KDT Advisors

KDT Advisors as of Sept. 30, 2025

Portfolio Holdings for KDT Advisors

KDT Advisors holds 66 positions in its portfolio as reported in the September 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) 12.9 $8.8M 14k 612.38
Apple (AAPL) 6.6 $4.5M 18k 254.63
Microsoft Corporation (MSFT) 6.1 $4.1M 8.0k 517.95
Vanguard Whitehall Fds High Div Yld (VYM) 5.7 $3.9M 28k 140.95
Ishares Tr Short Treas Bd (SHV) 4.9 $3.3M 30k 110.49
Alphabet Cap Stk Cl A (GOOGL) 4.3 $2.9M 12k 243.10
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $2.1M 9.9k 215.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $2.0M 4.0k 502.74
Oracle Corporation (ORCL) 2.5 $1.7M 6.1k 281.24
NVIDIA Corporation (NVDA) 2.4 $1.6M 8.6k 186.58
Visa Com Cl A (V) 1.9 $1.3M 3.8k 341.38
JPMorgan Chase & Co. (JPM) 1.7 $1.2M 3.7k 315.43
Exxon Mobil Corporation (XOM) 1.7 $1.1M 10k 112.75
Procter & Gamble Company (PG) 1.6 $1.1M 7.2k 153.65
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $1.1M 3.4k 328.17
Goldman Sachs (GS) 1.4 $964k 1.2k 796.35
Meta Platforms Cl A (META) 1.4 $948k 1.3k 734.38
Johnson & Johnson (JNJ) 1.3 $908k 4.9k 185.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $834k 16k 53.03
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $829k 14k 58.85
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $828k 10k 82.96
Union Pacific Corporation (UNP) 1.2 $825k 3.5k 236.37
Amazon (AMZN) 1.2 $814k 3.7k 219.57
Automatic Data Processing (ADP) 1.2 $786k 2.7k 293.50
Amphenol Corp Cl A (APH) 1.1 $773k 6.3k 123.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $762k 3.7k 208.71
Honeywell International (HON) 1.1 $726k 3.4k 210.50
Zoetis Cl A (ZTS) 1.0 $714k 4.9k 146.32
Chevron Corporation (CVX) 1.0 $677k 4.4k 155.29
Palantir Technologies Cl A (PLTR) 1.0 $657k 3.6k 182.42
Qualcomm (QCOM) 0.9 $637k 3.8k 166.36
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $613k 2.2k 279.29
Air Products & Chemicals (APD) 0.9 $602k 2.2k 272.72
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $594k 5.9k 100.70
Lennar Corp Cl A (LEN) 0.9 $587k 4.7k 126.04
Corning Incorporated (GLW) 0.8 $579k 7.1k 82.03
Philip Morris International (PM) 0.8 $577k 3.6k 162.20
Intuit (INTU) 0.8 $574k 840.00 682.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $571k 8.0k 71.37
Ishares Msci World Etf (URTH) 0.8 $563k 3.1k 181.56
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.8 $539k 6.8k 79.80
Cisco Systems (CSCO) 0.8 $515k 7.5k 68.42
McDonald's Corporation (MCD) 0.8 $515k 1.7k 303.89
Merck & Co (MRK) 0.7 $497k 5.9k 83.93
Totalenergies Se Sponsored Ads (TTE) 0.7 $490k 8.2k 59.69
Abbott Laboratories (ABT) 0.7 $463k 3.5k 133.94
Millrose Pptys Com Cl A (MRP) 0.7 $446k 13k 33.61
Abbvie (ABBV) 0.6 $421k 1.8k 231.54
Altria (MO) 0.6 $413k 6.2k 66.06
Ge Vernova (GEV) 0.6 $409k 665.00 614.90
Spdr Gold Tr Gold Shs (GLD) 0.6 $392k 1.1k 355.47
Rio Tinto Sponsored Adr (RIO) 0.6 $387k 5.9k 66.01
Thomson Reuters Corp. (TRI) 0.5 $357k 2.3k 155.33
Alphabet Cap Stk Cl C (GOOG) 0.5 $353k 1.4k 243.55
Arista Networks Com Shs (ANET) 0.5 $353k 2.4k 145.71
Mondelez Intl Cl A (MDLZ) 0.5 $348k 5.6k 62.47
Ishares Tr Core Msci Total (IXUS) 0.5 $330k 4.0k 82.58
Caterpillar (CAT) 0.4 $306k 642.00 477.15
Valero Energy Corporation (VLO) 0.4 $261k 1.5k 170.26
Netflix (NFLX) 0.4 $253k 211.00 1198.92
Wal-Mart Stores (WMT) 0.4 $242k 2.4k 103.06
Pepsi (PEP) 0.4 $241k 1.7k 140.44
Nextera Energy (NEE) 0.4 $240k 3.2k 75.49
Equinix (EQIX) 0.3 $238k 304.00 783.24
Oneok (OKE) 0.3 $218k 3.0k 72.97
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $209k 640.00 326.36