KDT Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), KDT Advisors, LLC reported 69 stock positions worth $62.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.7% of the portfolio, followed by Apple (AAPL, 6.6%) and Vanguard High DVD Yield ETF (VYM, 6.5%). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 12 and reduced 25. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Microsoft (MSFT, shares −20%).

Most Recent 13F
Q2 2026
Location
PRINCETON, NJ
CIK
0002054458
Portfolio Value
$62.8M (Q1 2026)
SEC Filing
0001172661-26-002195 ↗ filed May 15, 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 Q4 2025 Q1 2026: $62.8M $62.8M Q1 2026 Q2 2026: $72.3M Q2 2026

Holdings 69 stocks · $62.8M
VOO Vanguard S&P 500 ETF 13.66% 14,354 $8.6M No change
AAPL Apple Inc. 6.65% 16,444 $4.2M Reduce -9.6%
VYM Vanguard High DVD Yield ETF 6.50% 27,539 $4.1M No change
GOOGL Alphabet Inc. Class A 4.77% 10,409 $3.0M Reduce -17.4%
MSFT Microsoft Corp. 3.86% 6,553 $2.4M Reduce -20.3%
VIG Vanguard Dividend Apprec ETF 3.41% 9,940 $2.1M No change
XOM Exxon Mobil Corp. 2.62% 9,679 $1.6M Reduce -8.5%
BRK.B Berkshire Hathaway Inc. Class B 2.47% 3,235 $1.6M Reduce -31.3%
NVDA Nvidia Corp. 2.40% 8,624 $1.5M Reduce -0.1%
JNJ Johnson & Johnson 2.11% 5,415 $1.3M Add +0.4%
JPM JPMorgan Chase & Co. 1.76% 3,747 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 1.72% 3,360 $1.1M No change
GS Goldman Sachs Group Inc. 1.66% 1,233 $1.0M No change
SHV iShares 0-1 Year Treasury Bo 1.65% 9,409 $1.0M Reduce -44.3%
CVX Chevron Corp. 1.62% 4,916 $1.0M Add +3.9%
PG The Procter & Gamble Co. 1.57% 6,844 $989K Reduce -8.5%
ORCL Oracle Corp. 1.54% 6,589 $969K Add +4.8%
VEU Vanguard Ftse All-World Ex-U 1.40% 11,705 $879K No change
IGSB iShares 1-5Y Inv Grade Corp. 1.32% 15,725 $827K No change
VGSH Vanguard Short-Term Treasury 1.31% 14,080 $824K No change
V Visa Inc. Class A 1.29% 2,670 $807K Reduce -32.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.26% 3,650 $793K No change
GLW Corning Inc. 1.18% 5,445 $740K Reduce -33.2%
UNP Union Pacific Corp. 1.15% 2,967 $720K Reduce -16.9%
MRK Merck & Co. Inc. 1.14% 5,926 $713K No change
CSCO Cisco Systems Inc. 1.07% 8,652 $671K No change
RSP Invesco S&P 500 Equal Weight 1.05% 3,450 $662K New
PM Philip Morris International 1.04% 3,954 $654K No change
MCD McDonald's Corp. 1.04% 2,101 $653K Add +2.4%
SHY iShares 1-3 Year Treasury Bo 1.01% 7,685 $635K No change
IXUS iShares Core Intl Stock ETF 1.00% 7,215 $625K Reduce -0.1%
GEV GE Vernova Inc. 0.99% 715 $624K No change
HON Honeywell International Inc. 0.99% 2,755 $623K Reduce -20.0%
APD Air Products & Chemicals Inc. 0.93% 2,014 $585K Reduce -14.4%
URTH iShares MSCI World ETF 0.89% 3,100 $558K No change
VGK Vanguard Ftse Europe ETF 0.89% 6,750 $556K No change
ADP Automatic Data Processing 0.88% 2,730 $555K Reduce -3.0%
PLTR Palantir Technologies Inc. Class A 0.84% 3,600 $527K No change
ZTS Zoetis Inc. 0.80% 4,254 $503K Reduce -13.9%
NEE Nextera Energy Inc. 0.76% 5,132 $477K Add +3.5%
CAT Caterpillar Inc. 0.74% 657 $465K No change
PEP Pepsico Inc. 0.71% 2,877 $447K Add +2.5%
LEN Lennar Corp. Class A 0.70% 5,063 $440K Add +5.0%
QCOM Qualcomm Inc. 0.70% 3,409 $439K Reduce -21.2%
RIO Rio Tinto PLC-Spon ADR 0.69% 4,651 $434K Reduce -24.4%
TSM Taiwan Semiconductor-SP ADR 0.68% 1,263 $427K Reduce -47.7%
AMZN Amazon.com Inc. 0.67% 2,006 $418K Reduce -47.4%
GOOG Alphabet Inc. Class C 0.66% 1,448 $415K No change
MO Altria Group Inc. 0.66% 6,245 $412K No change
AZN Astrazeneca PLC 0.63% 1,995 $393K New
OKE Oneok Inc. 0.63% 4,350 $393K Add +15.5%
META Meta Platforms Inc. Class A 0.60% 656 $375K Reduce -52.3%
MRP Millrose Properties 0.60% 13,401 $375K Add +1.9%
WMT Walmart Inc. 0.57% 2,890 $359K No change
VLO Valero Energy Corp. 0.57% 1,442 $356K Reduce -25.8%
MDLZ Mondelez International Inc. Class A 0.51% 5,567 $321K No change
ANET Arista Networks Inc. 0.51% 2,610 $320K No change
HD Home Depot Inc. 0.48% 911 $300K Add +11.9%
EQIX Equinix Inc. 0.47% 304 $298K No change
ABT Abbott Laboratories 0.44% 2,667 $274K Reduce -33.6%
NFLX Netflix Inc. 0.43% 2,810 $270K Add +4.1%
LRCX Lam Research Corp. 0.43% 1,250 $267K No change
ODFL Old Dominion Freight Line 0.43% 1,366 $267K No change
INTU Intuit Inc. 0.41% 594 $257K Reduce -29.3%
CMCSA Comcast Corp. Class A 0.41% 8,855 $254K New
SMH Vaneck Semiconductor ETF 0.39% 640 $245K No change
TRI Thomson Reuters Corp. 0.39% 2,727 $245K Add +8.9%
AMGN Amgen Inc. 0.36% 650 $229K No change
ABBV Abbvie Inc. 0.36% 1,027 $223K Reduce -44.7%

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -20.3% 3.86% −1.71
APH Amphenol Corp. Class A Sold out 0.00% −1.18
SHV iShares 0-1 Year Treasury Bo Reduce -44.3% 1.65% −0.95
BRK.B Berkshire Hathaway Inc. Class B Reduce -31.3% 2.47% −0.85
SGOV iShares 0-3 Month Treasury B Sold out 0.00% −0.83
GOOGL Alphabet Inc. Class A Reduce -17.4% 4.77% −0.76
GLD SPDR Gold Shares Sold out 0.00% −0.69
META Meta Platforms Inc. Class A Reduce -52.3% 0.60% −0.68
V Visa Inc. Class A Reduce -32.0% 1.29% −0.65
AMZN Amazon.com Inc. Reduce -47.4% 0.67% −0.57
INTU Intuit Inc. Reduce -29.3% 0.41% −0.37
TSM Taiwan Semiconductor-SP ADR Reduce -47.7% 0.68% −0.35
QCOM Qualcomm Inc. Reduce -21.2% 0.70% −0.34
CRM Salesforce Inc. Sold out 0.00% −0.31
AAPL Apple Inc. Reduce -9.6% 6.65% −0.28
ABT Abbott Laboratories Reduce -33.6% 0.44% −0.27
ABBV Abbvie Inc. Reduce -44.7% 0.36% −0.24
ADP Automatic Data Processing Reduce -3.0% 0.88% −0.13
ZTS Zoetis Inc. Reduce -13.9% 0.80% −0.07
UNP Union Pacific Corp. Reduce -16.9% 1.15% −0.01
RIO Rio Tinto PLC-Spon ADR Reduce -24.4% 0.69% +0.00
HON Honeywell International Inc. Reduce -20.0% 0.99% +0.05
PG The Procter & Gamble Co. Reduce -8.5% 1.57% +0.07
APD Air Products & Chemicals Inc. Reduce -14.4% 0.93% +0.12
VLO Valero Energy Corp. Reduce -25.8% 0.57% +0.12
IXUS iShares Core Intl Stock ETF Reduce -0.1% 1.00% +0.14
NVDA Nvidia Corp. Reduce -0.1% 2.40% +0.14
GLW Corning Inc. Reduce -33.2% 1.18% +0.18
XOM Exxon Mobil Corp. Reduce -8.5% 2.62% +0.83

Portfolio Buys Q4 2025 → Q1 2026
RSP Invesco S&P 500 Equal Weight New 1.05% +1.05
AZN Astrazeneca PLC New 0.63% +0.63
CVX Chevron Corp. Add +3.9% 1.62% +0.61
JNJ Johnson & Johnson Add +0.4% 2.11% +0.54
CMCSA Comcast Corp. Class A New 0.41% +0.41
OKE Oneok Inc. Add +15.5% 0.63% +0.24
NEE Nextera Energy Inc. Add +3.5% 0.76% +0.20
MCD McDonald's Corp. Add +2.4% 1.04% +0.16
PEP Pepsico Inc. Add +2.5% 0.71% +0.15
HD Home Depot Inc. Add +11.9% 0.48% +0.08
NFLX Netflix Inc. Add +4.1% 0.43% +0.08
MRP Millrose Properties Add +1.9% 0.60% +0.05
LEN Lennar Corp. Class A Add +5.0% 0.70% +0.01
TRI Thomson Reuters Corp. Add +8.9% 0.39% −0.07
ORCL Oracle Corp. Add +4.8% 1.54% −0.18

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