KDT Advisors, LLC
- SEC CIK
- 0002054458
- Latest filing
- Jul 31, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 70
- +4 vs. Q3 2025
- Portfolio value
- $71.3M
- +$3.02M (+4.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 14,354 | $9.00M | 12.6% | 00.0% | Unchanged | – |
| AAPLApple Inc. | Stock | 18,181 | $4.94M | 6.9% | +369+2.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 8,225 | $3.98M | 5.6% | +217+2.7% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 27,539 | $3.95M | 5.5% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 12,594 | $3.94M | 5.5% | +562+4.7% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,710 | $2.37M | 3.3% | +696+17.3% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,940 | $2.18M | 3.1% | 00.0% | Unchanged | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 16,892 | $1.86M | 2.6% | −13,321−44.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 8,629 | $1.61M | 2.3% | −8−0.1% | Reduced | History |
| VVisa Inc. | Stock | 3,927 | $1.38M | 1.9% | +177+4.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 10,579 | $1.27M | 1.8% | +405+4.0% | Added | History |
| ORCLOracle Corp | Stock | 6,290 | $1.23M | 1.7% | +160+2.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 3,747 | $1.21M | 1.7% | +35+0.9% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,360 | $1.13M | 1.6% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 5,395 | $1.12M | 1.6% | +498+10.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 1,233 | $1.08M | 1.5% | +23+1.9% | Added | History |
| PGProcter & Gamble Co | Stock | 7,483 | $1.07M | 1.5% | +304+4.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,376 | $908.3K | 1.3% | +85+6.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,810 | $879.4K | 1.2% | +102+2.8% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,705 | $861.0K | 1.2% | +3,705+46.3% | Added | – |
| APHAmphenol Corp | CL A | 6,250 | $844.6K | 1.2% | 00.0% | Unchanged | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 15,725 | $831.5K | 1.2% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 14,080 | $826.9K | 1.2% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 3,572 | $826.3K | 1.2% | +81+2.3% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,650 | $773.0K | 1.1% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 4,328 | $740.3K | 1.0% | +502+13.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,413 | $733.3K | 1.0% | +220+10.0% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 2,814 | $723.8K | 1.0% | +135+5.0% | Added | History |
| CVXChevron Corp | Stock | 4,731 | $721.1K | 1.0% | +374+8.6% | Added | History |
| GLWCorning Inc | COM | 8,155 | $714.1K | 1.0% | +1,100+15.6% | Added | History |
| HONHoneywell International Inc | COM | 3,445 | $672.1K | 0.9% | −4−0.1% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 8,652 | $666.5K | 0.9% | +1,119+14.9% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 3,600 | $639.9K | 0.9% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,685 | $636.5K | 0.9% | −2,295−23.0% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 3,954 | $634.2K | 0.9% | +400+11.3% | Added | History |
| MCDMcDonalds Corp | Stock | 2,051 | $626.8K | 0.9% | +356+21.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 5,926 | $623.8K | 0.9% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 4,940 | $621.6K | 0.9% | +64+1.3% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 7,220 | $611.1K | 0.9% | +3,230+81.0% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 5,900 | $592.2K | 0.8% | 00.0% | Unchanged | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,353 | $581.2K | 0.8% | +146+6.6% | Added | History |
| iShares Inc464286392 | MSCI WORLD ETF | 3,100 | $575.9K | 0.8% | 00.0% | Unchanged | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 6,750 | $564.4K | 0.8% | 00.0% | Unchanged | – |
| INTUIntuit Inc. | Stock | 840 | $556.4K | 0.8% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 4,018 | $503.4K | 0.7% | +563+16.3% | Added | History |
| LENLennar Corp | CL A | 4,823 | $495.8K | 0.7% | +169+3.6% | Added | History |
| RIORio Tinto PLC | ADR | 6,151 | $492.3K | 0.7% | +295+5.0% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,235 | $489.4K | 0.7% | +131+11.9% | Added | History |
| GEVGE Vernova Inc. | Stock | 715 | $467.3K | 0.7% | +50+7.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,448 | $454.4K | 0.6% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 1,857 | $424.3K | 0.6% | +40+2.2% | Added | History |
| PEPPepsiCo Inc | Stock | 2,807 | $402.9K | 0.6% | +1,090+63.5% | Added | History |
| NEENextera Energy Inc | Stock | 4,958 | $398.0K | 0.6% | +1,785+56.3% | Added | History |
| MRPMillrose Properties, Inc. | COM CL A | 13,150 | $392.8K | 0.6% | −125−0.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 657 | $376.4K | 0.5% | +15+2.3% | Added | History |
| MOAltria Group, Inc. | Stock | 6,245 | $360.1K | 0.5% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | Stock | 2,610 | $342.0K | 0.5% | +190+7.9% | Added | History |
| TRIThomson Reuters Corp | COM NO PAR | 2,503 | $330.1K | 0.5% | +205+8.9% | Added | History |
| WMTWalmart Inc. | Stock | 2,890 | $322.0K | 0.5% | +540+23.0% | Added | History |
| VLOValero Energy Corp | Stock | 1,942 | $316.1K | 0.4% | +410+26.8% | Added | History |
| MDLZMondelez International, Inc. | Stock | 5,567 | $299.7K | 0.4% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 814 | $280.1K | 0.4% | +814 | New | History |
| OKEONEOK Inc | COM | 3,765 | $276.7K | 0.4% | +775+25.9% | Added | History |
| NFLXNetflix Inc | Stock | 2,700 | $253.2K | 0.4% | +590+28.0% | AddedConverted for a 10-for-1 split | History |
| EQIXEquinix Inc | COM | 304 | $232.9K | 0.3% | 00.0% | Unchanged | History |
| VanEck Semiconductor ETF92189F676 | ETF | 640 | $230.5K | 0.3% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 838 | $222.0K | 0.3% | +838 | New | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,366 | $214.2K | 0.3% | +1,366 | New | History |
| LRCXLam Research Corp | Stock | 1,250 | $214.0K | 0.3% | +1,250 | New | History |
| AMGNAmgen Inc | Stock | 650 | $212.8K | 0.3% | +650 | New | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.