KDT Advisors, LLC
- SEC CIK
- 0002054458
- Latest filing
- Jul 31, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 73
- +1 vs. Q4 2024
- Portfolio value
- $68.0M
- −$96.6K (−0.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 14,365 | $7.38M | 10.9% | +1,840+14.7% | Added | – |
| MSFTMicrosoft Corp | Stock | 12,144 | $4.56M | 6.7% | −310−2.5% | Reduced | History |
| AAPLApple Inc. | Stock | 19,764 | $4.39M | 6.5% | −641−3.1% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 27,539 | $3.55M | 5.2% | +1,905+7.4% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,208 | $3.31M | 4.9% | −103−1.6% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,940 | $1.93M | 2.8% | +1,240+14.3% | Added | – |
| GOOGLAlphabet Inc. | Stock | 11,130 | $1.72M | 2.5% | −1,406−11.2% | Reduced | History |
| PGProcter & Gamble Co | Stock | 9,879 | $1.68M | 2.5% | −734−6.9% | Reduced | History |
| GLWCorning Inc | COM | 35,740 | $1.64M | 2.4% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 3,862 | $1.35M | 2.0% | −467−10.8% | Reduced | History |
| HWMHowmet Aerospace Inc. | Stock | 10,260 | $1.33M | 2.0% | −4,000−28.1% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 10,094 | $1.20M | 1.8% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 40,000 | $1.13M | 1.7% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 8,000 | $1.08M | 1.6% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 6,055 | $1.01M | 1.5% | −960−13.7% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 4,109 | $970.7K | 1.4% | −480−10.5% | Reduced | History |
| ORCLOracle Corp | Stock | 6,773 | $946.9K | 1.4% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 8,712 | $944.2K | 1.4% | +8+0.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 15,283 | $943.1K | 1.4% | +24+0.2% | Added | History |
| JNJJohnson & Johnson | Stock | 5,638 | $935.0K | 1.4% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 3,712 | $910.6K | 1.3% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 3,829 | $810.8K | 1.2% | +5+0.1% | Added | History |
| GEGeneral Electric Co | Stock | 3,870 | $774.7K | 1.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 5,043 | $774.7K | 1.1% | −920−15.4% | Reduced | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 4,010 | $747.0K | 1.1% | +2,585+181.4% | Added | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,530 | $746.1K | 1.1% | −196−7.2% | Reduced | History |
| CCitigroup Inc | Stock | 10,400 | $738.3K | 1.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 3,795 | $722.0K | 1.1% | −835−18.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 4,369 | $719.4K | 1.1% | +6+0.1% | Added | History |
| WFCWells Fargo & Company | Stock | 10,000 | $717.9K | 1.1% | +10,000 | New | History |
| GEVGE Vernova Inc. | Stock | 2,275 | $694.5K | 1.0% | +195+9.4% | Added | History |
| TRIThomson Reuters Corp | COM NO PAR | 3,990 | $689.4K | 1.0% | −724−15.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,162 | $669.7K | 1.0% | −191−14.1% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 2,089 | $638.3K | 0.9% | −555−21.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 3,019 | $632.5K | 0.9% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 1,138 | $621.7K | 0.9% | −283−19.9% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 7,200 | $607.7K | 0.9% | 00.0% | Unchanged | History |
| MRPMillrose Properties, Inc. | COM CL A | 22,699 | $601.8K | 0.9% | +22,699 | New | History |
| iShares Tr46434V761 | MSCI UAE ETF | 35,000 | $594.0K | 0.9% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 3,554 | $564.1K | 0.8% | −1,000−22.0% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 5,926 | $531.9K | 0.8% | 00.0% | Unchanged | History |
| TTETotalEnergies SE | SPONSORED ADS | 8,200 | $530.5K | 0.8% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 4,531 | $520.1K | 0.8% | +11+0.2% | Added | History |
| INTUIntuit Inc. | Stock | 840 | $515.8K | 0.8% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 3,832 | $508.3K | 0.7% | +8+0.2% | Added | History |
| OKEONEOK Inc | COM | 5,050 | $501.1K | 0.7% | +10+0.2% | Added | History |
| AEFabrdn Emerging Markets ex-China Fund, Inc. | COM | 100,000 | $496.0K | 0.7% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,573 | $491.4K | 0.7% | −395−20.1% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,059 | $488.9K | 0.7% | +8,059 | New | – |
| APHAmphenol Corp | CL A | 7,310 | $479.5K | 0.7% | −725−9.0% | Reduced | History |
| iShares Inc464286392 | MSCI WORLD ETF | 3,100 | $474.9K | 0.7% | +3,100 | New | – |
| IFNAberdeen India Fund, Inc. | COM | 30,000 | $473.1K | 0.7% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 4,133 | $405.4K | 0.6% | +9+0.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,350 | $390.1K | 0.6% | +50+2.2% | Added | History |
| KMBKimberly Clark Corp | Stock | 2,740 | $389.7K | 0.6% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 5,567 | $377.7K | 0.6% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 6,245 | $374.8K | 0.6% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 687 | $359.8K | 0.5% | +62+9.9% | Added | History |
| RIORio Tinto PLC | ADR | 5,960 | $358.1K | 0.5% | +18+0.3% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,104 | $318.1K | 0.5% | +4+0.4% | Added | History |
| PEPPepsiCo Inc | Stock | 2,015 | $302.1K | 0.4% | +35+1.8% | Added | History |
| VLOValero Energy Corp | Stock | 2,085 | $275.4K | 0.4% | −562−21.2% | Reduced | History |
| NKENIKE, Inc. | Stock | 4,260 | $270.4K | 0.4% | −830−16.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 967 | $259.5K | 0.4% | +38+4.1% | Added | History |
| EQIXEquinix Inc | COM | 309 | $251.9K | 0.4% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,570 | $249.2K | 0.4% | +3,570 | New | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,005 | $242.5K | 0.4% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 661 | $242.3K | 0.4% | −335−33.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,448 | $226.2K | 0.3% | −580−28.6% | Reduced | History |
| AAAlcoa Corp | Stock | 7,222 | $220.3K | 0.3% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 800 | $202.8K | 0.3% | +800 | New | History |
| AMGNAmgen Inc | Stock | 650 | $202.5K | 0.3% | +650 | New | History |
| AGNCAGNC Investment Corp. | REIT | 11,000 | $105.4K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| NVONovo Nordisk A S | ADR | 2,920 | $251.2K | 0.4% | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,410 | $248.7K | 0.4% | History |
| NFLXNetflix Inc | Stock | 273 | $243.3K | 0.4% | History |
| LRCXLam Research Corp | Stock | 3,310 | $239.1K | 0.4% | History |
| ANETArista Networks, Inc. | Stock | 2,040 | $225.5K | 0.3% | History |
| CATCaterpillar Inc | Stock | 575 | $208.6K | 0.3% | History |