13F HOLDINGS REPORT
KITCHING PARTNERS, LLC
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0002010145-26-000001
Total Value
$109.6M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | 921908844 | 79,571 | $17.5M | 15.96% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 218,144 | $13.6M | 12.44% |
| 3 | VANGUARD BD INDEX FDS | 92203C303 | 220,459 | $11.0M | 10.03% |
| 4 | ISHARES TR | 46434V407 | 241,648 | $10.4M | 9.46% |
| 5 | SPDR SERIES TRUST | 78464A763 | 61,085 | $8.5M | 7.76% |
| 6 | ISHARES GOLD TR | IAU | 98,923 | $8.0M | 7.33% |
| 7 | VANGUARD INDEX FDS | 922908363 | 11,948 | $7.5M | 6.84% |
| 8 | VANGUARD WHITEHALL FDS | 921946885 | 81,268 | $5.5M | 5.00% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 99,455 | $5.3M | 4.88% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C847 | 79,780 | $4.5M | 4.06% |
| 11 | VANGUARD INDEX FDS | 922908744 | 16,780 | $3.2M | 2.93% |
| 12 | VANGUARD INDEX FDS | 922908751 | 6,430 | $1.7M | 1.51% |
| 13 | ISHARES INC | 464286517 | 28,203 | $1.2M | 1.07% |
| 14 | NVIDIA CORPORATION | NVDA | 5,740 | $1.1M | 0.98% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C102 | 15,309 | $899,070 | 0.82% |
| 16 | MICROSOFT CORP | MSFT | 1,653 | $799,491 | 0.73% |
| 17 | VANGUARD INDEX FDS | 922908736 | 1,625 | $792,774 | 0.72% |
| 18 | ISHARES TR | 464287226 | 7,568 | $755,892 | 0.69% |
| 19 | AMAZON COM INC | AMZN | 3,271 | $755,012 | 0.69% |
| 20 | NEXTNAV INC | NXNVW | 35,431 | $589,572 | 0.54% |
| 21 | APPLE INC | AAPL | 1,640 | $445,850 | 0.41% |
| 22 | AMERICAN EXPRESS CO | AXP | 1,191 | $440,732 | 0.40% |
| 23 | KRANESHARES TRUST | 500767652 | 15,380 | $399,118 | 0.36% |
| 24 | CSX CORP | CSX | 10,975 | $397,850 | 0.36% |
| 25 | EASTERN BANKSHARES INC | EBC | 20,362 | $375,270 | 0.34% |
| 26 | AMPLIFY ETF TR | 032108649 | 12,583 | $348,172 | 0.32% |
| 27 | META PLATFORMS INC | META | 520 | $343,247 | 0.31% |
| 28 | PHILIP MORRIS INTL INC | 718172109 | 2,039 | $327,056 | 0.30% |
| 29 | KONINKLIJKE PHILIPS N V | RYLPF | 11,259 | $304,894 | 0.28% |
| 30 | ALPHABET INC | GOOG | 960 | $300,480 | 0.27% |
| 31 | BROADCOM INC | AVGO | 760 | $263,036 | 0.24% |
| 32 | GLOBAL X FDS | 37954Y830 | 3,540 | $254,137 | 0.23% |
| 33 | MP MATERIALS CORP | MP | 5,000 | $252,600 | 0.23% |
| 34 | GLOBAL X FDS | 37954Y848 | 2,995 | $250,142 | 0.23% |
| 35 | TESLA INC | TSLA | 520 | $233,854 | 0.21% |
| 36 | ISHARES SILVER TR | SLV | 3,555 | $229,013 | 0.21% |
| 37 | NEXTNAV INC | NXNVW | 30,726 | $219,691 | 0.20% |
| 38 | CORPAY INC | CPAY | 680 | $204,632 | 0.19% |
| 39 | BOSTON SCIENTIFIC CORP | BSX | 2,122 | $202,333 | 0.18% |
| 40 | ORLA MNG LTD NEW | ORLA | 12,018 | $161,882 | 0.15% |
| 41 | NEW GOLD INC CDA | 644535106 | 12,681 | $110,452 | 0.10% |
| 42 | AMERICAN BITCOIN CORP. | ABTC | 21,828 | $37,108 | 0.03% |