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Livermore
Livermore
ZHEN

KDT Advisors, LLC

SEC CIK
0002054458
Latest filing
Jul 31, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
69
−1 vs. Q4 2025
Portfolio value
$62.8M
−$8.54M (−12.0%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of KDT Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF14,354$8.58M13.7%00.0%Unchanged–
AAPLApple Inc.Stock16,444$4.17M6.6%−1,737−9.6%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF27,539$4.08M6.5%00.0%Unchanged–
GOOGLAlphabet Inc.Stock10,409$2.99M4.8%−2,185−17.3%ReducedHistory
MSFTMicrosoft CorpStock6,553$2.43M3.9%−1,672−20.3%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF9,940$2.14M3.4%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM9,679$1.64M2.6%−900−8.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,235$1.55M2.5%−1,475−31.3%ReducedHistory
NVDANVIDIA CorpStock8,624$1.50M2.4%−5−0.1%ReducedHistory
JNJJohnson & JohnsonStock5,415$1.32M2.1%+20+0.4%AddedHistory
JPMJPMorgan Chase & CoStock3,747$1.10M1.8%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF3,360$1.08M1.7%00.0%Unchanged–
GSGoldman Sachs Group IncStock1,233$1.04M1.7%00.0%UnchangedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF9,409$1.04M1.7%−7,483−44.3%Reduced–
CVXChevron CorpStock4,916$1.02M1.6%+185+3.9%AddedHistory
PGProcter & Gamble CoStock6,844$988.5K1.6%−639−8.5%ReducedHistory
ORCLOracle CorpStock6,589$969.3K1.5%+299+4.8%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF11,705$879.0K1.4%00.0%Unchanged–
iShares Tr464288646ISHS 1-5YR INVS15,725$826.5K1.3%00.0%Unchanged–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS14,080$824.2K1.3%00.0%Unchanged–
VVisa Inc.Stock2,670$807.0K1.3%−1,257−32.0%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF3,650$793.0K1.3%00.0%Unchanged–
GLWCorning IncCOM5,445$740.4K1.2%−2,710−33.2%ReducedHistory
UNPUnion Pacific CorpStock2,967$719.9K1.1%−605−16.9%ReducedHistory
MRKMerck & Co., Inc.Stock5,926$712.8K1.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock8,652$671.3K1.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,450$662.1K1.1%+3,450New–
PMPhilip Morris International Inc.Stock3,954$653.8K1.0%00.0%UnchangedHistory
MCDMcDonalds CorpStock2,101$653.0K1.0%+50+2.4%AddedHistory
iShares Tr4642874571 3 YR TREAS BD7,685$634.5K1.0%00.0%Unchanged–
iShares Core MSCI Total International Stock ETF46432F834ETF7,215$625.1K1.0%−5−0.1%Reduced–
GEVGE Vernova Inc.Stock715$624.1K1.0%00.0%UnchangedHistory
HONHoneywell International IncCOM2,755$622.7K1.0%−690−20.0%ReducedHistory
APDAir Products & Chemicals, Inc.Stock2,014$585.0K0.9%−339−14.4%ReducedHistory
iShares Inc464286392MSCI WORLD ETF3,100$558.1K0.9%00.0%Unchanged–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF6,750$556.4K0.9%00.0%Unchanged–
ADPAutomatic Data Processing IncStock2,730$554.7K0.9%−84−3.0%ReducedHistory
PLTRPalantir Technologies Inc.Stock3,600$526.6K0.8%00.0%UnchangedHistory
ZTSZoetis Inc.Stock4,254$502.9K0.8%−686−13.9%ReducedHistory
NEENextera Energy IncStock5,132$476.7K0.8%+174+3.5%AddedHistory
CATCaterpillar IncStock657$465.5K0.7%00.0%UnchangedHistory
PEPPepsiCo IncStock2,877$446.8K0.7%+70+2.5%AddedHistory
LENLennar CorpCL A5,063$439.7K0.7%+240+5.0%AddedHistory
QCOMQualcomm IncStock3,409$439.0K0.7%−919−21.2%ReducedHistory
RIORio Tinto PLCADR4,651$433.9K0.7%−1,500−24.4%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,263$426.8K0.7%−1,150−47.7%ReducedHistory
AMZNAmazon Com IncStock2,006$417.8K0.7%−1,804−47.3%ReducedHistory
GOOGAlphabet Inc.Stock1,448$415.4K0.7%00.0%UnchangedHistory
MOAltria Group, Inc.Stock6,245$412.1K0.7%00.0%UnchangedHistory
AZNAstraZeneca PLCADR1,995$393.5K0.6%+1,995NewHistory
OKEONEOK IncCOM4,350$393.2K0.6%+585+15.5%AddedHistory
METAMeta Platforms, Inc.Stock656$375.3K0.6%−720−52.3%ReducedHistory
MRPMillrose Properties, Inc.COM CL A13,401$375.2K0.6%+251+1.9%AddedHistory
WMTWalmart Inc.Stock2,890$359.2K0.6%00.0%UnchangedHistory
VLOValero Energy CorpStock1,442$356.3K0.6%−500−25.7%ReducedHistory
MDLZMondelez International, Inc.Stock5,567$320.9K0.5%00.0%UnchangedHistory
ANETArista Networks, Inc.Stock2,610$320.5K0.5%00.0%UnchangedHistory
HDHome Depot, Inc.Stock911$299.6K0.5%+97+11.9%AddedHistory
EQIXEquinix IncCOM304$298.0K0.5%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock2,667$273.8K0.4%−1,351−33.6%ReducedHistory
NFLXNetflix IncStock2,810$270.2K0.4%+110+4.1%AddedHistory
LRCXLam Research CorpStock1,250$267.1K0.4%00.0%UnchangedHistory
ODFLOld Dominion Freight Line, Inc.COM1,366$266.9K0.4%00.0%UnchangedHistory
INTUIntuit Inc.Stock594$256.8K0.4%−246−29.3%ReducedHistory
CMCSAComcast CorpStock8,855$254.2K0.4%+8,855NewHistory
VanEck Semiconductor ETF92189F676ETF640$245.4K0.4%00.0%Unchanged–
TRIThomson Reuters CorpCOM NO PAR2,727$245.4K0.4%+224+8.9%AddedHistory
AMGNAmgen IncStock650$228.7K0.4%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock1,027$223.4K0.4%−830−44.7%ReducedHistory

Sold out since Q4 2025 (4)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of KDT Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
APHAmphenol CorpCL A6,250$844.6K1.2%History
iShares Tr46436E7180-3 MTH TREASURY5,900$592.2K0.8%–
GLDSPDR Gold TrustETF1,235$489.4K0.7%History
CRMSalesforce, Inc.Stock838$222.0K0.3%History