Institutional Fund
Kdt Advisors, LLC
Princeton, NJCIK 20544586 filings on record
Portfolio Value
$62.77M
Q1 2026
Holdings
69
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-12.0%
from $71.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.7%
- Apple Inc6.6%
- Vanguard Whitehall Fds6.5%
- Alphabet Inc4.8%
- Microsoft Corp3.9%
- Vanguard Specialized Funds3.4%
- Other61.2%
Portfolio Holdings
69 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 14.4K | $8.58M | 13.7% | 0 | Held |
| 2 | Apple Inc | 16.4K | $4.17M | 6.6% | −1.7K | Reduced |
| 3 | Vanguard Whitehall Fds | 27.5K | $4.08M | 6.5% | 0 | Held |
| 4 | Alphabet Inc | 10.4K | $2.99M | 4.8% | −2.2K | Reduced |
| 5 | Microsoft Corp | 6.6K | $2.43M | 3.9% | −1.7K | Reduced |
| 6 | Vanguard Specialized Funds | 9.9K | $2.14M | 3.4% | 0 | Held |
| 7 | Exxon Mobil Corp | 9.7K | $1.64M | 2.6% | −900 | Reduced |
| 8 | Berkshire Hathaway Inc Del | 3.2K | $1.55M | 2.5% | −1.5K | Reduced |
| 9 | Nvidia Corporation | 8.6K | $1.50M | 2.4% | −5 | Reduced |
| 10 | Johnson & Johnson | 5.4K | $1.32M | 2.1% | +20 | Added |
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