KDT Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Nov 2026 | $210,388,247 | Corporations (68%) |
| Mar 2025 to Jan 2026 | $229,777,239 | Corporations (56%) |
| Apr 2024 to Feb 2025 | $143,350,000 | Corporations (50%) |
| May 2023 to Mar 2024 | $80,500,000 | Individuals and high net worth (59%) |
| Apr 2023 | $80,500,000 | Individuals and high net worth (59%) |
| Apr 2022 to Mar 2023 | $89,100,000 | Individuals and high net worth (61%) |
In the firm's words
- Fixed income / rates:
Our firm generally invests client cash balances in money market funds, FDIC Insured Certificates of Deposit, high-grade commercial paper and/or government backed debt instruments.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 63.2%; sector active share 26.5% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
73 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.5% | $27,127,546 |
| Technology | 21.9% | $15,809,305 |
| Financial Services | 7.6% | $5,508,329 |
| Communication Services | 7.1% | $5,111,653 |
| Healthcare | 5.3% | $3,826,037 |
| Industrials | 4.9% | $3,570,838 |
| Consumer Defensive | 4.5% | $3,242,791 |
| Energy | 4.2% | $3,003,891 |
| Consumer Cyclical | 3.0% | $2,178,967 |
| Basic Materials | 2.3% | $1,639,798 |
| Real Estate | 1.0% | $751,073 |
| Utilities | 0.7% | $495,637 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IXUS | iShares Core MSCI Total International Stock ETF | +3,375 | 10,590 | $1,010,709 | |
| ABT | Abbott Laboratories | +1,439 | 4,106 | $372,578 | |
| CMCSA | Comcast Corp | +1,105 | 9,960 | $244,518 | |
| OKE | Oneok Inc | +916 | 5,266 | $457,826 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +740 | 4,100 | $1,517,164 | |
| LEN | Lennar Corp | +515 | 5,578 | $504,753 | |
| NEE | Nextera Energy Inc | +515 | 5,647 | $495,637 | |
| VOO | VANGUARD 500 INDEX FUND | +477 | 14,831 | $10,186,079 | |
| 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 | |
| GOOG | Alphabet Inc. | +150 | 1,598 | $564,621 | |
| AAPL | Apple Inc. | +145 | 16,589 | $4,800,193 | |
| NFLX | Netflix Inc | +135 | 2,945 | $210,273 | |
| QCOM | Qualcomm Inc | +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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| USAR | USA Rare Earth, Inc. | 26,910 | $580,717 | |
| HONA | Honeywell Aerospace Inc. | 1,380 | $305,090 | |
| LEN-B | Lennar Corp | 2,914 | $258,500 | |
| 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. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 14,831 | $10,186,079 | 14.10% | |
| AAPL |
Apple Inc.
Technology
|
Added | 16,589 | $4,800,193 | 6.64% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Held | 27,539 | $4,351,988 | 6.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 10,417 | $3,722,723 | 5.15% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,766 | $2,523,853 | 3.49% | |
| VIG |
Vanguard Specialized Funds
|
Held | 9,940 | $2,352,002 | 3.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,613 | $1,807,909 | 2.50% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,632 | $1,727,176 | 2.39% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 4,100 | $1,517,164 | 2.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,515 | $1,400,644 | 1.94% | |
| GLW |
Corning Inc
Technology
|
Held | 5,445 | $1,390,816 | 1.92% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 9,679 | $1,323,312 | 1.83% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,242 | $1,256,121 | 1.74% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 3,747 | $1,226,505 | 1.70% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 9,004 | $1,057,609 | 1.46% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,031 | $1,031,025 | 1.43% | |
| IXUS |
iShares Core MSCI Total International Stock ETF
|
Added | 10,590 | $1,010,709 | 1.40% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,799 | $996,393 | 1.38% | |
| VEU |
Vanguard International Equity Index Funds
|
Held | 11,705 | $980,293 | 1.36% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,829 | $970,601 | 1.34% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Reduced | 8,659 | $955,520 | 1.32% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Held | 3,650 | $886,913 | 1.23% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 727 | $854,123 | 1.18% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,111 | $847,199 | 1.17% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 3,065 | $833,680 | 1.15% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Held | 15,725 | $824,147 | 1.14% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Held | 14,080 | $819,456 | 1.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 5,926 | $761,491 | 1.05% | |
| RSP |
Victory Portfolios II
|
Added | 3,520 | $748,950 | 1.04% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 3,954 | $715,318 | 0.99% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 657 | $699,639 | 0.97% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 3,534 | $653,047 | 0.90% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 2,851 | $638,481 | 0.88% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Held | 7,685 | $631,015 | 0.87% | |
| URTH |
iShares MSCI World ETF
|
Held | 3,100 | $628,184 | 0.87% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 2,087 | $611,866 | 0.85% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 1,263 | $603,170 | 0.83% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Held | 6,750 | $597,645 | 0.83% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,190 | $591,978 | 0.82% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
NEW | 26,910 | $580,717 | 0.80% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 1,598 | $564,621 | 0.78% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,250 | $541,662 | 0.75% | |
| LEN |
Lennar Corp
Consumer Cyclical
|
Added | 5,578 | $504,753 | 0.70% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 5,647 | $495,637 | 0.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,006 | $478,110 | 0.66% | |
| OKE |
Oneok Inc
Energy
|
Added | 5,266 | $457,826 | 0.63% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 6,245 | $449,327 | 0.62% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 2,638 | $448,143 | 0.62% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Added | 4,711 | $447,215 | 0.62% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 3,675 | $428,762 | 0.59% |
Showing the top 50 of 73 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.