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CIK: 0002054458
Total reported value
$72.3M
$72.3M
70 檔
35.7%
At the close of Q4 2025, KDT Advisors, LLC disclosed equity holdings valued at approximately $72.3M, spread across 70 reported holdings.
In Q4 2025, KDT Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 41 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, MSFT) accounted for 35.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.62% | +0.44% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.93% | -0.01% | +2.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.37% | +2.71% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.54% | -0.48% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.53% | +0.38% | +4.67% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.32% | +0.03% | +17.34% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.06% | -0.16% | — | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.61% | -0.33% | -44.09% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | -0.01% | -0.09% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.93% | +0.05% | +4.72% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.79% | -0.79% | +3.98% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.72% | -0.16% | +2.61% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.06% | +0.94% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | +0.38% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.17% | +10.17% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.52% | +0.08% | +1.90% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.50% | -0.14% | +4.23% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.09% | +6.58% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | -0.01% | +2.75% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.21% | -0.04% | +46.31% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 1.18% | — | — | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.17% | -0.18% | — | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.16% | -0.18% | — | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.16% | — | +2.32% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.08% | -0.03% | — | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 1.04% | +0.20% | +13.12% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.15% | +10.03% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 1.02% | — | +5.04% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.45% | +8.58% | |
| 30 | GLW | Corning Inc | Stock-Tech | 1.00% | +0.74% | +15.59% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.94% | -0.99% | EXIT | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.39% | +14.85% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.90% | -0.25% | — | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.89% | -0.14% | -23.00% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.89% | -0.05% | +11.25% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.22% | +21.00% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | -0.09% | — | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.87% | -0.39% | +1.31% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.86% | +0.40% | +80.95% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.83% | — | — | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.82% | -0.08% | +6.62% | |
| 42 | URTH | Ishares Msci World ETF | ETF-Other | 0.81% | -0.02% | — | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.79% | -0.06% | — | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.78% | -0.41% | EXIT | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.71% | +0.08% | +16.30% | |
| 46 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.70% | — | +3.63% | |
| 47 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.69% | -0.07% | +5.04% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | +0.30% | NEW | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.66% | +0.19% | +7.52% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.3% | +4.67% | Add |
| 2 | IXUS | Ishares Core Intl Stock ETF | +0.4% | +80.95% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +17.34% | Add |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +46.31% | Add |
| 5 | AAPL | Apple Inc | +0.3% | +2.07% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | +10.17% | Add |
| 7 | PEP | Pepsico Inc | +0.2% | +63.48% | Add |
| 8 | NEE | Nextera Energy Inc | +0.2% | +56.26% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.2% | +14.85% | Add |
| 10 | GLW | Corning Inc | +0.2% | +15.59% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.03% | Add |
| 13 | MCD | Mcdonald's CORP | +0.1% | +21.00% | Add |
| 14 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +5.04% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 16 | GLD | Spdr Gold Shares | +0.1% | +11.87% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +3.98% | Add |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | +1.90% | Add |
| 19 | QCOM | Qualcomm Inc | +0.1% | +13.12% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +22.98% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | +2.34% | Add |
| 22 | OKE | Oneok Inc | +0.1% | +25.92% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +4.72% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | +7.52% | Add |
| 25 | VLO | Valero Energy CORP | +0.1% | +26.76% | Add |
| 26 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 27 | PM | Philip Morris International | +0.1% | +11.25% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +2.75% | Add |
| 29 | ABT | Abbott Laboratories | 0% | +16.30% | Add |
| 30 | CVX | Chevron CORP | 0% | +8.58% | Add |
| 31 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 32 | VGK | Vanguard Ftse Europe ETF | — | — | Unchanged |
| 33 | URTH | Ishares Msci World ETF | 0% | — | Unchanged |
| 34 | NFLX | Netflix Inc | 0% | +1179.62% | Add |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +0.94% | Add |
| 36 | EQIX | Equinix Inc | 0% | — | Unchanged |
| 37 | ABBV | Abbvie Inc | 0% | +2.20% | Add |
| 38 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 39 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 40 | ANET | Arista Networks Inc | 0% | +7.85% | Add |
| 41 | SGOV | Ishares 0-3 Month Treasury B | 0% | — | Unchanged |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | — | Unchanged |
| 43 | VGSH | Vanguard Short-term Treasury | -0.1% | — | Unchanged |
| 44 | UNP | Union Pacific CORP | -0.1% | +2.32% | Add |
| 45 | TRI4EUR | Thomson Reuters CORP | -0.1% | +8.92% | Add |
| 46 | APD | Air Products & Chemicals Inc | -0.1% | +6.62% | Add |
| 47 | INTU | Intuit Inc | -0.1% | — | Unchanged |
| 48 | PLTR | Palantir Technologies Inc-a | -0.1% | — | Unchanged |
| 49 | VIG | Vanguard Dividend Apprec ETF | -0.1% | — | Unchanged |
| 50 | MDLZ | Mondelez International Inc-a | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, KDT Advisors, LLC reported a total U.S. public equity portfolio value of $72.3M across 70 disclosed positions in Q4 2025.
During Q4 2025, KDT Advisors, LLC's top holdings by market value included VOO (12.6%)、AAPL (6.9%)、MSFT (5.6%). The largest single position, VOO, represented 12.6% 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
HD
市值: $280.1K
Top Position Liquidated / Trimmed
TTEN
前期市值: $489.5K
In Q4 2025, KDT Advisors, LLC made 52 total portfolio adjustments, initiating 5 new buys, adding to 41 positions, trimming 5 holdings, and fully liquidating 1 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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