KITCHING PARTNERS, LLC

13F filer, CIK 2010145, CONSHOHOCKEN, PA

KITCHING PARTNERS, LLC reported $74,651,063 across 28 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 89.96% of the portfolio.

Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0002010145-24-000005

Period: 2024-09-30
Reported value: $74.7M
Holdings: 28
Top 10 weight: 89.96%
New: 11
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VUSBadded	+132,354	$6.61M
VWOBnew	+65,230	$4.33M
VOOadded	+2,707	$1.43M
SDYadded	+9,917	$1.41M
VWOadded	+28,958	$1.39M

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

Security	Shares change	Approx. value
VEAreduced	-85,258	-$4.5M
VTEBexited	-49,508	-$2.48M
LYFTexited	-24,137	-$340K
CAMBRIDGE BANCORPexited	-3,933	-$271K
HDVreduced	-620	-$72.9K

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, Q3 2024

Share positions as resolved from 13F-HR 0002010145-24-000005, largest first. % of portfolio is the value over $74,651,063, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VIGVANGUARD SPECIALIZED FUNDS	65,731	$13M	17.44%	+5,257	Timeline
VUSBVANGUARD BD INDEX FDS	190,891	$9.53M	12.77%	+132,354	Timeline
SHYGISHARES TR	213,738	$9.28M	12.43%	+31,867	Timeline
SDYSPDR SERIES TRUST	60,555	$8.6M	11.52%	+9,917	Timeline
VEAVANGUARD TAX-MANAGED FDS	128,950	$6.81M	9.12%	-85,258	Timeline
VGLTVANGUARD SCOTTSDALE FDS	72,392	$4.45M	5.97%	+15,995	Timeline
IAUISHARES GOLD TR	89,331	$4.44M	5.95%	+15,341	Timeline
VWOBVANGUARD WHITEHALL FDS	65,230	$4.33M	5.8%	new	Timeline
VOOVANGUARD INDEX FDS	7,108	$3.75M	5.02%	+2,707	Timeline
VWOVANGUARD INTL EQUITY INDEX F	61,406	$2.94M	3.94%	+28,958	Timeline
KMLMKRANESHARES TRUST	42,033	$1.23M	1.65%	+29,054	Timeline
VTVVANGUARD INDEX FDS	4,892	$854K	1.14%	-122	Timeline
AMZNAMAZON COM INC	3,633	$677K	0.91%	+2,078	Timeline
NVDANVIDIA CORPORATION	4,400	$534K	0.72%	new	Timeline
MSFTMICROSOFT CORP	1,118	$481K	0.64%	new	Timeline
VBVANGUARD INDEX FDS	1,617	$384K	0.51%	new	Timeline
CSXCSX CORP	10,764	$372K	0.5%	+38	Timeline
PHGKONINKLIJKE PHILIPS N V	10,802	$353K	0.47%	0	Timeline
VUGVANGUARD INDEX FDS	880	$338K	0.45%	new	Timeline
HDVISHARES TR	2,867	$337K	0.45%	-620	Timeline
AAPLAPPLE INC	1,393	$325K	0.43%	new	Timeline
EBCEASTERN BANKSHARES INC	19,624	$322K	0.43%	new	Timeline
GOOGLALPHABET INC	1,859	$308K	0.41%	new	Timeline
NNNEXTNAV INC	40,193	$301K	0.4%	0	Timeline
VGSHVANGUARD SCOTTSDALE FDS	5,015	$296K	0.4%	+53	Timeline
TSLATESLA INC	769	$201K	0.27%	new	Timeline
NNAVWNEXTNAV INC	46,649	$135K	0.18%	new	Timeline
ORLAORLA MNG LTD NEW	12,018	$48.1K	0.06%	new	Timeline

Sold out in Q3 2024

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

Security	Shares before	Value before	Type
VTEBVANGUARD MUN BD FDS	49,508	$2.48M	shares
LYFTLYFT INC	24,137	$340K	shares
CAMBRIDGE BANCORPCAMBRIDGE BANCORP	3,933	$271K	shares

How Q3 2024 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).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002010145-24-000005	base		2024-11-14	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC