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KDT Advisors, LLC
KDT Advisors, LLC is an SEC-registered investment adviser headquartered in New York, New York. The firm was founded in 2017 and is managed by Peter Dowdeswell. With a team of 5 employees, KDT Advisors provides investment advisory services to a diverse client base, including high net worth individuals and corporations. As of the most recent filings, the firm manages discretionary and non-discretionary investment accounts.
Investment Strategy
KDT Advisors, LLC employs a traditional long-only equity investment strategy, focusing primarily on large-cap U.S. equities with a value-oriented approach. The portfolio is diversified across sectors and typically consists of holdings in major index ETFs as well as leading U.S. corporations. Investment decisions are based on fundamental analysis, seeking long-term appreciation and risk management through diversified exposure.
Latest 13F Filing Activity
KDT Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $62M. The fund increased holdings in Microsoft Corp., Vanguard Index FDS, Vanguard Index FDS among other positions. KDT Advisors, LLC reduced exposure to Howmet Aerospace Inc., AT&T Inc., Tenet Healthcare Corp. among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.16% | $8.2M | 14,360 | $535.62 | $568.03 | +$774.6K |
M MSFT | MICROSOFT CORP | 9.58% | $5.9M | 11,929 | $421.50 | $497.41 | +$1.4M |
A AAPL | APPLE INC | 6.22% | $3.9M | 18,785 | $250.42 | $205.17 | -$536.1K |
V VYM | VANGUARD WHITEHALL FDS | 5.92% | $3.7M | 27,539 | $127.68 | $133.31 | +$119.8K |
| BERKSHIRE HATHAWAY INC DEL | 3.61% | $2.2M | 4,608 | $453.28 | $485.77 | -$1.1M |
Industry Allocation
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