Institutional
KITCHING PARTNERS, LLC
CIK 0002010145
$116.4M
Reported AUM
40
Positions
Q2 2026
Period
2026-07-30
Filed
Editorial summary
Summary for KITCHING PARTNERS, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | 18.96% | 61.34% | $18.0M | 15.42% | — | HELD |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $71.09 | 3.10% | 26.64% | 53.50% | $14.3M | 12.31% | — | HELD |
| 3 | VUSB | VANGUARD BD INDEX FDS | $49.75 | 0.02% | 4.05% | 18.81% | $12.3M | 10.55% | — | HELD |
| 4 | SDY | SPDR SERIES TRUST | $155.44 | -1.46% | 16.49% | 41.76% | $10.1M | 8.66% | — | HELD |
| 5 | SHYG | ISHARES TR | $42.14 | 0.24% | 4.75% | 25.49% | $9.7M | 8.35% | — | HELD |
| 6 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | 20.72% | 76.33% | $7.6M | 6.55% | — | HELD |
| 7 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | 20.15% | 120.21% | $7.2M | 6.18% | — | HELD |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.23% | 20.53% | 30.20% | $6.9M | 5.96% | — | HELD |
| 9 | VWOB | VANGUARD WHITEHALL FDS | $65.87 | 0.20% | 6.06% | 7.60% | $4.8M | 4.12% | — | HELD |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | $53.10 | -0.06% | -1.10% | -30.11% | $4.6M | 3.91% | — | HELD |
| 11 | VTV | VANGUARD INDEX FDS | $220.54 | 0.34% | 27.43% | 74.17% | $3.8M | 3.30% | — | HELD |
| 12 | VB | VANGUARD INDEX FDS | $295.80 | 0.96% | 25.00% | 39.48% | $3.2M | 2.73% | — | HELD |
| 13 | LEMB | ISHARES INC | $42.62 | 0.71% | 7.82% | 5.46% | $2.3M | 2.00% | — | HELD |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | $58.13 | 0.02% | 2.62% | 9.75% | $1.3M | 1.10% | — | HELD |
| 15 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $945K | 0.81% | — | HELD |
| 16 | NN | NEXTNAV INC | $13.42 | 2.36% | -9.39% | 33.40% | $886K | 0.76% | — | HELD |
| 17 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $767K | 0.66% | — | HELD |
| 18 | AGG | ISHARES TR | $97.62 | 0.07% | 2.12% | -1.50% | $766K | 0.66% | — | HELD |
| 19 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $736K | 0.63% | — | HELD |
| 20 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $555K | 0.48% | — | HELD |
| 21 | CSX | CSX CORP | $50.19 | -1.08% | 46.98% | 66.46% | $525K | 0.45% | — | HELD |
| 22 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $495K | 0.42% | — | HELD |
| 23 | EBC | EASTERN BANKSHARES INC | $23.11 | 0.30% | 59.29% | 34.55% | $459K | 0.39% | — | HELD |
| 24 | AVGO | BROADCOM INC | $387.84 | 4.73% | 34.78% | 753.17% | $450K | 0.39% | — | HELD |
| 25 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | 15.92% | 116.12% | $403K | 0.35% | — | HELD |
| 26 | SILJ | AMPLIFY ETF TR | $24.95 | 5.10% | 72.00% | 99.62% | $326K | 0.28% | — | HELD |
| 27 | TSLA | TESLA INC | $308.85 | 3.53% | -1.42% | 21.64% | $320K | 0.27% | — | HELD |
| 28 | PHG | KONINKLIJKE PHILIPS N V | $26.44 | 1.30% | 3.82% | -35.50% | $317K | 0.27% | — | HELD |
| 29 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | 54.61% | 373.33% | $287K | 0.25% | — | HELD |
| 30 | MU | MICRON TECHNOLOGY INC | $874.66 | 18.36% | 662.58% | 1011.70% | $275K | 0.24% | — | HELD |
| 31 | COPX | GLOBAL X FDS | $79.50 | 4.41% | — | — | $272K | 0.23% | — | HELD |
| 32 | AMD | ADVANCED MICRO DEVICES INC | $485.39 | 13.00% | — | — | $254K | 0.22% | — | HELD |
| 33 | SIL | GLOBAL X FDS | $76.19 | 4.46% | — | — | $232K | 0.20% | — | HELD |
| 34 | LRCX | LAM RESEARCH CORP | $297.72 | 17.98% | — | — | $224K | 0.19% | — | HELD |
| 35 | CDE | COEUR MNG INC | $15.40 | 5.26% | — | — | $222K | 0.19% | — | HELD |
| 36 | PM | PHILIP MORRIS INTL INC | $192.00 | -3.25% | — | — | $209K | 0.18% | — | HELD |
| 37 | GOOG | ALPHABET INC | $333.68 | -0.62% | — | — | $204K | 0.18% | — | HELD |
| 38 | ORLA | ORLA MNG LTD NEW | $9.44 | 5.59% | — | — | $118K | 0.10% | — | HELD |
| 39 | ABTC | AMERICAN BITCOIN CORP. | $5.90 | 13.68% | — | — | $28K | 0.02% | — | HELD |
| 40 | GTBP | GT BIOPHARMA INC | $0.31 | 1.99% | — | — | $24K | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0002010145-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.