13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010145
Total reported value
$116.4M
$116.4M
32 檔
40.8%
In Q4 2024, Kitching Partners, LLC's U.S. equity holdings reached a combined market value of $116.4M, distributed across 32 disclosed stock positions.
During Q4 2024, Kitching Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VUSB, SHYG) accounted for 40.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 17.17% | +0.48% | +4.29% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 12.22% | -0.35% | +0.86% | |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 11.73% | -0.43% | +0.71% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 10.87% | -0.10% | +6.24% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.71% | +0.68% | +10.38% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.63% | -0.02% | +35.27% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 5.96% | -1.52% | +5.29% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 5.37% | -0.82% | +1.90% | |
| 9 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 5.31% | -0.19% | +3.68% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.82% | +0.43% | +10.42% | |
| 11 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 1.55% | — | +2.70% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +0.06% | +17.37% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | +0.71% | -0.49% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | -0.20% | +23.66% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | +0.12% | +33.81% | |
| 16 | NN | Nextnav Inc | Stock-Other | 0.80% | +0.24% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.79% | -0.55% | EXIT | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.12% | +30.65% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | +0.70% | +0.68% | |
| 20 | CSX | Csx CORP | Stock-Industrials | 0.45% | +0.03% | +0.35% | |
| 21 | EBC | Eastern Bankshares Inc | Stock-Other | 0.44% | +0.02% | +0.66% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-Other | 0.39% | — | -5.48% | |
| 23 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.35% | -0.01% | — | |
| 24 | NNAVW | Nextnav Inc | Stock-Other | 0.34% | -0.18% | EXIT | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.29% | -26.04% | |
| 26 | FISV | Fiserv Inc | Stock-Other | 0.33% | — | — | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | -0.02% | — | |
| 28 | APLD | Applied Digital CORP | Stock-Tech | 0.30% | — | — | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.28% | +0.02% | -25.68% | |
| 30 | ✓ | Stock-Other | 0.28% | — | — | ||
| 31 | NVAX | Novavax Inc | Stock-Healthcare | 0.11% | — | — | |
| 32 | ✓ | Stock-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Kitching Partners, LLC reported a total U.S. public equity portfolio value of $116.4M across 32 disclosed positions in Q4 2024.
During Q4 2024, Kitching Partners, LLC's top holdings by market value included VIG (17.2%)、VUSB (12.2%)、SHYG (11.7%). The largest single position, VIG, represented 17.2% of total portfolio value.
In Q4 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.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.