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KITCHING PARTNERS, LLC

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13F filer, CIK 2010145, CONSHOHOCKEN, PA

KITCHING PARTNERS, LLC reported $109,564,147 across 42 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-18. Its ten largest share positions make up 83.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002010145-26-000001

Period
2025-12-31
Reported value
$110M
Holdings
42
Top 10 weight
83.75%
New
8
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTVadded+8,447$1.61M
VEAadded+20,328$1.27M
VBadded+4,790$1.24M
LEMBnew+28,203$1.17M
VWOBadded+12,377$835K

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
VOOreduced-4,830-$3.03M
SDYreduced-15,042-$2.09M
KMLMreduced-28,052-$728K
VUGreduced-1,294-$631K
IAUreduced-7,775-$631K

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, Q4 2025

Share positions as resolved from 13F-HR 0002010145-26-000001, largest first. % of portfolio is the value over $109,564,147, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,731 shares; 2024Q4: 68,550 shares; 2025Q1: 74,984 shares; 2025Q2: 79,259 shares; 2025Q3: 80,868 shares; 2025Q4: 79,571 shares 79,571$17.5M15.96%-1,297Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,950 shares; 2024Q4: 142,337 shares; 2025Q1: 160,783 shares; 2025Q2: 193,555 shares; 2025Q3: 197,816 shares; 2025Q4: 218,144 shares 218,144$13.6M12.44%+20,328Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,891 shares; 2024Q4: 192,536 shares; 2025Q1: 193,677 shares; 2025Q2: 206,287 shares; 2025Q3: 210,610 shares; 2025Q4: 220,459 shares 220,459$11M10.03%+9,849Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,738 shares; 2024Q4: 215,246 shares; 2025Q1: 214,639 shares; 2025Q2: 225,023 shares; 2025Q3: 230,600 shares; 2025Q4: 241,648 shares 241,648$10.4M9.46%+11,048Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,555 shares; 2024Q4: 64,336 shares; 2025Q1: 71,834 shares; 2025Q2: 74,269 shares; 2025Q3: 76,127 shares; 2025Q4: 61,085 shares 61,085$8.5M7.76%-15,042Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,331 shares; 2024Q4: 94,061 shares; 2025Q1: 101,963 shares; 2025Q2: 105,409 shares; 2025Q3: 106,698 shares; 2025Q4: 98,923 shares 98,923$8.03M7.33%-7,775Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 9,615 shares; 2025Q1: 14,339 shares; 2025Q2: 16,225 shares; 2025Q3: 16,778 shares; 2025Q4: 11,948 shares 11,948$7.49M6.84%-4,830Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,230 shares; 2024Q4: 66,468 shares; 2025Q1: 67,065 shares; 2025Q2: 67,957 shares; 2025Q3: 68,891 shares; 2025Q4: 81,268 shares 81,268$5.48M5%+12,377Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,406 shares; 2024Q4: 67,805 shares; 2025Q1: 79,202 shares; 2025Q2: 85,777 shares; 2025Q3: 87,707 shares; 2025Q4: 99,455 shares 99,455$5.35M4.88%+11,748Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,392 shares; 2024Q4: 75,054 shares; 2025Q1: 75,661 shares; 2025Q2: 78,012 shares; 2025Q3: 78,649 shares; 2025Q4: 79,780 shares 79,780$4.45M4.06%+1,131Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,868 shares; 2025Q1: 5,439 shares; 2025Q2: 8,192 shares; 2025Q3: 8,333 shares; 2025Q4: 16,780 shares 16,780$3.2M2.93%+8,447Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,628 shares; 2025Q1: 1,635 shares; 2025Q2: 1,635 shares; 2025Q3: 1,640 shares; 2025Q4: 6,430 shares 6,430$1.66M1.51%+4,790Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,203 shares 28,203$1.17M1.07%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 5,441 shares; 2025Q1: 6,067 shares; 2025Q2: 6,067 shares; 2025Q3: 6,067 shares; 2025Q4: 5,740 shares 5,740$1.07M0.98%-327Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 3,727 shares; 2025Q1: 3,752 shares; 2025Q2: 10,232 shares; 2025Q3: 12,247 shares; 2025Q4: 15,309 shares 15,309$899K0.82%+3,062Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,496 shares; 2025Q1: 1,391 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,653 shares 1,653$799K0.73%+148Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 1,511 shares; 2025Q1: 3,029 shares; 2025Q2: 2,917 shares; 2025Q3: 2,919 shares; 2025Q4: 1,625 shares 1,625$793K0.72%-1,294Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,568 shares 7,568$756K0.69%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 4,264 shares; 2025Q1: 4,179 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares 3,271$755K0.69%0Timeline
NNNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,193 shares; 2024Q4: 40,193 shares; 2025Q1: 40,193 shares; 2025Q2: 50,193 shares; 2025Q3: 38,197 shares; 2025Q4: 35,431 shares 35,431$590K0.54%-2,766Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,565 shares; 2025Q3: 1,202 shares; 2025Q4: 1,640 shares 1,640$446K0.41%+438Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,391 shares; 2025Q3: 1,393 shares; 2025Q4: 1,191 shares 1,191$441K0.4%-202Timeline
KMLMKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,033 shares; 2024Q4: 43,166 shares; 2025Q1: 38,545 shares; 2025Q2: 41,648 shares; 2025Q3: 43,432 shares; 2025Q4: 15,380 shares 15,380$399K0.36%-28,052Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,764 shares; 2024Q4: 10,802 shares; 2025Q1: 10,850 shares; 2025Q2: 10,894 shares; 2025Q3: 10,937 shares; 2025Q4: 10,975 shares 10,975$398K0.36%+38Timeline
EBCEASTERN BANKSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,624 shares; 2024Q4: 19,754 shares; 2025Q1: 19,902 shares; 2025Q2: 20,077 shares; 2025Q3: 20,228 shares; 2025Q4: 20,362 shares 20,362$375K0.34%+134Timeline
SILJAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,583 shares; 2025Q2: 12,583 shares; 2025Q3: 12,583 shares; 2025Q4: 12,583 shares 12,583$348K0.32%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 521 shares; 2025Q4: 520 shares 520$343K0.31%-1Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,103 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,883 shares; 2025Q4: 2,039 shares 2,039$327K0.3%+156Timeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,802 shares; 2024Q4: 10,802 shares; 2025Q1: 10,802 shares; 2025Q2: 11,259 shares; 2025Q3: 11,259 shares; 2025Q4: 11,259 shares 11,259$305K0.28%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,402 shares; 2025Q4: 960 shares 960$300K0.27%-442Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,292 shares; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 760 shares 760$263K0.24%+79Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 3,540 shares 3,540$254K0.23%0Timeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares 5,000$253K0.23%newTimeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares; 2025Q4: 2,995 shares 2,995$250K0.23%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 520 shares 520$234K0.21%-3Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,555 shares 3,555$229K0.21%newTimeline
NNAVWNEXTNAV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,649 shares; 2024Q4: 46,649 shares; 2025Q1: 46,649 shares; 2025Q2: 56,649 shares; 2025Q3: not reported; 2025Q4: 30,726 shares 30,726$220K0.2%newTimeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares 680$205K0.19%newTimeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,122 shares 2,122$202K0.18%newTimeline
ORLAORLA MNG LTD NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,018 shares; 2024Q4: 12,018 shares; 2025Q1: 12,018 shares; 2025Q2: 12,018 shares; 2025Q3: 12,018 shares; 2025Q4: 12,018 shares 12,018$162K0.15%0Timeline
NGDNEW GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,681 shares; 2025Q4: 12,681 shares 12,681$110K0.1%0Timeline
ABTCAMERICAN BITCOIN CORP.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,828 shares 21,828$37.1K0.03%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
HDVISHARES TR2,007$246Kshares
SHWSHERWIN WILLIAMS CO602$208Kshares
APPAPPLOVIN CORP281$202Kshares
BBAIBIGBEAR AI HLDGS INC20,410$133Kshares
ROBIN ENERGY LTD ORD SHS NEWROBIN ENERGY LTD ORD SHS NEW20,423$26.6Kshares

How Q4 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 0002010145-26-000001 base2026-02-18acceptance time not in the bulk data set