KDT Advisors

KDT Advisors as of March 31, 2026

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