13F HOLDINGS REPORT
KITCHING PARTNERS, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002010145-25-000003
Total Value
$98.5M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 921908844 | 79,259 | $16.2M | 16.46% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 193,555 | $11.0M | 11.20% |
| 3 | VANGUARD BD INDEX FDS | 92203C303 | 206,287 | $10.3M | 10.44% |
| 4 | SPDR SERIES TRUST | 78464A763 | 74,269 | $10.1M | 10.23% |
| 5 | ISHARES TR | 46434V407 | 225,023 | $9.7M | 9.85% |
| 6 | VANGUARD INDEX FDS | 922908363 | 16,225 | $9.2M | 9.35% |
| 7 | ISHARES GOLD TR | IAU | 105,409 | $6.6M | 6.67% |
| 8 | VANGUARD WHITEHALL FDS | 921946885 | 67,957 | $4.4M | 4.51% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C847 | 78,012 | $4.4M | 4.44% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042858 | 85,777 | $4.2M | 4.31% |
| 11 | VANGUARD INDEX FDS | 922908744 | 8,192 | $1.4M | 1.47% |
| 12 | VANGUARD INDEX FDS | 922908736 | 2,917 | $1.3M | 1.30% |
| 13 | KRANESHARES TRUST | 500767652 | 41,648 | $1.1M | 1.11% |
| 14 | NVIDIA CORPORATION | NVDA | 6,067 | $958,536 | 0.97% |
| 15 | NEXTNAV INC | NXNVW | 50,193 | $762,934 | 0.77% |
| 16 | MICROSOFT CORP | MSFT | 1,505 | $748,602 | 0.76% |
| 17 | AMAZON COM INC | AMZN | 3,271 | $717,625 | 0.73% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C102 | 10,232 | $601,446 | 0.61% |
| 19 | AMERICAN EXPRESS CO | AXP | 1,391 | $443,693 | 0.45% |
| 20 | VANGUARD INDEX FDS | 922908751 | 1,635 | $387,385 | 0.39% |
| 21 | NEXTNAV INC | NXNVW | 56,649 | $359,721 | 0.37% |
| 22 | CSX CORP | CSX | 10,894 | $355,458 | 0.36% |
| 23 | PHILIP MORRIS INTL INC | 718172109 | 1,817 | $330,930 | 0.34% |
| 24 | META PLATFORMS INC | META | 442 | $326,236 | 0.33% |
| 25 | PALANTIR TECHNOLOGIES INC | PLTR | 2,386 | $325,260 | 0.33% |
| 26 | APPLE INC | AAPL | 1,565 | $321,091 | 0.33% |
| 27 | EASTERN BANKSHARES INC | EBC | 20,077 | $306,581 | 0.31% |
| 28 | KONINKLIJKE PHILIPS N V | RYLPF | 11,259 | $269,991 | 0.27% |
| 29 | ISHARES TR | 46429B663 | 1,991 | $233,339 | 0.24% |
| 30 | FISERV INC | FISV | 1,284 | $221,374 | 0.22% |
| 31 | NETFLIX INC | NFLX | 162 | $216,939 | 0.22% |
| 32 | SHERWIN WILLIAMS CO | SHW | 602 | $206,703 | 0.21% |
| 33 | AMPLIFY ETF TR | 032108649 | 12,583 | $186,228 | 0.19% |
| 34 | BIGBEAR AI HLDGS INC | BBAI-WT | 20,410 | $138,584 | 0.14% |
| 35 | ORLA MNG LTD NEW | ORLA | 12,018 | $120,420 | 0.12% |