KDT Advisors, LLC

CIK

2054458

Location

PRINCETON, NJ

Portfolio Value

Micro $38,842,939

Diversification

Diversified

Filing Date

Global Rank

#7,143 / 8,592 ▼ 81

Top Industry

Consumer Electronics 10.7%

3Y Alpha vs SPY

-0.5%

Period ended 3 months ago

Filed May 15, 2026 · 35d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.1%

SPY

+24.9%

Annualised alpha

-0.6%

Max drawdown

−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.7%

+0.1 pts

Top 5

32.9%

−3.5 pts

Top 10

48.3%

−1.5 pts

HHI

369

Diversified−35

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.2%	$13,275,535	13
Financial Services	11.6%	$4,502,514	4
Communication Services	10.0%	$3,892,937	4
Healthcare	9.4%	$3,658,682	7
Energy	8.8%	$3,408,744	4
Consumer Defensive	8.2%	$3,181,227	6
Industrials	7.6%	$2,944,437	6
Consumer Cyclical	4.7%	$1,810,046	4
Basic Materials	2.6%	$1,018,937	2
Real Estate	1.7%	$673,220	2
Utilities	1.2%	$476,660	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
OKE	Oneok Inc /New/	+585	4,350	$393,196
ORCL	Oracle Corp	+299	6,589	$969,307
MRP	Millrose Properties, Inc.	+251	13,401	$375,228
LEN	Lennar Corp /New/	+240	5,063	$439,670
TRI	Thomson Reuters Corp /Can/	+224	2,727	$245,375
CVX	Chevron Corp	+185	4,916	$1,017,120
NEE	Nextera Energy Inc	+174	5,132	$476,660
NFLX	Netflix Inc	+110	2,810	$270,181
HD	Home Depot, Inc.	+97	911	$299,618
PEP	Pepsico Inc	+70	2,877	$446,769
MCD	Mcdonalds Corp	+50	2,101	$652,969
JNJ	Johnson & Johnson	+20	5,415	$1,323,642
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−2,710	5,445	$740,356
GOOGL	Alphabet Inc.	−2,185	10,409	$2,993,212
AMZN	Amazon Com Inc	−1,804	2,006	$417,789
AAPL	Apple Inc.	−1,737	16,444	$4,173,322
MSFT	Microsoft Corp	−1,672	6,553	$2,425,724
RIO	Rio Tinto PLC	−1,500	4,651	$433,891
BRK-B	Berkshire Hathaway Inc	−1,475	3,235	$1,550,212
ABT	Abbott Laboratories	−1,351	2,667	$273,820
V	Visa Inc.	−1,257	2,670	$806,980
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,150	1,263	$426,830
QCOM	Qualcomm Inc/De	−919	3,409	$439,011
XOM	Exxon Mobil Corp	−900	9,679	$1,642,139
ABBV	AbbVie Inc.	−830	1,027	$223,362
META	Meta Platforms, Inc.	−720	656	$375,317
HON	Honeywell International Inc	−690	2,755	$622,712
ZTS	Zoetis Inc.	−686	4,254	$502,865
PG	PROCTER & GAMBLE Co	−639	6,844	$988,547
UNP	Union Pacific Corp	−605	2,967	$719,853
VLO	Valero Energy Corp/Tx	−500	1,442	$356,289
APD	Air Products & Chemicals, Inc.	−339	2,014	$585,046
INTU	Intuit Inc.	−246	594	$256,833
ADP	Automatic Data Processing Inc	−84	2,730	$554,681
NVDA	Nvidia Corp	−5	8,624	$1,504,025
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	1,995	$393,453
CMCSA	Comcast Corp	8,855	$254,227
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	6,250	$844,625
GLD	Spdr Gold Trust	1,235	$489,442
CRM	Salesforce, Inc.	838	$221,994
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $38,842,939 total · as of Mar 31, 2026

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

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	16,444	-1,737	$4,173,322	−15.6%	10.74%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,409	-2,185	$2,993,212	−24.1%	7.71%
MSFT	Microsoft Corp Technology	Reduced	6,553	-1,672	$2,425,724	−39.0%	6.24%
XOM	Exxon Mobil Corp Energy	Reduced	9,679	-900	$1,642,139	+29.0%	4.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,235	-1,475	$1,550,212	−34.5%	3.99%
NVDA	Nvidia Corp Technology	Reduced	8,624	-5	$1,504,025	−6.5%	3.87%
JNJ	Johnson & Johnson Healthcare	Added	5,415	+20	$1,323,642	+18.6%	3.41%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,747	0	$1,102,217	−8.7%	2.84%
GS	Goldman Sachs Group Inc Financial Services	Held	1,233	0	$1,043,105	−3.8%	2.69%
CVX	Chevron Corp Energy	Added	4,916	+185	$1,017,120	+41.1%	2.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,844	-639	$988,547	−7.8%	2.54%
ORCL	Oracle Corp Technology	Added	6,589	+299	$969,307	−20.9%	2.50%
V	Visa Inc. Financial Services	Reduced	2,670	-1,257	$806,980	−41.4%	2.08%
GLW	Corning Inc /Ny Technology	Reduced	5,445	-2,710	$740,356	+3.7%	1.91%
UNP	Union Pacific Corp Industrials	Reduced	2,967	-605	$719,853	−12.9%	1.85%
MRK	Merck & Co., Inc. Healthcare	Held	5,926	0	$712,838	+14.3%	1.84%
CSCO	Cisco Systems, Inc. Technology	Held	8,652	0	$671,308	+0.7%	1.73%
PM	Philip Morris International Inc. Consumer Defensive	Held	3,954	0	$653,754	+3.1%	1.68%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,101	+50	$652,969	+4.2%	1.68%
GEV	GE Vernova Inc. Industrials	Held	715	0	$624,123	+33.6%	1.61%
HON	Honeywell International Inc Industrials	Reduced	2,755	-690	$622,712	−7.3%	1.60%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	2,014	-339	$585,046	+0.7%	1.51%
ADP	Automatic Data Processing Inc Technology	Reduced	2,730	-84	$554,681	−23.4%	1.43%
PLTR	Palantir Technologies Inc. Technology	Held	3,600	0	$526,608	−17.7%	1.36%
ZTS	Zoetis Inc. Healthcare	Reduced	4,254	-686	$502,865	−19.1%	1.29%
NEE	Nextera Energy Inc Utilities	Added	5,132	+174	$476,660	+19.8%	1.23%
CAT	Caterpillar Inc Industrials	Held	657	0	$465,458	+23.7%	1.20%
PEP	Pepsico Inc Consumer Defensive	Added	2,877	+70	$446,769	+10.9%	1.15%
LEN	Lennar Corp /New/ Consumer Cyclical	Added	5,063	+240	$439,670	−11.3%	1.13%
QCOM	Qualcomm Inc/De Technology	Reduced	3,409	-919	$439,011	−40.7%	1.13%
RIO	Rio Tinto PLC Basic Materials	Reduced	4,651	-1,500	$433,891	−11.9%	1.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,263	-1,150	$426,830	−41.8%	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,006	-1,804	$417,789	−52.5%	1.08%
MO	Altria Group, Inc. Consumer Defensive	Held	6,245	0	$412,107	+14.4%	1.06%
AZN	Astrazeneca PLC Healthcare	NEW	1,995	NEW	$393,453	NEW	1.01%
OKE	Oneok Inc /New/ Energy	Added	4,350	+585	$393,196	+42.1%	1.01%
META	Meta Platforms, Inc. Communication Services	Reduced	656	-720	$375,317	−58.7%	0.97%
MRP	Millrose Properties, Inc. Real Estate	Added	13,401	+251	$375,228	−4.5%	0.97%
WMT	Walmart Inc. Consumer Defensive	Held	2,890	0	$359,169	+11.6%	0.92%
VLO	Valero Energy Corp/Tx Energy	Reduced	1,442	-500	$356,289	+12.7%	0.92%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	5,567	0	$320,881	+7.1%	0.83%
ANET	Arista Networks, Inc. Technology	Held	2,610	0	$320,455	−6.3%	0.83%
HD	Home Depot, Inc. Consumer Cyclical	Added	911	+97	$299,618	+7.0%	0.77%
EQIX	Equinix Inc Real Estate	Held	304	0	$297,992	+27.9%	0.77%
ABT	Abbott Laboratories Healthcare	Reduced	2,667	-1,351	$273,820	−45.6%	0.70%
NFLX	Netflix Inc Communication Services	Added	2,810	+110	$270,181	+6.7%	0.70%
LRCX	Lam Research Corp Technology	Held	1,250	0	$267,075	+24.8%	0.69%
ODFL	Old Dominion Freight Line, Inc. Industrials	Held	1,366	0	$266,916	+24.6%	0.69%
INTU	Intuit Inc. Technology	Reduced	594	-246	$256,833	−53.8%	0.66%
CMCSA	Comcast Corp Communication Services	NEW	8,855	NEW	$254,227	NEW	0.65%