KDT Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Princeton, NJ
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$73,033
Net value change ($000)
+772 (1.1%)
New positions
4
Sold out positions
4
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 1,575 NEW
MSFT 903 35.8%
AAPL 727 15.1%
OKE 476 NEW
BR 317 NEW
THOMSON REUTERS CORP 262 NEW
PLTR 258 60.1%
NVDA 244 14.1%
VOO 208 2.0%
CVX 199 23.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,323 -100.0%
SHY -631 -100.0%
GLW -608 -43.7%
OKE -458 -100.0%
CMI -250 -100.0%
USAR -202 -34.8%
CAT -167 -23.9%
GEV -159 -18.6%
GS -136 -10.8%
GOOGL -134 -3.6%
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