KDT Advisors, LLC

CIK

2054458

Location

PRINCETON, NJ

Portfolio Value

Micro $44,532,524

Diversification

Diversified

Filing Date

Global Rank

#7,087 / 8,517 ▲ 421

Top Industry

Consumer Electronics 10.8%

3Y Alpha vs SPY

+2.9%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+31.7%

SPY

+27.3%

Annualised alpha

+2.7%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.8%

+0.9 pts

Top 5

32.7%

+0.1 pts

Top 10

47.6%

−0.5 pts

HHI

366

Diversified+10

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.5%	$15,809,305	12
Financial Services	12.4%	$5,508,329	5
Communication Services	10.2%	$4,547,032	4
Healthcare	8.6%	$3,826,037	7
Industrials	8.0%	$3,570,452	7
Consumer Defensive	7.3%	$3,242,791	6
Energy	6.7%	$3,003,891	4
Consumer Cyclical	4.3%	$1,920,467	4
Basic Materials	3.7%	$1,639,798	3
Real Estate	1.7%	$751,073	2
Utilities	1.1%	$495,637	1
Unclassified	0.5%	$217,712	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+1,439	4,106	$372,578
CMCSA	Comcast Corp	+1,105	9,960	$244,518
OKE	Oneok Inc /New/	+916	5,266	$457,826
NEE	Nextera Energy Inc	+515	5,647	$495,637
LEN	Lennar Corp /New/	+515	5,578	$504,753
ABBV	AbbVie Inc.	+455	1,482	$372,930
BRK-B	Berkshire Hathaway Inc	+378	3,613	$1,807,909
CSCO	Cisco Systems, Inc.	+352	9,004	$1,057,609
MRP	Millrose Properties, Inc.	+250	13,651	$410,212
MSFT	Microsoft Corp	+213	6,766	$2,523,853
ORCL	Oracle Corp	+210	6,799	$996,393
CVX	Chevron Corp	+195	5,111	$847,199
PG	PROCTER & GAMBLE Co	+187	7,031	$1,031,025
V	Visa Inc.	+159	2,829	$970,601
AAPL	Apple Inc.	+145	16,589	$4,800,193
NFLX	Netflix Inc	+135	2,945	$210,273
QCOM	Qualcomm Inc/De	+125	3,534	$653,047
ADP	Automatic Data Processing Inc	+121	2,851	$638,481
ODFL	Old Dominion Freight Line, Inc.	+110	1,476	$319,701
JNJ	Johnson & Johnson	+100	5,515	$1,400,644
UNP	Union Pacific Corp	+98	3,065	$833,680
MCD	Mcdonalds Corp	+89	2,190	$591,978
PLTR	Palantir Technologies Inc.	+75	3,675	$428,762
APD	Air Products & Chemicals, Inc.	+73	2,087	$611,866
HD	Home Depot, Inc.	+69	980	$345,626
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−1,440	10,417	$3,722,723
HON	Honeywell International Inc	−1,375	1,380	$308,982
ZTS	Zoetis Inc.	−84	4,170	$299,656
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
USAR	USA Rare Earth, Inc.	26,910	$580,717
HONA	Honeywell Aerospace Inc.	1,380	$304,704
CMI	Cummins Inc	350	$249,623
IBKR	Interactive Brokers Group, Inc.	2,840	$247,193
GLD	Spdr Gold Trust	591	$217,712
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	9,940	$2,137,696
VEU	Vanguard FTSE All-World Ex-US ETF	11,705	$879,045
INTU	Intuit Inc.	594	$256,833
TRI	Thomson Reuters Corp /Can/	2,727	$245,375
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $44,532,524 total · filing declares 73 positions · $72,261,431 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	16,589	+145	$4,800,193	+15.0%	10.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,417	-1,440	$3,722,723	+9.2%	8.36%
MSFT	Microsoft Corp Technology	Added	6,766	+213	$2,523,853	+4.0%	5.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,613	+378	$1,807,909	+16.6%	4.06%
NVDA	Nvidia Corp Technology	Added	8,632	+8	$1,727,176	+14.8%	3.88%
JNJ	Johnson & Johnson Healthcare	Added	5,515	+100	$1,400,644	+5.8%	3.15%
GLW	Corning Inc /Ny Technology	Held	5,445	0	$1,390,816	+87.9%	3.12%
XOM	ExxonMobil Holdings Corp Energy	Held	9,679	0	$1,323,312	−19.4%	2.97%
GS	Goldman Sachs Group Inc Financial Services	Added	1,242	+9	$1,256,121	+20.4%	2.82%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,747	0	$1,226,505	+11.3%	2.75%
CSCO	Cisco Systems, Inc. Technology	Added	9,004	+352	$1,057,609	+57.5%	2.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,031	+187	$1,031,025	+4.3%	2.32%
ORCL	Oracle Corp Technology	Added	6,799	+210	$996,393	+2.8%	2.24%
V	Visa Inc. Financial Services	Added	2,829	+159	$970,601	+20.3%	2.18%
GEV	GE Vernova Inc. Industrials	Added	727	+12	$854,123	+36.9%	1.92%
CVX	Chevron Corp Energy	Added	5,111	+195	$847,199	−16.7%	1.90%
UNP	Union Pacific Corp Industrials	Added	3,065	+98	$833,680	+15.8%	1.87%
MRK	Merck & Co., Inc. Healthcare	Held	5,926	0	$761,491	+6.8%	1.71%
PM	Philip Morris International Inc. Consumer Defensive	Held	3,954	0	$715,318	+9.4%	1.61%
CAT	Caterpillar Inc Industrials	Held	657	0	$699,639	+50.3%	1.57%
QCOM	Qualcomm Inc/De Technology	Added	3,534	+125	$653,047	+48.8%	1.47%
ADP	Automatic Data Processing Inc Technology	Added	2,851	+121	$638,481	+15.1%	1.43%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	2,087	+73	$611,866	+4.6%	1.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,263	0	$603,170	+41.3%	1.35%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,190	+89	$591,978	−9.3%	1.33%
USAR	USA Rare Earth, Inc. Basic Materials	NEW	26,910	NEW	$580,717	NEW	1.30%
LRCX	Lam Research Corp Technology	Held	1,250	0	$541,662	+102.8%	1.22%
LEN	Lennar Corp /New/ Consumer Cyclical	Added	5,578	+515	$504,753	+14.8%	1.13%
NEE	Nextera Energy Inc Utilities	Added	5,647	+515	$495,637	+4.0%	1.11%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,006	0	$478,110	+14.4%	1.07%
OKE	Oneok Inc /New/ Energy	Added	5,266	+916	$457,826	+16.4%	1.03%
MO	Altria Group, Inc. Consumer Defensive	Held	6,245	0	$449,327	+9.0%	1.01%
ANET	Arista Networks, Inc. Technology	Added	2,638	+28	$448,143	+39.8%	1.01%
RIO	Rio Tinto PLC Basic Materials	Added	4,711	+60	$447,215	+3.1%	1.00%
PLTR	Palantir Technologies Inc. Technology	Added	3,675	+75	$428,762	−18.6%	0.96%
MRP	Millrose Properties, Inc. Real Estate	Added	13,651	+250	$410,212	+9.3%	0.92%
PEP	Pepsico Inc Consumer Defensive	Added	2,938	+61	$397,805	−11.0%	0.89%
AZN	Astrazeneca PLC Healthcare	Held	1,995	0	$378,291	−3.9%	0.85%
VLO	Valero Energy Corp/Tx Energy	Held	1,442	0	$375,554	+5.4%	0.84%
ABBV	AbbVie Inc. Healthcare	Added	1,482	+455	$372,930	+67.0%	0.84%
ABT	Abbott Laboratories Healthcare	Added	4,106	+1,439	$372,578	+36.1%	0.84%
META	Meta Platforms, Inc. Communication Services	Held	656	0	$369,518	−1.5%	0.83%
HD	Home Depot, Inc. Consumer Cyclical	Added	980	+69	$345,626	+15.4%	0.78%
EQIX	Equinix Inc Real Estate	Added	327	+23	$340,861	+14.4%	0.77%
WMT	Walmart Inc. Consumer Defensive	Held	2,890	0	$327,321	−8.9%	0.74%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	5,567	0	$321,995	+0.3%	0.72%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	1,476	+110	$319,701	+19.8%	0.72%
HON	Honeywell International Inc Industrials	Reduced	1,380	-1,375	$308,982	−50.4%	0.69%
HONA	Honeywell Aerospace Inc. Industrials	NEW	1,380	NEW	$304,704	NEW	0.68%
ZTS	Zoetis Inc. Healthcare	Reduced	4,170	-84	$299,656	−40.4%	0.67%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.