MondegarAI
KDT Advisors, LLC

Q2 2025 · 13F-HR

KDT Advisors, LLCholdings as filed

Filed 2025-08-05 · accession 0001172661-25-002888

$62.0M
Reported value
67
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$8.2M13.2%14,360CommonSOLE
594918104MSFTMICROSOFT CORP$5.9M9.58%11,929CommonSOLE
037833100AAPLAPPLE INC$3.9M6.22%18,785CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$3.7M5.92%27,539CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.2M3.61%4,608CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.0M3.28%9,940CommonSOLE
02079K305GOOGLALPHABET INC$2.0M3.17%11,130CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.4M2.22%8,712CommonSOLE
92826C839VVISA INC$1.4M2.21%3,862CommonSOLE
68389X105ORCLORACLE CORP$1.3M2.18%6,173CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.3M2.15%8,379CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.1M1.84%10,574CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.1M1.74%3,712CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.0M1.65%3,360CommonSOLE
907818108UNPUNION PAC CORP$946,5491.53%4,114CommonSOLE
30303M102METAMETA PLATFORMS INC$931,4701.50%1,262CommonSOLE
438516106HONHONEYWELL INTL INC$891,6981.44%3,829CommonSOLE
478160104JNJJOHNSON & JOHNSON$861,2051.39%5,638CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$805,4201.30%1,138CommonSOLE
747525103QCOMQUALCOMM INC$803,1481.30%5,043CommonSOLE
922908611VBRVANGUARD INDEX FDS$781,9901.26%4,010CommonSOLE
032095101APHAMPHENOL CORP NEW$721,8631.16%7,310CommonSOLE
009158106APDAIR PRODS & CHEMS INC$713,6121.15%2,530CommonSOLE
17275R102CSCOCISCO SYS INC$713,4351.15%10,283CommonSOLE
98978V103ZTSZOETIS INC$710,9761.15%4,559CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$671,3871.08%2,177CommonSOLE
461202103INTUINTUIT$661,6091.07%840CommonSOLE
718172109PMPHILIP MORRIS INTL INC$647,2901.04%3,554CommonSOLE
023135106AMZNAMAZON COM INC$615,1700.99%2,804CommonSOLE
166764100CVXCHEVRON CORP NEW$581,6380.94%4,062CommonSOLE
219350105GLWCORNING INC$564,8170.91%10,740CommonSOLE
00287Y109ABBVABBVIE INC$560,3870.90%3,019CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$541,7260.87%8,059CommonSOLE
464286392URTHISHARES INC$525,0780.85%3,100CommonSOLE
002824100ABTABBOTT LABS$523,2300.84%3,847CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$523,1250.84%6,750CommonSOLE
526057104LENLENNAR CORP$501,1740.81%4,531CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$490,7520.79%3,600CommonSOLE
58933Y105MRKMERCK & CO INC$469,1020.76%5,926CommonSOLE
580135101MCDMCDONALDS CORP$459,5830.74%1,573CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$428,0660.69%1,890CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$410,9090.66%2,043CommonSOLE
601137102MRPMILLROSE PPTYS INC$380,9510.61%13,362CommonSOLE
855244109SBUXSTARBUCKS CORP$378,7070.61%4,133CommonSOLE
609207105MDLZMONDELEZ INTL INC$375,4380.61%5,567CommonSOLE
02209S103MOALTRIA GROUP INC$366,1440.59%6,245CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$353,2410.57%2,740CommonSOLE
931142103WMTWALMART INC$352,0080.57%3,600CommonSOLE
767204100RIORIO TINTO PLC$347,6470.56%5,960CommonSOLE
78463V107GLDSPDR GOLD TR$336,5320.54%1,104CommonSOLE
N07059210ASMLASML HOLDING N V$333,9270.54%418CommonSOLE
713448108PEPPEPSICO INC$312,2750.50%2,365CommonSOLE
79466L302CRMSALESFORCE INC$304,5950.49%1,117CommonSOLE
36828A101GEVGE VERNOVA INC$304,2610.49%575CommonSOLE
654106103NKENIKE INC$284,8700.46%4,010CommonSOLE
64110L106NFLXNETFLIX INC$281,2170.45%210CommonSOLE
91913Y100VLOVALERO ENERGY CORP$280,2660.45%2,085CommonSOLE
46432F834IXUSISHARES TR$275,9970.45%3,570CommonSOLE
02079K107GOOGALPHABET INC$256,8610.41%1,448CommonSOLE
682680103OKEONEOK INC NEW$248,9720.40%3,050CommonSOLE
149123101CATCATERPILLAR INC$248,4540.40%640CommonSOLE
29444U700EQIXEQUINIX INC$246,5960.40%310CommonSOLE
437076102HDHOME DEPOT INC$243,4490.39%664CommonSOLE
65339F101NEENEXTERA ENERGY INC$223,7410.36%3,223CommonSOLE
040413205ANETARISTA NETWORKS INC$222,5240.36%2,175CommonSOLE
278865100ECLECOLAB INC$215,5520.35%800CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$213,6990.34%685CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.