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Kdt Advisors Llc

Portfolio Manager
Kdt Advisors LLC
Performance
-4.96% (2026 Q1)
AUM (13F)
$62.77M
# of Holdings
69
Performance Rank
Allocation (Top 20)
64%

Kdt Advisors Llc Holdings Map

Top 50 Kdt Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
13.66%14.4K$8.6M
+0.00%(+0)
2025-Q1: 14.4K shares2025-Q2: 14.4K shares2025-Q3: 14.4K shares2025-Q4: 14.4K shares2026-Q1: 14.4K shares
$532.36(+27.63%)
2026-03-31
AAPL
APPLE INC
6.65%16.4K$4.2M
-9.55%(-1.74K)
2025-Q1: 19.8K shares2025-Q2: 18.8K shares2025-Q3: 17.8K shares2025-Q4: 18.2K shares2026-Q1: 16.4K shares
$232.98(+28.86%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
6.5%27.5K$4.1M
+0.00%(+0)
2025-Q1: 27.5K shares2025-Q2: 27.5K shares2025-Q3: 27.5K shares2025-Q4: 27.5K shares2026-Q1: 27.5K shares
$127.92(+21.76%)
2026-03-31
GOOGL
ALPHABET INC
4.77%10.4K$3.0M
-17.35%(-2.19K)
2025-Q1: 11.1K shares2025-Q2: 11.1K shares2025-Q3: 12.0K shares2025-Q4: 12.6K shares2026-Q1: 10.4K shares
$184.36(+115.22%)
2026-03-31
MSFT
MICROSOFT CORP
3.86%6.6K$2.4M
-20.33%(-1.67K)
2025-Q1: 12.1K shares2025-Q2: 11.9K shares2025-Q3: 8.0K shares2025-Q4: 8.2K shares2026-Q1: 6.6K shares
$427.88(-1.39%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
3.41%9.9K$2.1M
+0.00%(+0)
2025-Q1: 9.9K shares2025-Q2: 9.9K shares2025-Q3: 9.9K shares2025-Q4: 9.9K shares2026-Q1: 9.9K shares
$196.69(+16.62%)
2026-03-31
XOM
EXXON MOBIL CORP
2.62%9.7K$1.6M
-8.51%(-900)
2025-Q1: 10.1K shares2025-Q2: 10.6K shares2025-Q3: 10.2K shares2025-Q4: 10.6K shares2026-Q1: 9.7K shares
$112.57(+40.29%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.47%3.2K$1.6M
-31.32%(-1.48K)
2025-Q1: 6.2K shares2025-Q2: 4.6K shares2025-Q3: 4.0K shares2025-Q4: 4.7K shares2026-Q1: 3.2K shares
$462.26(+4.42%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.4%8.6K$1.5M
-0.06%(-5)
2025-Q1: 8.7K shares2025-Q2: 8.7K shares2025-Q3: 8.6K shares2025-Q4: 8.6K shares2026-Q1: 8.6K shares
$127.86(+76.23%)
2026-03-31
JNJ
JOHNSON & JOHNSON
2.11%5.4K$1.3M
+0.37%(+20)
2025-Q1: 5.6K shares2025-Q2: 5.6K shares2025-Q3: 4.9K shares2025-Q4: 5.4K shares2026-Q1: 5.4K shares
$157.55(+43.90%)
2026-03-31

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