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KA
KDT Advisors Portfolio holdings
AUM
$62.8M
1-Year Est. Return
25.12%
This Fund
S&P 500
This Quarter
Est. Return
+1.79%
1 Year Est. Return
+25.12%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$68.1M
AUM Growth
–
Cap. Flow
+$69M
Cap. Flow
% of AUM
101.26%
Top 10 Holdings %
Top 10 Hldgs %
47.5%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$6.78M |
| 2 |
Microsoft
MSFT
|
+$5.3M |
| 3 |
Apple
AAPL
|
+$4.81M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$3.34M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$2.91M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 29.08% |
| 2 | Financials | 9.78% |
| 3 | Industrials | 8.83% |
| 4 | Healthcare | 7.19% |
| 5 | Communication Services | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.51T
| $792K | 1.16% |
+1,353
| New | +$794K |
|
27
Air Products & Chemicals
APD
$66.3B
| $791K | 1.16% |
+2,726
| New | +$856K |
|
28
Automatic Data Processing
ADP
$100B
| $774K | 1.14% |
+2,644
| New | +$781K |
|
29
Thomson Reuters
TRI
$39.4B
| $756K | 1.11% |
+4,641
| New | +$782K |
|
30
Citigroup
C
$222B
| $732K | 1.07% |
+10,400
| New | +$701K |
|
31
Zoetis
ZTS
$31.6B
| $711K | 1.04% |
+4,363
| New | +$780K |
|
32
GE Vernova
GEV
$270B
| $684K | 1% |
+2,080
| New | +$650K |
|
33
GE Aerospace
GE
$367B
| $646K | 0.95% |
+3,870
| New | +$691K |
|
34
Lennar Class A
LEN
$20.4B
| $616K | 0.91% |
+4,669
| New | +$759K |
|
35
Merck
MRK
$324B
| $590K | 0.87% |
+5,926
| New | +$611K |
|
36
iShares MSCI UAE ETF
UAE
$306M
| $576K | 0.85% |
+35,000
| New | +$538K |
|
37
McDonald's
MCD
$188B
| $571K | 0.84% |
+1,968
| New | +$587K |
|
38
Amphenol
APH
$188B
| $558K | 0.82% |
+8,035
| New | +$562K |
|
39
Philip Morris
PM
$301B
| $548K | 0.8% |
+4,554
| New | +$575K |
|
40
Palantir
PLTR
$295B
| $545K | 0.8% |
+7,200
| New | +$419K |
|
41
AbbVie
ABBV
$458B
| $536K | 0.79% |
+3,019
| New | +$555K |
|
42
Intuit
INTU
$81.1B
| $528K | 0.78% |
+840
| New | +$537K |
|
|
AEF
43
abrdn Emerging Markets Equity Income Fund
AEF
$348M
| $519K | 0.76% |
+100,000
| New | +$542K |
|
44
Oneok
OKE
$58.7B
| $506K | 0.74% |
+5,040
| New | +$516K |
|
|
IFN
45
Aberdeen India Fund
IFN
$488M
| $473K | 0.69% |
+30,000
| New | +$526K |
|
46
TSMC
TSM
$2.09T
| $454K | 0.67% |
+2,300
| New | +$445K |
|
47
TotalEnergies
TTE
$193B
| $447K | 0.66% |
+8,200
| New | +$499K |
|
48
Abbott
ABT
$180B
| $433K | 0.64% |
+3,824
| New | +$442K |
|
49
Home Depot
HD
$332B
| $387K | 0.57% |
+996
| New | +$407K |
|
50
Alphabet (Google) Class C
GOOG
$3.9T
| $386K | 0.57% |
+2,028
| New | +$358K |
|
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KDT Advisors's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for KDT Advisors, which disclosed 72 positions worth $68.1M. Its ten largest holdings account for 48% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 12,525 shares worth $6.75M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, followed by Financials and Industrials.
- KDT Advisors's largest Q4 2024 buy was Vanguard S&P 500 ETF: 12,525 shares worth $6.75M.
- KDT Advisors's ten largest holdings make up 48% of its $68.1M portfolio in Q4 2024.
- KDT Advisors disclosed 72 positions in Q4 2024, its first 13F filing on record.
Based on KDT Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.