KDT Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), KDT Advisors, LLC reported 70 stock positions worth $71.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.6% of the portfolio, followed by Apple (AAPL, 6.9%) and Microsoft (MSFT, 5.6%). Compared with Q3 2025, it opened 5 new positions, sold out of 1, added to 41 and reduced 5. The biggest buy was Alphabet Class A (GOOGL, shares +5%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −44%).

Most Recent 13F
Q2 2026
Location
PRINCETON, NJ
CIK
0002054458
Portfolio Value
$71.3M (Q4 2025)
SEC Filing
0001172661-26-000513 ↗ filed Feb 6, 2026

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q4 2024: $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 $71.3M Q4 2025 Q1 2026: $62.8M Q1 2026 Q2 2026: $72.3M Q2 2026

Holdings 70 stocks · $71.3M
VOO Vanguard S&P 500 ETF 12.62% 14,354 $9.0M No change
AAPL Apple Inc. 6.93% 18,181 $4.9M Add +2.1%
MSFT Microsoft Corp. 5.58% 8,225 $4.0M Add +2.7%
VYM Vanguard High DVD Yield ETF 5.54% 27,539 $4.0M No change
GOOGL Alphabet Inc. Class A 5.53% 12,594 $3.9M Add +4.7%
BRK.B Berkshire Hathaway Inc. Class B 3.32% 4,710 $2.4M Add +17.3%
VIG Vanguard Dividend Apprec ETF 3.06% 9,940 $2.2M No change
SHV iShares 0-1 Year Treasury Bo 2.61% 16,892 $1.9M Reduce -44.1%
NVDA Nvidia Corp. 2.26% 8,629 $1.6M Reduce -0.1%
V Visa Inc. Class A 1.93% 3,927 $1.4M Add +4.7%
XOM Exxon Mobil Corp. 1.79% 10,579 $1.3M Add +4.0%
ORCL Oracle Corp. 1.72% 6,290 $1.2M Add +2.6%
JPM JPMorgan Chase & Co. 1.69% 3,747 $1.2M Add +0.9%
VTI VG Morningstar TS MKT ETF-US 1.58% 3,360 $1.1M No change
JNJ Johnson & Johnson 1.57% 5,395 $1.1M Add +10.2%
GS Goldman Sachs Group Inc. 1.52% 1,233 $1.1M Add +1.9%
PG The Procter & Gamble Co. 1.50% 7,483 $1.1M Add +4.2%
META Meta Platforms Inc. Class A 1.27% 1,376 $908K Add +6.6%
AMZN Amazon.com Inc. 1.23% 3,810 $879K Add +2.8%
VEU Vanguard Ftse All-World Ex-U 1.21% 11,705 $861K Add +46.3%
APH Amphenol Corp. Class A 1.18% 6,250 $845K No change
IGSB iShares 1-5Y Inv Grade Corp. 1.17% 15,725 $832K No change
VGSH Vanguard Short-Term Treasury 1.16% 14,080 $827K No change
UNP Union Pacific Corp. 1.16% 3,572 $826K Add +2.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.08% 3,650 $773K No change
QCOM Qualcomm Inc. 1.04% 4,328 $740K Add +13.1%
TSM Taiwan Semiconductor-SP ADR 1.03% 2,413 $733K Add +10.0%
ADP Automatic Data Processing 1.02% 2,814 $724K Add +5.0%
CVX Chevron Corp. 1.01% 4,731 $721K Add +8.6%
GLW Corning Inc. 1.00% 8,155 $714K Add +15.6%
HON Honeywell International Inc. 0.94% 3,445 $672K Reduce -0.1%
CSCO Cisco Systems Inc. 0.93% 8,652 $666K Add +14.8%
PLTR Palantir Technologies Inc. Class A 0.90% 3,600 $640K No change
SHY iShares 1-3 Year Treasury Bo 0.89% 7,685 $636K Reduce -23.0%
PM Philip Morris International 0.89% 3,954 $634K Add +11.3%
MCD McDonald's Corp. 0.88% 2,051 $627K Add +21.0%
MRK Merck & Co. Inc. 0.87% 5,926 $624K No change
ZTS Zoetis Inc. 0.87% 4,940 $622K Add +1.3%
IXUS iShares Core Intl Stock ETF 0.86% 7,220 $611K Add +81.0%
SGOV iShares 0-3 Month Treasury B 0.83% 5,900 $592K No change
APD Air Products & Chemicals Inc. 0.82% 2,353 $581K Add +6.6%
URTH iShares MSCI World ETF 0.81% 3,100 $576K No change
VGK Vanguard Ftse Europe ETF 0.79% 6,750 $564K No change
INTU Intuit Inc. 0.78% 840 $556K No change
ABT Abbott Laboratories 0.71% 4,018 $503K Add +16.3%
LEN Lennar Corp. Class A 0.70% 4,823 $496K Add +3.6%
RIO Rio Tinto PLC-Spon ADR 0.69% 6,151 $492K Add +5.0%
GLD SPDR Gold Shares 0.69% 1,235 $489K Add +11.9%
GEV GE Vernova Inc. 0.66% 715 $467K Add +7.5%
GOOG Alphabet Inc. Class C 0.64% 1,448 $454K No change
ABBV Abbvie Inc. 0.59% 1,857 $424K Add +2.2%
PEP Pepsico Inc. 0.56% 2,807 $403K Add +63.5%
NEE Nextera Energy Inc. 0.56% 4,958 $398K Add +56.3%
MRP Millrose Properties 0.55% 13,150 $393K Reduce -0.9%
CAT Caterpillar Inc. 0.53% 657 $376K Add +2.3%
MO Altria Group Inc. 0.51% 6,245 $360K No change
ANET Arista Networks Inc. 0.48% 2,610 $342K Add +7.8%
TRI Thomson Reuters Corp. 0.46% 2,503 $330K Add +8.9%
WMT Walmart Inc. 0.45% 2,890 $322K Add +23.0%
VLO Valero Energy Corp. 0.44% 1,942 $316K Add +26.8%
MDLZ Mondelez International Inc. Class A 0.42% 5,567 $300K No change
HD Home Depot Inc. 0.39% 814 $280K New
OKE Oneok Inc. 0.39% 3,765 $277K Add +25.9%
NFLX Netflix Inc. 0.35% 2,700 $253K Add +28.0%
EQIX Equinix Inc. 0.33% 304 $233K No change
SMH Vaneck Semiconductor ETF 0.32% 640 $230K No change
CRM Salesforce Inc. 0.31% 838 $222K New
ODFL Old Dominion Freight Line 0.30% 1,366 $214K New
LRCX Lam Research Corp. 0.30% 1,250 $214K New
AMGN Amgen Inc. 0.30% 650 $213K New

Portfolio Sells Q3 2025 → Q4 2025
SHV iShares 0-1 Year Treasury Bo Reduce -44.1% 2.61% −2.28
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.72
SHY iShares 1-3 Year Treasury Bo Reduce -23.0% 0.89% −0.32
HON Honeywell International Inc. Reduce -0.1% 0.94% −0.12
NVDA Nvidia Corp. Reduce -0.1% 2.26% −0.10
MRP Millrose Properties Reduce -0.9% 0.55% −0.10

Portfolio Buys Q3 2025 → Q4 2025
GOOGL Alphabet Inc. Class A Add +4.7% 5.53% +1.24
HD Home Depot Inc. New 0.39% +0.39
IXUS iShares Core Intl Stock ETF Add +81.0% 0.86% +0.37
VEU Vanguard Ftse All-World Ex-U Add +46.3% 1.21% +0.37
BRK.B Berkshire Hathaway Inc. Class B Add +17.3% 3.32% +0.36
CRM Salesforce Inc. New 0.31% +0.31
ODFL Old Dominion Freight Line New 0.30% +0.30
LRCX Lam Research Corp. New 0.30% +0.30
AMGN Amgen Inc. New 0.30% +0.30
AAPL Apple Inc. Add +2.1% 6.93% +0.29
JNJ Johnson & Johnson Add +10.2% 1.57% +0.24
PEP Pepsico Inc. Add +63.5% 0.56% +0.21
NEE Nextera Energy Inc. Add +56.3% 0.56% +0.21
CSCO Cisco Systems Inc. Add +14.8% 0.93% +0.18
GLW Corning Inc. Add +15.6% 1.00% +0.15
TSM Taiwan Semiconductor-SP ADR Add +10.0% 1.03% +0.13
MCD McDonald's Corp. Add +21.0% 0.88% +0.12
RIO Rio Tinto PLC-Spon ADR Add +5.0% 0.69% +0.12
GLD SPDR Gold Shares Add +11.9% 0.69% +0.11
GS Goldman Sachs Group Inc. Add +1.9% 1.52% +0.11
QCOM Qualcomm Inc. Add +13.1% 1.04% +0.11
XOM Exxon Mobil Corp. Add +4.0% 1.79% +0.11
WMT Walmart Inc. Add +23.0% 0.45% +0.10
CAT Caterpillar Inc. Add +2.3% 0.53% +0.08
OKE Oneok Inc. Add +25.9% 0.39% +0.07
VLO Valero Energy Corp. Add +26.8% 0.44% +0.06
V Visa Inc. Class A Add +4.7% 1.93% +0.06
GEV GE Vernova Inc. Add +7.5% 0.66% +0.06
PM Philip Morris International Add +11.3% 0.89% +0.05
AMZN Amazon.com Inc. Add +2.8% 1.23% +0.04
ABT Abbott Laboratories Add +16.3% 0.71% +0.03
CVX Chevron Corp. Add +8.6% 1.01% +0.02
NFLX Netflix Inc. Add +28.0% 0.35% −0.02
ABBV Abbvie Inc. Add +2.2% 0.59% −0.02
JPM JPMorgan Chase & Co. Add +0.9% 1.69% −0.02
ANET Arista Networks Inc. Add +7.8% 0.48% −0.04
UNP Union Pacific Corp. Add +2.3% 1.16% −0.05
TRI Thomson Reuters Corp. Add +8.9% 0.46% −0.06
APD Air Products & Chemicals Inc. Add +6.6% 0.82% −0.07
PG The Procter & Gamble Co. Add +4.2% 1.50% −0.11
META Meta Platforms Inc. Class A Add +6.6% 1.27% −0.11
ADP Automatic Data Processing Add +5.0% 1.02% −0.14
LEN Lennar Corp. Class A Add +3.6% 0.70% −0.16
ZTS Zoetis Inc. Add +1.3% 0.87% −0.17
MSFT Microsoft Corp. Add +2.7% 5.58% −0.50
ORCL Oracle Corp. Add +2.6% 1.72% −0.81

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