Kitching Partners
Latest statistics and disclosures from Kitching Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, VUSB, SHYG, SDY, VEA, and represent 63.29% of Kitching Partners's stock portfolio.
- Added to shares of these 10 stocks: VUSB (+$6.6M), VWOB, VOO, SDY, VWO, SHYG, VIG, VGLT, KMLM, IAU.
- Started 11 new stock positions in VWOB, NVDA, MSFT, AAPL, GOOGL, VB, ORLA, NNAVW, EBC, VUG. TSLA.
- Reduced shares in these 6 stocks: VEA, VTEB, LYFT, CATC, HDV, VTV.
- Sold out of its positions in CATC, LYFT, VTEB.
- Kitching Partners was a net buyer of stock by $16M.
- Kitching Partners has $75M in assets under management (AUM), dropping by 35.82%.
- Central Index Key (CIK): 0002010145
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Portfolio Holdings for Kitching Partners
Kitching Partners holds 28 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Specialized Funds Div App Etf (VIG) | 17.4 | $13M | +8% | 66k | 198.06 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 12.8 | $9.5M | +226% | 191k | 49.94 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 12.4 | $9.3M | +17% | 214k | 43.42 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 11.5 | $8.6M | +19% | 61k | 142.04 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.1 | $6.8M | -39% | 129k | 52.81 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 6.0 | $4.5M | +28% | 72k | 61.54 |
|
| Ishares Gold Tr Ishares New (IAU) | 5.9 | $4.4M | +20% | 89k | 49.70 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 5.8 | $4.3M | NEW | 65k | 66.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.0 | $3.8M | +61% | 7.1k | 527.64 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $2.9M | +89% | 61k | 47.85 |
|
| Kraneshares Trust Mount Lucas Etf (KMLM) | 1.6 | $1.2M | +223% | 42k | 29.23 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $854k | -2% | 4.9k | 174.56 |
|
| Amazon (AMZN) | 0.9 | $677k | +133% | 3.6k | 186.33 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $534k | NEW | 4.4k | 121.44 |
|
| Microsoft Corporation (MSFT) | 0.6 | $481k | NEW | 1.1k | 430.30 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $384k | NEW | 1.6k | 237.21 |
|
| CSX Corporation (CSX) | 0.5 | $372k | 11k | 34.53 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.5 | $353k | 11k | 32.72 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $338k | NEW | 880.00 | 384.08 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.5 | $337k | -17% | 2.9k | 117.60 |
|
| Apple (AAPL) | 0.4 | $325k | NEW | 1.4k | 233.00 |
|
| Eastern Bankshares (EBC) | 0.4 | $322k | NEW | 20k | 16.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $308k | NEW | 1.9k | 165.85 |
|
| Nextnav Common Stock (NN) | 0.4 | $301k | 40k | 7.49 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $296k | 5.0k | 59.02 |
|
|
| Tesla Motors (TSLA) | 0.3 | $201k | NEW | 769.00 | 261.63 |
|
| Nextnav *w Exp 99/99/999 (NNAVW) | 0.2 | $135k | NEW | 47k | 2.90 |
|
| Orla Mining LTD New F (ORLA) | 0.1 | $48k | NEW | 12k | 4.00 |
|
Past Filings by Kitching Partners
SEC 13F filings are viewable for Kitching Partners going back to 2024
- Kitching Partners 2024 Q3 filed Nov. 14, 2024
- Kitching Partners 2024 Q2 filed Aug. 15, 2024
- Kitching Partners 2024 Q1 filed May 15, 2024