KDT Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$60,901
Net value change ($000)
-1,063 (-1.7%)
New positions
2
Sold out positions
8
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 871 44.4%
VOO 633 7.8%
SGOV 594 NEW
AAPL 442 11.5%
ORCL 309 22.9%
NVDA 235 17.1%
VYM 211 5.7%
SMH 209 NEW
PLTR 166 33.8%
TSM 135 31.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,870 -31.5%
SBUX -379 -100.0%
KMB -353 -100.0%
PEP -312 -100.0%
CRM -305 -100.0%
NKE -285 -100.0%
CSCO -249 -34.9%
HD -243 -100.0%
PG -232 -17.4%
BRK-B -220 -9.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type