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Tim Dowdeswell

Kdt Advisors, Llc

Assets Managed
$62.773M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-11.97%(2Q avg: -28.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kdt Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Kdt Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 62.773M in assets, with a quarterly growth rate of -11.97% and a 2-quarter average growth rate of -28.38%. The portfolio is managed by Tim Dowdeswell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
13.67%
$8.577M
14,354 shares@ $597.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -9.55%
6.65%
$4.173M
16,444 shares@ $253.8 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
6.5%
$4.079M
27,539 shares@ $148.11 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -17.34%
4.77%
$2.993M
10,409 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -20.32%
3.87%
$2.426M
6,553 shares@ $370.17 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
3.41%
$2.138M
9,940 shares@ $215.06 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -8.5%
2.62%
$1.642M
9,679 shares@ $169.66 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -31.31%
2.47%
$1.55M
3,235 shares@ $479.2 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.05%
2.4%
$1.504M
8,624 shares@ $174.41 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 0.38%
2.11%
$1.324M
5,415 shares@ $244.45 avg price

1-10 of 69