Investor
KDT Advisors, LLC
CIK 0002054458 · filed 2026-05-15 · SEC filing
13F book
$62.8M
Positions
69
3 new · 4 sold
Largest name
13.7%
Vanguard Index Fds
Est. mark
−$975.2K
Price effect on 66 names still held. Flow −$7.56M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 14.4K | $8.58M | 13.7% | −$424.6K | Held |
| Apple Inc. | AAPL | 16.4K | $4.17M | 6.6% | −$297.1K | Cut−$769.4K |
| Vanguard Whitehall Fds | — | 27.5K | $4.08M | 6.5% | $126.1K | Held |
| Alphabet Inc | — | 10.4K | $2.99M | 4.8% | −$264.8K | Cut−$948.7K |
| Microsoft Corp | MSFT | 6.55K | $2.43M | 3.9% | −$743.4K | Cut−$1.55M |
| Vanguard Specialized Funds | — | 9.94K | $2.14M | 3.4% | −$46.9K | Held |
| Exxon Mobil Corp | — | 9.68K | $1.64M | 2.6% | $477.4K | Cut$369.1K |
| Berkshire Hathaway Inc Del | — | 3.23K | $1.55M | 2.5% | −$75.9K | Cut−$817.3K |
| Nvidia Corp | NVDA | 8.62K | $1.5M | 2.4% | −$104.4K | Cut−$105.3K |
| Johnson & Johnson | JNJ | 5.42K | $1.32M | 2.1% | $202.3K | Added$207.1K |
| Jpmorgan Chase & Co. | — | 3.75K | $1.1M | 1.8% | −$105.1K | Held |
| Vanguard Index Fds | — | 3.36K | $1.08M | 1.7% | −$48.6K | Held |
| Goldman Sachs Group Inc | — | 1.23K | $1.04M | 1.7% | −$40.7K | Held |
| Ishares Tr | — | 9.41K | $1.04M | 1.7% | $2.26K | Cut−$822K |
| Chevron Corp New | CVX | 4.92K | $1.02M | 1.6% | $257.8K | Added$296.1K |
| Procter And Gamble Co | PG | 6.84K | $988.5K | 1.6% | $7.73K | Cut−$83.8K |
| Oracle Corp | — | 6.59K | $969.3K | 1.5% | −$300.7K | Added−$256.7K |
| Vanguard Intl Equity Index F | — | 11.7K | $879K | 1.4% | $18K | Held |
| Ishares Tr | — | 15.7K | $826.5K | 1.3% | −$5.03K | Held |
| Vanguard Scottsdale Fds | — | 14.1K | $824.2K | 1.3% | −$2.67K | Held |
| Visa Inc. | V | 2.67K | $807K | 1.3% | −$129.4K | Cut−$570.3K |
| Vanguard Index Fds | — | 3.65K | $793K | 1.3% | $19.9K | Held |
| Corning Inc | — | 5.45K | $740.4K | 1.2% | $263.6K | Cut$26.3K |
| Union Pac Corp | — | 2.97K | $719.9K | 1.1% | $33.5K | Cut−$106.4K |
| Merck & Co., Inc. | MRK | 5.93K | $712.8K | 1.1% | $89.1K | Held |
| Cisco Sys Inc | — | 8.65K | $671.3K | 1.1% | $4.85K | Held |
| Invesco Exchange Traded Fd T | — | 3.45K | $662.1K | 1.1% | — | New |
| Philip Morris Intl Inc | — | 3.95K | $653.8K | 1.0% | $19.5K | Held |
| Mcdonalds Corp | MCD | 2.1K | $653K | 1.0% | $10.6K | Added$26.1K |
| Ishares Tr | — | 7.68K | $634.5K | 1.0% | −$1.92K | Held |
| Ishares Tr | — | 7.21K | $625.1K | 1.0% | $14.4K | Cut$14K |
| GE Vernova Inc. | GEV | 715 | $624.1K | 1.0% | $156.8K | Held |
| Honeywell Intl Inc | — | 2.75K | $622.7K | 1.0% | $85.2K | Cut−$49.4K |
| Air Prods & Chems Inc | — | 2.01K | $585K | 0.9% | $87.5K | Cut$3.81K |
| Ishares Inc | — | 3.1K | $558.1K | 0.9% | −$17.8K | Held |
| Vanguard Intl Equity Index F | — | 6.75K | $556.4K | 0.9% | −$7.97K | Held |
| Automatic Data Processing In | — | 2.73K | $554.7K | 0.9% | −$147.6K | Cut−$169.2K |
| Palantir Technologies Inc. | PLTR | 3.6K | $526.6K | 0.8% | −$113.3K | Held |
| Zoetis Inc. | ZTS | 4.25K | $502.9K | 0.8% | −$32.4K | Cut−$118.7K |
| Nextera Energy Inc | — | 5.13K | $476.7K | 0.8% | $62.5K | Added$78.6K |
| Caterpillar Inc | CAT | 657 | $465.5K | 0.7% | $89.1K | Held |
| Pepsico Inc | PEP | 2.88K | $446.8K | 0.7% | $33K | Added$43.9K |
| Lennar Corp | — | 5.06K | $439.7K | 0.7% | −$77K | Added−$56.1K |
| Qualcomm Inc | — | 3.41K | $439K | 0.7% | −$144.1K | Cut−$301.3K |
| Rio Tinto Plc | — | 4.65K | $433.9K | 0.7% | $61.7K | Cut−$58.4K |
| Taiwan Semiconductor Mfg Ltd | — | 1.26K | $426.8K | 0.7% | $43K | Cut−$306.5K |
| Amazon Com Inc | AMZN | 2.01K | $417.8K | 0.7% | −$45.2K | Cut−$461.6K |
| Alphabet Inc | — | 1.45K | $415.4K | 0.7% | −$39K | Held |
| Altria Group, Inc. | MO | 6.25K | $412.1K | 0.7% | $52K | Held |
| Astrazeneca Plc Ord | AZN | 2K | $393.5K | 0.6% | — | New |
| Oneok Inc /New/ | OKE | 4.35K | $393.2K | 0.6% | $63.6K | Added$116.5K |
| Meta Platforms, Inc. | META | 656 | $375.3K | 0.6% | −$57.7K | Cut−$533K |
| Millrose Pptys Inc | — | 13.4K | $375.2K | 0.6% | −$24.6K | Added−$17.6K |
| Walmart Inc. | WMT | 2.89K | $359.2K | 0.6% | $37.2K | Held |
| Valero Energy Corp | — | 1.44K | $356.3K | 0.6% | $121.5K | Cut$40.2K |
| Mondelez Intl Inc | — | 5.57K | $320.9K | 0.5% | $21.2K | Held |
| Arista Networks, Inc. | ANET | 2.61K | $320.5K | 0.5% | −$21.5K | Held |
| Home Depot, Inc. | HD | 911 | $299.6K | 0.5% | −$12.4K | Added$19.5K |
| Equinix Inc | EQIX | 304 | $298K | 0.5% | $65.1K | Held |
| Abbott Labs | ABT | 2.67K | $273.8K | 0.4% | −$60.3K | Cut−$229.6K |
| Netflix Inc | NFLX | 2.81K | $270.2K | 0.4% | $6.45K | Added$17K |
| Lam Research Corp | LRCX | 1.25K | $267.1K | 0.4% | $53.1K | Held |
| Old Dominion Freight Line In | — | 1.37K | $266.9K | 0.4% | $52.7K | Held |
| Intuit Inc. | INTU | 594 | $256.8K | 0.4% | −$136.6K | Cut−$299.6K |
| Comcast Corp New | — | 8.86K | $254.2K | 0.4% | — | New |
| Vaneck Etf Trust | — | 640 | $245.4K | 0.4% | $14.9K | Held |
| Thomson Reuters Corp | — | 2.73K | $245.4K | 0.4% | −$104.9K | Added−$84.7K |
| Amgen Inc | AMGN | 650 | $228.7K | 0.4% | $16K | Held |
| AbbVie Inc. | ABBV | 1.03K | $223.4K | 0.4% | −$11.3K | Cut−$200.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.