KDT Advisors, LLC

KDT Advisors, LLC reported 73 holdings worth US$72.3M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 31, 2026

KDT Advisors, LLC reported 73 holdings worth US$72.3M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Jul 31, 2026 (Form 13F).

Holdings
73
Value as reported
US$72.3M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc16,589US$4.8M6.6%
Alphabet Inc (google) Class C11,997US$4.29M5.9%
Microsoft Corp.6,766US$2.52M3.5%
Berkshire Hathaway Inc.3,613US$1.81M2.5%
Nvidia Corporation8,632US$1.73M2.4%
Johnson & Johnson5,515US$1.4M1.9%
Corning Incorporated5,445US$1.39M1.9%
Exxon Mobil Corporation9,679US$1.32M1.8%
Goldman Sachs Group, Inc. (the)1,242US$1.26M1.7%
Jp Morgan Chase & Co.3,747US$1.23M1.7%
Cisco Systems, Inc.9,004US$1.06M1.5%
Procter & Gamble Company (the)7,031US$1.03M1.4%
Oracle Corporation6,799US$997K1.4%
Visa Inc.2,829US$971K1.3%
Ge Vernova Inc.727US$854K1.2%
Chevron Corporation5,111US$847K1.2%
Union Pacific Corporation3,065US$834K1.2%
Lennar Corporation8,435US$763K1.1%
Merck & Company, Inc.5,926US$761K1.1%
Philip Morris International Inc3,954US$715K0.99%
Caterpillar, Inc.657US$700K0.97%
Qualcomm Incorporated3,534US$653K0.90%
Automatic Data Processing, Inc.2,851US$638K0.88%
Air Products And Chemicals, Inc.2,087US$612K0.85%
Taiwan Semiconductor Manufacturing Co., Ltd.1,263US$603K0.83%
Mcdonald's Corporation2,190US$592K0.82%
Usa Rare Earth, Inc.26,910US$581K0.80%
Lam Research Corporation1,250US$542K0.75%
Nextera Energy, Inc.5,647US$496K0.69%
Amazon.com, Inc.2,006US$478K0.66%
Oneok, Inc.5,266US$458K0.63%
Altria Group, Inc.6,245US$449K0.62%
Arista Networks, Inc.2,638US$448K0.62%
Rio Tinto Plc4,711US$447K0.62%
Palantir Technologies Inc.3,675US$429K0.59%
Millrose Properties, Inc.13,651US$410K0.57%
Pepsico, Inc.2,938US$398K0.55%
Valero Energy Corporation1,442US$376K0.52%
Abbvie Inc.1,482US$373K0.52%
Abbott Laboratories4,106US$373K0.52%
Meta Platforms, Inc.656US$370K0.51%
Home Depot, Inc. (the)980US$346K0.48%
Equinix, Inc.327US$341K0.47%
Walmart Inc.2,890US$327K0.45%
Mondelez International, Inc.5,567US$322K0.45%
Old Dominion Freight Line, Inc.1,476US$320K0.44%
Zoetis Inc.4,170US$300K0.41%
Cummins Inc.350US$250K0.35%
Interactive Brokers Group, Inc.2,840US$247K0.34%
Comcast Corporation9,960US$245K0.34%
Amgen Inc.664US$240K0.33%
Netflix, Inc.2,945US$210K0.29%
Honeywell International Inc.0US$00.00%
Intuit Inc.0US$00.00%
Thomson Reuters Corporation0US$00.00%

Source

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