KDT Advisors, LLC
CIK: 0002054458SEC EDGAR →
Portfolio Value
$56.3M
Holdings
70
As of
Q4 2025
New Positions
2
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 18,181 | $4.9M | 8.78% |
| 2 | MICROSOFT CORP | 8,225 | $4.0M | 7.06% |
| 3 | VANGUARD WHITEHALL FDS | 27,539 | $4.0M | 7.02% |
| 4 | ALPHABET INC | 12,594 | $3.9M | 7.00% |
| 5 | VANGUARD SPECIALIZED FUNDS | 9,940 | $2.2M | 3.88% |
| 6 | ISHARES TR | 16,892 | $1.9M | 3.30% |
| 7 | NVIDIA CORPORATION | 8,629 | $1.6M | 2.86% |
| 8 | VISA INC | 3,927 | $1.4M | 2.45% |
| 9 | EXXON MOBIL CORP | 10,579 | $1.3M | 2.26% |
| 10 | ORACLE CORP | 6,290 | $1.2M | 2.18% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $18.2M | 32.4% |
| Technology | 14 | $16.9M | 30.0% |
| Communication Services | 4 | $4.6M | 8.3% |
| Healthcare | 6 | $3.5M | 6.2% |
| Industrials | 6 | $2.8M | 4.9% |
| Energy | 4 | $2.6M | 4.6% |
| Consumer Defensive | 5 | $2.5M | 4.4% |
| Consumer Cyclical | 4 | $2.3M | 4.0% |
| Unknown | 3 | $1.1M | 2.0% |
| Basic Materials | 2 | $1.1M | 1.9% |
| Utilities | 2 | $398K | 0.7% |
| Real Estate | 2 | $392K | 0.7% |