KDT Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$71,311
Net value change ($000)
+10,410 (17.1%)
New positions
10
Sold out positions
1
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SHV 1,861 NEW
GOOGL 1,110 39.2%
IGSB 832 NEW
VGSH 827 NEW
AAPL 647 15.1%
SHY 636 NEW
PEP 403 NEW
BRK-B 349 17.3%
VEU 290 50.8%
IXUS 282 85.7%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -433 -26.1%
ASML -406 -100.0%
LEN -91 -15.5%
MSFT -86 -2.1%
HON -54 -7.4%
MO -53 -12.8%
MRP -53 -11.9%
MDLZ -48 -13.8%
ZTS -42 -6.3%
PG -31 -2.8%
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