Filed: 2/14/2025ACC: 0001172661-25-001080
📋 What this filing means
KDT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $68.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$68.11M
Total AUM (reported)
615.21K
Total Shares
Allocation by class
COM$39.75M58.4%
S&P 500 ETF SHS$6.75M9.9%
CL A$3.55M5.2%
HIGH DIV YLD$3.27M4.8%
CL B NEW$2.86M4.2%
COM NEW$2.63M3.9%
CAP STK CL A$2.37M3.5%
Portfolio Concentration
Top 3$17.11M25.1%
4–10$15.25M22.4%
11–25$14.95M22.0%
Rest$20.80M30.5%
Top 3 weight
25.1%
Top 10 weight
47.5%
Voting Authority Distribution
Total shares with voting rights: 615.21K
Sole
Full voting authority
615.21K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings72
Rows:
VANGUARD INDEX FDS
SOLEShares12.53K
TypeSH
Market value$6.75M
9.91%
Sole
12.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.45K
TypeSH
Market value$5.25M
7.71%
Sole
12.45K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.41K
TypeSH
Market value$5.11M
7.50%
Sole
20.41K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares25.63K
TypeSH
Market value$3.27M
4.80%
Sole
25.63K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.31K
TypeSH
Market value$2.86M
4.20%
Sole
6.31K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.54K
TypeSH
Market value$2.37M
3.48%
Sole
12.54K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares10.61K
TypeSH
Market value$1.78M
2.61%
Sole
10.61K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares8.70K
TypeSH
Market value$1.70M
2.50%
Sole
8.70K
Shared
0.00
None
0.00
CORNING INC
SOLEShares35.74K
TypeSH
Market value$1.70M
2.49%
Sole
35.74K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares14.26K
TypeSH
Market value$1.56M
2.29%
Sole
14.26K
Shared
0.00
None
0.00
VISA INC
SOLEShares4.33K
TypeSH
Market value$1.37M
2.01%
Sole
4.33K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.70K
TypeSH
Market value$1.17M
1.72%
Sole
8.70K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares6.77K
TypeSH
Market value$1.13M
1.66%
Sole
6.77K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.09K
TypeSH
Market value$1.09M
1.59%
Sole
10.09K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares4.59K
TypeSH
Market value$1.05M
1.54%
Sole
4.59K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares7.01K
TypeSH
Market value$1.02M
1.49%
Sole
7.01K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.63K
TypeSH
Market value$1.02M
1.49%
Sole
4.63K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares8K
TypeSH
Market value$1.01M
1.48%
Sole
8K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares5.96K
TypeSH
Market value$916.0K
1.34%
Sole
5.96K
Shared
0.00
None
0.00
AT&T INC
SOLEShares40K
TypeSH
Market value$910.8K
1.34%
Sole
40K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares15.26K
TypeSH
Market value$903.3K
1.33%
Sole
15.26K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares3.71K
TypeSH
Market value$889.8K
1.31%
Sole
3.71K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares3.82K
TypeSH
Market value$863.8K
1.27%
Sole
3.82K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.64K
TypeSH
Market value$815.4K
1.20%
Sole
5.64K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares1.42K
TypeSH
Market value$813.7K
1.19%
Sole
1.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 12.53K | SH | $6.75M 9.91% | 12.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.45K | SH | $5.25M 7.71% | 12.45K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.41K | SH | $5.11M 7.50% | 20.41K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 25.63K | SH | $3.27M 4.80% | 25.63K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.31K | SH | $2.86M 4.20% | 6.31K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 12.54K | SH | $2.37M 3.48% | 12.54K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 10.61K | SH | $1.78M 2.61% | 10.61K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 8.70K | SH | $1.70M 2.50% | 8.70K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 35.74K | SH | $1.70M 2.49% | 35.74K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 14.26K | SH | $1.56M 2.29% | 14.26K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 4.33K | SH | $1.37M 2.01% | 4.33K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.70K | SH | $1.17M 1.72% | 8.70K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 6.77K | SH | $1.13M 1.66% | 6.77K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.09K | SH | $1.09M 1.59% | 10.09K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 4.59K | SH | $1.05M 1.54% | 4.59K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 7.01K | SH | $1.02M 1.49% | 7.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.63K | SH | $1.02M 1.49% | 4.63K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 8K | SH | $1.01M 1.48% | 8K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 5.96K | SH | $916.0K 1.34% | 5.96K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 40K | SH | $910.8K 1.34% | 40K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 15.26K | SH | $903.3K 1.33% | 15.26K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 3.71K | SH | $889.8K 1.31% | 3.71K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 3.82K | SH | $863.8K 1.27% | 3.82K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.64K | SH | $815.4K 1.20% | 5.64K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.42K | SH | $813.7K 1.19% | 1.42K | 0.00 | 0.00 |
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