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CIK: 0002054458
Total reported value
$72.3M
$72.3M
66 檔
34.2%
As reported in its official Q3 2025 Form 13F filing, KDT Advisors, LLC's tracked investment portfolio stood at $72.3M with 66 total positions.
In Q3 2025, KDT Advisors, LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 20 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, MSFT) accounted for 34.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.87% | +0.44% | -0.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.64% | -0.01% | -5.18% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.07% | -0.37% | -32.87% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.68% | -0.48% | — | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.89% | -0.33% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.28% | +0.38% | +8.10% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.14% | -0.16% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.95% | +0.03% | -12.89% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.52% | -0.16% | -0.70% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | -0.01% | -0.86% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.87% | +0.05% | -2.90% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.06% | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.68% | -0.79% | -3.78% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.62% | -0.14% | -14.32% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.61% | +0.38% | — | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.41% | +0.08% | +6.33% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.09% | +2.30% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.17% | -13.14% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.22% | -0.18% | — | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.21% | -0.18% | — | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.21% | -0.14% | — | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.21% | — | -15.14% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.01% | +32.24% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.15% | — | +23.06% | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 1.13% | — | -14.50% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.12% | -0.03% | -8.98% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.06% | -0.99% | EXIT | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 1.04% | -0.39% | +6.95% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.45% | +7.26% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.96% | -0.25% | — | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | +0.20% | -24.13% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | +0.15% | +16.03% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.88% | -0.08% | -12.77% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.87% | — | — | |
| 35 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.86% | — | +2.71% | |
| 36 | GLW | Corning Inc | Stock-Tech | 0.85% | +0.74% | -34.31% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.84% | -0.05% | — | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.84% | -0.41% | EXIT | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.84% | -0.04% | -0.73% | |
| 40 | URTH | Ishares Msci World ETF | ETF-Other | 0.82% | -0.02% | — | |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.79% | -0.06% | — | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | +0.39% | -26.74% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.22% | +7.76% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.09% | — | |
| 45 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.72% | — | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.68% | +0.08% | -10.19% | |
| 47 | MRP | Millrose Properties | Stock-Real Estate | 0.65% | -0.03% | -0.65% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.16% | -39.81% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | -0.04% | — | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.60% | +0.19% | +15.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2% | -0.04% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.8% | +8.10% | Add |
| 3 | ORCL | Oracle CORP | +1.1% | -0.70% | Trim |
| 4 | NVDA | Nvidia CORP | +1% | -0.86% | Trim |
| 5 | GS | Goldman Sachs Group Inc | +0.5% | +6.33% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.5% | — | Unchanged |
| 7 | APH | Amphenol Corp-cl A | +0.4% | -14.50% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +2.30% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.4% | — | Unchanged |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +16.03% | Trim |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.3% | — | Unchanged |
| 12 | ADP | Automatic Data Processing | +0.2% | +23.06% | Add |
| 13 | AAPL | Apple Inc | +0.2% | -5.18% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 15 | AMZN | Amazon.com Inc | +0.1% | +32.24% | Trim |
| 16 | URTH | Ishares Msci World ETF | +0.1% | — | Unchanged |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.73% | Trim |
| 18 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +11.76% | Add |
| 19 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 20 | LEN | Lennar Corp-a | +0.1% | +2.71% | Add |
| 21 | INTU | Intuit Inc | +0.1% | — | Unchanged |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Trim |
| 23 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 24 | RIO | Rio Tinto Plc-spon Adr | 0% | -1.75% | Trim |
| 25 | MCD | Mcdonald's CORP | 0% | +7.76% | Add |
| 26 | VBR | Vanguard Small-cap Value ETF | 0% | -8.98% | Trim |
| 27 | PM | Philip Morris International | 0% | — | Unchanged |
| 28 | VLO | Valero Energy CORP | 0% | -26.52% | Trim |
| 29 | EQIX | Equinix Inc | 0% | -1.94% | Trim |
| 30 | ZTS | Zoetis Inc | 0% | +6.95% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | -13.14% | Trim |
| 32 | MRK | Merck & Co. Inc. | -0.1% | — | Unchanged |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | — | Unchanged |
| 34 | TTEN | Totalenergies Se -spon Adr | -0.1% | — | Unchanged |
| 35 | ABT | Abbott Laboratories | -0.1% | -10.19% | Trim |
| 36 | PEP | Pepsico Inc | -0.1% | -27.40% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.1% | -3.78% | Add |
| 38 | V | Visa Inc-class A Shares | -0.1% | -2.90% | Trim |
| 39 | HON | Honeywell International Inc | -0.1% | -9.92% | Trim |
| 40 | QCOM | Qualcomm Inc | -0.2% | -24.13% | Trim |
| 41 | UNP | Union Pacific CORP | -0.2% | -15.14% | Trim |
| 42 | APD | Air Products & Chemicals Inc | -0.2% | -12.77% | Trim |
| 43 | MRP | Millrose Properties | -0.2% | -0.65% | Trim |
| 44 | ABBV | Abbvie Inc | -0.3% | -39.81% | Trim |
| 45 | GEV | GE Vernova Inc | -0.4% | +15.65% | Trim |
| 46 | OKE | Oneok Inc | -0.4% | -1.97% | Trim |
| 47 | TRI4EUR | Thomson Reuters CORP | -0.5% | +12.48% | Trim |
| 48 | CVX | Chevron CORP | -0.5% | +7.26% | Trim |
| 49 | MSFT | Microsoft CORP | -0.6% | -32.87% | Trim |
| 50 | CSCO | Cisco Systems Inc | -0.6% | -26.74% | Trim |
According to official SEC Form 13F filings, KDT Advisors, LLC reported a total U.S. public equity portfolio value of $72.3M across 66 disclosed positions in Q3 2025.
During Q3 2025, KDT Advisors, LLC's top holdings by market value included VOO (12.9%)、AAPL (6.6%)、MSFT (6.1%). The largest single position, VOO, represented 12.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SHV
市值: $3.3M
Top Position Liquidated / Trimmed
HWM
前期市值: $1.3M
In Q3 2025, KDT Advisors, LLC made 74 total portfolio adjustments, initiating 13 new buys, adding to 9 positions, trimming 32 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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