KDT Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$62,773
Net value change ($000)
-8,538 (-12.0%)
New positions
3
Sold out positions
4
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
RSP 662 NEW
AZN 393 NEW
XOM 369 29.0%
CVX 296 41.1%
CMCSA 254 NEW
JNJ 208 18.6%
GEV 157 33.6%
VYM 127 3.2%
OKE 116 41.9%
CAT 89 23.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,552 -39.0%
GOOGL -949 -24.1%
APH -845 -100.0%
SHV -822 -44.2%
BRK-B -817 -34.5%
AAPL -770 -15.6%
SGOV -592 -100.0%
V -570 -41.4%
META -533 -58.7%
GLD -489 -100.0%
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