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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
+2.58%
1 Year Est. Return
+25.12%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$71.3M
AUM Growth
+$3.02M
Cap. Flow
+$2.04M
Cap. Flow %
2.86%
Top 10 Hldgs %
49.38%
Holding
71
New
5
Increased
41
Reduced
5
Closed
1

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$346K
2
HD icon
Home Depot
HD
+$298K
3
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$271K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$269K
5
CRM icon
Salesforce
CRM
+$208K

Top Sells

Rank Stock Value
1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.47M
2
TTE icon
TotalEnergies
TTE
+$489K
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$190K
4
HON icon
Honeywell
HON
+$41.9K
5
MRP
Millrose Properties Inc
MRP
+$3.92K

Sector Composition

Rank Sector Weight
1 Technology 25.46%
2 Financials 8.46%
3 Communication Services 7.79%
4 Healthcare 4.91%
5 Consumer Staples 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
26
Qualcomm
QCOM
$176B
$740K 1.04%
4,328
+502
+13% +$86K
TSM icon
27
TSMC
TSM
$2.09T
$733K 1.03%
2,413
+220
+10% +$64.6K
ADP icon
28
Automatic Data Processing
ADP
$100B
$724K 1.02%
2,814
+135
+5% +$35.9K
CVX icon
29
Chevron
CVX
$388B
$721K 1.01%
4,731
+374
+9% +$57K
GLW icon
30
Corning
GLW
$126B
$714K 1%
8,155
+1,100
+16% +$94.7K
HON icon
31
Honeywell
HON
$77.1B
$672K 0.94%
3,445
-214
-6% -$41.9K
CSCO icon
32
Cisco
CSCO
$450B
$666K 0.93%
8,652
+1,119
+15% +$83K
PLTR icon
33
Palantir
PLTR
$295B
$640K 0.9%
3,600
– –
SHY icon
34
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$636K 0.89%
7,685
-2,295
-23% -$190K
PM icon
35
Philip Morris
PM
$301B
$634K 0.89%
3,954
+400
+11% +$62K
MCD icon
36
McDonald's
MCD
$188B
$627K 0.88%
2,051
+356
+21% +$109K
MRK icon
37
Merck
MRK
$324B
$624K 0.87%
5,926
– –
ZTS icon
38
Zoetis
ZTS
$31.6B
$622K 0.87%
4,940
+64
+1% +$8.35K
IXUS icon
39
iShares Core MSCI Total International Stock ETF
IXUS
$57.5B
$611K 0.86%
7,220
+3,230
+81% +$271K
SGOV icon
40
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$592K 0.83%
5,900
– –
APD icon
41
Air Products & Chemicals
APD
$66.3B
$581K 0.82%
2,353
+146
+7% +$37K
URTH icon
42
iShares MSCI World ETF
URTH
$7.95B
$576K 0.81%
3,100
– –
VGK icon
43
Vanguard FTSE Europe ETF
VGK
$30B
$564K 0.79%
6,750
– –
INTU icon
44
Intuit
INTU
$81.1B
$556K 0.78%
840
– –
ABT icon
45
Abbott
ABT
$180B
$503K 0.71%
4,018
+563
+16% +$71.7K
LEN icon
46
Lennar Class A
LEN
$20.4B
$496K 0.7%
4,823
+169
+4% +$20.4K
RIO icon
47
Rio Tinto
RIO
$148B
$492K 0.69%
6,151
+295
+5% +$21.2K
GLD icon
48
SPDR Gold Trust
GLD
$131B
$489K 0.69%
1,235
+131
+12% +$50K
GEV icon
49
GE Vernova
GEV
$270B
$467K 0.66%
715
+50
+8% +$30.5K
GOOG icon
50
Alphabet (Google) Class C
GOOG
$3.9T
$454K 0.64%
1,448
– –
1
2
3

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KDT Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, KDT Advisors held 71 positions worth $71.3M, up 4.4% from $68.3M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

KDT Advisors's Q4 2025 filing shows 5 new, 41 increased, 5 reduced and 1 closed positions. Its largest new stake was Home Depot: 814 shares worth $280K. The largest sale was iShares 0-1 Year Treasury Bond ETF, an estimated $1.47M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Financials and Communication Services.

  • KDT Advisors's largest Q4 2025 buy was Home Depot: 814 shares worth $280K.
  • KDT Advisors added most to Berkshire Hathaway Class B in Q4 2025, an estimated $346K increase.
  • KDT Advisors's biggest Q4 2025 reduction was iShares 0-1 Year Treasury Bond ETF, cutting an estimated $1.47M.
  • KDT Advisors fully exited TotalEnergies in Q4 2025, selling an estimated $489K.
  • KDT Advisors's ten largest holdings make up 49% of its $71.3M portfolio in Q4 2025.
  • KDT Advisors opened 5 new positions and closed 1 in Q4 2025.
  • KDT Advisors's portfolio value rose 4.4% quarter-over-quarter to $71.3M.

Based on KDT Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.