Titelia

Holdings of KDT Advisors, LLC

67 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.9 % of the equity sleeve

Sector breakdown

  • Technology 20.5 %
  • Funds 15.8 %
  • Financials 7.2 %
  • Communication 6.9 %
  • Industrials 5.9 %
  • Health care 5.3 %
  • Consumer staples 5.1 %
  • Energy 3.8 %
  • Consumer discretionary 2.2 %
  • Materials 1.6 %
  • Utilities 0.8 %
  • Real estate 0.5 %
  • Unattributed 24.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • TW 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US6661.7M $99.31 %
2TW1426.8K $0.69 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 14,3548.6M $
2Apple Inc 16,4444.2M $
3Vanguard High Dividend Yield E 27,5394.1M $
4Alphabet Inc 10,4093M $
5Microsoft Corp 6,5532.4M $
6VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 9,9402.1M $
7Exxon Mobil Corp 9,6791.6M $
8Berkshire Hathaway Inc 3,2351.6M $
9NVIDIA Corp 8,6241.5M $
10Johnson & Johnson 5,4151.3M $
11JPMorgan Chase & Co 3,7471.1M $
12Vanguard Total Stock Market ETF 3,3601.1M $
13Goldman Sachs Group Inc/The 1,2331M $
14iShares 0-1 Year Treasury Bond ETF 9,4091M $
15Chevron Corp 4,9161M $
16Procter & Gamble Co/The 6,844988.5K $
17Oracle Corp 6,589969.3K $
18Vanguard FTSE All-World ex-US ETF 11,705879K $
19iShares Trust 15,725826.5K $
20Vanguard Scottsdale Funds 14,080824.2K $
21Visa Inc 2,670807K $
22Vanguard Index Funds 3,650793K $
23Corning Inc 5,445740.4K $
24Union Pacific Corp 2,967719.9K $
25Merck & Co Inc 5,926712.8K $
26Cisco Systems, Inc. 8,652671.3K $
27Invesco S&P 500 Equal Weight ETF 3,450662.1K $
28Philip Morris International Inc. 3,954653.8K $
29McDonald's Corp. 2,101653K $
30iShares Trust 7,685634.6K $
31iShares Core MSCI Total International Stock ETF 7,215625.1K $
32GE Vernova Inc 715624.1K $
33Honeywell International Inc 2,755622.7K $
34Air Products and Chemicals Inc 2,014585K $
35Ishares Inc 3,100558.1K $
36Vanguard FTSE Europe ETF 6,750556.4K $
37Automatic Data Processing Inc 2,730554.7K $
38Palantir Technologies Inc 3,600526.6K $
39Zoetis Inc 4,254502.9K $
40NextEra Energy Inc 5,132476.7K $
41Caterpillar Inc 657465.5K $
42PepsiCo Inc 2,877446.8K $
43Lennar Corp 5,063439.7K $
44QUALCOMM Inc 3,409439K $
45Rio Tinto PLC 4,651433.9K $
46Taiwan Semiconductor Manufacturing Co Ltd 1,263426.8K $
47Amazon.com Inc 2,006417.8K $
48Alphabet Inc 1,448415.4K $
49Altria Group, Inc. 6,245412.1K $
50ONEOK Inc 4,350393.2K $
51Meta Platforms Inc 656375.3K $
52Millrose Properties Inc 13,401375.2K $
53Walmart Inc 2,890359.2K $
54Valero Energy Corp 1,442356.3K $
55Mondelez International Inc 5,567320.9K $
56Arista Networks Inc 2,610320.5K $
57Home Depot Inc/The 911299.6K $
58Equinix Inc 304298K $
59Abbott Laboratories 2,667273.8K $
60Netflix Inc 2,810270.2K $
61Lam Research Corp 1,250267.1K $
62Old Dominion Freight Line Inc 1,366266.9K $
63Intuit Inc 594256.8K $
64Comcast Corp 8,855254.2K $
65VanEck Semiconductor ETF 640245.4K $
66Amgen Inc 650228.7K $
67AbbVie Inc 1,027223.4K $