13F HOLDINGS REPORT
KITCHING PARTNERS, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0002010145-25-000002
Total Value
$86.9M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 921908844 | 74,984 | $14.5M | 16.73% |
| 2 | SPDR SER TR | 78464A763 | 71,834 | $9.7M | 11.21% |
| 3 | VANGUARD BD INDEX FDS | 92203C303 | 193,677 | $9.7M | 11.11% |
| 4 | ISHARES TR | 46434V407 | 214,639 | $9.1M | 10.50% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 160,783 | $8.2M | 9.40% |
| 6 | VANGUARD INDEX FDS | 922908363 | 14,339 | $7.4M | 8.48% |
| 7 | ISHARES GOLD TR | IAU | 101,963 | $6.0M | 6.92% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C847 | 75,661 | $4.4M | 5.01% |
| 9 | VANGUARD WHITEHALL FDS | 921946885 | 67,065 | $4.3M | 4.95% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 79,202 | $3.6M | 4.12% |
| 11 | VANGUARD INDEX FDS | 922908736 | 3,029 | $1.1M | 1.29% |
| 12 | KRANESHARES TRUST | 500767652 | 38,545 | $1.1M | 1.21% |
| 13 | VANGUARD INDEX FDS | 922908744 | 5,439 | $939,476 | 1.08% |
| 14 | AMAZON COM INC | AMZN | 4,179 | $795,097 | 0.91% |
| 15 | NVIDIA CORPORATION | NVDA | 6,067 | $657,541 | 0.76% |
| 16 | MICROSOFT CORP | MSFT | 1,391 | $522,167 | 0.60% |
| 17 | NEXTNAV INC | NXNVW | 40,193 | $489,149 | 0.56% |
| 18 | APPLE INC | AAPL | 1,820 | $404,277 | 0.47% |
| 19 | VANGUARD INDEX FDS | 922908751 | 1,635 | $362,488 | 0.42% |
| 20 | ISHARES TR | 46429B663 | 2,701 | $327,141 | 0.38% |
| 21 | EASTERN BANKSHARES INC | EBC | 19,902 | $326,387 | 0.38% |
| 22 | CSX CORP | CSX | 10,850 | $319,314 | 0.37% |
| 23 | PHILIP MORRIS INTL INC | 718172109 | 1,817 | $288,412 | 0.33% |
| 24 | FISERV INC | FISV | 1,253 | $276,700 | 0.32% |
| 25 | KONINKLIJKE PHILIPS N V | RYLPF | 10,802 | $274,371 | 0.32% |
| 26 | UNITEDHEALTH GROUP INC | UNH | 485 | $254,019 | 0.29% |
| 27 | SCHWAB CHARLES CORP | SCHW-PJ | 2,987 | $233,822 | 0.27% |
| 28 | SHERWIN WILLIAMS CO | SHW | 647 | $225,926 | 0.26% |
| 29 | AMERICAN EXPRESS CO | AXP | 828 | $222,787 | 0.26% |
| 30 | VANGUARD SCOTTSDALE FDS | 92206C102 | 3,752 | $220,198 | 0.25% |
| 31 | BROADCOM INC | AVGO | 1,292 | $216,320 | 0.25% |
| 32 | NEXTNAV INC | NXNVW | 46,649 | $205,256 | 0.24% |
| 33 | AMPLIFY ETF TR | 032108649 | 12,583 | $152,506 | 0.18% |
| 34 | ORLA MNG LTD NEW | ORLA | 12,018 | $112,368 | 0.13% |
| 35 | BIGBEAR AI HLDGS INC | BBAI-WT | 20,410 | $58,373 | 0.07% |