KAL
KDT Advisors LLC Portfolio
Invests via KDT Advisors LLC | Managed by Peter Dowdeswell, Timothy Dowdeswell
Invests via KDT Advisors LLC
Managed by Peter Dowdeswell, Timothy Dowdeswell
Automatically Tracked
Company Profile
Boutique investment advisory firm focused on delivering discretionary portfolio management and wealth-planning solutions for high-net-worth individuals and institutions. KDT Advisors LLC combines quantitative analytics with fundamental research to construct diversified equity and fixed-income strategies and offers direct-sleeve management, model portfolios and fiduciary advisory services. Capital focus is taxable and tax-aware U.S. strategies with the ability to scale to separate accounts and SMA platforms. Market positioning emphasizes customized risk management, fee transparency and mid-market client servicing.
Boutique investment advisory firm focused on delivering discretionary portfolio management and wealth-planning solutions for high-net-worth individuals and institutions. KDT Advisors LLC combines quantitative analytics with fundamental research to construct diversified equity and fixed-income strategies and offers direct-sleeve management, model portfolios and fiduciary advisory services. Capital focus is taxable and tax-aware U.S. strategies with the ability to scale to separate accounts and SMA platforms. Market positioning emphasizes customized risk management, fee transparency and mid-market client servicing.
Investment Philosophy & Strategy
Combines quantitative analytics with fundamental research to run tax‑aware U.S. equity and fixed‑income portfolios tailored to high‑net‑worth and institutional separate accounts. The firm favors active, bottom‑up security selection within diversified sleeves, pragmatic duration and tax‑lot management, and model-driven risk controls to preserve capital through market cycles. Capital allocation emphasizes after‑tax total return, liquidity for SMA scalability, and fee transparency. Portfolio construction is customization-first, fiduciary-aligned, and oriented to multi-year horizons with disciplined rebalancing and scenario-based stress testing.
Combines quantitative analytics with fundamental research to run tax‑aware U.S. equity and fixed‑income portfolios tailored to high‑net‑worth and institutional separate accounts. The firm favors active, bottom‑up security selection within diversified sleeves, pragmatic duration and tax‑lot management, and model-driven risk controls to preserve capital through market cycles. Capital allocation emphasizes after‑tax total return, liquidity for SMA scalability, and fee transparency. Portfolio construction is customization-first, fiduciary-aligned, and oriented to multi-year horizons with disciplined rebalancing and scenario-based stress testing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.19%
Gain -0.1%
Monthly
1.21%
Yearly
15.53%
Drawdown
16.88%
$73.93M
Equity
Holdings
$73.93M
Investment
$59.15M
$17.64M
Profit -$49,465.27
Realized
$2.85M
Unrealized
$14.78M
Dividends
$1.76M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$49,465.27
Win %
68%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$49,465.27
Win %
68%
This Month
Compared to last month
Gain
2.66%
Profit
$1.92M
Win %
68%
This Year
Compared to last year
Gain
3%
Profit
$2.15M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$72,376.46 
GOOG Alphabet Inc
+6.88%
+$36,706.06 
GOOGL Alphabet Inc
+6.73%
+$234,069.99 
ANET Arista Networks, Inc.
+5.46%
+$24,612.56 
META Meta Platforms Inc Class A
+3.28%
+$11,598.07 
MSFT Microsoft Corp.
+3.02%
+$92,152.85 
NVDA NVIDIA Corporation
+2.93%
+$49,288.78 
CVX Chevron Corporation
+2.35%
+$23,101.72 
GLW Corning Incorporated
+2.24%
+$16,498.35 
CSCO Cisco Systems, Inc.
+2.14%
+$21,879.72 
USAR USA Rare Earth, Inc.
+2.05%
+$8,073 
OKE ONEOK, Inc.
+1.95%
+$9,162.84 
ORCL Oracle Corporation
+1.81%
+$15,705.69 
ZTS Zoetis Inc.
+1.66%
+$5,254.2 
CMCSA Comcast Corp
+1.23%
+$2,888.4 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,339.6 
ADP Automatic Data Processing Inc.
+0.98%
+$7,384.06 
UNP Union Pacific Corporation
+0.92%
+$8,183.58 
GEV GE Vernova Inc.
+0.85%
+$6,041.37 
MCD McDonald's Corporation
+0.82%
+$4,818.02 
VOO Vanguard S&P 500 ETF
+0.71%
+$72,079.25 
CAT Caterpillar Inc.
+0.7%
+$3,725.18 
PLTR Palantir Technologies Inc.
+0.65%
+$2,939.99 
MO Altria Group, Inc.
+0.57%
+$2,435.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,954 
VLO Valero Energy Corporation
+0.38%
+$1,715.98 
PG Procter & Gamble Co
+0.37%
+$3,726.43 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,720.18 
MRK Merck & Co., Inc.
+0.32%
+$2,429.72 
SMH VanEck Semiconductor ETF
+0.3%
+$1,043.21 
JPM JPMorgan Chase & Co.
+0.27%
+$3,522.18 
JNJ Johnson & Johnson
+0.21%
+$2,922.95 
CMI Cummins Inc.
+0.19%
+$427.01 
URTH iShares MSCI World ETF
+0.19%
+$1,209 
WMT Walmart Inc.
+0.09%
+$289.01 
ABT Abbott Laboratories
+0.09%
+$369.54 
SHV iShares Short Treasury Bond ETF
+0.03%
+$259.77 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$406,762.28 
IBKR Interactive Brokers Group Inc.
-2.75%
-$7,071.6 
EQIX Equinix, Inc.
-2.7%
-$9,237.75 
QCOM QUALCOMM Incorporated
-2.63%
-$14,100.7 
ABBV AbbVie Inc.
-2.51%
-$9,588.54 
NFLX Netflix, Inc.
-2%
-$4,299.7 
APD Air Products and Chemicals, Inc.
-1.77%
-$11,081.97 
LEN Lennar Corporation
-1.67%
-$7,809.2 
LRCX Lam Research Corporation
-1.58%
-$5,875.01 
GLD SPDR Gold Shares
-1.49%
-$3,321.41 
LEN-B Lennar Corporation
-1.3%
-$3,088.84 
MDLZ Mondelez International, Inc.
-1.22%
-$4,286.6 
NEE NextEra Energy, Inc.
-1.15%
-$5,703.47 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$3,391.5 
XOM Exxon Mobil Corporation
-0.97%
-$14,808.87 
MRP Millrose Properties Inc.
-0.85%
-$3,276.24 
AMGN Amgen Inc.
-0.64%
-$1,646.73 
GS The Goldman Sachs Group, Inc.
-0.63%
-$8,048.15 
PM Philip Morris International Inc.
-0.61%
-$4,665.68 
PEP PepsiCo, Inc.
-0.46%
-$1,880.32 
VGK Vanguard FTSE Europe ETF
-0.44%
-$2,700 
HD The Home Depot, Inc.
-0.42%
-$1,362.22 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$8,846.58 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,554.63 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,106.89 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,752 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,302.42 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$487.08 
IXUS iShares Core International Stock ETF
-0.15%
-$1,482.6 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$422.43 
V Visa Inc. Class A
-0.04%
-$396.03 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$314.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$76.87 Events
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Dividends
Dividend Analysis
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| Trades 344 | Longs Won 220/344 63% | Profit Factor 6.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $184,297.22 |
| Average Win $93,626 | Best Trade (Aug 14) $2.2M | Sharpe Ratio -10.28 |
| Average Loss -$23,890.16 | Worst Trade (Aug 10) -$322,264.24 | Z-Score 4.79 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $51,265.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,096 | 2,786 | 2,477 | 2,167 | 1,858 | 1,548 | 1,238 | 929 | 619 | 310 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,589 | $4.19M | $5.12M | - | $936,536.52 | 22.36% | -7.354% |
| ABBV AbbVie Inc. | 1,482 | $299,025.46 | $371,893.08 | - | $72,867.62 | 24.37% | -2.513% |
| ABT Abbott Laboratories | 4,106 | $439,596.4 | $434,004.2 | - | -$5,592.2 | -1.27% | +0.085% |
| ADP Automatic Data Processing Inc. | 2,851 | $818,436.16 | $759,677.43 | - | -$58,758.73 | -7.18% | +0.982% |
| AMGN Amgen Inc. | 664 | $217,821.69 | $255,746.24 | - | $37,924.55 | 17.41% | -0.64% |
| AMZN Amazon.com Inc | 2,006 | $445,081.16 | $544,789.46 | - | $99,708.3 | 22.4% | +15.321% |
| ANET Arista Networks, Inc. | 2,638 | $287,875.24 | $475,763.33 | - | $187,888.09 | 65.27% | +5.456% |
| APD Air Products and Chemicals, Inc. | 2,087 | $599,261.76 | $615,435.45 | - | $16,173.69 | 2.7% | -1.769% |
| AZN AstraZeneca PLC American Depositary Shares | 1,995 | $393,454 | $338,431.8 | - | -$55,022.2 | -13.98% | -0.992% |
| BRK-B Berkshire Hathaway Inc. | 3,613 | $1.69M | $1.85M | - | $158,324.25 | 9.37% | +0.365% |
| CAT Caterpillar Inc. | 657 | $258,001.36 | $535,330.17 | - | $277,328.81 | 107.49% | +0.701% |
| CMCSA Comcast Corp | 9,960 | $281,354.75 | $238,641.6 | - | -$42,713.15 | -15.18% | +1.225% |
| CMI Cummins Inc. | 350 | $249,624 | $221,970 | - | -$27,654 | -11.08% | +0.193% |
| CSCO Cisco Systems, Inc. | 9,004 | $586,929.02 | $1.04M | - | $457,444.94 | 77.94% | +2.14% |
| CVX Chevron Corporation | 5,111 | $765,457.48 | $1.01M | - | $240,540.65 | 31.42% | +2.35% |
| EQIX Equinix, Inc. | 327 | $310,466.13 | $333,304.57 | - | $22,838.44 | 7.36% | -2.697% |
| GEV GE Vernova Inc. | 727 | $298,237.15 | $719,940.82 | - | $421,703.67 | 141.4% | +0.846% |
| GLD SPDR Gold Shares | 591 | $217,713 | $219,580.15 | - | $1,867.15 | 0.86% | -1.49% |
| GLW Corning Incorporated | 5,445 | $302,790.45 | $752,771.25 | - | $449,980.8 | 148.61% | +2.241% |
| GOOG Alphabet Inc | 1,598 | $328,756.36 | $569,926.68 | - | $241,170.32 | 73.36% | +6.884% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for KDT Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $522,424.96, Amphenol Corporation - $472,184.92, Microsoft Corp - $360,818.03, GE Vernova Inc - $348,876.59, and Howmet Aerospace Inc - $292,786.08. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intuit Inc - $159,390.8, UnitedHealth Group Incorporated - $129,967.92, Salesforce Inc - $121,395.54, TRI - $73,146.97, and Arista Networks, Inc - $67,421.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does KDT Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.76M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $153,207.1, Vanguard High Dividend Yield ETF - $145,502.36, Exxon Mobil Corporation - $61,799.34, Procter & Gamble Co - $60,574.77, and Millrose Properties Inc - $58,094.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are KDT Advisors LLC's monthly returns?
KDT Advisors LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can KDT Advisors LLC's strategy be considered aggressive or moderate?
KDT Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow KDT Advisors LLC's strategy?
KDT Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
