Institutional
KDT Advisors, LLC
CIK 0002054458
$62.8M
Reported AUM
69
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · KDT Advisors, LLC · Q1 2026
AI · grounded in 13F
KDT Advisors, LLC closed its position in Amphenol Corp New APH, reducing its exposure by $844,625. The fund established new positions in Invesco Exchange Traded Fd T RSP for $662,124, AstraZeneca PLC AZN for $393,454, and Comcast Corp New CMCSA for $254,227. Additionally, the fund trimmed shares of Berkshire Hathaway Inc Del BRK/B by 31.3% and Microsoft Corp MSFT by 20.3%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | 18.74% | 73.44% | $8.6M | 13.66% | — | HELD |
| 2 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $4.2M | 6.65% | — | HELD |
| 3 | VYM | VANGUARD WHITEHALL FDS | $161.67 | -1.32% | 25.58% | 75.14% | $4.1M | 6.50% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $3.0M | 4.77% | — | HELD |
| 5 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $2.4M | 3.86% | — | HELD |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $238.56 | -1.32% | 19.72% | 62.38% | $2.1M | 3.41% | — | HELD |
| 7 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | 47.33% | 239.93% | $1.6M | 2.62% | — | HELD |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.6M | 2.47% | — | HELD |
| 9 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 9.52% | 751.61% | $1.5M | 2.40% | — | HELD |
| 10 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | 64.28% | 77.25% | $1.3M | 2.11% | — | HELD |
| 11 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | 21.40% | 144.23% | $1.1M | 1.76% | — | HELD |
| 12 | VTI | VANGUARD INDEX FDS | $360.42 | -1.52% | 19.26% | 65.80% | $1.1M | 1.72% | — | HELD |
| 13 | GS | GOLDMAN SACHS GROUP INC | $980.75 | -5.09% | 41.00% | 166.43% | $1.0M | 1.66% | — | HELD |
| 14 | SHV | ISHARES TR | $110.36 | 0.03% | 3.72% | 18.39% | $1.0M | 1.65% | — | HELD |
| 15 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | 32.10% | 140.30% | $1.0M | 1.62% | — | HELD |
| 16 | PG | PROCTER & GAMBLE CO | $146.10 | -1.87% | -0.17% | 16.67% | $989K | 1.57% | — | HELD |
| 17 | ORCL | ORACLE CORP | $117.74 | -1.85% | -51.28% | 41.31% | $969K | 1.54% | — | HELD |
| 18 | VEU | VANGUARD INTL EQUITY INDEX F | $80.63 | -1.13% | 24.78% | 48.26% | $879K | 1.40% | — | HELD |
| 19 | IGSB | ISHARES TR | $52.14 | 0.02% | 2.99% | 12.50% | $827K | 1.32% | — | HELD |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $58.12 | 0.07% | 2.62% | 9.75% | $824K | 1.31% | — | HELD |
| 21 | V | VISA INC | $368.73 | 0.58% | 9.62% | 67.02% | $807K | 1.29% | — | HELD |
| 22 | VBR | VANGUARD INDEX FDS | $245.01 | -1.25% | 28.14% | 56.49% | $793K | 1.26% | — | HELD |
| 23 | GLW | CORNING INC | $124.05 | -1.56% | 102.10% | 250.88% | $740K | 1.18% | — | HELD |
| 24 | UNP | UNION PAC CORP | $292.19 | -0.77% | 36.18% | 50.11% | $720K | 1.15% | — | HELD |
| 25 | MRK | MERCK & CO INC | $130.36 | -1.11% | 70.49% | 100.41% | $713K | 1.14% | — | HELD |
| 26 | CSCO | CISCO SYS INC | $112.48 | -2.68% | 75.85% | 125.29% | $671K | 1.07% | — | HELD |
| 27 | RSP | INVESCO EXCHANGE TRADED FD T | $215.73 | -0.90% | 21.73% | 51.17% | $662K | 1.05% | — | HELD |
| 28 | PM | PHILIP MORRIS INTL INC | $198.44 | -0.86% | 28.05% | 146.98% | $654K | 1.04% | — | HELD |
| 29 | MCD | MCDONALDS CORP | $271.52 | -0.55% | -8.00% | 27.88% | $653K | 1.04% | — | HELD |
| 30 | SHY | ISHARES TR | $81.99 | 0.06% | 2.51% | 9.23% | $635K | 1.01% | — | HELD |
| 31 | IXUS | ISHARES TR | $92.00 | -1.11% | — | — | $625K | 1.00% | — | HELD |
| 32 | GEV | GE VERNOVA INC | $900.28 | -4.57% | — | — | $624K | 0.99% | — | HELD |
| 33 | HON | HONEYWELL INTL INC | $241.12 | -2.40% | — | — | $623K | 0.99% | — | HELD |
| 34 | APD | AIR PRODUCTS AND CHEMICALS I | $294.27 | 0.48% | — | — | $585K | 0.93% | — | HELD |
| 35 | URTH | ISHARES INC | $199.18 | -1.30% | — | — | $558K | 0.89% | — | HELD |
| 36 | VGK | VANGUARD INTL EQUITY INDEX F | $88.86 | -0.41% | — | — | $556K | 0.89% | — | HELD |
| 37 | ADP | AUTOMATIC DATA PROCESSING IN | $273.37 | 3.48% | — | — | $555K | 0.88% | — | HELD |
| 38 | PLTR | PALANTIR TECHNOLOGIES INC | $123.00 | -0.43% | — | — | $527K | 0.84% | — | HELD |
| 39 | ZTS | ZOETIS INC | $77.93 | 0.54% | — | — | $503K | 0.80% | — | HELD |
| 40 | NEE | NEXTERA ENERGY INC | $88.46 | -0.92% | — | — | $477K | 0.76% | — | HELD |
| 41 | CAT | CATERPILLAR INC | $782.71 | -6.91% | — | — | $465K | 0.74% | — | HELD |
| 42 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $447K | 0.71% | — | HELD |
| 43 | LEN | LENNAR CORP | $84.56 | -3.53% | — | — | $440K | 0.70% | — | HELD |
| 44 | QCOM | QUALCOMM INC | $155.68 | -4.42% | — | — | $439K | 0.70% | — | HELD |
| 45 | RIO | RIO TINTO PLC | $93.66 | 2.20% | — | — | $434K | 0.69% | — | HELD |
| 46 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.67 | -4.50% | — | — | $427K | 0.68% | — | HELD |
| 47 | AMZN | AMAZON COM INC | $226.65 | -1.82% | — | — | $418K | 0.67% | — | HELD |
| 48 | GOOG | ALPHABET INC | $335.76 | 0.95% | — | — | $415K | 0.66% | — | HELD |
| 49 | MO | ALTRIA GROUP INC | $74.92 | 0.13% | — | — | $412K | 0.66% | — | HELD |
| 50 | AZN | ASTRAZENECA PLC | $173.30 | 0.48% | — | — | $393K | 0.63% | — | HELD |
| 51 | OKE | ONEOK INC NEW | $90.00 | 1.35% | — | — | $393K | 0.63% | — | HELD |
| 52 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $375K | 0.60% | — | HELD |
| 53 | MRP | MILLROSE PPTYS INC | $28.04 | -1.92% | — | — | $375K | 0.60% | — | HELD |
| 54 | WMT | WALMART INC | $114.22 | 0.99% | — | — | $359K | 0.57% | — | HELD |
| 55 | VLO | VALERO ENERGY CORP | $301.32 | 0.82% | — | — | $356K | 0.57% | — | HELD |
| 56 | MDLZ | MONDELEZ INTL INC | $64.99 | 4.02% | — | — | $321K | 0.51% | — | HELD |
| 57 | ANET | ARISTA NETWORKS INC | $157.97 | -6.92% | — | — | $320K | 0.51% | — | HELD |
| 58 | HD | HOME DEPOT INC | $338.27 | -1.80% | — | — | $300K | 0.48% | — | HELD |
| 59 | EQIX | EQUINIX INC | $1008.02 | -2.59% | — | — | $298K | 0.47% | — | HELD |
| 60 | ABT | ABBOTT LABORATORIES | $108.00 | 0.68% | — | — | $274K | 0.44% | — | HELD |
| 61 | NFLX | NETFLIX INC. | $73.63 | 1.71% | — | — | $270K | 0.43% | — | HELD |
| 62 | LRCX | LAM RESEARCH CORP | $252.35 | -6.40% | — | — | $267K | 0.43% | — | HELD |
| 63 | ODFL | OLD DOMINION FREIGHT LINE IN | $222.79 | -1.54% | — | — | $267K | 0.43% | — | HELD |
| 64 | INTU | INTUIT | $333.13 | 6.43% | — | — | $257K | 0.41% | — | HELD |
| 65 | CMCSA | COMCAST CORP NEW | $24.61 | 1.74% | — | — | $254K | 0.40% | — | HELD |
| 66 | SMH | VANECK ETF TRUST | $504.22 | -4.79% | — | — | $245K | 0.39% | — | HELD |
| 67 | TRI4EUR | THOMSON REUTERS CORP | — | — | — | — | $245K | 0.39% | — | HELD |
| 68 | AMGN | AMGEN INC | $387.64 | -1.39% | — | — | $229K | 0.36% | — | HELD |
| 69 | ABBV | ABBVIE INC | $263.30 | 0.04% | — | — | $223K | 0.36% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002195. 13F discloses long positions only — shorts, foreign equities, and options are excluded.