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CIK: 0002010145
Total reported value
$116.4M
$116.4M
20 檔
33.5%
During the Q2 2024 filing period, Kitching Partners, LLC (CIK: 0002010145) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $116.4M across 20 reported positions.
During Q2 2024, Kitching Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 20.09% | +0.48% | +2.82% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.26% | +0.68% | +5.16% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 13.96% | -0.43% | +4.71% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 11.72% | -0.10% | +0.32% | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 5.92% | -0.19% | +3.28% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 5.91% | -1.52% | +5.77% | |
| 7 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 5.27% | -0.35% | +7.34% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.51% | — | +0.78% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.00% | -0.02% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.58% | +0.43% | +0.61% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.46% | +0.71% | +21.08% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-Other | 0.69% | — | +0.87% | |
| 13 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 0.69% | — | +15.90% | |
| 14 | CSX | Csx CORP | Stock-Industrials | 0.65% | +0.03% | — | |
| 15 | ✓ | Stock-Other | 0.62% | — | — | ||
| 16 | NN | Nextnav Inc | Stock-Other | 0.59% | +0.24% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.06% | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.52% | +0.02% | +1.04% | |
| 19 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.50% | -0.01% | +3.41% | |
| 20 | ✓ | Stock-Other | 0.49% | — | — |
According to official SEC Form 13F filings, Kitching Partners, LLC reported a total U.S. public equity portfolio value of $116.4M across 20 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VIG, VEA, SHYG) accounted for 33.5% of total reported equity market value during Q2 2024.
During Q2 2024, Kitching Partners, LLC's top holdings by market value included VIG (20.1%)、VEA (19.3%)、SHYG (14.0%). The largest single position, VIG, represented 20.1% of total portfolio value.
In Q2 2024, Kitching Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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