KDT Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), KDT Advisors, LLC reported 72 stock positions worth $68.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.9% of the portfolio, followed by Microsoft (MSFT, 7.7%) and Apple (AAPL, 7.5%).

Most Recent 13F
Q2 2026
Location
PRINCETON, NJ
CIK
0002054458
Portfolio Value
$68.1M (Q4 2024)
SEC Filing
0001172661-25-001080 ↗ filed Feb 14, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q4 2024: $68.1M $68.1M Q4 2024 Q1 2025: $68.0M Q1 2025 Q2 2025: $62.0M Q2 2025 Q3 2025: $68.3M Q3 2025 Q4 2025: $71.3M Q4 2025 Q1 2026: $62.8M Q1 2026 Q2 2026: $72.3M Q2 2026

Holdings 72 stocks · $68.1M

VOO Vanguard S&P 500 ETF 9.91% 12,525 $6.7M —
MSFT Microsoft Corp. 7.71% 12,454 $5.2M —
AAPL Apple Inc. 7.50% 20,405 $5.1M —
VYM Vanguard High DVD Yield ETF 4.80% 25,634 $3.3M —
BRK.B Berkshire Hathaway Inc. Class B 4.20% 6,311 $2.9M —
GOOGL Alphabet Inc. Class A 3.48% 12,536 $2.4M —
PG The Procter & Gamble Co. 2.61% 10,613 $1.8M —
VIG Vanguard Dividend Apprec ETF 2.50% 8,700 $1.7M —
GLW Corning Inc. 2.49% 35,740 $1.7M —
HWM Howmet Aerospace Inc. 2.29% 14,260 $1.6M —
V Visa Inc. Class A 2.01% 4,329 $1.4M —
NVDA Nvidia Corp. 1.72% 8,704 $1.2M —
ORCL Oracle Corp. 1.66% 6,773 $1.1M —
XOM Exxon Mobil Corp. 1.59% 10,094 $1.1M —
UNP Union Pacific Corp. 1.54% 4,589 $1.0M —
CVX Chevron Corp. 1.49% 7,015 $1.0M —
AMZN Amazon.com Inc. 1.49% 4,630 $1.0M —
THC Tenet Healthcare Corp. 1.48% 8,000 $1.0M —
QCOM Qualcomm Inc. 1.34% 5,963 $916K —
T AT&T Inc. 1.34% 40,000 $911K —
CSCO Cisco Systems Inc. 1.33% 15,259 $903K —
JPM JPMorgan Chase & Co. 1.31% 3,712 $890K —
HON Honeywell International Inc. 1.27% 3,824 $864K —
JNJ Johnson & Johnson 1.20% 5,638 $815K —
GS Goldman Sachs Group Inc. 1.19% 1,421 $814K —
META Meta Platforms Inc. Class A 1.16% 1,353 $792K —
APD Air Products & Chemicals Inc. 1.16% 2,726 $791K —
ADP Automatic Data Processing 1.14% 2,644 $774K —
TRI Thomson Reuters Corp. 1.11% 4,714 $756K —
C Citigroup Inc. 1.07% 10,400 $732K —
ZTS Zoetis Inc. 1.04% 4,363 $711K —
GEV GE Vernova Inc. 1.00% 2,080 $684K —
GE General Electric filed as GE AEROSPACE 0.95% 3,870 $646K —
LEN Lennar Corp. Class A 0.91% 4,520 $616K —
MRK Merck & Co. Inc. 0.87% 5,926 $590K —
UAE iShares MSCI Uae ETF 0.85% 35,000 $576K —
MCD McDonald's Corp. 0.84% 1,968 $571K —
APH Amphenol Corp. Class A 0.82% 8,035 $558K —
PM Philip Morris International 0.80% 4,554 $548K —
PLTR Palantir Technologies Inc. Class A 0.80% 7,200 $545K —
ABBV Abbvie Inc. 0.79% 3,019 $536K —
INTU Intuit Inc. 0.78% 840 $528K —
AEF Abrdn Emerging Markets Ex CH 0.76% 100,000 $519K —
OKE Oneok Inc. 0.74% 5,040 $506K —
IFN Aberdeen India Fund Inc. 0.69% 30,000 $473K —
TSM Taiwan Semiconductor-SP ADR 0.67% 2,300 $454K —
TTE Totalenergies SE -Spon ADR 0.66% 8,200 $447K —
ABT Abbott Laboratories 0.64% 3,824 $433K —
HD Home Depot Inc. 0.57% 996 $387K —
GOOG Alphabet Inc. Class C 0.57% 2,028 $386K —
NKE Nike Inc. Class B 0.57% 5,090 $385K —
SBUX Starbucks Corp. 0.55% 4,124 $376K —
KMB Kimberly-Clark Corp. 0.53% 2,740 $359K —
RIO Rio Tinto PLC-Spon ADR 0.51% 5,942 $349K —
MDLZ Mondelez International Inc. Class A 0.49% 5,567 $333K —
MO Altria Group Inc. 0.48% 6,245 $327K —
VLO Valero Energy Corp. 0.48% 2,647 $324K —
UNH Unitedhealth Group Inc. 0.46% 625 $316K —
CRM Salesforce Inc. 0.46% 929 $311K —
PEP Pepsico Inc. 0.44% 1,980 $301K —
EQIX Equinix Inc. 0.43% 309 $291K —
VBR Vngrd Mrngst SL-CP Val ETF-U 0.41% 1,425 $282K —
AA Alcoa Corp. 0.40% 7,222 $273K —
GLD SPDR Gold Shares 0.39% 1,100 $266K —
NVO Novo-Nordisk A/S-Spons ADR 0.37% 2,920 $251K —
ODFL Old Dominion Freight Line 0.37% 1,410 $249K —
NFLX Netflix Inc. 0.36% 273 $243K —
LRCX Lam Research Corp. 0.35% 3,310 $239K —
GEHC GE Healthcare Technology 0.34% 3,005 $235K —
ANET Arista Networks Inc. 0.33% 2,040 $225K —
CAT Caterpillar Inc. 0.31% 575 $209K —
AGNC AGNC Investment Corp. 0.15% 11,000 $101K —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 73$72.3MVOO, AAPL, VYM, GOOGL, MSFT
Q1 2026 69$62.8MVOO, AAPL, VYM, GOOGL, MSFT
Q4 2025 70$71.3MVOO, AAPL, MSFT, VYM, GOOGL
Q3 2025Amended 66$68.3MVOO, AAPL, MSFT, VYM, SHV
Q2 2025 67$62.0MVOO, MSFT, AAPL, VYM, BRK.B
Q1 2025 73$68.0MVOO, MSFT, AAPL, VYM, BRK.B
Q4 2024 72$68.1MVOO, MSFT, AAPL, VYM, BRK.B