CIK: 0002010145
Total reported value
$108.7M
Reporting period: 2026-03-31 · Number of holdings: 45
KITCHING PARTNERS, LLC disclosed 45 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $108.7M and a quarterly turnover rate of 12.3%.
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Kitching Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.082 — mathematically equivalent to about 12 equally-sized positions, well below its 45 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.53), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 6% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim VIG
-5.1% -$1.2M
Add SDY
+6.7% $1.0M
Add VUSB
+7.9% $858.2K
Trim VEA
-9.5% -$982.8K
Trim SHYG
-6.7% -$821.3K
Add VWO
+11.9% $668.0K
Showing top 40 holdings (of 45 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.94% | -1.02% | -5.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.63% | -0.81% | -9.54% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 10.90% | +0.87% | +7.93% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 8.78% | -0.68% | -6.71% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 8.76% | +1.00% | +6.74% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 7.70% | +0.37% | -3.99% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.57% | -0.27% | +0.09% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.53% | +0.65% | +11.89% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 4.94% | -0.06% | +0.63% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 4.10% | +0.04% | +1.00% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.59% | -0.34% | -14.59% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.03% | +0.52% | +31.15% | |
| 13 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 1.34% | +0.27% | +26.25% | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.08% | +0.26% | +30.92% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.03% | +9.62% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.70% | +0.01% | +0.65% | |
| 17 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.57% | -0.12% | -9.17% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.55% | -0.17% | -15.63% | |
| 19 | NN | Nextnav INC | Stock-Other | 0.52% | -0.02% | — | |
| 20 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.43% | +0.43% | NEW | |
| 21 | CSX | Csx CORP | Stock-Industrials | 0.42% | +0.06% | +0.36% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.10% | +45.73% | |
| 23 | EBC | Eastern Bankshares INC | Stock-Other | 0.37% | +0.03% | +0.69% | |
| 24 | AXP | American Express Co | Stock-Financials | 0.36% | -0.04% | +10.08% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.37% | -36.36% | |
| 26 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.34% | +0.02% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | +0.31% | NEW | |
| 28 | AAPL | Apple INC | Stock-Tech | 0.30% | -0.11% | -22.07% | |
| 29 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.28% | — | — | |
| 30 | TSLA | Tesla INC | Stock-Consumer Disc | 0.26% | +0.26% | NEW | |
| 31 | COPX | Global X Copper Miners ETF | ETF-Other | 0.25% | +0.02% | — | |
| 32 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.25% | +0.02% | — | |
| 33 | CDE | Coeur Mining INC | Stock-Materials | 0.24% | +0.24% | NEW | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.22% | +0.22% | NEW | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.20% | -0.10% | -35.36% | |
| 36 | PEP | Pepsico INC | Stock-Consumer Staples | 0.20% | +0.20% | NEW | |
| 37 | AVGO | Broadcom INC | Stock-Tech | 0.19% | -0.05% | -10.92% | |
| 38 | NNAVW | Nextnav INC | Stock-Other | 0.18% | -0.02% | — | |
| 39 | ORLA | Orla Mining LTD | Stock-Other | 0.18% | +0.18% | NEW | |
| 40 | ABTC | American Bitcoin Corp-a | Stock-Other | 0.03% | — | +86.99% |
Performance for Q3 2026
0%
Performance Last 4 Quarters
+15.1%
Based on 88% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 45 | $108.7M | 12 | |
| 2025-12-31 | 42 | $109.6M | 17 | |
| 2025-09-30 | 39 | $105.9M | 21 | |
| 2025-06-30 | 35 | $98.5M | 0 | |
| 2025-03-31 | 35 | $86.9M | 0 | |
| 2024-12-31 | 32 | $78.2M | 0 | |
| 2024-09-30 | 28 | $74.7M | 0 | |
| 2024-06-30 | 20 | $55.0M | 0 | |
| 2024-03-31 | 18 | $52.7M | 0 | |
| 2023-12-31 | 17 | $49.7M | 0 |
Kitching Partners, LLC's most significant position changes for 2026-03-31: New buy: Rio Tinto Plc-spon Adr (RIO); Sold out: Kraneshares Mt Lc Mn Ft Id S (KMLM); Sold out: Meta Platforms, Inc.; New buy: Meta Platforms Inc-class A (META); New buy: Tesla INC (TSLA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | +1% | +6.74% | Add |
| 2 | VUSB | Vanguard Ultra Short Bond Et | +0.9% | +7.93% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +11.89% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.5% | +31.15% | Add |
| 5 | IAU | Ishares Gold Trust | +0.4% | -3.99% | Trim |
| 6 | LEMB | Ishares Jp Morgan Em Local C | +0.3% | +26.25% | Add |
| 7 | VGSH | Vanguard Short-term Treasury | +0.3% | +30.92% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +45.73% | Add |
| 9 | CSX | Csx CORP | +0.1% | +0.36% | Add |
| 10 | VGLT | Vanguard Long-term Treasury | 0% | +1.00% | Add |
| 11 | NVDA | Nvidia CORP | 0% | +9.62% | Add |
| 12 | EBC | Eastern Bankshares INC | 0% | +0.69% | Add |
| 13 | SILJ | Amplify Junior Silver Miners | 0% | — | Unchanged |
| 14 | SIL | Global X Silver Miners ETF | 0% | — | Unchanged |
| 15 | COPX | Global X Copper Miners ETF | 0% | — | Unchanged |
| 16 | AGG | Ishares Core U.s. Aggregate | 0% | +0.65% | Add |
| 17 | PHG | Koninklijke Philips Nvr- Ny | — | — | Unchanged |
| 18 | ABTC | American Bitcoin Corp-a | — | +86.99% | Add |
| 19 | NNAVW | Nextnav INC | 0% | — | Unchanged |
| 20 | NN | Nextnav INC | 0% | — | Unchanged |
| 21 | AXP | American Express Co | 0% | +10.08% | Add |
| 22 | AVGO | Broadcom INC | -0.1% | -10.92% | Trim |
| 23 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | +0.63% | Add |
| 24 | PM | Philip Morris International | -0.1% | -35.36% | Trim |
| 25 | AAPL | Apple INC | -0.1% | -22.07% | Trim |
| 26 | AMZN | Amazon.com INC | -0.1% | -9.17% | Trim |
| 27 | VUG | Vanguard Growth ETF | -0.2% | -15.63% | Trim |
| 28 | VOO | Vanguard S&p 500 ETF | -0.3% | +0.09% | Add |
| 29 | VTV | Vanguard Value ETF | -0.3% | -14.59% | Trim |
| 30 | MSFT | Microsoft CORP | -0.4% | -36.36% | Trim |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.7% | -6.71% | Trim |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.8% | -9.54% | Trim |
| 33 | VIG | Vanguard Dividend Apprec ETF | -1% | -5.09% | Trim |
| 34 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
| 35 | KMLM | Kraneshares Mt Lc Mn Ft Id S | — | EXIT | Sold out |
| 36 | ✓ | Meta Platforms, Inc. | — | EXIT | Sold out |
| 37 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 38 | TSLA | Tesla INC | — | NEW | New buy |
| 39 | CDE | Coeur Mining INC | — | NEW | New buy |
| 40 | MP | Mp Materials CORP | — | EXIT | Sold out |
| 41 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 42 | ✓ | Tesla, Inc. | — | EXIT | Sold out |
| 43 | ✓ | Ishares Silver Trust ETF Iv | — | EXIT | Sold out |
| 44 | PEP | Pepsico INC | — | NEW | New buy |
| 45 | CPAY | Corpay INC | — | EXIT | Sold out |
| 46 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 47 | ORLA | Orla Mining LTD | — | NEW | New buy |
| 48 | ✓ | Orla Mining LTD | — | EXIT | Sold out |
| 49 | NGDN | New Gold INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-06 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-18 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
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