KDT Advisors, LLC
SEC Form 13F institutional filer · CIK 0002054458
13F-HR · 53 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
54.6%
KDT Advisors, LLC — $48.3M AUM allocation strategy
KDT Advisors, LLC files SEC Form 13F and reports $48.3M of long US equity value across 53 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.7%, followed by Financials 10.7% and Communication Services 6.2%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KDT Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$48.3M
total across 53 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$OKE +585 sh · +$116K+$ORCL +299 sh · −$257K+$LEN +240 sh · −$56.1K
Biggest trims (shares)
−$GLW −2.71K sh · +$26.3K−$GOOG −2.19K sh · −$949K−$AMZN −1.8K sh · −$462K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals8.6%—
- Interactive Media & Services6.2%—
- Integrated Oil & Gas5.5%—
- Systems Software5.0%—
- Pharmaceuticals4.2%—
- Multi-Sector Holdings3.2%—
- Semiconductors3.1%—
- Diversified Banks2.3%—
- Other holdings61.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 16.4K | $4.17M | -1.74K | 8.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 10.4K | $2.99M | -2.19K | 6.2% |
| $MSFT | Microsoft Corporation | 6.55K | $2.43M | -1.67K | 5.0% |
| $XOM | ExxonMobil Holdings Corporation | 9.68K | $1.64M | -900 | 3.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 3.23K | $1.55M | -1.48K | 3.2% |
| $NVDA | NVIDIA Corporation | 8.62K | $1.5M | -5 | 3.1% |
| $JNJ | Johnson & Johnson | 5.42K | $1.32M | +20 | 2.7% |
| $JPM | JP Morgan Chase & Co | 3.75K | $1.1M | +0 | 2.3% |
…and 45 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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