Skip to content
Disclosery

KITCHING PARTNERS, LLC

Follow

13F filer, CIK 2010145, CONSHOHOCKEN, PA

KITCHING PARTNERS, LLC reported $116,379,890 across 40 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 82.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002010145-26-000003

Period
2026-06-30
Reported value
$116M
Holdings
40
Top 10 weight
82.02%
New
6
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LEMBadded+19,278$818K
VTVadded+3,310$721K
VBadded+2,030$616K
VUSBadded+8,753$436K
VWOadded+4,836$289K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VWOBreduced-10,401-$699K
VUGexited-1,371-$599K
VOOreduced-863-$593K
RIOexited-5,000-$466K
METAexited-598-$342K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002010145-26-000003, largest first. % of portfolio is the value over $116,379,890, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,731 shares; 2024Q4: 68,550 shares; 2025Q1: 74,984 shares; 2025Q2: 79,259 shares; 2025Q3: 80,868 shares; 2025Q4: 79,571 shares; 2026Q1: 75,521 shares; 2026Q2: 75,866 shares 75,866$18M15.42%+345Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,950 shares; 2024Q4: 142,337 shares; 2025Q1: 160,783 shares; 2025Q2: 193,555 shares; 2025Q3: 197,816 shares; 2025Q4: 218,144 shares; 2026Q1: 197,326 shares; 2026Q2: 201,100 shares 201,100$14.3M12.31%+3,774Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,891 shares; 2024Q4: 192,536 shares; 2025Q1: 193,677 shares; 2025Q2: 206,287 shares; 2025Q3: 210,610 shares; 2025Q4: 220,459 shares; 2026Q1: 237,944 shares; 2026Q2: 246,697 shares 246,697$12.3M10.55%+8,753Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,555 shares; 2024Q4: 64,336 shares; 2025Q1: 71,834 shares; 2025Q2: 74,269 shares; 2025Q3: 76,127 shares; 2025Q4: 61,085 shares; 2026Q1: 65,205 shares; 2026Q2: 66,213 shares 66,213$10.1M8.66%+1,008Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,738 shares; 2024Q4: 215,246 shares; 2025Q1: 214,639 shares; 2025Q2: 225,023 shares; 2025Q3: 230,600 shares; 2025Q4: 241,648 shares; 2026Q1: 225,435 shares; 2026Q2: 229,252 shares 229,252$9.72M8.35%+3,817Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,108 shares; 2024Q4: 9,615 shares; 2025Q1: 14,339 shares; 2025Q2: 16,225 shares; 2025Q3: 16,778 shares; 2025Q4: 11,948 shares; 2026Q1: 11,959 shares; 2026Q2: 11,096 shares 11,096$7.62M6.55%-863Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,331 shares; 2024Q4: 94,061 shares; 2025Q1: 101,963 shares; 2025Q2: 105,409 shares; 2025Q3: 106,698 shares; 2025Q4: 98,923 shares; 2026Q1: 94,979 shares; 2026Q2: 95,210 shares 95,210$7.19M6.18%+231Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,406 shares; 2024Q4: 67,805 shares; 2025Q1: 79,202 shares; 2025Q2: 85,777 shares; 2025Q3: 87,707 shares; 2025Q4: 99,455 shares; 2026Q1: 111,281 shares; 2026Q2: 116,117 shares 116,117$6.93M5.96%+4,836Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,230 shares; 2024Q4: 66,468 shares; 2025Q1: 67,065 shares; 2025Q2: 67,957 shares; 2025Q3: 68,891 shares; 2025Q4: 81,268 shares; 2026Q1: 81,776 shares; 2026Q2: 71,375 shares 71,375$4.8M4.12%-10,401Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,392 shares; 2024Q4: 75,054 shares; 2025Q1: 75,661 shares; 2025Q2: 78,012 shares; 2025Q3: 78,649 shares; 2025Q4: 79,780 shares; 2026Q1: 80,575 shares; 2026Q2: 82,567 shares 82,567$4.56M3.91%+1,992Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 4,868 shares; 2025Q1: 5,439 shares; 2025Q2: 8,192 shares; 2025Q3: 8,333 shares; 2025Q4: 16,780 shares; 2026Q1: 14,331 shares; 2026Q2: 17,641 shares 17,641$3.84M3.3%+3,310Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,628 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,640 shares; 2025Q4: 6,430 shares; 2026Q1: 8,433 shares; 2026Q2: 10,463 shares 10,463$3.17M2.73%+2,030Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,203 shares; 2026Q1: 35,605 shares; 2026Q2: 54,883 shares 54,883$2.33M2%+19,278Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,015 shares; 2024Q4: 3,727 shares; 2025Q1: 3,752 shares; 2025Q2: 10,232 shares; 2025Q3: 12,247 shares; 2025Q4: 15,309 shares; 2026Q1: 20,043 shares; 2026Q2: 21,958 shares 21,958$1.28M1.1%+1,915Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 5,441 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 5,740 shares; 2026Q1: 6,292 shares; 2026Q2: 4,722 shares 4,722$945K0.81%-1,570Timeline
NNNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,193 shares; 2024Q4: 40,193 shares; 2025Q1: 40,193 shares; 2025Q2: 50,193 shares; 2025Q3: 38,197 shares; 2025Q4: 35,431 shares; 2026Q1: 35,431 shares; 2026Q2: 49,711 shares 49,711$886K0.76%+14,280Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,402 shares; 2025Q4: 960 shares; 2026Q1: 1,399 shares; 2026Q2: 2,147 shares 2,147$767K0.66%+748Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,568 shares; 2026Q1: 7,617 shares; 2026Q2: 7,741 shares 7,741$766K0.66%+124Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,633 shares; 2024Q4: 4,264 shares; 2025Q1: 4,179 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares; 2026Q1: 2,971 shares; 2026Q2: 3,090 shares 3,090$736K0.63%+119Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,496 shares; 2025Q1: 1,391 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,653 shares; 2026Q1: 1,052 shares; 2026Q2: 1,487 shares 1,487$555K0.48%+435Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,764 shares; 2024Q4: 10,802 shares; 2025Q1: 10,850 shares; 2025Q2: 10,894 shares; 2025Q3: 10,937 shares; 2025Q4: 10,975 shares; 2026Q1: 11,014 shares; 2026Q2: 11,047 shares 11,047$525K0.45%+33Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,393 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,565 shares; 2025Q3: 1,202 shares; 2025Q4: 1,640 shares; 2026Q1: 1,278 shares; 2026Q2: 1,709 shares 1,709$495K0.42%+431Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,624 shares; 2024Q4: 19,754 shares; 2025Q1: 19,902 shares; 2025Q2: 20,077 shares; 2025Q3: 20,228 shares; 2025Q4: 20,362 shares; 2026Q1: 20,503 shares; 2026Q2: 20,652 shares 20,652$459K0.39%+149Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,292 shares; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 760 shares; 2026Q1: 677 shares; 2026Q2: 1,191 shares 1,191$450K0.39%+514Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,391 shares; 2025Q3: 1,393 shares; 2025Q4: 1,191 shares; 2026Q1: 1,311 shares; 2026Q2: 1,193 shares 1,193$403K0.35%-118Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,583 shares; 2025Q2: 12,583 shares; 2025Q3: 12,583 shares; 2025Q4: 12,583 shares; 2026Q1: 12,583 shares; 2026Q2: 12,583 shares 12,583$326K0.28%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 520 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760$320K0.27%0Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,802 shares; 2024Q4: 10,802 shares; 2025Q1: 10,802 shares; 2025Q2: 11,259 shares; 2025Q3: 11,259 shares; 2025Q4: 11,259 shares; 2026Q1: 11,259 shares; 2026Q2: 11,677 shares 11,677$317K0.27%+418Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239 shares 239$287K0.25%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238$275K0.24%newTimeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares; 2026Q2: 3,540 shares 3,540$272K0.23%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 438 shares 438$254K0.22%newTimeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares; 2026Q1: 2,995 shares; 2026Q2: 2,995 shares 2,995$232K0.2%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516 shares 516$224K0.19%newTimeline
CDECOEUR MNG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,627 shares; 2026Q2: 13,627 shares 13,627$222K0.19%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,103 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,883 shares; 2025Q4: 2,039 shares; 2026Q1: 1,318 shares; 2026Q2: 1,154 shares 1,154$209K0.18%-164Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577$204K0.18%newTimeline
ORLAORLA MNG LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,018 shares; 2024Q4: 12,018 shares; 2025Q1: 12,018 shares; 2025Q2: 12,018 shares; 2025Q3: 12,018 shares; 2025Q4: 12,018 shares; 2026Q1: 12,018 shares; 2026Q2: 12,018 shares 12,018$118K0.1%0Timeline
ABTCAMERICAN BITCOIN CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,828 shares; 2026Q1: 40,816 shares; 2026Q2: 40,816 shares 40,816$27.8K0.02%0Timeline
GTBPGT BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$24.5K0.02%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VUGVANGUARD INDEX FDS1,371$599Kshares
RIORIO TINTO PLC5,000$466Kshares
METAMETA PLATFORMS INC598$342Kshares
SLVISHARES SILVER TR3,555$242Kshares
PEPPEPSICO INC1,400$217Kshares
NNAVWNEXTNAV INC30,726$194Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002010145-26-000003 base2026-07-30acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002010145-26-000003 Quarter ended 2026-06-302026-07-30acceptance time not in the bulk data set
13F-HR 0002010145-26-000002 Quarter ended 2026-03-312026-05-06acceptance time not in the bulk data set
13F-HR 0002010145-26-000001 Quarter ended 2025-12-312026-02-18acceptance time not in the bulk data set
13F-HR 0002010145-25-000006 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0002010145-25-000003 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0002010145-25-000002 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0002010145-25-000001 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0002010145-24-000005 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0002010145-24-000003 Quarter ended 2024-06-302024-08-15acceptance time not in the bulk data set
13F-HR 0002010145-24-000002 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0002010145-24-000001 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set