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Kitching Partners, LLC Top Holdings and 13F Report (2025)

About Kitching Partners, LLC

Investment Activity

  • Kitching Partners, LLC has $98.55 million in total holdings as of June 30, 2025.
  • Kitching Partners, LLC owns shares of 35 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 8.36% of the portfolio was purchased this quarter.
  • About 1.12% of the portfolio was sold this quarter.
  • This quarter, Kitching Partners, LLC has purchased 35 new stocks and bought additional shares in 21 stocks.
  • Kitching Partners, LLC sold shares of 5 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

30303m102 - Meta Platforms
$326,236 Holding
69608A108 - PALANTIR TECHNOLOGIES INC
$325,260 Holding
64110l106 - Netflix
$216,939 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
32,772 shares (about $1.87M)
Vanguard S&P 500 ETF
1,886 shares (about $1.07M)
Vanguard Dividend Appreciation ETF
4,275 shares (about $874.97K)
Vanguard Ultra-Short Bond ETF
12,610 shares (about $628.80K)
Vanguard Value ETF
2,753 shares (about $486.55K)

Largest Sales this Quarter

Amazon.com
908 shares (about $199.21K)
iShares Core High Dividend ETF
710 shares (about $83.21K)
Apple
255 shares (about $52.32K)
Vanguard Growth ETF
112 shares (about $49.10K)
Sherwin-Williams
45 shares (about $15.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKitching Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$16,222,022$874,969 5.7%79,25916.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$11,034,561$1,868,330 20.4%193,55511.2%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$10,286,485$628,797 6.5%206,28710.4%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$10,080,518$330,502 3.4%74,26910.2%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$9,707,502$447,966 4.8%225,0239.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$9,216,136$1,071,287 13.2%16,2259.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$6,573,305$214,893 3.4%105,4096.7%Finance
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$4,441,015$58,293 1.3%67,9574.5%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$4,378,059$131,939 3.1%78,0124.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,242,527$325,199 8.3%85,7774.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,447,796$486,546 50.6%8,1921.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,278,873$49,103 -3.7%2,9171.3%ETF
KraneShares Mount Lucas Managed Futures Index Strategy ETF stock logo
KMLM
KraneShares Mount Lucas Managed Futures Index Strategy ETF
$1,098,431$81,839 8.1%41,6481.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$958,5360.0%6,0671.0%Computer and Technology
NextNav Inc. stock logo
NN
NextNav
$762,934$152,000 24.9%50,1930.8%Business Services
Microsoft Corporation stock logo
MSFT
Microsoft
$748,602$56,705 8.2%1,5050.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$717,625$199,206 -21.7%3,2710.7%Retail/Wholesale
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$601,446$380,900 172.7%10,2320.6%ETF
American Express Company stock logo
AXP
American Express
$443,693$179,582 68.0%1,3910.5%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$387,3850.0%1,6350.4%ETF
NNAVW
NextNav
$359,721$63,500 21.4%56,6490.4%Computer and Technology
CSX Corporation stock logo
CSX
CSX
$355,458$1,436 0.4%10,8940.4%Transportation
Philip Morris International Inc. stock logo
PM
Philip Morris International
$330,9300.0%1,8170.3%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$326,236$326,236 New Holding4420.3%Computer and Technology
PALANTIR TECHNOLOGIES INC
$325,260$325,260 New Holding2,3860.3%CL A
Apple Inc. stock logo
AAPL
Apple
$321,091$52,318 -14.0%1,5650.3%Computer and Technology
Eastern Bankshares, Inc. stock logo
EBC
Eastern Bankshares
$306,581$2,672 0.9%20,0770.3%Finance
Koninklijke Philips N.V. stock logo
PHG
Koninklijke Philips
$269,991$10,959 4.2%11,2590.3%Medical
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$233,339$83,210 -26.3%1,9910.2%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$221,374$5,345 2.5%1,2840.2%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$216,939$216,939 New Holding1620.2%Consumer Discretionary
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$206,703$15,451 -7.0%6020.2%Basic Materials
AMPLIFY ETF TR
$186,2280.0%12,5830.2%AMPLIFY JUNIOR S
BigBear.ai Holdings, Inc. stock logo
BBAI
BigBear.ai
$138,5840.0%20,4100.1%Computer and Technology
Orla Mining Ltd. stock logo
ORLA
Orla Mining
$120,4200.0%12,0180.1%Basic Materials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$254,019 -100.0%00.0%Medical
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$0$233,822 -100.0%00.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$0$216,320 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data