KDT Advisors
Latest statistics and disclosures from KDT Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, VYM, GOOGL, MSFT, and represent 35.41% of KDT Advisors's stock portfolio.
- Added to shares of these 10 stocks: USAR, VOO, IXUS, HON, HONA, VTI, LEN.B, CMI, IBKR, GLD.
- Started 7 new stock positions in IBKR, LEN.B, HON, USAR, GLD, HONA, CMI.
- Reduced shares in these 5 stocks: Honeywell International, INTU, Thomson Reuters Corp., SHV, ZTS.
- Sold out of its positions in Honeywell International, INTU, Thomson Reuters Corp..
- KDT Advisors was a net buyer of stock by $3.2M.
- KDT Advisors has $72M in assets under management (AUM), dropping by 15.12%.
- Central Index Key (CIK): 0002054458
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Portfolio Holdings for KDT Advisors
KDT Advisors holds 73 positions in its portfolio as reported in the June 2026 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) | 14.1 | $10M | +3% | 15k | 686.81 |
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| Apple (AAPL) | 6.6 | $4.8M | 17k | 289.36 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 6.0 | $4.4M | 28k | 158.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $3.7M | 10k | 357.37 |
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| Microsoft Corporation (MSFT) | 3.5 | $2.5M | +3% | 6.8k | 373.02 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.3 | $2.4M | 9.9k | 236.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $1.8M | +11% | 3.6k | 500.39 |
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| NVIDIA Corporation (NVDA) | 2.4 | $1.7M | 8.6k | 200.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $1.5M | +22% | 4.1k | 370.04 |
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| Johnson & Johnson (JNJ) | 1.9 | $1.4M | 5.5k | 253.97 |
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| Corning Incorporated (GLW) | 1.9 | $1.4M | 5.4k | 255.43 |
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| Exxon Mobil Corporation (XOM) | 1.8 | $1.3M | 9.7k | 136.72 |
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| Goldman Sachs (GS) | 1.7 | $1.3M | 1.2k | 1011.37 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $1.2M | 3.7k | 327.33 |
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| Cisco Systems (CSCO) | 1.5 | $1.1M | +4% | 9.0k | 117.46 |
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| Procter & Gamble Company (PG) | 1.4 | $1.0M | +2% | 7.0k | 146.64 |
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| Ishares Tr Core Msci Total (IXUS) | 1.4 | $1.0M | +46% | 11k | 95.44 |
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| Oracle Corporation (ORCL) | 1.4 | $997k | +3% | 6.8k | 146.58 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $980k | 12k | 83.75 |
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| Visa Com Cl A (V) | 1.3 | $971k | +5% | 2.8k | 343.09 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 1.3 | $956k | -7% | 8.7k | 110.35 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $887k | 3.7k | 242.99 |
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| Ge Vernova (GEV) | 1.2 | $854k | 727.00 | 1174.86 |
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| Chevron Corporation (CVX) | 1.2 | $847k | +3% | 5.1k | 165.76 |
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| Union Pacific Corporation (UNP) | 1.2 | $834k | +3% | 3.1k | 272.00 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $824k | 16k | 52.41 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.1 | $820k | 14k | 58.20 |
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| Merck & Co (MRK) | 1.1 | $762k | 5.9k | 128.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $749k | +2% | 3.5k | 212.77 |
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| Philip Morris International (PM) | 1.0 | $715k | 4.0k | 180.91 |
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| Caterpillar (CAT) | 1.0 | $700k | 657.00 | 1064.90 |
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| Qualcomm (QCOM) | 0.9 | $653k | +3% | 3.5k | 184.79 |
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| Automatic Data Processing (ADP) | 0.9 | $639k | +4% | 2.9k | 223.95 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $631k | 7.7k | 82.11 |
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| Ishares Msci World Etf (URTH) | 0.9 | $628k | 3.1k | 202.64 |
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| Air Products & Chemicals (APD) | 0.8 | $612k | +3% | 2.1k | 293.18 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $603k | 1.3k | 477.57 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.8 | $598k | 6.8k | 88.54 |
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| McDonald's Corporation (MCD) | 0.8 | $592k | +4% | 2.2k | 270.31 |
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| USA Rare Earth Inc A (USAR) | 0.8 | $581k | NEW | 27k | 21.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $565k | +10% | 1.6k | 353.33 |
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| Lam Research Corp Com New (LRCX) | 0.7 | $542k | 1.3k | 433.33 |
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| Lennar Corp Cl A (LEN) | 0.7 | $505k | +10% | 5.6k | 90.49 |
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| Nextera Energy (NEE) | 0.7 | $496k | +10% | 5.6k | 87.77 |
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| Amazon (AMZN) | 0.7 | $478k | 2.0k | 238.34 |
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| Oneok (OKE) | 0.6 | $458k | +21% | 5.3k | 86.94 |
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| Altria (MO) | 0.6 | $449k | 6.2k | 71.95 |
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| Arista Networks Com Shs (ANET) | 0.6 | $448k | 2.6k | 169.88 |
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| Rio Tinto Sponsored Adr (RIO) | 0.6 | $447k | 4.7k | 94.93 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $429k | +2% | 3.7k | 116.67 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $420k | 640.00 | 655.89 |
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| Millrose Pptys Com Cl A (MRP) | 0.6 | $410k | 14k | 30.05 |
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| Pepsi (PEP) | 0.6 | $398k | +2% | 2.9k | 135.40 |
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| Valero Energy Corporation (VLO) | 0.5 | $376k | 1.4k | 260.44 |
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| Astrazeneca Ord (AZN) | 0.5 | $374k | 2.0k | 187.27 |
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| Abbvie (ABBV) | 0.5 | $373k | +44% | 1.5k | 251.64 |
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| Abbott Laboratories (ABT) | 0.5 | $373k | +53% | 4.1k | 90.74 |
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| Meta Platforms Cl A (META) | 0.5 | $370k | 656.00 | 563.29 |
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| Home Depot (HD) | 0.5 | $346k | +7% | 980.00 | 352.68 |
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| Equinix (EQIX) | 0.5 | $341k | +7% | 327.00 | 1042.39 |
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| Wal-Mart Stores (WMT) | 0.5 | $327k | 2.9k | 113.26 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $322k | 5.6k | 57.84 |
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| Old Dominion Freight Line (ODFL) | 0.4 | $320k | +8% | 1.5k | 216.60 |
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| Honeywell International (HON) | 0.4 | $309k | NEW | 1.4k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.4 | $305k | NEW | 1.4k | 221.08 |
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| Zoetis Cl A (ZTS) | 0.4 | $300k | 4.2k | 71.86 |
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| Lennar Corp CL B (LEN.B) | 0.4 | $259k | NEW | 2.9k | 88.71 |
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| Cummins (CMI) | 0.3 | $250k | NEW | 350.00 | 713.21 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $247k | NEW | 2.8k | 87.04 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $245k | +12% | 10k | 24.55 |
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| Amgen (AMGN) | 0.3 | $240k | +2% | 664.00 | 362.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $218k | NEW | 591.00 | 368.38 |
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| Netflix (NFLX) | 0.3 | $210k | +4% | 2.9k | 71.40 |
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Past Filings by KDT Advisors
SEC 13F filings are viewable for KDT Advisors going back to 2025
- KDT Advisors 2026 Q2 filed July 31, 2026
- KDT Advisors 2026 Q1 filed May 15, 2026
- 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