Investor
KITCHING PARTNERS, LLC
CIK 0002010145 · filed 2026-05-06 · SEC filing
13F book
$108.7M
Positions
40
3 new · 5 sold
Largest name
14.9%
Vanguard Specialized Funds
Est. mark
$34.6K
Price effect on 37 names still held. Flow −$911.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds | — | 75.5K | $16.2M | 14.9% | −$356.4K | Cut−$1.25M |
| Vanguard Tax-Managed Fds | — | 197.3K | $12.6M | 11.6% | $317.7K | Cut−$982.8K |
| Vanguard Bd Index Fds | — | 237.9K | $11.8M | 10.9% | −$12.3K | Added$858.2K |
| Ishares Tr | — | 225.4K | $9.54M | 8.8% | −$126.2K | Cut−$821.3K |
| Spdr Series Trust | — | 65.2K | $9.52M | 8.8% | $414.5K | Added$1.02M |
| Ishares Gold Tr | — | 95K | $8.37M | 7.7% | $663.9K | Cut$343.8K |
| Vanguard Index Fds | — | 12K | $7.15M | 6.6% | −$353.7K | Added−$347.1K |
| Vanguard Intl Equity Index F | — | 111.3K | $6.01M | 5.5% | $28.8K | Added$668K |
| Vanguard Whitehall Fds | — | 81.8K | $5.37M | 4.9% | −$141.4K | Added−$108.1K |
| Vanguard Scottsdale Fds | — | 80.6K | $4.46M | 4.1% | −$35.6K | Added$8.43K |
| Vanguard Index Fds | — | 14.3K | $2.81M | 2.6% | $74.5K | Cut−$393.2K |
| Vanguard Index Fds | — | 8.43K | $2.21M | 2.0% | $26K | Added$550.8K |
| Ishares Inc | — | 35.6K | $1.45M | 1.3% | −$21.7K | Added$280.3K |
| Vanguard Scottsdale Fds | — | 20K | $1.17M | 1.1% | −$2.89K | Added$274.2K |
| Nvidia Corp | NVDA | 6.29K | $1.1M | 1.0% | −$69.5K | Added$26.8K |
| Ishares Tr | — | 7.62K | $756.1K | 0.7% | −$4.66K | Added$203 |
| Amazon Com Inc | AMZN | 2.97K | $618.8K | 0.6% | −$67K | Cut−$136.2K |
| Vanguard Growth Etf | — | 1.37K | $599.1K | 0.6% | −$69.8K | Cut−$193.7K |
| Nextnav Inc | — | 35.4K | $567.6K | 0.5% | −$22K | Held |
| Rio Tinto Plc | — | 5K | $466.4K | 0.4% | — | New |
| Csx Corp | CSX | 11K | $452.1K | 0.4% | $52.7K | Added$54.3K |
| Alphabet Inc | — | 1.4K | $402.3K | 0.4% | −$24.4K | Added$101.8K |
| Eastern Bankshares, Inc. | EBC | 20.5K | $401K | 0.4% | $23K | Added$25.8K |
| American Express Co | AXP | 1.31K | $396.5K | 0.4% | −$80.5K | Added−$44.2K |
| Microsoft Corp | MSFT | 1.05K | $389.5K | 0.4% | −$119.3K | Cut−$410K |
| Amplify Etf Tr | — | 12.6K | $374K | 0.3% | $25.8K | Held |
| Meta Platforms, Inc. | META | 598 | $342.1K | 0.3% | −$45.7K | Added−$1.11K |
| Apple Inc. | AAPL | 1.28K | $324.3K | 0.3% | −$23.1K | Cut−$121.5K |
| Koninklijke Philips N V | — | 11.3K | $308.5K | 0.3% | $3.6K | Held |
| Tesla, Inc. | TSLA | 760 | $282.5K | 0.3% | −$40.5K | Added$48.7K |
| Global X Fds | — | 3.54K | $270.3K | 0.2% | $16.1K | Held |
| Global X Fds | — | 3K | $269.8K | 0.2% | $19.6K | Held |
| Coeur Mng Inc | — | 13.6K | $255.8K | 0.2% | — | New |
| Ishares Silver Tr | — | 3.56K | $242.2K | 0.2% | $13.2K | Held |
| Philip Morris Intl Inc | — | 1.32K | $217.9K | 0.2% | $6.51K | Cut−$109.1K |
| Pepsico Inc | PEP | 1.4K | $217.4K | 0.2% | — | New |
| Broadcom Inc. | AVGO | 677 | $209.5K | 0.2% | −$24.8K | Cut−$53.5K |
| Nextnav Inc | — | 30.7K | $194.5K | 0.2% | −$25.2K | Held |
| Orla Mng Ltd New | — | 12K | $193.8K | 0.2% | $32K | Held |
| American Bitcoin Corp. | ABTC | 40.8K | $37.7K | 0.0% | −$16.9K | Added$622 |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.