Sponsored

The Analysis of KDT Advisors, LLC's Holdings & P&L

Currently, KDT Advisors, LLC holds 69 types of securities in its portfolio with a total value $62.8M. In the most recent quarter, they have increased their positions in N/A (+3.5K shares, valued at $662.1K), N/A (+2.0K shares, valued at $393.5K), CMCSA (+8.9K shares, valued at $254.2K); decreased their positions in SHV (-7.5K shares, valued at $826.0K), N/A (-1.5K shares, valued at $706.8K), N/A (-2.2K shares, valued at $628.3K); initiated new positions in N/A (+3.5K shares, valued at $662.1K), N/A (+2.0K shares, valued at $393.5K), CMCSA (+8.9K shares, valued at $254.2K).

1M P&L

+2.1M+3.67%

3M P&L

+2.9M+5.32%

HY P&L

+5.5M+10.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A16.1M

29.8%

2Software - Infrastructure5.8M

10.8%

3Consumer Electronics4.9M

9.1%

Top Industries by Stock Count

1N/A15 stocks

24.2%

2Drug Manufacturers - General3 stocks

4.8%

3Software - Application3 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS14.4K shares0.00%2026-03-312026-05-15

AAPL APPLE INC16.4K shares-9.55%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS27.5K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC10.4K shares-17.35%2026-03-312026-05-15

MSFT MICROSOFT CORP6.6K shares-20.33%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS9.9K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP9.7K shares-8.51%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares-31.32%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION8.6K shares-0.06%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON5.4K shares0.37%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO3.7K shares0.00%2026-03-312026-05-15

VTI VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.2K shares0.00%2026-03-312026-05-15

SHV ISHARES TR9.4K shares-44.30%2026-03-312026-05-15

CVX CHEVRON CORPORATION4.9K shares3.91%2026-03-312026-05-15

PG PROCTER & GAMBLE CO6.8K shares-8.54%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP6.6K shares4.75%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F11.7K shares0.00%2026-03-312026-05-15

IGSB ISHARES TR15.7K shares0.00%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS14.1K shares0.00%2026-03-312026-05-15

V VISA INC2.7K shares-32.01%2026-03-312026-05-15

VBR VANGUARD INDEX FDS3.6K shares0.00%2026-03-312026-05-15

GLW CORNING INC5.4K shares-33.23%2026-03-312026-05-15

UNP UNION PAC CORP3.0K shares-16.94%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC5.9K shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC8.7K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS INTL INC4.0K shares0.00%2026-03-312026-05-15

MCD MCDONALDS CORP2.1K shares2.44%2026-03-312026-05-15

SHY ISHARES TR7.7K shares0.00%2026-03-312026-05-15

IXUS ISHARES TR7.2K shares-0.07%2026-03-312026-05-15

GEV GE VERNOVA INC715 shares0.00%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC2.8K shares-20.03%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I2.0K shares-14.41%2026-03-312026-05-15

URTH ISHARES INC3.1K shares0.00%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F6.8K shares0.00%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN2.7K shares-2.99%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC3.6K shares0.00%2026-03-312026-05-15

ZTS ZOETIS INC4.3K shares-13.89%2026-03-312026-05-15

NEE NEXTERA ENERGY INC5.1K shares3.51%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC657 shares0.00%2026-03-312026-05-15

PEP PEPSICO INC2.9K shares2.49%2026-03-312026-05-15

LEN LENNAR CORP5.1K shares4.98%2026-03-312026-05-15

QCOM QUALCOMM INC3.4K shares-21.23%2026-03-312026-05-15

RIO RIO TINTO PLC4.7K shares-24.39%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares-47.66%2026-03-312026-05-15

AMZN AMAZON COM INC2.0K shares-47.35%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC6.2K shares0.00%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC2.0K sharesnew addition2026-03-312026-05-15

OKE ONEOK INC NEW4.3K shares15.54%2026-03-312026-05-15

META META PLATFORMS INC656 shares-52.33%2026-03-312026-05-15

MRP MILLROSE PPTYS INC13.4K shares1.91%2026-03-312026-05-15

WMT WALMART INC2.9K shares0.00%2026-03-312026-05-15

VLO VALERO ENERGY CORP1.4K shares-25.75%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC5.6K shares0.00%2026-03-312026-05-15

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.6K shares0.00%2026-03-312026-05-15

HD HOME DEPOT INC911 shares11.92%2026-03-312026-05-15

EQIX EQUINIX INC304 shares0.00%2026-03-312026-05-15

ABT ABBOTT LABORATORIES2.7K shares-33.62%2026-03-312026-05-15

NFLX NETFLIX INC.2.8K shares4.07%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares0.00%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINE IN1.4K shares0.00%2026-03-312026-05-15

INTU INTUIT594 shares-29.29%2026-03-312026-05-15

Sponsored

CMCSA COMCAST CORP NEW8.9K sharesnew addition2026-03-312026-05-15

SMH VANECK ETF TRUST640 shares0.00%2026-03-312026-05-15

THOMSON REUTERS CORP THOMSON REUTERS CORP2.7K shares8.95%2026-03-312026-05-15

AMGN AMGEN INC650 shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC1.0K shares-44.70%2026-03-312026-05-15

VANGUARD INDEX FDS

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-9.55%

Shares16.4K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares27.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-17.35%

Shares10.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-20.33%

Shares6.6K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-8.51%

Shares9.7K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-31.32%

Shares3.2K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-0.06%

Shares8.6K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

0.37%

Shares5.4K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

-44.30%

Shares9.4K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

3.91%

Shares4.9K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-8.54%

Shares6.8K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

4.75%

Shares6.6K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-15

VISA INC

-32.01%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-33.23%

Shares5.4K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-16.94%

Shares3.0K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

2.44%

Shares2.1K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

-0.07%

Shares7.2K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

0.00%

Shares715

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-20.03%

Shares2.8K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

-14.41%

Shares2.0K

Event2026-03-31

Filed2026-05-15

URTH

ISHARES INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-2.99%

Shares2.7K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

-13.89%

Shares4.3K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

3.51%

Shares5.1K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.00%

Shares657

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

2.49%

Shares2.9K

Event2026-03-31

Filed2026-05-15

LEN

LENNAR CORP

4.98%

Shares5.1K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-21.23%

Shares3.4K

Event2026-03-31

Filed2026-05-15

RIO

RIO TINTO PLC

-24.39%

Shares4.7K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-47.66%

Shares1.3K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-47.35%

Shares2.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

15.54%

Shares4.3K

Event2026-03-31

Filed2026-05-15