KDT Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), KDT Advisors, LLC reported 73 stock positions worth $68.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.9% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Apple (AAPL, 6.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 20 and reduced 23. The biggest buy was a new position in Wells Fargo (WFC) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
PRINCETON, NJ
CIK
0002054458
Portfolio Value
$68.0M (Q1 2025)
SEC Filing
0001172661-25-001978 ↗ filed May 15, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q4 2024: $68.1M Q4 2024 Q1 2025: $68.0M $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 73 stocks · $68.0M
VOO Vanguard S&P 500 ETF 10.85% 14,365 $7.4M Add +14.7%
MSFT Microsoft Corp. 6.70% 12,144 $4.6M Reduce -2.5%
AAPL Apple Inc. 6.45% 19,764 $4.4M Reduce -3.1%
VYM Vanguard High DVD Yield ETF 5.22% 27,539 $3.6M Add +7.4%
BRK.B Berkshire Hathaway Inc. Class B 4.86% 6,208 $3.3M Reduce -1.6%
VIG Vanguard Dividend Apprec ETF 2.84% 9,940 $1.9M Add +14.3%
GOOGL Alphabet Inc. Class A 2.53% 11,130 $1.7M Reduce -11.2%
PG The Procter & Gamble Co. 2.48% 9,879 $1.7M Reduce -6.9%
GLW Corning Inc. 2.41% 35,740 $1.6M No change
V Visa Inc. Class A 1.99% 3,862 $1.4M Reduce -10.8%
HWM Howmet Aerospace Inc. 1.96% 10,260 $1.3M Reduce -28.1%
XOM Exxon Mobil Corp. 1.77% 10,094 $1.2M No change
T AT&T Inc. 1.66% 40,000 $1.1M No change
THC Tenet Healthcare Corp. 1.58% 8,000 $1.1M No change
CVX Chevron Corp. 1.49% 6,055 $1.0M Reduce -13.7%
UNP Union Pacific Corp. 1.43% 4,109 $971K Reduce -10.5%
ORCL Oracle Corp. 1.39% 6,773 $947K No change
NVDA Nvidia Corp. 1.39% 8,712 $944K Add +0.1%
CSCO Cisco Systems Inc. 1.39% 15,283 $943K Add +0.2%
JNJ Johnson & Johnson 1.37% 5,638 $935K No change
JPM JPMorgan Chase & Co. 1.34% 3,712 $911K No change
HON Honeywell International Inc. 1.19% 3,829 $811K Add +0.1%
GE General Electric filed as GE AEROSPACE 1.14% 3,870 $775K No change
QCOM Qualcomm Inc. 1.14% 5,043 $775K Reduce -15.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.10% 4,010 $747K Add +181.4%
APD Air Products & Chemicals Inc. 1.10% 2,530 $746K Reduce -7.2%
C Citigroup Inc. 1.09% 10,400 $738K No change
AMZN Amazon.com Inc. 1.06% 3,795 $722K Reduce -18.0%
ZTS Zoetis Inc. 1.06% 4,369 $719K Add +0.1%
WFC Wells Fargo & Co. 1.06% 10,000 $718K New
GEV GE Vernova Inc. 1.02% 2,275 $695K Add +9.4%
TRI Thomson Reuters Corp. 1.01% 3,990 $689K Reduce -15.4%
META Meta Platforms Inc. Class A 0.98% 1,162 $670K Reduce -14.1%
ADP Automatic Data Processing 0.94% 2,089 $638K Reduce -21.0%
ABBV Abbvie Inc. 0.93% 3,019 $633K No change
GS Goldman Sachs Group Inc. 0.91% 1,138 $622K Reduce -19.9%
PLTR Palantir Technologies Inc. Class A 0.89% 7,200 $608K No change
MRP Millrose Properties 0.88% 22,699 $602K Add +904.4%
UAE iShares MSCI Uae ETF 0.87% 35,000 $594K No change
PM Philip Morris International 0.83% 3,554 $564K Reduce -22.0%
MRK Merck & Co. Inc. 0.78% 5,926 $532K No change
TTE Totalenergies SE -Spon ADR 0.78% 8,200 $530K No change
LEN Lennar Corp. Class A 0.76% 4,531 $520K Add +0.2%
INTU Intuit Inc. 0.76% 840 $516K No change
ABT Abbott Laboratories 0.75% 3,832 $508K Add +0.2%
OKE Oneok Inc. 0.74% 5,050 $501K Add +0.2%
AEF Abrdn Emerging Markets Ex CH 0.73% 100,000 $496K No change
MCD McDonald's Corp. 0.72% 1,573 $491K Reduce -20.1%
VEU Vanguard Ftse All-World Ex-U 0.72% 8,059 $489K New
APH Amphenol Corp. Class A 0.70% 7,310 $479K Reduce -9.0%
URTH iShares MSCI World ETF 0.70% 3,100 $475K New
IFN Aberdeen India Fund Inc. 0.70% 30,000 $473K No change
SBUX Starbucks Corp. 0.60% 4,133 $405K Add +0.2%
TSM Taiwan Semiconductor-SP ADR 0.57% 2,350 $390K Add +2.2%
KMB Kimberly-Clark Corp. 0.57% 2,740 $390K No change
MDLZ Mondelez International Inc. Class A 0.56% 5,567 $378K No change
MO Altria Group Inc. 0.55% 6,245 $375K No change
UNH Unitedhealth Group Inc. 0.53% 687 $360K Add +9.9%
RIO Rio Tinto PLC-Spon ADR 0.53% 5,960 $358K Add +0.3%
GLD SPDR Gold Shares 0.47% 1,104 $318K Add +0.4%
PEP Pepsico Inc. 0.44% 2,015 $302K Add +1.8%
VLO Valero Energy Corp. 0.40% 2,085 $275K Reduce -21.2%
NKE Nike Inc. Class B 0.40% 4,260 $270K Reduce -16.3%
CRM Salesforce Inc. 0.38% 967 $260K Add +4.1%
EQIX Equinix Inc. 0.37% 309 $252K No change
IXUS iShares Core Intl Stock ETF 0.37% 3,570 $249K New
GEHC GE Healthcare Technology 0.36% 3,005 $243K No change
HD Home Depot Inc. 0.36% 661 $242K Reduce -33.6%
GOOG Alphabet Inc. Class C 0.33% 1,448 $226K Reduce -28.6%
AA Alcoa Corp. 0.32% 7,222 $220K No change
ECL Ecolab Inc. 0.30% 800 $203K New
AMGN Amgen Inc. 0.30% 650 $203K New
AGNC AGNC Investment Corp. 0.15% 11,000 $105K No change

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -3.1% 6.45% −1.05
MSFT Microsoft Corp. Reduce -2.5% 6.70% −1.00
GOOGL Alphabet Inc. Class A Reduce -11.2% 2.53% −0.95
AMZN Amazon.com Inc. Reduce -18.0% 1.06% −0.43
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.37
ODFL Old Dominion Freight Line Sold out 0.00% −0.37
NFLX Netflix Inc. Sold out 0.00% −0.36
LRCX Lam Research Corp. Sold out 0.00% −0.35
HWM Howmet Aerospace Inc. Reduce -28.1% 1.96% −0.33
ANET Arista Networks Inc. Sold out 0.00% −0.33
CAT Caterpillar Inc. Sold out 0.00% −0.31
GS Goldman Sachs Group Inc. Reduce -19.9% 0.91% −0.28
GOOG Alphabet Inc. Class C Reduce -28.6% 0.33% −0.23
HD Home Depot Inc. Reduce -33.6% 0.36% −0.21
QCOM Qualcomm Inc. Reduce -15.4% 1.14% −0.21
ADP Automatic Data Processing Reduce -21.0% 0.94% −0.20
META Meta Platforms Inc. Class A Reduce -14.1% 0.98% −0.18
NKE Nike Inc. Class B Reduce -16.3% 0.40% −0.17
PG The Procter & Gamble Co. Reduce -6.9% 2.48% −0.14
MCD McDonald's Corp. Reduce -20.1% 0.72% −0.12
APH Amphenol Corp. Class A Reduce -9.0% 0.70% −0.11
UNP Union Pacific Corp. Reduce -10.5% 1.43% −0.11
TRI Thomson Reuters Corp. Reduce -15.4% 1.01% −0.10
VLO Valero Energy Corp. Reduce -21.2% 0.40% −0.07
APD Air Products & Chemicals Inc. Reduce -7.2% 1.10% −0.06
V Visa Inc. Class A Reduce -10.8% 1.99% −0.02
CVX Chevron Corp. Reduce -13.7% 1.49% −0.00
PM Philip Morris International Reduce -22.0% 0.83% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.6% 4.86% +0.66

Portfolio Buys Q4 2024 → Q1 2025
WFC Wells Fargo & Co. New 1.06% +1.06
VOO Vanguard S&P 500 ETF Add +14.7% 10.85% +0.95
MRP Millrose Properties Add +904.4% 0.88% +0.80
VEU Vanguard Ftse All-World Ex-U New 0.72% +0.72
URTH iShares MSCI World ETF New 0.70% +0.70
VBR Vngrd Mrngst SL-CP Val ETF-U Add +181.4% 1.10% +0.68
VYM Vanguard High DVD Yield ETF Add +7.4% 5.22% +0.42
IXUS iShares Core Intl Stock ETF New 0.37% +0.37
VIG Vanguard Dividend Apprec ETF Add +14.3% 2.84% +0.33
ECL Ecolab Inc. New 0.30% +0.30
AMGN Amgen Inc. New 0.30% +0.30
ABT Abbott Laboratories Add +0.2% 0.75% +0.11
GLD SPDR Gold Shares Add +0.4% 0.47% +0.08
UNH Unitedhealth Group Inc. Add +9.9% 0.53% +0.06
CSCO Cisco Systems Inc. Add +0.2% 1.39% +0.06
SBUX Starbucks Corp. Add +0.2% 0.60% +0.04
GEV GE Vernova Inc. Add +9.4% 1.02% +0.02
ZTS Zoetis Inc. Add +0.1% 1.06% +0.01
RIO Rio Tinto PLC-Spon ADR Add +0.3% 0.53% +0.01
PEP Pepsico Inc. Add +1.8% 0.44% +0.00
OKE Oneok Inc. Add +0.2% 0.74% −0.01
CRM Salesforce Inc. Add +4.1% 0.38% −0.07
HON Honeywell International Inc. Add +0.1% 1.19% −0.08
TSM Taiwan Semiconductor-SP ADR Add +2.2% 0.57% −0.09
LEN Lennar Corp. Class A Add +0.2% 0.76% −0.14
NVDA Nvidia Corp. Add +0.1% 1.39% −0.33

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