 25300 | SH |  | SOLE |  | 25300 | 0 | 0 |
| LGI HOMES INC COM | Stock | 50187T106 |  | 365160 | 8500 | SH |  | SOLE |  | 8500 | 0 | 0 |
| ISHARES S 500 GROWTH ETF | ETF | 464287309 |  | 246520 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 220168 | 321 | SH |  | SOLE |  | 321 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 527300 | 910 | SH |  | SOLE |  | 910 | 0 | 0 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 6449233 | 20015 | SH |  | SOLE |  | 20015 | 0 | 0 |
| BANK AMERICA CORP COM | Stock | 060505104 |  | 998305 | 18151 | SH |  | SOLE |  | 18151 | 0 | 0 |
| VANGUARD CONSUMER DISCRETIONARY ETF | ETF | 92204A108 |  | 2740108 | 6956 | SH |  | SOLE |  | 6956 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 296210 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| RTX CORPORATION COM | Stock | 75513E101 |  | 18359257 | 100105 | SH |  | SOLE |  | 100105 | 0 | 0 |
| MORGAN STANLEY COM NEW | Stock | 617446448 |  | 15944944 | 89815 | SH |  | SOLE |  | 89815 | 0 | 0 |
| 3M CO COM | Stock | 88579Y101 |  | 336210 | 2100 | SH |  | SOLE |  | 2100 | 0 | 0 |
| KLA CORP COM NEW | Stock | 482480100 |  | 862707 | 710 | SH |  | SOLE |  | 710 | 0 | 0 |
| SLIDE INS HLDGS INC COM | Stock | 831349105 |  | 1309621 | 67229 | SH |  | SOLE |  | 67229 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 12891532 | 41082 | SH |  | SOLE |  | 41082 | 0 | 0 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 |  | 240468 | 650 | SH |  | SOLE |  | 650 | 0 | 0 |
| AMGEN INC COM | Stock | 031162100 |  | 238282 | 728 | SH |  | SOLE |  | 728 | 0 | 0 |
| ARES MANAGEMENT CORPORATION CL A COM STK | Stock | 03990B101 |  | 565705 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 |  | 346154 | 1575 | SH |  | SOLE |  | 1575 | 0 | 0 |
| INVESCO BUYBACK ACHIEVERS ETF | ETF | 46137V308 |  | 214241 | 1595 | SH |  | SOLE |  | 1595 | 0 | 0 |
| SYNCHRONY FINANCIAL COM | Stock | 87165B103 |  | 3922712 | 47018 | SH |  | SOLE |  | 47018 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 26060929 | 78946 | SH |  | SOLE |  | 78946 | 0 | 0 |
| LOWES COS INC COM | Stock | 548661107 |  | 489555 | 2030 | SH |  | SOLE |  | 2030 | 0 | 0 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 |  | 256410 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 20598858 | 75770 | SH |  | SOLE |  | 75770 | 0 | 0 |
| ABBOTT LABS COM | Stock | 002824100 |  | 313225 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| BOOKING HOLDINGS INC COM | Stock | 09857L108 |  | 2624112 | 490 | SH |  | SOLE |  | 490 | 0 | 0 |

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