KDT Advisors, LLC
•CIK: 2054458•Filing: Q4 2025
**KDT Advisors, LLC** manages $71M across a concentrated portfolio of 70 positions. The fund exhibits significant exposure to mega-cap technology and dividend-oriented equities, evidenced by top holdings including VOO ($9.0M), AAPL ($4.9M), and MSFT ($4.0M). Notable allocations also include VYM ($4.0M) and GOOGL ($3.9M), suggesting a core strategy blending broad market exposure with established dividend growth names. This positioning reflects a tactical tilt toward quality growth and income generation within the current market cycle.
Total AUM
$71.3M
QoQ Performance
+3.8%
Positions
62
Top 10 Concentration
49.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
AAPL
MSFT
VYM
GOOGL
VOO12.6%
AAPL6.9%
MSFT5.6%
VYM5.5%
GOOGL5.5%
BRK/B3.3%
VIG3.1%
SHV2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.5%
Technology27.3%
ETF12.6%
Financial8.5%
Healthcare4.0%
Consumer3.7%
Industrial2.6%
Energy2.2%
Changes from Q3 2025
NEW5 new positions
↑41 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024