KDT Advisors
Latest statistics and disclosures from KDT Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, MSFT, VYM, GOOGL, and represent 36.20% of KDT Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL, BRK.B, GOOGL, HD, IXUS, VEU, NFLX, CRM, ODFL, LRCX.
- Started 5 new stock positions in AMGN, HD, LRCX, CRM, ODFL.
- Reduced shares in these 7 stocks: SHV, , , SHY, MRP, NVDA, HON.
- Sold out of its positions in Total, ASML.
- KDT Advisors was a net buyer of stock by $3.2M.
- KDT Advisors has $71M in assets under management (AUM), dropping by -44.80%.
- Central Index Key (CIK): 0002054458
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Portfolio Holdings for KDT Advisors
KDT Advisors holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.6 | $9.0M | 14k | 627.13 |
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| Apple (AAPL) | 6.9 | $4.9M | +7% | 18k | 271.86 |
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| Microsoft Corporation (MSFT) | 5.6 | $4.0M | +4% | 8.2k | 483.62 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 5.5 | $4.0M | 28k | 143.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $3.9M | +8% | 13k | 313.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $2.4M | +17% | 4.7k | 502.65 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.1 | $2.2M | 9.9k | 219.78 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 2.6 | $1.9M | -44% | 17k | 110.15 |
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| NVIDIA Corporation (NVDA) | 2.3 | $1.6M | 8.6k | 186.50 |
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| Visa Com Cl A (V) | 1.9 | $1.4M | +9% | 3.9k | 350.71 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $1.3M | +3% | 11k | 120.34 |
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| Oracle Corporation (ORCL) | 1.7 | $1.2M | +6% | 6.3k | 194.91 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $1.2M | 3.7k | 322.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $1.1M | 3.4k | 335.27 |
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| Johnson & Johnson (JNJ) | 1.6 | $1.1M | +16% | 5.4k | 206.95 |
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| Goldman Sachs (GS) | 1.5 | $1.1M | +9% | 1.2k | 879.00 |
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| Procter & Gamble Company (PG) | 1.5 | $1.1M | +4% | 7.5k | 143.31 |
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| Meta Platforms Cl A (META) | 1.3 | $908k | +13% | 1.4k | 660.09 |
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| Amazon (AMZN) | 1.2 | $879k | +12% | 3.8k | 230.82 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.2 | $861k | +46% | 12k | 73.56 |
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| Amphenol Corp Cl A (APH) | 1.2 | $845k | 6.3k | 135.14 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.2 | $832k | 16k | 52.88 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.2 | $827k | 14k | 58.73 |
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| Union Pacific Corporation (UNP) | 1.2 | $826k | +7% | 3.6k | 231.32 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.1 | $773k | 3.7k | 211.79 |
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| Qualcomm (QCOM) | 1.0 | $740k | +13% | 4.3k | 171.05 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $733k | +19% | 2.4k | 303.89 |
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| Automatic Data Processing (ADP) | 1.0 | $724k | +10% | 2.8k | 257.23 |
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| Chevron Corporation (CVX) | 1.0 | $721k | +18% | 4.7k | 152.41 |
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| Corning Incorporated (GLW) | 1.0 | $714k | +15% | 8.2k | 87.56 |
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| Honeywell International (HON) | 0.9 | $672k | 3.4k | 195.09 |
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| Cisco Systems (CSCO) | 0.9 | $667k | +27% | 8.7k | 77.03 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $640k | 3.6k | 177.75 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $637k | -22% | 7.7k | 82.82 |
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| Philip Morris International (PM) | 0.9 | $634k | +11% | 4.0k | 160.40 |
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| McDonald's Corporation (MCD) | 0.9 | $627k | +32% | 2.1k | 305.63 |
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| Merck & Co (MRK) | 0.9 | $624k | 5.9k | 105.26 |
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| Zoetis Cl A (ZTS) | 0.9 | $622k | +8% | 4.9k | 125.82 |
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| Ishares Tr Core Msci Total (IXUS) | 0.9 | $611k | +80% | 7.2k | 84.64 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $592k | 5.9k | 100.38 |
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| Air Products & Chemicals (APD) | 0.8 | $581k | +6% | 2.4k | 247.02 |
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| Ishares Msci World Etf (URTH) | 0.8 | $576k | 3.1k | 185.77 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.8 | $564k | 6.8k | 83.61 |
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| Intuit (INTU) | 0.8 | $556k | 840.00 | 662.42 |
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| Abbott Laboratories (ABT) | 0.7 | $503k | +16% | 4.0k | 125.29 |
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| Lennar Corp Cl A (LEN) | 0.7 | $496k | +3% | 4.8k | 102.80 |
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| Rio Tinto Sponsored Adr (RIO) | 0.7 | $492k | +5% | 6.2k | 80.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $489k | +11% | 1.2k | 396.31 |
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| Ge Vernova (GEV) | 0.7 | $467k | +30% | 715.00 | 653.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $454k | 1.4k | 313.80 |
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| Abbvie (ABBV) | 0.6 | $424k | +2% | 1.9k | 228.49 |
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| Pepsi (PEP) | 0.6 | $403k | +63% | 2.8k | 143.52 |
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| Nextera Energy (NEE) | 0.6 | $398k | +56% | 5.0k | 80.28 |
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| Millrose Pptys Com Cl A (MRP) | 0.6 | $393k | 13k | 29.87 |
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| Caterpillar (CAT) | 0.5 | $376k | +2% | 657.00 | 572.87 |
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| Altria (MO) | 0.5 | $360k | 6.2k | 57.66 |
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| Arista Networks Com Shs (ANET) | 0.5 | $342k | +7% | 2.6k | 131.03 |
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| Thomson Reuters Corp. (TRI) | 0.5 | $330k | +26% | 2.5k | 131.89 |
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| Wal-Mart Stores (WMT) | 0.5 | $322k | +22% | 2.9k | 111.41 |
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| Valero Energy Corporation (VLO) | 0.4 | $316k | +26% | 1.9k | 162.79 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $300k | 5.6k | 53.83 |
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| Home Depot (HD) | 0.4 | $280k | NEW | 814.00 | 344.10 |
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| Oneok (OKE) | 0.4 | $277k | +25% | 3.8k | 73.50 |
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| Netflix (NFLX) | 0.4 | $253k | +1179% | 2.7k | 93.76 |
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| Equinix (EQIX) | 0.3 | $233k | 304.00 | 766.16 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $231k | 640.00 | 360.13 |
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| salesforce (CRM) | 0.3 | $222k | NEW | 838.00 | 264.91 |
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| Old Dominion Freight Line (ODFL) | 0.3 | $214k | NEW | 1.4k | 156.80 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $214k | NEW | 1.3k | 171.18 |
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| Amgen (AMGN) | 0.3 | $213k | NEW | 650.00 | 327.31 |
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Past Filings by KDT Advisors
SEC 13F filings are viewable for KDT Advisors going back to 2025
- KDT Advisors 2025 Q4 filed Feb. 6, 2026
- KDT Advisors 2025 Q3 amended filed Nov. 17, 2025
- KDT Advisors 2025 Q3 filed Nov. 10, 2025
- KDT Advisors 2025 Q2 filed Aug. 5, 2025