KDT Advisors

PRINCETON, NJfiles as KDT Advisors, LLC

$72m in 73 US stocks at the end of 30 June 2026. The top 10 are 47.6% of the money. It changed about 7.7% of the portfolio this quarter.

Value

$72m

Stocks

Top 10 share

47.6%

Turnover

7.7%

What changed this quarter

New

Bought for the first time this quarter.

USA Rare EarthUSAR
0.8% of the fund
Honeywell InternationalHON
0.4% of the fund
Honeywell AerospaceHONA
0.4% of the fund
LennarLEN-B
0.4% of the fund
CumminsCMI
0.3% of the fund
Interactive Brokers GroupIBKR
0.3% of the fund
Spdr Gold TRGLD
0.3% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
14.1% of the fund
+3%
MicrosoftMSFT
3.5% of the fund
+3%
Berkshire HathawayBRK-B
2.5% of the fund
+12%
Vanguard Index FDSVTI
2.1% of the fund
+22%
Cisco SystemsCSCO
1.5% of the fund
+4%
Procter & GamblePG
1.4% of the fund
+3%
Ishares TRIXUS
1.4% of the fund
+47%
OracleORCL
1.4% of the fund
+3%
VisaV
1.3% of the fund
+6%
ChevronCVX
1.2% of the fund
+4%
Union PacificUNP
1.2% of the fund
+3%
Invesco Exchange Traded FD TRSP
1.0% of the fund
+2%
QualcommQCOM
0.9% of the fund
+4%
Automatic Data ProcessingADP
0.9% of the fund
+4%
Air Products & ChemicalsAPD
0.8% of the fund
+4%
McDonald'sMCD
0.8% of the fund
+4%
AlphabetGOOG
0.8% of the fund
+10%
LennarLEN
0.7% of the fund
+10%
NextEra EnergyNEE
0.7% of the fund
+10%
OneokOKE
0.6% of the fund
+21%
Palantir TechnologiesPLTR
0.6% of the fund
+2%
PepsiCoPEP
0.6% of the fund
+2%
AbbVieABBV
0.5% of the fund
+44%
Abbott LaboratoriesABT
0.5% of the fund
+54%
Home DepotHD
0.5% of the fund
+8%

Cut

Sold some of their stake.

Ishares TRSHV
1.3% of the fund
-8%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
IntuitINTU
-100%
Thomson Reuters
-100%

Holdings

Vanguard Index FDSVOO
Share
14.1%
Value
$10m
Shares
14,831
+3%
AppleAAPL
Share
6.6%
Value
$5m
Shares
16,589
Held
Vanguard Whitehall FDSVYM
Share
6.0%
Value
$4m
Shares
27,539
Held
AlphabetGOOGL
Share
5.2%
Value
$4m
Shares
10,417
Held
MicrosoftMSFT
Share
3.5%
Value
$3m
Shares
6,766
+3%
Vanguard Specialized FundsVIG
Share
3.3%
Value
$2m
Shares
9,940
Held
Berkshire HathawayBRK-B
Share
2.5%
Value
$2m
Shares
3,613
+12%
NvidiaNVDA
Share
2.4%
Value
$2m
Shares
8,632
Held
Vanguard Index FDSVTI
Share
2.1%
Value
$2m
Shares
4,100
+22%
Johnson & JohnsonJNJ
Share
1.9%
Value
$1m
Shares
5,515
Held
CorningGLW
Share
1.9%
Value
$1m
Shares
5,445
Held
ExxonMobil HoldingsXOM
Share
1.8%
Value
$1m
Shares
9,679
Held
Goldman Sachs GroupGS
Share
1.7%
Value
$1m
Shares
1,242
Held
JPMorgan ChaseJPM
Share
1.7%
Value
$1m
Shares
3,747
Held
Cisco SystemsCSCO
Share
1.5%
Value
$1m
Shares
9,004
+4%
Procter & GamblePG
Share
1.4%
Value
$1m
Shares
7,031
+3%
Ishares TRIXUS
Share
1.4%
Value
$1m
Shares
10,590
+47%
OracleORCL
Share
1.4%
Value
$996,609
Shares
6,799
+3%
Vanguard Intl Equity Index FVEU
Share
1.4%
Value
$980,294
Shares
11,705
Held
VisaV
Share
1.3%
Value
$970,602
Shares
2,829
+6%
Ishares TRSHV
Share
1.3%
Value
$955,521
Shares
8,659
-8%
Vanguard Index FDSVBR
Share
1.2%
Value
$886,914
Shares
3,650
Held
GE VernovaGEV
Share
1.2%
Value
$854,123
Shares
727
Held
ChevronCVX
Share
1.2%
Value
$847,199
Shares
5,111
+4%
Union PacificUNP
Share
1.2%
Value
$833,680
Shares
3,065
+3%
Ishares TRIGSB
Share
1.1%
Value
$824,147
Shares
15,725
Held
Vanguard Scottsdale FDSVGSH
Share
1.1%
Value
$819,456
Shares
14,080
Held
MerckMRK
Share
1.1%
Value
$761,491
Shares
5,926
Held
Invesco Exchange Traded FD TRSP
Share
1.0%
Value
$748,950
Shares
3,520
+2%
Philip Morris InternationalPM
Share
1.0%
Value
$715,318
Shares
3,954
Held
CaterpillarCAT
Share
1.0%
Value
$699,639
Shares
657
Held
QualcommQCOM
Share
0.9%
Value
$653,048
Shares
3,534
+4%
Automatic Data ProcessingADP
Share
0.9%
Value
$638,481
Shares
2,851
+4%
Ishares TRSHY
Share
0.9%
Value
$631,015
Shares
7,685
Held
IsharesURTH
Share
0.9%
Value
$628,184
Shares
3,100
Held
Air Products & ChemicalsAPD
Share
0.8%
Value
$611,867
Shares
2,087
+4%
Taiwan Semiconductor ManufacturingTSM
Share
0.8%
Value
$603,171
Shares
1,263
Held
Vanguard Intl Equity Index FVGK
Share
0.8%
Value
$597,645
Shares
6,750
Held
McDonald'sMCD
Share
0.8%
Value
$591,979
Shares
2,190
+4%
USA Rare EarthUSAR
Share
0.8%
Value
$580,718
Shares
26,910
New
AlphabetGOOG
Share
0.8%
Value
$564,621
Shares
1,598
+10%
Lam ResearchLRCX
Share
0.7%
Value
$541,663
Shares
1,250
Held
LennarLEN
Share
0.7%
Value
$504,753
Shares
5,578
+10%
NextEra EnergyNEE
Share
0.7%
Value
$495,637
Shares
5,647
+10%
Amazon.comAMZN
Share
0.7%
Value
$478,110
Shares
2,006
Held
OneokOKE
Share
0.6%
Value
$457,826
Shares
5,266
+21%
Altria GroupMO
Share
0.6%
Value
$449,328
Shares
6,245
Held
Arista NetworksANET
Share
0.6%
Value
$448,143
Shares
2,638
Held
Rio TintoRIO
Share
0.6%
Value
$447,215
Shares
4,711
Held
Palantir TechnologiesPLTR
Share
0.6%
Value
$428,762
Shares
3,675
+2%
Vaneck ETF TrustSMH
Share
0.6%
Value
$419,770
Shares
640
Held
Millrose PropertiesMRP
Share
0.6%
Value
$410,213
Shares
13,651
Held
PepsiCoPEP
Share
0.6%
Value
$397,805
Shares
2,938
+2%
Valero EnergyVLO
Share
0.5%
Value
$375,554
Shares
1,442
Held
AstrazenecaAZN
Share
0.5%
Value
$373,612
Shares
1,995
Held
AbbVieABBV
Share
0.5%
Value
$372,930
Shares
1,482
+44%
Abbott LaboratoriesABT
Share
0.5%
Value
$372,578
Shares
4,106
+54%
Meta PlatformsMETA
Share
0.5%
Value
$369,518
Shares
656
Held
Home DepotHD
Share
0.5%
Value
$345,626
Shares
980
+8%
EquinixEQIX
Share
0.5%
Value
$340,862
Shares
327
+8%
WalmartWMT
Share
0.5%
Value
$327,321
Shares
2,890
Held
Mondelez InternationalMDLZ
Share
0.4%
Value
$321,995
Shares
5,567
Held
Old Dominion Freight LineODFL
Share
0.4%
Value
$319,702
Shares
1,476
+8%
Honeywell InternationalHON
Share
0.4%
Value
$308,982
Shares
1,380
New
Honeywell AerospaceHONA
Share
0.4%
Value
$305,090
Shares
1,380
New
ZoetisZTS
Share
0.4%
Value
$299,656
Shares
4,170
Held
LennarLEN-B
Share
0.4%
Value
$258,501
Shares
2,914
New
CumminsCMI
Share
0.3%
Value
$249,624
Shares
350
New
Interactive Brokers GroupIBKR
Share
0.3%
Value
$247,194
Shares
2,840
New
ComcastCMCSA
Share
0.3%
Value
$244,518
Shares
9,960
+12%
AmgenAMGN
Share
0.3%
Value
$240,448
Shares
664
+2%
Spdr Gold TRGLD
Share
0.3%
Value
$217,713
Shares
591
New
NetflixNFLX
Share
0.3%
Value
$210,273
Shares
2,945
+5%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	14.1%	$10m	14,831	+3%
AppleAAPL	6.6%	$5m	16,589	Held
Vanguard Whitehall FDSVYM	6.0%	$4m	27,539	Held
AlphabetGOOGL	5.2%	$4m	10,417	Held
MicrosoftMSFT	3.5%	$3m	6,766	+3%
Vanguard Specialized FundsVIG	3.3%	$2m	9,940	Held
Berkshire HathawayBRK-B	2.5%	$2m	3,613	+12%
NvidiaNVDA	2.4%	$2m	8,632	Held
Vanguard Index FDSVTI	2.1%	$2m	4,100	+22%
Johnson & JohnsonJNJ	1.9%	$1m	5,515	Held
CorningGLW	1.9%	$1m	5,445	Held
ExxonMobil HoldingsXOM	1.8%	$1m	9,679	Held
Goldman Sachs GroupGS	1.7%	$1m	1,242	Held
JPMorgan ChaseJPM	1.7%	$1m	3,747	Held
Cisco SystemsCSCO	1.5%	$1m	9,004	+4%
Procter & GamblePG	1.4%	$1m	7,031	+3%
Ishares TRIXUS	1.4%	$1m	10,590	+47%
OracleORCL	1.4%	$996,609	6,799	+3%
Vanguard Intl Equity Index FVEU	1.4%	$980,294	11,705	Held
VisaV	1.3%	$970,602	2,829	+6%
Ishares TRSHV	1.3%	$955,521	8,659	-8%
Vanguard Index FDSVBR	1.2%	$886,914	3,650	Held
GE VernovaGEV	1.2%	$854,123	727	Held
ChevronCVX	1.2%	$847,199	5,111	+4%
Union PacificUNP	1.2%	$833,680	3,065	+3%
Ishares TRIGSB	1.1%	$824,147	15,725	Held
Vanguard Scottsdale FDSVGSH	1.1%	$819,456	14,080	Held
MerckMRK	1.1%	$761,491	5,926	Held
Invesco Exchange Traded FD TRSP	1.0%	$748,950	3,520	+2%
Philip Morris InternationalPM	1.0%	$715,318	3,954	Held
CaterpillarCAT	1.0%	$699,639	657	Held
QualcommQCOM	0.9%	$653,048	3,534	+4%
Automatic Data ProcessingADP	0.9%	$638,481	2,851	+4%
Ishares TRSHY	0.9%	$631,015	7,685	Held
IsharesURTH	0.9%	$628,184	3,100	Held
Air Products & ChemicalsAPD	0.8%	$611,867	2,087	+4%
Taiwan Semiconductor ManufacturingTSM	0.8%	$603,171	1,263	Held
Vanguard Intl Equity Index FVGK	0.8%	$597,645	6,750	Held
McDonald'sMCD	0.8%	$591,979	2,190	+4%
USA Rare EarthUSAR	0.8%	$580,718	26,910	New
AlphabetGOOG	0.8%	$564,621	1,598	+10%
Lam ResearchLRCX	0.7%	$541,663	1,250	Held
LennarLEN	0.7%	$504,753	5,578	+10%
NextEra EnergyNEE	0.7%	$495,637	5,647	+10%
Amazon.comAMZN	0.7%	$478,110	2,006	Held
OneokOKE	0.6%	$457,826	5,266	+21%
Altria GroupMO	0.6%	$449,328	6,245	Held
Arista NetworksANET	0.6%	$448,143	2,638	Held
Rio TintoRIO	0.6%	$447,215	4,711	Held
Palantir TechnologiesPLTR	0.6%	$428,762	3,675	+2%
Vaneck ETF TrustSMH	0.6%	$419,770	640	Held
Millrose PropertiesMRP	0.6%	$410,213	13,651	Held
PepsiCoPEP	0.6%	$397,805	2,938	+2%
Valero EnergyVLO	0.5%	$375,554	1,442	Held
AstrazenecaAZN	0.5%	$373,612	1,995	Held
AbbVieABBV	0.5%	$372,930	1,482	+44%
Abbott LaboratoriesABT	0.5%	$372,578	4,106	+54%
Meta PlatformsMETA	0.5%	$369,518	656	Held
Home DepotHD	0.5%	$345,626	980	+8%
EquinixEQIX	0.5%	$340,862	327	+8%
WalmartWMT	0.5%	$327,321	2,890	Held
Mondelez InternationalMDLZ	0.4%	$321,995	5,567	Held
Old Dominion Freight LineODFL	0.4%	$319,702	1,476	+8%
Honeywell InternationalHON	0.4%	$308,982	1,380	New
Honeywell AerospaceHONA	0.4%	$305,090	1,380	New
ZoetisZTS	0.4%	$299,656	4,170	Held
LennarLEN-B	0.4%	$258,501	2,914	New
CumminsCMI	0.3%	$249,624	350	New
Interactive Brokers GroupIBKR	0.3%	$247,194	2,840	New
ComcastCMCSA	0.3%	$244,518	9,960	+12%
AmgenAMGN	0.3%	$240,448	664	+2%
Spdr Gold TRGLD	0.3%	$217,713	591	New
NetflixNFLX	0.3%	$210,273	2,945	+5%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 16.6% since 30 June 2025.

Where the money is

Technology21.0%

Financial services7.6%

Media & telecom7.1%

Industrials5.8%

Health care5.3%

Everyday goods4.5%

Energy4.2%

Retail & consumer3.0%

Materials2.3%

Real estate1.0%

Utilities0.7%

Other37.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.