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

RankStockSharesValue% 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

Top Buys

BRK/B↑ Increased
$2.0M
SHVNEW
$1.9M
GOOGL↑ Increased
$1.1M
GS↑ Increased
$897K
META↑ Increased
$891K

Top Sells

ASMLCLOSED
$406K
MRP↓ Decreased
$54K
HON↓ Decreased
$54K
NVDA↓ Decreased
$2K

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)

$406K · 418 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services18$18.2M32.4%
Technology14$16.9M30.0%
Communication Services4$4.6M8.3%
Healthcare6$3.5M6.2%
Industrials6$2.8M4.9%
Energy4$2.6M4.6%
Consumer Defensive5$2.5M4.4%
Consumer Cyclical4$2.3M4.0%
Unknown3$1.1M2.0%
Basic Materials2$1.1M1.9%
Utilities2$398K0.7%
Real Estate2$392K0.7%