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CIK: 0002010145
Total reported value
$116.4M
$116.4M
35 檔
44.0%
The Q1 2025 SEC filing reveals that Kitching Partners, LLC held a total portfolio value of $116.4M, covering 35 public equity positions.
During Q1 2025, 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, SDY, VUSB) accounted for 44.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 16.73% | +0.48% | +9.39% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 11.21% | -0.10% | +11.65% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 11.11% | -0.35% | +0.59% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 10.50% | -0.43% | -0.28% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.40% | +0.68% | +12.96% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.48% | -0.02% | +49.13% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 6.92% | -1.52% | +8.40% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 5.01% | -0.19% | +0.81% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 4.95% | -0.82% | +0.90% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.12% | +0.43% | +16.81% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.29% | -0.55% | EXIT | |
| 12 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-Other | 1.21% | — | -10.71% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | +0.71% | +11.73% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.06% | -1.99% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | -0.20% | +11.51% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | +0.12% | -7.02% | |
| 17 | NN | Nextnav Inc | Stock-Other | 0.56% | +0.24% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.12% | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | +0.70% | +0.43% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-Other | 0.38% | — | -0.33% | |
| 21 | EBC | Eastern Bankshares Inc | Stock-Other | 0.38% | +0.02% | +0.75% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 0.37% | +0.03% | +0.44% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | -0.02% | -13.60% | |
| 24 | FISV | Fiserv Inc | Stock-Other | 0.32% | — | — | |
| 25 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 0.32% | -0.01% | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | — | — | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.27% | — | — | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.26% | — | — | |
| 29 | AXP | American Express Co | Stock-Financials | 0.26% | -0.01% | — | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.25% | +0.02% | +0.67% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.20% | — | |
| 32 | NNAVW | Nextnav Inc | Stock-Other | 0.24% | -0.18% | EXIT | |
| 33 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.18% | -0.06% | — | |
| 34 | ✓ | Stock-Other | 0.13% | — | — | ||
| 35 | BBAI | Bigbear.ai Holdings Inc | Stock-Tech | 0.07% | — | — |
According to official SEC Form 13F filings, Kitching Partners, LLC reported a total U.S. public equity portfolio value of $116.4M across 35 disclosed positions in Q1 2025.
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During Q1 2025, Kitching Partners, LLC's top holdings by market value included VIG (16.7%)、SDY (11.2%)、VUSB (11.1%). The largest single position, VIG, represented 16.7% of total portfolio value.
In Q1 2025, 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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