KDT Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$72,261
Net value change ($000)
+9,488 (15.1%)
New positions
7
Sold out positions
3
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 1,609 18.8%
GOOGL 730 24.4%
GLW 651 88.0%
AAPL 627 15.0%
USAR 581 NEW
VTI 439 40.7%
CSCO 387 57.7%
IXUS 386 61.8%
HONEYWELL INTL INC 309 NEW
HONEYWELL AEROSPACE INC 305 NEW
Top Reduces (Value $000, Stocks/ETFs)
HON -623 -100.0%
XOM -319 -19.4%
INTU -257 -100.0%
TRI -245 -100.0%
ZTS -203 -40.4%
CVX -170 -16.7%
PLTR -98 -18.6%
SHV -83 -8.0%
MCD -61 -9.3%
NFLX -60 -22.2%
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