KDT Advisors, LLC

CIK: 0002054458SEC EDGAR →

Portfolio Value

$71.3M

Holdings

70

As of

Q4 2025

New Positions

2

Closed Positions

8

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

14,354$9.0M
12.62%
2

APPLE INC

18,181$4.9M
6.93%
3

MICROSOFT CORP

8,225$4.0M
5.58%
4

VANGUARD WHITEHALL FDS

27,539$4.0M
5.54%
5

ALPHABET INC

12,594$3.9M
5.53%
6

BERKSHIRE HATHAWAY INC DEL

4,710$2.4M
3.32%
7

VANGUARD SPECIALIZED FUNDS

9,940$2.2M
3.06%
8

ISHARES TR

16,892$1.9M
2.61%
9

NVIDIA CORPORATION

8,629$1.6M
2.26%
10

VISA INC

3,927$1.4M
1.93%

Quarterly Changes

Top Buys

AAPL↑ Increased
$4.3B
MSFT↑ Increased
$4.1B
GOOGL↑ Increased
$2.8B
BRK/B↑ Increased
$2.0B
ORCL↑ Increased
$1.7B

Top Sells

NVDA↓ Decreased
$1.6B
HON↓ Decreased
$725.3M
MRP↓ Decreased
$445.8M
ASMLCLOSED
$406.2M

New Positions (10)

$1.9M · 17K shares
$831K · 16K shares
$826K · 14K shares
$636K · 8K shares
$402K · 3K shares
$280K · 814 shares
$221K · 838 shares
$214K · 1K shares
$213K · 1K shares
$212K · 650 shares

Closed Positions (1)

$406.2M · 418 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services18$28.3M39.7%
Technology14$17.4M24.4%
Communication Services4$5.6M7.8%
Healthcare6$3.5M4.9%
Unknown3$3.5M4.9%
Industrials6$3.1M4.4%
Energy4$2.6M3.6%
Consumer Defensive5$2.5M3.4%
Consumer Cyclical4$2.3M3.2%
Basic Materials2$1.1M1.5%
Utilities2$865K1.2%
Real Estate2$624K0.9%