KITCHING PARTNERS, LLC

CIK 0002010145 · CONSHOHOCKEN, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

KITCHING PARTNERS, LLC reported 40 positions worth $116.4M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: VIG (15.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$116.4M
2026 Q2
Positions
40
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
82.0%
Est. Net Flow (Q)
2026 Q2
10 / 40 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VIGVANGUARD SPECIALIZED FUNDSSH$18.0M15.42%75,866
2VEAVANGUARD TAX-MANAGED FDSSH$14.3M12.31%201,100
3VUSBVANGUARD BD INDEX FDSSH$12.3M10.55%246,697
4SDYSPDR SERIES TRUSTSH$10.1M8.66%66,213
5SHYGISHARES TRSH$9.7M8.35%229,252
6VOOVANGUARD INDEX FDSSH$7.6M6.55%11,096
7IAUISHARES GOLD TRSH$7.2M6.18%95,210
8VWOVANGUARD INTL EQUITY INDEX FSH$6.9M5.96%116,117
9VWOBVANGUARD WHITEHALL FDSSH$4.8M4.12%71,375
10VGLTVANGUARD SCOTTSDALE FDSSH$4.6M3.91%82,567

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does KITCHING PARTNERS, LLC hold as of Q2 2026?

KITCHING PARTNERS, LLC reported 40 positions worth $116.4M in its Q2 2026 13F filing. Largest positions: VIG (15.4%), VEA (12.3%), VUSB (10.6%), SDY (8.7%) and SHYG (8.4%).

What did KITCHING PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did KITCHING PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.