KITCHING PARTNERS, LLC — 13F Holdings & Portfolio
CIK 2010145 · latest 13F-HR filed 2026-07-30
KITCHING PARTNERS, LLC manages $116.4M in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VIG (15.42%), VEA (12.31%), VUSB (10.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 6; 18 existing positions rose in reported value and 8 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-07-30
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 82%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 25, 2026.
SUITE 5045
CONSHOHOCKEN, PA 19428
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| KITCHING, STEPHEN, RICHARD Control | MANAGING MEMBER since Mar 2023 | 75% or more | Individual |
| Ranieri, Kaitlyn Control | CHIEF COMPLIANCE OFFICER since Mar 2025 | Less than 5% | Individual |
Ownership & leadership changes · 2 filings with changes since Feb 6, 2023
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedRanieri, Kaitlyn · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedKITCHING, STEPHEN, RICHARD · title CHIEF COMPLIANCE OFFICER, MANAGING MEMBER → MANAGING MEMBER
- No longer listedGreen, Jordan, Jeffrey · CHIEF COMPLIANCE OFFICER, MANAGING MEMBER · 75% or more · control person · listed since Feb 2023
- AddedKITCHING, STEPHEN, RICHARD · CHIEF COMPLIANCE OFFICER, MANAGING MEMBER · 75% or more · control person
- ListedGreen, Jordan, Jeffrey · CHIEF COMPLIANCE OFFICER, MANAGING MEMBER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VANGUARD SPECIALIZED FUNDS$1.7M +10.5%
- VANGUARD TAX-MANAGED FDS$1.7M +13.3%
- VANGUARD INDEX FDS$1.0M +36.7%
- VANGUARD INDEX FDS$963.4K +43.6%
- VANGUARD INTL EQUITY INDEX F$916.2K +15.2%
Top Trims
- ISHARES GOLD TR-$1.2M -14.1%
- VANGUARD WHITEHALL FDS-$572.6K -10.7%
- NVIDIA CORPORATION-$152.5K -13.9%
- ORLA MNG LTD NEW-$76.2K -39.3%
- AMPLIFY ETF TR-$47.8K -12.8%
New Positions
- ELI LILLY & CO$286.7K
- MICRON TECHNOLOGY INC$274.7K
- ADVANCED MICRO DEVICES INC$254.4K
- LAM RESEARCH CORP$223.6K
- ALPHABET INC$203.9K
Exited Positions
- VANGUARD INDEX FDS$599.1K
- RIO TINTO PLC$466.4K
- META PLATFORMS INC$342.1K
- ISHARES SILVER TR$242.2K
- PEPSICO INC$217.4K
KITCHING PARTNERS, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $18.0M | 15.42% | 75,866 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $14.3M | 12.31% | 201,100 | SH |
| 3 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $12.3M | 10.55% | 246,697 | SH |
| 4 | SPDR SERIES TRUST | SDY | 78464A763 | $10.1M | 8.66% | 66,213 | SH |
| 5 | ISHARES TR | SHYG | 46434V407 | $9.7M | 8.35% | 229,252 | SH |
| 6 | VANGUARD INDEX FDS | VOO | 922908363 | $7.6M | 6.55% | 11,096 | SH |
| 7 | ISHARES GOLD TR | IAU | 464285204 | $7.2M | 6.18% | 95,210 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $6.9M | 5.96% | 116,117 | SH |
| 9 | VANGUARD WHITEHALL FDS | VWOB | 921946885 | $4.8M | 4.12% | 71,375 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VGLT | 92206C847 | $4.6M | 3.91% | 82,567 | SH |
| 11 | VANGUARD INDEX FDS | VTV | 922908744 | $3.8M | 3.30% | 17,641 | SH |
| 12 | VANGUARD INDEX FDS | VB | 922908751 | $3.2M | 2.73% | 10,463 | SH |
| 13 | ISHARES INC | LEMB | 464286517 | $2.3M | 2.00% | 54,883 | SH |
| 14 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $1.3M | 1.10% | 21,958 | SH |
| 15 | NEXTNAV INC | NN | 65345N106 | $886.3K | 0.76% | 49,711 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $767.3K | 0.66% | 2,147 | SH |
| 17 | ISHARES TR | AGG | 464287226 | $766.2K | 0.66% | 7,741 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $617.5K | 0.53% | 2,591 | SH |
| 19 | NVIDIA CORPORATION | NVDA | 67066G104 | $604.7K | 0.52% | 3,022 | SH |
| 20 | CSX CORP | CSX | 126408103 | $525.1K | 0.45% | 11,047 | SH |
| 21 | APPLE INC | AAPL | 037833100 | $494.5K | 0.42% | 1,709 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $490.1K | 0.42% | 1,314 | SH |
| 23 | EASTERN BANKSHARES INC | EBC | 27627N105 | $459.3K | 0.39% | 20,652 | SH |
| 24 | BROADCOM INC | AVGO | 11135F101 | $449.9K | 0.39% | 1,191 | SH |
| 25 | NVIDIA CORPORATION | NVDA | 67066G104 | $340.2K | 0.29% | 1,700 | SH |
| 26 | AMPLIFY ETF TR | SILJ | 032108649 | $326.2K | 0.28% | 12,583 | SH |
| 27 | KONINKLIJKE PHILIPS N V | PHG | 500472303 | $317.5K | 0.27% | 11,677 | SH |
| 28 | ELI LILLY & CO | LLY | 532457108 | $286.7K | 0.25% | 239 | SH |
| 29 | MICRON TECHNOLOGY INC | MU | 595112103 | $274.7K | 0.24% | 238 | SH |
| 30 | GLOBAL X FDS | COPX | 37954Y830 | $272.5K | 0.23% | 3,540 | SH |
| 31 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $254.4K | 0.22% | 438 | SH |
| 32 | GLOBAL X FDS | SIL | 37954Y848 | $232.0K | 0.20% | 2,995 | SH |
| 33 | AMERICAN EXPRESS CO | AXP | 025816109 | $228.3K | 0.20% | 675 | SH |
| 34 | LAM RESEARCH CORP | LRCX | 512807306 | $223.6K | 0.19% | 516 | SH |
| 35 | COEUR MNG INC | CDE | 192108504 | $222.4K | 0.19% | 13,627 | SH |
| 36 | TESLA INC | TSLA | 88160R101 | $218.7K | 0.19% | 520 | SH |
| 37 | PHILIP MORRIS INTL INC | PM | 718172109 | $208.8K | 0.18% | 1,154 | SH |
| 38 | ALPHABET INC | GOOG | 02079K107 | $203.9K | 0.18% | 577 | SH |
| 39 | AMERICAN EXPRESS CO | AXP | 025816109 | $175.2K | 0.15% | 518 | SH |
| 40 | AMAZON COM INC | AMZN | 023135106 | $118.9K | 0.10% | 499 | SH |
| 41 | ORLA MNG LTD NEW | ORLA | 68634K106 | $117.7K | 0.10% | 12,018 | SH |
| 42 | TESLA INC | TSLA | 88160R101 | $100.9K | 0.09% | 240 | SH |
| 43 | MICROSOFT CORP | MSFT | 594918104 | $64.7K | 0.06% | 173 | SH |
| 44 | AMERICAN BITCOIN CORP. | ABTC | 02462A104 | $27.8K | 0.02% | 40,816 | SH |
| 45 | GT BIOPHARMA INC | GTBP | 36254L308 | $24.5K | 0.02% | 50,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-30 | $116.4M | 45 | 0002010145-26-000003 |
| 2026-03-31 | 2026-05-06 | $108.7M | 45 | 0002010145-26-000002 |
| 2025-12-31 | 2026-02-18 | $109.6M | 42 | 0002010145-26-000001 |
CONSHOHOCKEN, PA 19428