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KITCHING PARTNERS, LLC

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13F filer, CIK 2010145, CONSHOHOCKEN, PA

KITCHING PARTNERS, LLC reported $98,546,306 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 87.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002010145-25-000003

Period
2025-06-30
Reported value
$98.5M
Holdings
35
Top 10 weight
87.45%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+32,772$1.87M
VOOadded+1,886$1.07M
VIGadded+4,275$875K
VUSBadded+12,610$629K
VTVadded+2,753$487K

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
UNHexited-485-$254K
SCHWexited-2,987-$234K
AVGOexited-1,292-$216K
AMZNreduced-908-$199K
HDVreduced-710-$83.2K

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 2025

Share positions as resolved from 13F-HR 0002010145-25-000003, largest first. % of portfolio is the value over $98,546,306, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,731 shares; 2024Q4: 68,550 shares; 2025Q1: 74,984 shares; 2025Q2: 79,259 shares 79,259$16.2M16.46%+4,275Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,950 shares; 2024Q4: 142,337 shares; 2025Q1: 160,783 shares; 2025Q2: 193,555 shares 193,555$11M11.2%+32,772Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,891 shares; 2024Q4: 192,536 shares; 2025Q1: 193,677 shares; 2025Q2: 206,287 shares 206,287$10.3M10.44%+12,610Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,555 shares; 2024Q4: 64,336 shares; 2025Q1: 71,834 shares; 2025Q2: 74,269 shares 74,269$10.1M10.23%+2,435Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,738 shares; 2024Q4: 215,246 shares; 2025Q1: 214,639 shares; 2025Q2: 225,023 shares 225,023$9.71M9.85%+10,384Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 9,615 shares; 2025Q1: 14,339 shares; 2025Q2: 16,225 shares 16,225$9.22M9.35%+1,886Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,331 shares; 2024Q4: 94,061 shares; 2025Q1: 101,963 shares; 2025Q2: 105,409 shares 105,409$6.57M6.67%+3,446Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,230 shares; 2024Q4: 66,468 shares; 2025Q1: 67,065 shares; 2025Q2: 67,957 shares 67,957$4.44M4.51%+892Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,392 shares; 2024Q4: 75,054 shares; 2025Q1: 75,661 shares; 2025Q2: 78,012 shares 78,012$4.38M4.44%+2,351Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,406 shares; 2024Q4: 67,805 shares; 2025Q1: 79,202 shares; 2025Q2: 85,777 shares 85,777$4.24M4.31%+6,575Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,868 shares; 2025Q1: 5,439 shares; 2025Q2: 8,192 shares 8,192$1.45M1.47%+2,753Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 1,511 shares; 2025Q1: 3,029 shares; 2025Q2: 2,917 shares 2,917$1.28M1.3%-112Timeline
KMLMKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,033 shares; 2024Q4: 43,166 shares; 2025Q1: 38,545 shares; 2025Q2: 41,648 shares 41,648$1.1M1.11%+3,103Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 5,441 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares 6,067$959K0.97%0Timeline
NNNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,193 shares; 2024Q4: 40,193 shares; 2025Q1: 40,193 shares; 2025Q2: 50,193 shares 50,193$763K0.77%+10,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,496 shares; 2025Q1: 1,391 shares; 2025Q2: 1,505 shares 1,505$749K0.76%+114Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,264 shares; 2025Q1: 4,179 shares; 2025Q2: 3,271 shares 3,271$718K0.73%-908Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 3,727 shares; 2025Q1: 3,752 shares; 2025Q2: 10,232 shares 10,232$601K0.61%+6,480Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,391 shares 1,391$444K0.45%+563Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,628 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares 1,635$387K0.39%0Timeline
NNAVWNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,649 shares; 2024Q4: 46,649 shares; 2025Q1: 46,649 shares; 2025Q2: 56,649 shares 56,649$360K0.37%+10,000Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 10,802 shares; 2025Q1: 10,850 shares; 2025Q2: 10,894 shares 10,894$355K0.36%+44Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,103 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares 1,817$331K0.34%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares 442$326K0.33%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,386 shares 2,386$325K0.33%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,565 shares 1,565$321K0.33%-255Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,624 shares; 2024Q4: 19,754 shares; 2025Q1: 19,902 shares; 2025Q2: 20,077 shares 20,077$307K0.31%+175Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 10,802 shares; 2025Q1: 10,802 shares; 2025Q2: 11,259 shares 11,259$270K0.27%+457Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,710 shares; 2025Q1: 2,701 shares; 2025Q2: 1,991 shares 1,991$233K0.24%-710Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,284 shares 1,284$221K0.22%+31Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162 shares 162$217K0.22%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 602 shares 602$207K0.21%-45Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,583 shares; 2025Q2: 12,583 shares 12,583$186K0.19%0Timeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,410 shares; 2025Q2: 20,410 shares 20,410$139K0.14%0Timeline
ORLAORLA MNG LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,018 shares; 2025Q1: 12,018 shares; 2025Q2: 12,018 shares 12,018$120K0.12%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC485$254Kshares
SCHWCHARLES SCHWAB CORP (THE)2,987$234Kshares
AVGOBROADCOM INC1,292$216Kshares

How Q2 2025 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 0002010145-25-000003 base2025-08-14acceptance time not in the bulk data set