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KDT Advisors, LLC

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13F filer, CIK 2054458, PRINCETON, NJ

KDT Advisors, LLC reported $62,772,760 across 69 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 48.44% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002195

Period
2026-03-31
Reported value
$62.8M
Holdings
69
Top 10 weight
48.44%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RSPnew+3,450$662K
AZNnew+1,995$393K
CMCSAnew+8,855$254K
OKEadded+585$52.9K
ORCLadded+299$44K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
APHexited-6,250-$845K
SHVreduced-7,483-$826K
BRK-Breduced-1,475-$707K
GOOGLreduced-2,185-$628K
MSFTreduced-1,672-$619K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002195, largest first. % of portfolio is the value over $62,772,760, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,525 shares; 2025Q1: 14,365 shares; 2025Q2: 14,360 shares; 2025Q3: 14,354 shares; 2025Q4: 14,354 shares; 2026Q1: 14,354 shares 14,354$8.58M13.66%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,405 shares; 2025Q1: 19,764 shares; 2025Q2: 18,785 shares; 2025Q3: 17,812 shares; 2025Q4: 18,181 shares; 2026Q1: 16,444 shares 16,444$4.17M6.65%-1,737Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,634 shares; 2025Q1: 27,539 shares; 2025Q2: 27,539 shares; 2025Q3: 27,539 shares; 2025Q4: 27,539 shares; 2026Q1: 27,539 shares 27,539$4.08M6.5%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,536 shares; 2025Q1: 11,130 shares; 2025Q2: 11,130 shares; 2025Q3: 12,032 shares; 2025Q4: 12,594 shares; 2026Q1: 10,409 shares 10,409$2.99M4.77%-2,185Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,454 shares; 2025Q1: 12,144 shares; 2025Q2: 11,929 shares; 2025Q3: 8,008 shares; 2025Q4: 8,225 shares; 2026Q1: 6,553 shares 6,553$2.43M3.86%-1,672Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,700 shares; 2025Q1: 9,940 shares; 2025Q2: 9,940 shares; 2025Q3: 9,940 shares; 2025Q4: 9,940 shares; 2026Q1: 9,940 shares 9,940$2.14M3.41%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,094 shares; 2025Q1: 10,094 shares; 2025Q2: 10,574 shares; 2025Q3: 10,174 shares; 2025Q4: 10,579 shares; 2026Q1: 9,679 shares 9,679$1.64M2.62%-900Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,311 shares; 2025Q1: 6,208 shares; 2025Q2: 4,608 shares; 2025Q3: 4,014 shares; 2025Q4: 4,710 shares; 2026Q1: 3,235 shares 3,235$1.55M2.47%-1,475Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,704 shares; 2025Q1: 8,712 shares; 2025Q2: 8,712 shares; 2025Q3: 8,637 shares; 2025Q4: 8,629 shares; 2026Q1: 8,624 shares 8,624$1.5M2.4%-5Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,638 shares; 2025Q1: 5,638 shares; 2025Q2: 5,638 shares; 2025Q3: 4,897 shares; 2025Q4: 5,395 shares; 2026Q1: 5,415 shares 5,415$1.32M2.11%+20Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,712 shares; 2025Q1: 3,712 shares; 2025Q2: 3,712 shares; 2025Q3: 3,712 shares; 2025Q4: 3,747 shares; 2026Q1: 3,747 shares 3,747$1.1M1.76%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares 3,360$1.08M1.72%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,421 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,210 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares 1,233$1.04M1.66%0Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,213 shares; 2025Q4: 16,892 shares; 2026Q1: 9,409 shares 9,409$1.04M1.65%-7,483Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,015 shares; 2025Q1: 6,055 shares; 2025Q2: 4,062 shares; 2025Q3: 4,357 shares; 2025Q4: 4,731 shares; 2026Q1: 4,916 shares 4,916$1.02M1.62%+185Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,613 shares; 2025Q1: 9,879 shares; 2025Q2: 8,379 shares; 2025Q3: 7,179 shares; 2025Q4: 7,483 shares; 2026Q1: 6,844 shares 6,844$989K1.57%-639Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,773 shares; 2025Q1: 6,773 shares; 2025Q2: 6,173 shares; 2025Q3: 6,130 shares; 2025Q4: 6,290 shares; 2026Q1: 6,589 shares 6,589$969K1.54%+299Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,059 shares; 2025Q2: 8,059 shares; 2025Q3: 8,000 shares; 2025Q4: 11,705 shares; 2026Q1: 11,705 shares 11,705$879K1.4%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,725 shares; 2025Q4: 15,725 shares; 2026Q1: 15,725 shares 15,725$827K1.32%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,080 shares; 2025Q4: 14,080 shares; 2026Q1: 14,080 shares 14,080$824K1.31%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,329 shares; 2025Q1: 3,862 shares; 2025Q2: 3,862 shares; 2025Q3: 3,750 shares; 2025Q4: 3,927 shares; 2026Q1: 2,670 shares 2,670$807K1.29%-1,257Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,425 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650$793K1.26%0Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,740 shares; 2025Q1: 35,740 shares; 2025Q2: 10,740 shares; 2025Q3: 7,055 shares; 2025Q4: 8,155 shares; 2026Q1: 5,445 shares 5,445$740K1.18%-2,710Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,589 shares; 2025Q1: 4,109 shares; 2025Q2: 4,114 shares; 2025Q3: 3,491 shares; 2025Q4: 3,572 shares; 2026Q1: 2,967 shares 2,967$720K1.15%-605Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,926 shares; 2025Q1: 5,926 shares; 2025Q2: 5,926 shares; 2025Q3: 5,926 shares; 2025Q4: 5,926 shares; 2026Q1: 5,926 shares 5,926$713K1.14%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,259 shares; 2025Q1: 15,283 shares; 2025Q2: 10,283 shares; 2025Q3: 7,533 shares; 2025Q4: 8,652 shares; 2026Q1: 8,652 shares 8,652$671K1.07%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,450 shares 3,450$662K1.05%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,554 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,554 shares; 2025Q4: 3,954 shares; 2026Q1: 3,954 shares 3,954$654K1.04%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,968 shares; 2025Q1: 1,573 shares; 2025Q2: 1,573 shares; 2025Q3: 1,695 shares; 2025Q4: 2,051 shares; 2026Q1: 2,101 shares 2,101$653K1.04%+50Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,980 shares; 2025Q4: 7,685 shares; 2026Q1: 7,685 shares 7,685$635K1.01%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,570 shares; 2025Q2: 3,570 shares; 2025Q3: 3,990 shares; 2025Q4: 7,220 shares; 2026Q1: 7,215 shares 7,215$625K1%-5Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,080 shares; 2025Q1: 2,275 shares; 2025Q2: 575 shares; 2025Q3: 665 shares; 2025Q4: 715 shares; 2026Q1: 715 shares 715$624K0.99%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,824 shares; 2025Q1: 3,829 shares; 2025Q2: 3,829 shares; 2025Q3: 3,449 shares; 2025Q4: 3,445 shares; 2026Q1: 2,755 shares 2,755$623K0.99%-690Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,726 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,207 shares; 2025Q4: 2,353 shares; 2026Q1: 2,014 shares 2,014$585K0.93%-339Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100$558K0.89%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares 6,750$556K0.89%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,644 shares; 2025Q1: 2,089 shares; 2025Q2: 2,177 shares; 2025Q3: 2,679 shares; 2025Q4: 2,814 shares; 2026Q1: 2,730 shares 2,730$555K0.88%-84Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600$527K0.84%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,363 shares; 2025Q1: 4,369 shares; 2025Q2: 4,559 shares; 2025Q3: 4,876 shares; 2025Q4: 4,940 shares; 2026Q1: 4,254 shares 4,254$503K0.8%-686Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,223 shares; 2025Q3: 3,173 shares; 2025Q4: 4,958 shares; 2026Q1: 5,132 shares 5,132$477K0.76%+174Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: 640 shares; 2025Q3: 642 shares; 2025Q4: 657 shares; 2026Q1: 657 shares 657$465K0.74%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,980 shares; 2025Q1: 2,015 shares; 2025Q2: 2,365 shares; 2025Q3: 1,717 shares; 2025Q4: 2,807 shares; 2026Q1: 2,877 shares 2,877$447K0.71%+70Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,520 shares; 2025Q1: 4,531 shares; 2025Q2: 4,531 shares; 2025Q3: 4,654 shares; 2025Q4: 4,823 shares; 2026Q1: 5,063 shares 5,063$440K0.7%+240Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,963 shares; 2025Q1: 5,043 shares; 2025Q2: 5,043 shares; 2025Q3: 3,826 shares; 2025Q4: 4,328 shares; 2026Q1: 3,409 shares 3,409$439K0.7%-919Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,942 shares; 2025Q1: 5,960 shares; 2025Q2: 5,960 shares; 2025Q3: 5,856 shares; 2025Q4: 6,151 shares; 2026Q1: 4,651 shares 4,651$434K0.69%-1,500Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,350 shares; 2025Q2: 1,890 shares; 2025Q3: 2,193 shares; 2025Q4: 2,413 shares; 2026Q1: 1,263 shares 1,263$427K0.68%-1,150Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,630 shares; 2025Q1: 3,795 shares; 2025Q2: 2,804 shares; 2025Q3: 3,708 shares; 2025Q4: 3,810 shares; 2026Q1: 2,006 shares 2,006$418K0.67%-1,804Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,028 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448$415K0.66%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,245 shares; 2025Q1: 6,245 shares; 2025Q2: 6,245 shares; 2025Q3: 6,245 shares; 2025Q4: 6,245 shares; 2026Q1: 6,245 shares 6,245$412K0.66%0Timeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,995 shares 1,995$393K0.63%newTimeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,040 shares; 2025Q1: 5,050 shares; 2025Q2: 3,050 shares; 2025Q3: 2,990 shares; 2025Q4: 3,765 shares; 2026Q1: 4,350 shares 4,350$393K0.63%+585Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,353 shares; 2025Q1: 1,162 shares; 2025Q2: 1,262 shares; 2025Q3: 1,291 shares; 2025Q4: 1,376 shares; 2026Q1: 656 shares 656$375K0.6%-720Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,699 shares; 2025Q2: 13,362 shares; 2025Q3: 13,275 shares; 2025Q4: 13,150 shares; 2026Q1: 13,401 shares 13,401$375K0.6%+251Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 2,350 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares 2,890$359K0.57%0Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,647 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 1,532 shares; 2025Q4: 1,942 shares; 2026Q1: 1,442 shares 1,442$356K0.57%-500Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,567 shares; 2025Q1: 5,567 shares; 2025Q2: 5,567 shares; 2025Q3: 5,567 shares; 2025Q4: 5,567 shares; 2026Q1: 5,567 shares 5,567$321K0.51%0Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,040 shares; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,420 shares; 2025Q4: 2,610 shares; 2026Q1: 2,610 shares 2,610$320K0.51%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 996 shares; 2025Q1: 661 shares; 2025Q2: 664 shares; 2025Q3: not reported; 2025Q4: 814 shares; 2026Q1: 911 shares 911$300K0.48%+97Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 310 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304$298K0.47%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,824 shares; 2025Q1: 3,832 shares; 2025Q2: 3,847 shares; 2025Q3: 3,455 shares; 2025Q4: 4,018 shares; 2026Q1: 2,667 shares 2,667$274K0.44%-1,351Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: 211 shares; 2025Q4: 2,700 shares; 2026Q1: 2,810 shares 2,810$270K0.43%+110Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,310 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250$267K0.43%0Timeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares 1,366$267K0.43%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 594 shares 594$257K0.41%-246Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,855 shares 8,855$254K0.4%newTimeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640$245K0.39%0Timeline
TRITHOMSON REUTERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,714 shares; 2025Q1: 3,990 shares; 2025Q2: 2,043 shares; 2025Q3: 2,298 shares; 2025Q4: 2,503 shares; 2026Q1: 2,727 shares 2,727$245K0.39%+224Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 650 shares 650$229K0.36%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,019 shares; 2025Q1: 3,019 shares; 2025Q2: 3,019 shares; 2025Q3: 1,817 shares; 2025Q4: 1,857 shares; 2026Q1: 1,027 shares 1,027$223K0.36%-830Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
APHAMPHENOL CORP6,250$845Kshares
SGOVISHARES TR5,900$592Kshares
GLDSPDR GOLD TR1,235$489Kshares
CRMSALESFORCE INC838$222Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002195 base2026-05-15acceptance time not in the bulk data set