Skip to main content
Livermore
Livermore
ZHEN

KDT Advisors, LLC

SEC CIK
0002054458
Latest filing
Jul 31, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 17, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
66
−1 vs. Q2 2025
Portfolio value
$68.3M
+$6.33M (+10.2%) vs. Q2 2025
Filed
Nov 17, 2025
AmendedSEC
Holdings of KDT Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF14,354$8.79M12.9%−60.0%Reduced–
AAPLApple Inc.Stock17,812$4.54M6.6%−973−5.2%ReducedHistory
MSFTMicrosoft CorpStock8,008$4.15M6.1%−3,921−32.9%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF27,539$3.88M5.7%00.0%Unchanged–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF30,213$3.34M4.9%+30,213New–
GOOGLAlphabet Inc.Stock12,032$2.92M4.3%+902+8.1%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF9,940$2.14M3.1%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock4,014$2.02M3.0%−594−12.9%ReducedHistory
ORCLOracle CorpStock6,130$1.72M2.5%−43−0.7%ReducedHistory
NVDANVIDIA CorpStock8,637$1.61M2.4%−75−0.9%ReducedHistory
VVisa Inc.Stock3,750$1.28M1.9%−112−2.9%ReducedHistory
JPMJPMorgan Chase & CoStock3,712$1.17M1.7%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM10,174$1.15M1.7%−400−3.8%ReducedHistory
PGProcter & Gamble CoStock7,179$1.10M1.6%−1,200−14.3%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF3,360$1.10M1.6%00.0%Unchanged–
GSGoldman Sachs Group IncStock1,210$963.6K1.4%+72+6.3%AddedHistory
METAMeta Platforms, Inc.Stock1,291$948.1K1.4%+29+2.3%AddedHistory
JNJJohnson & JohnsonStock4,897$908.0K1.3%−741−13.1%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS15,725$833.9K1.2%+15,725New–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS14,080$828.6K1.2%+14,080New–
iShares Tr4642874571 3 YR TREAS BD9,980$827.9K1.2%+9,980New–
UNPUnion Pacific CorpStock3,491$825.2K1.2%−623−15.1%ReducedHistory
AMZNAmazon Com IncStock3,708$814.2K1.2%+904+32.2%AddedHistory
ADPAutomatic Data Processing IncStock2,679$786.3K1.2%+502+23.1%AddedHistory
APHAmphenol CorpCL A6,250$773.4K1.1%−1,060−14.5%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF3,650$761.8K1.1%−360−9.0%Reduced–
HONHoneywell International IncCOM3,449$726.0K1.1%−380−9.9%ReducedHistory
ZTSZoetis Inc.Stock4,876$713.5K1.0%+317+7.0%AddedHistory
CVXChevron CorpStock4,357$676.6K1.0%+295+7.3%AddedHistory
PLTRPalantir Technologies Inc.Stock3,600$656.7K1.0%00.0%UnchangedHistory
QCOMQualcomm IncStock3,826$636.5K0.9%−1,217−24.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,193$612.5K0.9%+303+16.0%AddedHistory
APDAir Products & Chemicals, Inc.Stock2,207$601.9K0.9%−323−12.8%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY5,900$594.1K0.9%+5,900New–
LENLennar CorpCL A4,654$586.6K0.9%+123+2.7%AddedHistory
GLWCorning IncCOM7,055$578.7K0.8%−3,685−34.3%ReducedHistory
PMPhilip Morris International Inc.Stock3,554$576.5K0.8%00.0%UnchangedHistory
INTUIntuit Inc.Stock840$573.6K0.8%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF8,000$571.0K0.8%−59−0.7%Reduced–
iShares Inc464286392MSCI WORLD ETF3,100$562.8K0.8%00.0%Unchanged–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF6,750$538.6K0.8%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock7,533$515.4K0.8%−2,750−26.7%ReducedHistory
MCDMcDonalds CorpStock1,695$515.1K0.8%+122+7.8%AddedHistory
MRKMerck & Co., Inc.Stock5,926$497.4K0.7%00.0%UnchangedHistory
TTETotalEnergies SESPONSORED ADS8,200$489.5K0.7%+8,200NewHistory
ABTAbbott LaboratoriesStock3,455$462.8K0.7%−392−10.2%ReducedHistory
MRPMillrose Properties, Inc.COM CL A13,275$446.2K0.7%−87−0.7%ReducedHistory
ABBVAbbVie Inc.Stock1,817$420.7K0.6%−1,202−39.8%ReducedHistory
MOAltria Group, Inc.Stock6,245$412.5K0.6%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock665$408.9K0.6%+90+15.7%AddedHistory
GLDSPDR Gold TrustETF1,104$392.4K0.6%00.0%UnchangedHistory
RIORio Tinto PLCADR5,856$386.6K0.6%−104−1.7%ReducedHistory
TRIThomson Reuters CorpCOM NO PAR2,298$356.9K0.5%+255+12.5%AddedHistory
GOOGAlphabet Inc.Stock1,448$352.7K0.5%00.0%UnchangedHistory
ANETArista Networks, Inc.Stock2,420$352.6K0.5%+245+11.3%AddedHistory
MDLZMondelez International, Inc.Stock5,567$347.8K0.5%00.0%UnchangedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF3,990$329.5K0.5%+420+11.8%Added–
CATCaterpillar IncStock642$306.3K0.4%+2+0.3%AddedHistory
VLOValero Energy CorpStock1,532$260.8K0.4%−553−26.5%ReducedHistory
NFLXNetflix IncStock211$253.0K0.4%+1+0.5%AddedHistory
WMTWalmart Inc.Stock2,350$242.2K0.4%−1,250−34.7%ReducedHistory
PEPPepsiCo IncStock1,717$241.1K0.4%−648−27.4%ReducedHistory
NEENextera Energy IncStock3,173$239.5K0.4%−50−1.6%ReducedHistory
EQIXEquinix IncCOM304$238.1K0.3%−6−1.9%ReducedHistory
OKEONEOK IncCOM2,990$218.2K0.3%−60−2.0%ReducedHistory
VanEck Semiconductor ETF92189F676ETF640$208.9K0.3%+640New–

Sold out since Q2 2025 (8)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of KDT Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
SBUXStarbucks CorpStock4,133$378.7K0.6%History
KMBKimberly Clark CorpStock2,740$353.2K0.6%History
ASMLASML Holding NVADR418$333.9K0.5%History
CRMSalesforce, Inc.Stock1,117$304.6K0.5%History
NKENIKE, Inc.Stock4,010$284.9K0.5%History
HDHome Depot, Inc.Stock664$243.4K0.4%History
ECLEcolab Inc.Stock800$215.6K0.3%History
UNHUnitedHealth Group IncStock685$213.7K0.3%History