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KITCHING PARTNERS, LLC

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13F filer, CIK 2010145, CONSHOHOCKEN, PA

KITCHING PARTNERS, LLC reported $105,859,540 across 39 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 87.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002010145-25-000006

Period
2025-09-30
Reported value
$106M
Holdings
39
Top 10 weight
87.24%
New
8
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VIGadded+1,609$347K
GOOGLnew+1,402$341K
VOOadded+553$339K
SDYadded+1,858$260K
VEAadded+4,261$255K

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
NNAVWexited-56,649-$360K
PLTRexited-2,386-$325K
FISVexited-1,284-$221K
NFLXexited-162-$217K
NNreduced-11,996-$172K

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 2025

Share positions as resolved from 13F-HR 0002010145-25-000006, largest first. % of portfolio is the value over $105,859,540, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,731 shares; 2024Q4: 68,550 shares; 2025Q1: 74,984 shares; 2025Q2: 79,259 shares; 2025Q3: 80,868 shares 80,868$17.5M16.48%+1,609Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,950 shares; 2024Q4: 142,337 shares; 2025Q1: 160,783 shares; 2025Q2: 193,555 shares; 2025Q3: 197,816 shares 197,816$11.9M11.2%+4,261Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,555 shares; 2024Q4: 64,336 shares; 2025Q1: 71,834 shares; 2025Q2: 74,269 shares; 2025Q3: 76,127 shares 76,127$10.7M10.07%+1,858Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,891 shares; 2024Q4: 192,536 shares; 2025Q1: 193,677 shares; 2025Q2: 206,287 shares; 2025Q3: 210,610 shares 210,610$10.5M9.95%+4,323Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 9,615 shares; 2025Q1: 14,339 shares; 2025Q2: 16,225 shares; 2025Q3: 16,778 shares 16,778$10.3M9.71%+553Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,738 shares; 2024Q4: 215,246 shares; 2025Q1: 214,639 shares; 2025Q2: 225,023 shares; 2025Q3: 230,600 shares 230,600$9.98M9.43%+5,577Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,331 shares; 2024Q4: 94,061 shares; 2025Q1: 101,963 shares; 2025Q2: 105,409 shares; 2025Q3: 106,698 shares 106,698$7.76M7.33%+1,289Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,406 shares; 2024Q4: 67,805 shares; 2025Q1: 79,202 shares; 2025Q2: 85,777 shares; 2025Q3: 87,707 shares 87,707$4.75M4.49%+1,930Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,230 shares; 2024Q4: 66,468 shares; 2025Q1: 67,065 shares; 2025Q2: 67,957 shares; 2025Q3: 68,891 shares 68,891$4.61M4.35%+934Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,392 shares; 2024Q4: 75,054 shares; 2025Q1: 75,661 shares; 2025Q2: 78,012 shares; 2025Q3: 78,649 shares 78,649$4.47M4.22%+637Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,868 shares; 2025Q1: 5,439 shares; 2025Q2: 8,192 shares; 2025Q3: 8,333 shares 8,333$1.55M1.47%+141Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 1,511 shares; 2025Q1: 3,029 shares; 2025Q2: 2,917 shares; 2025Q3: 2,919 shares 2,919$1.4M1.32%+2Timeline
KMLMKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,033 shares; 2024Q4: 43,166 shares; 2025Q1: 38,545 shares; 2025Q2: 41,648 shares; 2025Q3: 43,432 shares 43,432$1.17M1.1%+1,784Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 5,441 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares 6,067$1.13M1.07%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,496 shares; 2025Q1: 1,391 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares 1,505$780K0.74%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 3,727 shares; 2025Q1: 3,752 shares; 2025Q2: 10,232 shares; 2025Q3: 12,247 shares 12,247$721K0.68%+2,015Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,264 shares; 2025Q1: 4,179 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares 3,271$718K0.68%0Timeline
NNNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,193 shares; 2024Q4: 40,193 shares; 2025Q1: 40,193 shares; 2025Q2: 50,193 shares; 2025Q3: 38,197 shares 38,197$546K0.52%-11,996Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,391 shares; 2025Q3: 1,393 shares 1,393$463K0.44%+2Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,628 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,640 shares 1,640$417K0.39%+5Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 10,802 shares; 2025Q1: 10,850 shares; 2025Q2: 10,894 shares; 2025Q3: 10,937 shares 10,937$388K0.37%+43Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 521 shares 521$383K0.36%+79Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,624 shares; 2024Q4: 19,754 shares; 2025Q1: 19,902 shares; 2025Q2: 20,077 shares; 2025Q3: 20,228 shares 20,228$367K0.35%+151Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,402 shares 1,402$341K0.32%newTimeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 10,802 shares; 2025Q1: 10,802 shares; 2025Q2: 11,259 shares; 2025Q3: 11,259 shares 11,259$307K0.29%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,565 shares; 2025Q3: 1,202 shares 1,202$306K0.29%-363Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,103 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,883 shares 1,883$305K0.29%+66Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,583 shares; 2025Q2: 12,583 shares; 2025Q3: 12,583 shares 12,583$291K0.27%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 2,710 shares; 2025Q1: 2,701 shares; 2025Q2: 1,991 shares; 2025Q3: 2,007 shares 2,007$246K0.23%+16Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523 shares 523$233K0.22%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,292 shares; 2025Q2: not reported; 2025Q3: 681 shares 681$225K0.21%newTimeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares 2,995$215K0.2%newTimeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares 3,540$212K0.2%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 602 shares; 2025Q3: 602 shares 602$208K0.2%0Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 281 shares 281$202K0.19%newTimeline
BBAIBIGBEAR AI HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,410 shares; 2025Q2: 20,410 shares; 2025Q3: 20,410 shares 20,410$133K0.13%0Timeline
ORLAORLA MNG LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,018 shares; 2025Q1: 12,018 shares; 2025Q2: 12,018 shares; 2025Q3: 12,018 shares 12,018$130K0.12%0Timeline
NGDNEW GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,681 shares 12,681$91K0.09%newTimeline
ROBIN ENERGY LTD ORD SHS NEWROBIN ENERGY LTD ORD SHS NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,423 shares 20,423$26.6K0.03%new

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
NNAVWNEXTNAV INC56,649$360Kshares
PLTRPALANTIR TECHNOLOGIES INC2,386$325Kshares
FISVFISERV INC1,284$221Kshares
NFLXNETFLIX INC.162$217Kshares

How Q3 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 0002010145-25-000006 base2025-11-14acceptance time not in the bulk data set