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KDT ADVISORS, LLC 13F portfolio summary

KDT ADVISORS, LLC of KDT ADVISORS, LLC has 69 current stock holdings with a reported portfolio value of $62.8M. The portfolio 1 year return is +16.00%. Top holdings include VOO (13.66%), AAPL (6.65%), VYM (6.50%), GOOGL (4.77%), MSFT (3.86%).

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KDT ADVISORS, LLC

KDT ADVISORS, LLC
Latest filing: 2026-03-31

KDT ADVISORS, LLC runs KDT ADVISORS, LLC and currently holds 69 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $62.77M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KDT ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KDT ADVISORS, LLC's portfolio at KDT ADVISORS, LLC has delivered returns of +16.00%. Their 3-year annualized return is +15.22%. Looking at the 5-year horizon, KDT ADVISORS, LLC has achieved +15.22% annualized returns at KDT ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.00%
#0/1000
3 Year
+15.22%
#0/1000
5 Year
+15.22%
#0/1000

Portfolio Value

$62.77M

Alpha Score

13.7

#0 of 1000

Holdings

69

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change