Kitching Partners, LLC Top Holdings and 13F Report (2026) About Kitching Partners, LLCInvestment ActivityKitching Partners, LLC has $116.38 million in total holdings as of June 30, 2026.Kitching Partners, LLC owns shares of 40 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.25% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Kitching Partners, LLC has purchased 40 new stocks and bought additional shares in 22 stocks.Kitching Partners, LLC sold shares of 5 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $17,951,317Vanguard FTSE Developed Markets ETF $14,328,433Vanguard Ultra-Short Bond ETF $12,280,539SPDR S&P Dividend ETF $10,076,685iShares 0-5 Year High Yield Corporate Bond ETF $9,722,550 Largest New Holdings this Quarter 532457108 - Eli Lilly and Company $286,664 Holding595112103 - Micron Technology $274,721 Holding007903107 - Advanced Micro Devices $254,439 Holding512807306 - LAM RESEARCH CORP $223,598 Holding02079K107 - Alphabet $203,865 Holding Largest Purchases this Quarter iShares J.P. Morgan EM Local Currency Bond ETF 19,278 shares (about $817.97K)Vanguard Value ETF 3,310 shares (about $721.33K)Vanguard Small-Cap ETF 2,030 shares (about $615.61K)Vanguard Ultra-Short Bond ETF 8,753 shares (about $435.72K)Vanguard FTSE Emerging Markets ETF 4,836 shares (about $288.66K) Largest Sales this Quarter Vanguard Emerging Markets Government Bond ETF 10,401 shares (about $699.36K)Vanguard S&P 500 ETF 863 shares (about $592.67K)NVIDIA 1,570 shares (about $314.17K)American Express 118 shares (about $39.91K)Philip Morris International 164 shares (about $29.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKitching Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$17,951,317$81,633 â–²0.5%75,86615.4%ETFVEAVanguard FTSE Developed Markets ETF$14,328,433$268,899 â–²1.9%201,10012.3%ETFVUSBVanguard Ultra-Short Bond ETF$12,280,539$435,723 â–²3.7%246,69710.6%ETFSDYSPDR S&P Dividend ETF$10,076,685$153,403 â–²1.5%66,2138.7%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$9,722,550$161,879 â–²1.7%229,2528.4%ETFVOOVanguard S&P 500 ETF$7,620,205$592,667 â–¼-7.2%11,0966.5%ETFIAUiShares Gold Trust$7,189,309$17,443 â–²0.2%95,2106.2%ETFVWOVanguard FTSE Emerging Markets ETF$6,930,995$288,660 â–²4.3%116,1176.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$4,799,253$699,363 â–¼-12.7%71,3754.1%ETFVGLTVanguard Long-Term Treasury ETF$4,556,084$109,919 â–²2.5%82,5673.9%ETFVTVVanguard Value ETF$3,844,405$721,330 â–²23.1%17,6413.3%ETFVBVanguard Small-Cap ETF$3,172,955$615,607 â–²24.1%10,4632.7%ETFLEMBiShares J.P. Morgan EM Local Currency Bond ETF$2,328,706$817,973 â–²54.1%54,8832.0%ETFVGSHVanguard Short-Term Treasury ETF$1,277,971$111,454 â–²9.6%21,9581.1%ETFNVDANVIDIA$944,908$314,169 â–¼-25.0%4,7220.8%TechnologyNNNextNav$886,348$254,613 â–²40.3%49,7110.8%TechnologyGOOGLAlphabet$767,273$267,313 â–²53.5%2,1470.7%Communication ServicesAGGiShares Core U.S. Aggregate Bond ETF$766,201$12,273 â–²1.6%7,7410.7%ETFAMZNAmazon.com$736,471$28,362 â–²4.0%3,0900.6%Consumer DiscretionaryMSFTMicrosoft$554,857$162,315 â–²41.3%1,4870.5%TechnologyCSXCSX$525,064$1,568 â–²0.3%11,0470.5%IndustrialsAAPLApple$494,516$124,714 â–²33.7%1,7090.4%TechnologyEBCEastern Bankshares$459,309$3,314 â–²0.7%20,6520.4%FinanceAVGOBroadcom$449,900$194,163 â–²75.9%1,1910.4%TechnologyAXPAmerican Express$403,481$39,908 â–¼-9.0%1,1930.3%FinanceAMPLIFY ETF TR$326,1510.0%12,5830.3%JR SILV MINE ETFTSLATesla$319,6560.0%7600.3%Consumer DiscretionaryPHGKoninklijke Philips$317,498$11,365 â–²3.7%11,6770.3%HealthcareLLYEli Lilly and Company$286,664$286,664 â–²New Holding2390.2%HealthcareMUMicron Technology$274,721$274,721 â–²New Holding2380.2%TechnologyCOPXGlobal X Copper Miners ETF$272,4740.0%3,5400.2%ETFAMDAdvanced Micro Devices$254,439$254,439 â–²New Holding4380.2%TechnologySILGlobal X Silver Miners ETF$231,9930.0%2,9950.2%ETFLAM RESEARCH CORP$223,598$223,598 â–²New Holding5160.2%COM NEWCDECoeur Mining$222,3850.0%13,6270.2%MaterialsPMPhilip Morris International$208,770$29,669 â–¼-12.4%1,1540.2%Consumer StaplesGOOGAlphabet$203,865$203,865 â–²New Holding5770.2%Communication ServicesORLAOrla Mining$117,6560.0%12,0180.1%MaterialsAMERICAN BITCOIN CORP.$27,8000.0%40,8160.0%COM CL AGT BIOPHARMA INC$24,485$24,485 â–²New Holding50,0000.0%COMVUGVanguard Growth ETF$0$599,073 â–¼-100.0%00.0%ETFRIORio Tinto$0$466,450 â–¼-100.0%00.0%MaterialsMETAMeta Platforms$0$342,134 â–¼-100.0%00.0%Communication ServicesSLViShares Silver Trust$0$242,238 â–¼-100.0%00.0%ETFPEPPepsiCo$0$217,406 â–¼-100.0%00.0%Consumer StaplesNNAVWNextNav$0$194,496 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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