StockDriftsStockDriftsTop 50 Ktf Investments, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC COM | 10.28% | 161.6K | $60.1M | -0.89%(-1.45K) | $447.22(-12.02%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 6.54% | 123.5K | $38.2M | +2.92%(+3.51K) | $344.44(+4.65%) | 2026-03-31 | |
| MOD | MODINE MFG CO COM | 6.21% | 167.3K | $36.3M | +0.87%(+1.44K) | $138.16(+67.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 5.63% | 188.7K | $32.9M | +2.02%(+3.74K) | $186.42(+4.51%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 5.12% | 143.5K | $29.9M | +2.06%(+2.89K) | $225.08(+7.81%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.64% | 94.3K | $27.1M | -1.10%(-1.05K) | $278.05(+29.44%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC COM | 4.39% | 76.0K | $25.7M | +12.98%(+8.73K) | $236.16(+313.10%) | 2026-03-31 | |
| URI | UNITED RENTALS INC COM | 4.02% | 32.2K | $23.5M | +0.49%(+156) | $881.44(+24.64%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO COM CL A | 3.79% | 88.5K | $22.2M | -1.50%(-1.34K) | $156.43(+92.11%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC COM | 3.58% | 77.4K | $20.9M | -1.98%(-1.56K) | $337.70(+25.96%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -18.40% | -45.66% |
| Top 20 Holdings Unweighted | -9.58% | -26.06% |
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