KITCHING PARTNERS, LLC

data from 30/09/2025

Capitalization

$ 105.860 M 7.42 %

Average holding period

4 ans

Performance

$ 13.902 M 19.04 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in KITCHING PARTNERS, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 16.48% 17.451 M $ 80868 2023/12/31 881.360 K $ 5.43 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 11.20% 11.853 M $ 197816 2023/12/31 563.245 K $ 5.10 %
2025/09/30 SDY SPDR SERIES TRUST 10.07% 10.662 M $ 76127 2023/12/31 320.842 K $ 3.18 %
2025/09/30 VUSB VANGUARD BD INDEX FDS 9.95% 10.529 M $ 210610 2023/12/31 26.817 K $ 0.26 %
2025/09/30 VOO VANGUARD INDEX FDS 9.71% 10.275 M $ 16778 2023/12/31 719.578 K $ 7.81 %
2025/09/30 SHYG ISHARES TR 9.43% 9.985 M $ 230600 2023/12/31 36.003 K $ 0.37 %
2025/09/30 IAU ISHARES GOLD TR 7.33% 7.764 M $ 106698 2023/12/31 1.097 M $ 16.69 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 4.49% 4.752 M $ 87707 2023/12/31 404.867 K $ 9.54 %
2025/09/30 VWOB VANGUARD WHITEHALL FDS 4.35% 4.609 M $ 68891 2024/09/30 105.333 K $ 2.37 %
2025/09/30 VGLT VANGUARD SCOTTSDALE FDS 4.22% 4.472 M $ 78649 2023/12/31 57.728 K $ 1.32 %
2025/09/30 VTV VANGUARD INDEX FDS 1.47% 1.554 M $ 8333 2023/12/31 79.872 K $ 5.52 %
2025/09/30 VUG VANGUARD INDEX FDS 1.32% 1.400 M $ 2919 2024/09/30 120.209 K $ 9.40 %
2025/09/30 KMLM KRANESHARES TRUST 1.10% 1.170 M $ 43432 2024/03/31 23.322 K $ 2.12 %
2025/09/30 NVDA NVIDIA CORPORATION 1.07% 1.132 M $ 6067 2024/09/30 173.455 K $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 0.74% 779.515 K $ 1505 2024/09/30 30.912 K $ 4.13 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.68% 720.738 K $ 12247 2023/12/31 716.000 $ 0.12 %
2025/09/30 AMZN AMAZON COM INC 0.68% 718.213 K $ 3271 2023/12/31 588.000 $ 0.08 %
2025/09/30 NN NEXTNAV INC 0.52% 546.217 K $ 38197 2024/06/30 -45.173 K $ -5.92 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.44% 462.639 K $ 1393 2025/03/31 18.333 K $ 4.13 %
2025/09/30 VB VANGUARD INDEX FDS 0.39% 417.030 K $ 1640 2024/09/30 28.285 K $ 7.30 %
2025/09/30 CSX CSX CORP 0.37% 388.371 K $ 10937 2024/06/30 31.374 K $ 8.83 %
2025/09/30 META META PLATFORMS INC 0.36% 382.612 K $ 521 2025/06/30 -1.639 K $ -0.50 %
2025/09/30 EBC EASTERN BANKSHARES INC 0.35% 367.132 K $ 20228 2024/09/30 57.821 K $ 18.86 %
2025/09/30 GOOGL ALPHABET INC 0.32% 340.826 K $ 1402 2025/09/30 0.000 $ 0.00 %
2025/09/30 PHG KONINKLIJKE PHILIPS N V 0.29% 306.920 K $ 11259 2023/12/31 36.929 K $ 13.68 %
2025/09/30 AAPL APPLE INC 0.29% 306.065 K $ 1202 2024/09/30 77.404 K $ 24.11 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.29% 305.423 K $ 1883 2024/12/31 -36.212 K $ -10.94 %
2025/09/30 SILJ AMPLIFY ETF TR 0.27% 290.541 K $ 12583 2025/03/31 104.313 K $ 56.01 %
2025/09/30 HDV ISHARES TR 0.23% 245.756 K $ 2007 2023/12/31 10.512 K $ 4.51 %
2025/09/30 TSLA TESLA INC 0.22% 232.589 K $ 523 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.21% 224.669 K $ 681 2025/03/31 0.000 $ 0.00 %
2025/09/30 SIL GLOBAL X FDS 0.20% 214.532 K $ 2995 2025/09/30 0.000 $ 0.00 %
2025/09/30 COPX GLOBAL X FDS 0.20% 211.727 K $ 3540 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.20% 208.449 K $ 602 2025/03/31 1.745 K $ 0.84 %
2025/09/30 APP APPLOVIN CORP 0.19% 201.910 K $ 281 2025/09/30 0.000 $ 0.00 %
2025/09/30 BBAI BIGBEAR AI HLDGS INC 0.13% 133.073 K $ 20410 2025/03/31 -5.510 K $ -3.98 %
2025/09/30 ORLA ORLA MNG LTD NEW 0.12% 129.794 K $ 12018 2024/09/30 9.374 K $ 7.78 %
2025/09/30 NGD NEW GOLD INC CDA 0.09% 91.050 K $ 12681 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROBIN ENERGY LTD 0.03% 26.550 K $ 20423 2025/09/30 0.000 $ 0.00 %
2025/09/30 FI FISERV INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 NNAVW NEXTNAV INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 NFLX NETFLIX INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %