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 35.44% of KDT Advisors's stock portfolio.
- Added to shares of these 10 stocks: RSP, AZN, CMCSA, OKE, ORCL, CVX, HD, LEN, TRI, NEE.
- Started 3 new stock positions in RSP, CMCSA, AZN.
- Reduced shares in these 10 stocks: APH, SHV, BRK.B, GOOGL, MSFT, SGOV, , AAPL, META, TSM.
- Sold out of its positions in APH, SGOV, GLD, CRM.
- KDT Advisors was a net seller of stock by $-7.3M.
- KDT Advisors has $63M in assets under management (AUM), dropping by -11.97%.
- Central Index Key (CIK): 0002054458
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Portfolio Holdings for KDT Advisors
KDT Advisors holds 69 positions in its portfolio as reported in the March 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) | 13.7 | $8.6M | 14k | 597.55 |
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| Apple (AAPL) | 6.6 | $4.2M | -9% | 16k | 253.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 6.5 | $4.1M | 28k | 148.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $3.0M | -17% | 10k | 287.56 |
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| Microsoft Corporation (MSFT) | 3.9 | $2.4M | -20% | 6.6k | 370.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.4 | $2.1M | 9.9k | 215.06 |
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| Exxon Mobil Corporation (XOM) | 2.6 | $1.6M | -8% | 9.7k | 169.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $1.6M | -31% | 3.2k | 479.20 |
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| NVIDIA Corporation (NVDA) | 2.4 | $1.5M | 8.6k | 174.40 |
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| Johnson & Johnson (JNJ) | 2.1 | $1.3M | 5.4k | 244.44 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $1.1M | 3.7k | 294.16 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $1.1M | 3.4k | 320.81 |
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| Goldman Sachs (GS) | 1.7 | $1.0M | 1.2k | 845.99 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 1.7 | $1.0M | -44% | 9.4k | 110.39 |
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| Chevron Corporation (CVX) | 1.6 | $1.0M | +3% | 4.9k | 206.90 |
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| Procter & Gamble Company (PG) | 1.6 | $989k | -8% | 6.8k | 144.44 |
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| Oracle Corporation (ORCL) | 1.5 | $969k | +4% | 6.6k | 147.11 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $879k | 12k | 75.10 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $827k | 16k | 52.56 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.3 | $824k | 14k | 58.54 |
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| Visa Com Cl A (V) | 1.3 | $807k | -32% | 2.7k | 302.24 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $793k | 3.7k | 217.25 |
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| Corning Incorporated (GLW) | 1.2 | $740k | -33% | 5.4k | 135.97 |
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| Union Pacific Corporation (UNP) | 1.1 | $720k | -16% | 3.0k | 242.62 |
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| Merck & Co (MRK) | 1.1 | $713k | 5.9k | 120.29 |
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| Cisco Systems (CSCO) | 1.1 | $671k | 8.7k | 77.59 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $662k | NEW | 3.5k | 191.92 |
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| Philip Morris International (PM) | 1.0 | $654k | 4.0k | 165.34 |
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| McDonald's Corporation (MCD) | 1.0 | $653k | +2% | 2.1k | 310.79 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $635k | 7.7k | 82.57 |
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| Ishares Tr Core Msci Total (IXUS) | 1.0 | $625k | 7.2k | 86.64 |
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| Ge Vernova (GEV) | 1.0 | $624k | 715.00 | 872.90 |
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| Honeywell International (HON) | 1.0 | $623k | -20% | 2.8k | 226.03 |
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| Air Products & Chemicals (APD) | 0.9 | $585k | -14% | 2.0k | 290.49 |
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| Ishares Msci World Etf (URTH) | 0.9 | $558k | 3.1k | 180.02 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.9 | $556k | 6.8k | 82.43 |
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| Automatic Data Processing (ADP) | 0.9 | $555k | -2% | 2.7k | 203.18 |
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| Palantir Technologies Cl A (PLTR) | 0.8 | $527k | 3.6k | 146.28 |
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| Zoetis Cl A (ZTS) | 0.8 | $503k | -13% | 4.3k | 118.21 |
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| Nextera Energy (NEE) | 0.8 | $477k | +3% | 5.1k | 92.88 |
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| Caterpillar (CAT) | 0.7 | $466k | 657.00 | 708.46 |
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| Pepsi (PEP) | 0.7 | $447k | +2% | 2.9k | 155.29 |
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| Lennar Corp Cl A (LEN) | 0.7 | $440k | +4% | 5.1k | 86.84 |
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| Qualcomm (QCOM) | 0.7 | $439k | -21% | 3.4k | 128.78 |
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| Rio Tinto Sponsored Adr (RIO) | 0.7 | $434k | -24% | 4.7k | 93.29 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $427k | -47% | 1.3k | 337.95 |
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| Amazon (AMZN) | 0.7 | $418k | -47% | 2.0k | 208.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $415k | 1.4k | 286.86 |
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| Altria (MO) | 0.7 | $412k | 6.2k | 65.99 |
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| Astrazeneca Ord (AZN) | 0.6 | $394k | NEW | 2.0k | 197.22 |
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| Oneok (OKE) | 0.6 | $393k | +15% | 4.4k | 90.39 |
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| Meta Platforms Cl A (META) | 0.6 | $375k | -52% | 656.00 | 572.13 |
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| Millrose Pptys Com Cl A (MRP) | 0.6 | $375k | 13k | 28.00 |
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| Wal-Mart Stores (WMT) | 0.6 | $359k | 2.9k | 124.28 |
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| Valero Energy Corporation (VLO) | 0.6 | $356k | -25% | 1.4k | 247.08 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $321k | 5.6k | 57.64 |
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| Arista Networks Com Shs (ANET) | 0.5 | $321k | 2.6k | 122.78 |
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| Home Depot (HD) | 0.5 | $300k | +11% | 911.00 | 328.89 |
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| Equinix (EQIX) | 0.5 | $298k | 304.00 | 980.24 |
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| Abbott Laboratories (ABT) | 0.4 | $274k | -33% | 2.7k | 102.67 |
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| Netflix (NFLX) | 0.4 | $270k | +4% | 2.8k | 96.15 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $267k | 1.3k | 213.66 |
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| Old Dominion Freight Line (ODFL) | 0.4 | $267k | 1.4k | 195.40 |
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| Intuit (INTU) | 0.4 | $257k | -29% | 594.00 | 432.38 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $254k | NEW | 8.9k | 28.71 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $245k | 640.00 | 383.40 |
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| Thomson Reuters Corp. (TRI) | 0.4 | $245k | +8% | 2.7k | 89.98 |
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| Amgen (AMGN) | 0.4 | $229k | 650.00 | 351.85 |
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| Abbvie (ABBV) | 0.4 | $223k | -44% | 1.0k | 217.49 |
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Past Filings by KDT Advisors
SEC 13F filings are viewable for KDT Advisors going back to 2025
- 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