13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002054458
Total reported value
$72.3M
$72.3M
69 檔
30.8%
During the Q1 2026 filing period, KDT Advisors, LLC (CIK: 0002054458) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $72.3M across 69 reported positions.
In Q1 2026, KDT Advisors, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.66% | +0.44% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.65% | -0.01% | -9.55% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.50% | -0.48% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.77% | +0.38% | -17.35% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.86% | -0.37% | -20.33% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.41% | -0.16% | — | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.62% | -0.79% | -8.51% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.47% | +0.03% | -31.32% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | -0.01% | -0.06% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.11% | -0.17% | +0.37% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | -0.06% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | +0.38% | — | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.66% | +0.08% | — | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.65% | -0.33% | -44.30% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.62% | -0.45% | +3.91% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.57% | -0.14% | -8.54% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.54% | -0.16% | +4.75% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.40% | -0.04% | — | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.32% | -0.18% | — | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.31% | -0.18% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.29% | +0.05% | -32.01% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.26% | -0.03% | — | |
| 23 | GLW | Corning Inc | Stock-Tech | 1.18% | +0.74% | -33.23% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.15% | — | -16.94% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.09% | — | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.39% | — | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.05% | -0.01% | — | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 1.04% | -0.05% | — | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.04% | -0.22% | +2.44% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.01% | -0.14% | — | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.00% | +0.40% | -0.07% | |
| 32 | GEV | GE Vernova Inc | Stock-Industrials | 0.99% | +0.19% | — | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.99% | -0.99% | EXIT | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.93% | -0.08% | -14.41% | |
| 35 | URTH | Ishares Msci World ETF | ETF-Other | 0.89% | -0.02% | — | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.89% | -0.06% | — | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.88% | — | -2.99% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.84% | -0.25% | — | |
| 39 | ZTS | Zoetis Inc | Stock-Healthcare | 0.80% | -0.39% | -13.89% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.07% | +3.51% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.23% | — | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.16% | +2.49% | |
| 43 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.70% | — | +4.98% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | +0.20% | -21.23% | |
| 45 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.69% | -0.07% | -24.39% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.68% | +0.15% | -47.66% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.01% | -47.35% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.12% | — | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.66% | -0.04% | — | |
| 50 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.63% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1% | — | Unchanged |
| 2 | VYM | Vanguard High Dvd Yield ETF | +1% | — | Unchanged |
| 3 | XOM | Exxon Mobil CORP | +0.8% | -8.51% | Trim |
| 4 | CVX | Chevron CORP | +0.6% | +3.91% | Add |
| 5 | JNJ | Johnson & Johnson | +0.5% | +0.37% | Add |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.4% | — | Unchanged |
| 7 | GEV | GE Vernova Inc | +0.3% | — | Unchanged |
| 8 | MRK | Merck & Co. Inc. | +0.3% | — | Unchanged |
| 9 | OKE | Oneok Inc | +0.2% | +15.54% | Add |
| 10 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 11 | NEE | Nextera Energy Inc | +0.2% | +3.51% | Add |
| 12 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | — | Unchanged |
| 13 | GLW | Corning Inc | +0.2% | -33.23% | Trim |
| 14 | VBR | Vanguard Small-cap Value ETF | +0.2% | — | Unchanged |
| 15 | MO | Altria Group Inc | +0.2% | — | Unchanged |
| 16 | MCD | Mcdonald's CORP | +0.2% | +2.44% | Add |
| 17 | PEP | Pepsico Inc | +0.2% | +2.49% | Add |
| 18 | PM | Philip Morris International | +0.2% | — | Unchanged |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | — | Unchanged |
| 20 | VGSH | Vanguard Short-term Treasury | +0.2% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | +0.1% | -0.06% | Trim |
| 22 | EQIX | Equinix Inc | +0.1% | — | Unchanged |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Unchanged |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 25 | IXUS | Ishares Core Intl Stock ETF | +0.1% | -0.07% | Trim |
| 26 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 27 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 28 | ODFL | Old Dominion Freight Line | +0.1% | — | Unchanged |
| 29 | VLO | Valero Energy CORP | +0.1% | -25.75% | Trim |
| 30 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | — | Unchanged |
| 32 | APD | Air Products & Chemicals Inc | +0.1% | -14.41% | Trim |
| 33 | VGK | Vanguard Ftse Europe ETF | +0.1% | — | Unchanged |
| 34 | MDLZ | Mondelez International Inc-a | +0.1% | — | Unchanged |
| 35 | HD | Home Depot Inc | +0.1% | +11.92% | Add |
| 36 | URTH | Ishares Msci World ETF | +0.1% | — | Unchanged |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 38 | PG | Procter & Gamble Co/the | +0.1% | -8.54% | Trim |
| 39 | NFLX | Netflix Inc | +0.1% | +4.07% | Add |
| 40 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 41 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 42 | HON | Honeywell International Inc | +0.1% | -20.03% | Trim |
| 43 | MRP | Millrose Properties | +0.1% | +1.91% | Add |
| 44 | ANET | Arista Networks Inc | 0% | — | Unchanged |
| 45 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 46 | RIO | Rio Tinto Plc-spon Adr | — | -24.39% | Trim |
| 47 | LEN | Lennar Corp-a | — | +4.98% | Add |
| 48 | UNP | Union Pacific CORP | 0% | -16.94% | Trim |
| 49 | PLTR | Palantir Technologies Inc-a | -0.1% | — | Unchanged |
| 50 | ZTS | Zoetis Inc | -0.1% | -13.89% | Trim |
According to official SEC Form 13F filings, KDT Advisors, LLC reported a total U.S. public equity portfolio value of $72.3M across 69 disclosed positions in Q1 2026.
During Q1 2026, KDT Advisors, LLC's top holdings by market value included VOO (13.7%)、AAPL (6.7%)、VYM (6.5%). The largest single position, VOO, represented 13.7% 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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, VYM) accounted for 30.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
RSP
市值: $662.1K
Top Position Liquidated / Trimmed
APH
前期市值: $844.6K
In Q1 2026, KDT Advisors, LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 25 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.