Kitching Partners, LLC
- SEC CIK
- 0002010145
- Latest filing
- Jul 30, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 40
- 0 vs. Q1 2026
- Portfolio value
- $116.4M
- +$7.69M (+7.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF921908844 | ETF | 75,866 | $18.0M | 15.4% | +345+0.5% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 201,100 | $14.3M | 12.3% | +3,774+1.9% | Added | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 246,697 | $12.3M | 10.6% | +8,753+3.7% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 66,213 | $10.1M | 8.7% | +1,008+1.5% | Added | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 229,252 | $9.72M | 8.4% | +3,817+1.7% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,096 | $7.62M | 6.5% | −863−7.2% | Reduced | – |
| IAUiShares Gold Trust | ETF | 95,210 | $7.19M | 6.2% | +231+0.2% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 116,117 | $6.93M | 6.0% | +4,836+4.3% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 71,375 | $4.80M | 4.1% | −10,401−12.7% | Reduced | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 82,567 | $4.56M | 3.9% | +1,992+2.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,641 | $3.84M | 3.3% | +3,310+23.1% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,463 | $3.17M | 2.7% | +2,030+24.1% | Added | – |
| iShares Inc464286517 | JP MORGAN EM ETF | 54,883 | $2.33M | 2.0% | +19,278+54.1% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 21,958 | $1.28M | 1.1% | +1,915+9.6% | Added | – |
| NVDANVIDIA Corp | Stock | 4,722 | $944.9K | 0.8% | −1,570−25.0% | Reduced | History |
| NNNextnav Inc. | COMMON STOCK | 49,711 | $886.3K | 0.8% | +14,280+40.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,147 | $767.3K | 0.7% | +748+53.5% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,741 | $766.2K | 0.7% | +124+1.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 3,090 | $736.5K | 0.6% | +119+4.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,487 | $554.9K | 0.5% | +435+41.3% | Added | History |
| CSXCSX Corp | Stock | 11,047 | $525.1K | 0.5% | +33+0.3% | Added | History |
| AAPLApple Inc. | Stock | 1,709 | $494.5K | 0.4% | +431+33.7% | Added | History |
| EBCEastern Bankshares, Inc. | COM | 20,652 | $459.3K | 0.4% | +149+0.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 1,191 | $449.9K | 0.4% | +514+75.9% | Added | History |
| AXPAmerican Express Co | Stock | 1,193 | $403.5K | 0.3% | −118−9.0% | Reduced | History |
| Amplify ETF Tr032108649 | AMPLIFY JUNIOR S | 12,583 | $326.2K | 0.3% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 760 | $319.7K | 0.3% | 00.0% | Unchanged | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 11,677 | $317.5K | 0.3% | +418+3.7% | Added | History |
| LLYEli Lilly & Co | Stock | 239 | $286.7K | 0.2% | +239 | New | History |
| MUMicron Technology Inc | Stock | 238 | $274.7K | 0.2% | +238 | New | History |
| Global X FDS37954Y830 | GLOBAL X COPPER | 3,540 | $272.5K | 0.2% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 438 | $254.4K | 0.2% | +438 | New | History |
| Global X FDS37954Y848 | GLOBAL X SILVER | 2,995 | $232.0K | 0.2% | 00.0% | Unchanged | – |
| LRCXLam Research Corp | Stock | 516 | $223.6K | 0.2% | +516 | New | History |
| CDECoeur Mining, Inc. | COM NEW | 13,627 | $222.4K | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 1,154 | $208.8K | 0.2% | −164−12.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 577 | $203.9K | 0.2% | +577 | New | History |
| Orla MNG Ltd New68634K106 | COM | 12,018 | $117.7K | 0.1% | 00.0% | Unchanged | – |
| ABTCAmerican Bitcoin Corp. | COM CL A | 40,816 | $27.8K | <0.1% | 00.0% | Unchanged | History |
| GTBPGT Biopharma, Inc. | Stock | 50,000 | $24.5K | <0.1% | +50,000 | New | History |
Sold out since Q1 2026 (6)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,371 | $599.1K | 0.6% | – |
| RIORio Tinto PLC | ADR | 5,000 | $466.4K | 0.4% | History |
| METAMeta Platforms, Inc. | Stock | 598 | $342.1K | 0.3% | History |
| SLViShares Silver Trust | ETF | 3,555 | $242.2K | 0.2% | History |
| PEPPepsiCo Inc | Stock | 1,400 | $217.4K | 0.2% | History |
| Nextnav Inc.65345N114 | *W EXP 10/28/202 | 30,726 | $194.5K | 0.2% | – |