Kitching Partners, LLC
- SEC CIK
- 0002010145
- Latest filing
- Jul 30, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 32
- +4 vs. Q3 2024
- Portfolio value
- $78.2M
- +$3.53M (+4.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Orla MNG Ltd New68634K106 | COM | 12,018 | $66.6K | 0.1% | 00.0% | Unchanged | – |
| NVAXNovavax Inc | COM NEW | 11,013 | $88.5K | 0.1% | +11,013 | New | History |
| CRMSalesforce, Inc. | Stock | 647 | $216.3K | 0.3% | +647 | New | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,727 | $216.8K | 0.3% | −1,288−25.7% | Reduced | – |
| APLDApplied Digital Corp. | COM NEW | 30,272 | $231.3K | 0.3% | +30,272 | New | History |
| PMPhilip Morris International Inc. | Stock | 2,103 | $253.1K | 0.3% | +2,103 | New | History |
| FISVFiserv Inc | Stock | 1,253 | $257.4K | 0.3% | +1,253 | New | History |
| GOOGLAlphabet Inc. | Stock | 1,375 | $260.3K | 0.3% | −484−26.0% | Reduced | History |
| Nextnav Inc.65345N114 | *W EXP 10/28/202 | 46,649 | $267.8K | 0.3% | 00.0% | Unchanged | – |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 10,802 | $273.5K | 0.3% | 00.0% | Unchanged | History |
| iShares Core High Dividend ETF46429B663 | ETF | 2,710 | $304.2K | 0.4% | −157−5.5% | Reduced | – |
| EBCEastern Bankshares, Inc. | COM | 19,754 | $340.8K | 0.4% | +130+0.7% | Added | History |
| CSXCSX Corp | Stock | 10,802 | $348.6K | 0.4% | +38+0.4% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,628 | $391.1K | 0.5% | +11+0.7% | Added | – |
| AAPLApple Inc. | Stock | 1,820 | $455.8K | 0.6% | +427+30.7% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,511 | $620.4K | 0.8% | +631+71.7% | Added | – |
| NNNextnav Inc. | COMMON STOCK | 40,193 | $625.4K | 0.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,496 | $630.6K | 0.8% | +378+33.8% | Added | History |
| NVDANVIDIA Corp | Stock | 5,441 | $730.7K | 0.9% | +1,041+23.7% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,868 | $824.2K | 1.1% | −24−0.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 4,264 | $935.5K | 1.2% | +631+17.4% | Added | History |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 43,166 | $1.21M | 1.6% | +1,133+2.7% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 67,805 | $2.99M | 3.8% | +6,399+10.4% | Added | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 75,054 | $4.15M | 5.3% | +2,662+3.7% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 66,468 | $4.20M | 5.4% | +1,238+1.9% | Added | – |
| IAUiShares Gold Trust | ETF | 94,061 | $4.66M | 6.0% | +4,730+5.3% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 9,615 | $5.18M | 6.6% | +2,507+35.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 142,337 | $6.81M | 8.7% | +13,387+10.4% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 64,336 | $8.50M | 10.9% | +3,781+6.2% | Added | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 215,246 | $9.17M | 11.7% | +1,508+0.7% | Added | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 192,536 | $9.55M | 12.2% | +1,645+0.9% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 68,550 | $13.4M | 17.2% | +2,819+4.3% | Added | – |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.