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KDT ADVISORS, LLC 13F portfolio summary

KDT ADVISORS, LLC of KDT ADVISORS, LLC has 73 current stock holdings with a reported portfolio value of $72.3M. The portfolio 1 year return is +19.15%. Top holdings include VOO (14.10%), AAPL (6.64%), VYM (6.02%), GOOGL (5.15%), MSFT (3.49%).

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KDT ADVISORS, LLC

KDT ADVISORS, LLC
Latest filing: 2026-06-30

KDT ADVISORS, LLC runs KDT ADVISORS, LLC and currently holds 73 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $72.26M. Their top holdings are VOO, AAPL, VYM, GOOGL, MSFT. The top five represent 35.4% of reported portfolio weight. KDT ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, KDT ADVISORS, LLC initiated 4 new positions. They added to 40 existing positions. They trimmed 2 positions. Their current best-performing preview position is LRCX with returns of +102.81%.

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Top 5 Holdings
VOO14.1%
AAPL6.6%
VYM6.0%
GOOGL5.2%
MSFT3.5%
Top 5: 35.4%
Portfolio Returns
1 Year
+19.15%
#0/1000
3 Year
+27.13%
#0/1000
5 Year
+27.13%
#0/1000

Portfolio Value

$72.26M

Alpha Score

23.8

#0 of 1000

Holdings

73

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73 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VOO
VANGUARD INDEX FDS
14.10%$540.48$703.77+30.21%
Added
+3.32%
AAPL
APPLE INC
6.64%$251.19$309.35+23.15%
Added
+0.88%
VYM
VANGUARD WHITEHALL FDS
6.02%$127.68$165.00+29.23%
Held
GOOGL
ALPHABET INC
5.15%$198.79$344.82+73.46%
Added
+0.08%
MSFT
MICROSOFT CORP
3.49%$421.56$483.24+14.63%
Added
+3.25%
VIG
VANGUARD SPECIALIZED FUNDS
3.25%$195.60$243.85+24.67%
Held
BRK-B
BERKSHIRE HATHAWAY INC DEL
2.50%$464.74$495.77+6.68%
Added
+11.68%
NVDA
NVIDIA CORPORATION
2.39%$134.33$214.76+59.87%
Added
+0.09%
VTI
VANGUARD INDEX FDS
2.10%$315.86$378.25+19.75%
Added
+22.02%
JNJ
JOHNSON & JOHNSON
1.94%$152.59$270.30+77.14%
Added
+1.85%

Showing 1-10 of 73