Filed: 5/15/2025ACC: 0001172661-25-001978
📋 What this filing means
KDT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $68.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$68.01M
Total AUM (reported)
644.38K
Total Shares
Allocation by class
COM$37.32M54.9%
S&P 500 ETF SHS$7.38M10.9%
HIGH DIV YLD$3.55M5.2%
CL A$3.37M5.0%
CL B NEW$3.31M4.9%
COM NEW$2.59M3.8%
COM CL A$1.96M2.9%
Portfolio Concentration
Top 3$16.33M24.0%
4–10$15.18M22.3%
11–25$14.51M21.3%
Rest$21.99M32.3%
Top 3 weight
24.0%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 644.38K
Sole
Full voting authority
644.38K
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)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
VANGUARD INDEX FDS
SOLEShares14.37K
TypeSH
Market value$7.38M
10.85%
Sole
14.37K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.14K
TypeSH
Market value$4.56M
6.70%
Sole
12.14K
Shared
0.00
None
0.00
APPLE INC
SOLEShares19.76K
TypeSH
Market value$4.39M
6.45%
Sole
19.76K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares27.54K
TypeSH
Market value$3.55M
5.22%
Sole
27.54K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.21K
TypeSH
Market value$3.31M
4.86%
Sole
6.21K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares9.94K
TypeSH
Market value$1.93M
2.84%
Sole
9.94K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.13K
TypeSH
Market value$1.72M
2.53%
Sole
11.13K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares9.88K
TypeSH
Market value$1.68M
2.48%
Sole
9.88K
Shared
0.00
None
0.00
CORNING INC
SOLEShares35.74K
TypeSH
Market value$1.64M
2.41%
Sole
35.74K
Shared
0.00
None
0.00
VISA INC
SOLEShares3.86K
TypeSH
Market value$1.35M
1.99%
Sole
3.86K
Shared
0.00
None
0.00
HOWMET AEROSPACE INC
SOLEShares10.26K
TypeSH
Market value$1.33M
1.96%
Sole
10.26K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.09K
TypeSH
Market value$1.20M
1.77%
Sole
10.09K
Shared
0.00
None
0.00
AT&T INC
SOLEShares40K
TypeSH
Market value$1.13M
1.66%
Sole
40K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares8K
TypeSH
Market value$1.08M
1.58%
Sole
8K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares6.05K
TypeSH
Market value$1.01M
1.49%
Sole
6.05K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares4.11K
TypeSH
Market value$970.7K
1.43%
Sole
4.11K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares6.77K
TypeSH
Market value$946.9K
1.39%
Sole
6.77K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.71K
TypeSH
Market value$944.2K
1.39%
Sole
8.71K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares15.28K
TypeSH
Market value$943.1K
1.39%
Sole
15.28K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares5.64K
TypeSH
Market value$935.0K
1.37%
Sole
5.64K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares3.71K
TypeSH
Market value$910.6K
1.34%
Sole
3.71K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares3.83K
TypeSH
Market value$810.8K
1.19%
Sole
3.83K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares3.87K
TypeSH
Market value$774.7K
1.14%
Sole
3.87K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares5.04K
TypeSH
Market value$774.7K
1.14%
Sole
5.04K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.01K
TypeSH
Market value$747.0K
1.10%
Sole
4.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 14.37K | SH | $7.38M 10.85% | 14.37K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.14K | SH | $4.56M 6.70% | 12.14K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 19.76K | SH | $4.39M 6.45% | 19.76K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 27.54K | SH | $3.55M 5.22% | 27.54K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.21K | SH | $3.31M 4.86% | 6.21K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.94K | SH | $1.93M 2.84% | 9.94K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.13K | SH | $1.72M 2.53% | 11.13K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 9.88K | SH | $1.68M 2.48% | 9.88K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 35.74K | SH | $1.64M 2.41% | 35.74K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 3.86K | SH | $1.35M 1.99% | 3.86K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 10.26K | SH | $1.33M 1.96% | 10.26K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.09K | SH | $1.20M 1.77% | 10.09K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 40K | SH | $1.13M 1.66% | 40K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 8K | SH | $1.08M 1.58% | 8K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 6.05K | SH | $1.01M 1.49% | 6.05K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 4.11K | SH | $970.7K 1.43% | 4.11K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 6.77K | SH | $946.9K 1.39% | 6.77K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.71K | SH | $944.2K 1.39% | 8.71K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 15.28K | SH | $943.1K 1.39% | 15.28K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 5.64K | SH | $935.0K 1.37% | 5.64K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 3.71K | SH | $910.6K 1.34% | 3.71K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 3.83K | SH | $810.8K 1.19% | 3.83K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 3.87K | SH | $774.7K 1.14% | 3.87K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 5.04K | SH | $774.7K 1.14% | 5.04K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 4.01K | SH | $747.0K 1.10% | 4.01K | 0.00 | 0.00 |
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