13F HOLDINGS REPORT
KITCHING PARTNERS, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002010145-25-000006
Total Value
$105.9M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 921908844 | 80,868 | $17.5M | 16.48% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 197,816 | $11.9M | 11.20% |
| 3 | SPDR SERIES TRUST | 78464A763 | 76,127 | $10.7M | 10.07% |
| 4 | VANGUARD BD INDEX FDS | 92203C303 | 210,610 | $10.5M | 9.95% |
| 5 | VANGUARD INDEX FDS | 922908363 | 16,778 | $10.3M | 9.71% |
| 6 | ISHARES TR | 46434V407 | 230,600 | $10.0M | 9.43% |
| 7 | ISHARES GOLD TR | IAU | 106,698 | $7.8M | 7.33% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 87,707 | $4.8M | 4.49% |
| 9 | VANGUARD WHITEHALL FDS | 921946885 | 68,891 | $4.6M | 4.35% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C847 | 78,649 | $4.5M | 4.22% |
| 11 | VANGUARD INDEX FDS | 922908744 | 8,333 | $1.6M | 1.47% |
| 12 | VANGUARD INDEX FDS | 922908736 | 2,919 | $1.4M | 1.32% |
| 13 | KRANESHARES TRUST | 500767652 | 43,432 | $1.2M | 1.10% |
| 14 | NVIDIA CORPORATION | NVDA | 6,067 | $1.1M | 1.07% |
| 15 | MICROSOFT CORP | MSFT | 1,505 | $779,515 | 0.74% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C102 | 12,247 | $720,738 | 0.68% |
| 17 | AMAZON COM INC | AMZN | 3,271 | $718,213 | 0.68% |
| 18 | NEXTNAV INC | NXNVW | 38,197 | $546,217 | 0.52% |
| 19 | AMERICAN EXPRESS CO | AXP | 1,393 | $462,639 | 0.44% |
| 20 | VANGUARD INDEX FDS | 922908751 | 1,640 | $417,030 | 0.39% |
| 21 | CSX CORP | CSX | 10,937 | $388,371 | 0.37% |
| 22 | META PLATFORMS INC | META | 521 | $382,612 | 0.36% |
| 23 | EASTERN BANKSHARES INC | EBC | 20,228 | $367,132 | 0.35% |
| 24 | ALPHABET INC | GOOG | 1,402 | $340,826 | 0.32% |
| 25 | KONINKLIJKE PHILIPS N V | RYLPF | 11,259 | $306,920 | 0.29% |
| 26 | APPLE INC | AAPL | 1,202 | $306,065 | 0.29% |
| 27 | PHILIP MORRIS INTL INC | 718172109 | 1,883 | $305,423 | 0.29% |
| 28 | AMPLIFY ETF TR | 032108649 | 12,583 | $290,541 | 0.27% |
| 29 | ISHARES TR | 46429B663 | 2,007 | $245,756 | 0.23% |
| 30 | TESLA INC | TSLA | 523 | $232,589 | 0.22% |
| 31 | BROADCOM INC | AVGO | 681 | $224,669 | 0.21% |
| 32 | GLOBAL X FDS | 37954Y848 | 2,995 | $214,532 | 0.20% |
| 33 | GLOBAL X FDS | 37954Y830 | 3,540 | $211,727 | 0.20% |
| 34 | SHERWIN WILLIAMS CO | SHW | 602 | $208,449 | 0.20% |
| 35 | APPLOVIN CORP | APP | 281 | $201,910 | 0.19% |
| 36 | BIGBEAR AI HLDGS INC | BBAI-WT | 20,410 | $133,073 | 0.13% |
| 37 | ORLA MNG LTD NEW | ORLA | 12,018 | $129,794 | 0.12% |
| 38 | NEW GOLD INC CDA | 644535106 | 12,681 | $91,050 | 0.09% |
| 39 | ROBIN ENERGY LTD | RBNE | 20,423 | $26,550 | 0.03% |