KDT Advisors, LLC APD — AIR PRODS & CHEMS INC

Ownership history in KDT Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

KDT Advisors, LLC reported AIR PRODS & CHEMS INC (APD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.16% in 2024 Q4. The latest visible filing shows APD at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KDT Advisors, LLC's position in AIR PRODS & CHEMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APD was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APD stock page KDT Advisors, LLC fund profile KDT Advisors, LLC full holdings
How KDT Advisors, LLC held APD — position size vs. price
% of Fund (quarterly)    APD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,014 -339 -14.4% 0.93% $585K 2026-05-15 $295.38
2025 Q4 ADDED — — — 2,353 +146 +6.6% 0.82% $581K 2026-02-06 $281.36
2025 Q3 REDUCED 12.8% -8.5% ✅ 2,207 -323 -12.8% 0.99% $602K 2025-11-10 $254.96
2025 Q2 UNCHANGED — — — 2,530 — 0% 1.15% $714K 2025-08-05 $286.66
2025 Q1 REDUCED 7.2% -3.8% ✅ 2,530 -196 -7.2% 1.10% $746K 2025-05-15 $267.25
2024 Q4 INITIATED — — — 2,726 — — 1.16% $791K 2025-02-14 $305.99

🏢 Other funds also holding APD

As of 2026 Q1 — sorted by position size

CINCINNATI INDEMNITY CO 3Y 7Y 10.82% HF Capital, LLC 7.67% Albar Capital Partners LLP 6.59% Sessa Capital IM, L.P. 3Y 7Y 6.25% CSU Producer Resources, Inc. 3Y 7Y 4.63% Tiller Private Wealth, Inc. 3Y 7Y 4.32% Socorro Asset Management LP 3Y 4.16% Belfer Management LLC 3Y 7Y 4.02% CINCINNATI CASUALTY CO 3Y 7Y 3.75% Walsky Investment Management, Inc. 3.66%

FAQ About KDT Advisors, LLC and APD

These are the practical questions this page is built to answer before you even open the full history table.

How long has KDT Advisors, LLC reported owning APD?

KDT Advisors, LLC reported APD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported APD position in KDT Advisors, LLC's portfolio?

The largest reported portfolio weight for APD was 1.16% in 2024 Q4.

What is the latest reported APD position on this page?

The most recent filing on this page is 2026 Q1, when KDT Advisors, LLC reported 2,014 shares, equal to 0.93% of portfolio, with an estimated market value of $585K.

What does the chart on this APD ownership page compare?

The chart compares KDT Advisors, LLC's quarterly APD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KDT Advisors, LLC time their APD position?

Based on 13F filing dates vs. subsequent APD price moves, KDT Advisors, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on APD relative to SPY over the holding period was -17.7%.

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