☆KITCHING PARTNERS, LLC
Quality Q
0.659
AUM ($M)
116
Positions
40
Turnover
0.06
Top-10 wt
82%
Herfindahl
0.082
History (qtrs)
6
Excess Return
not eligible
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Holdings · 46 positions · portfolio value $116M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 15.4% | +0.5% | 18.0 | 75,866 | +345 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 12.3% | +0.7% | 14.3 | 201,100 | +3,774 | 5 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | ADD | — | 10.6% | -0.3% | 12.3 | 246,697 | +8,753 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | ADD | — | 8.7% | -0.1% | 10.1 | 66,213 | +1,008 | 5 | — |
| ☆SHYG funds › | ISHARES TR | ADD | — | 8.4% | -0.4% | 9.7 | 229,252 | +3,817 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 6.5% | -0.0% | 7.6 | 11,096 | -863 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TR | ADD | — | 6.2% | -1.5% | 7.2 | 95,210 | +231 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 6.0% | +0.4% | 6.9 | 116,117 | +4,836 | 5 | — |
| ☆VWOB funds › | VANGUARD WHITEHALL FDS | TRIM | — | 4.1% | -0.8% | 4.8 | 71,375 | -10,401 | 5 | — |
| ☆VGLT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 3.9% | -0.2% | 4.6 | 82,567 | +1,992 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 3.3% | +0.7% | 3.8 | 17,641 | +3,310 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 2.7% | +0.7% | 3.2 | 10,463 | +2,030 | 5 | — |
| ☆LEMB funds › | ISHARES INC | ADD | — | 2.0% | +0.7% | 2.3 | 54,883 | +19,278 | 3 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.1% | +0.0% | 1.3 | 21,958 | +1,915 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.8% | -0.2% | 0.9 | 4,722 | -1,570 | 5 | — |
| ☆NN funds › | NEXTNAV INC | ADD | — | 0.8% | +0.2% | 0.9 | 49,711 | +14,280 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.7% | +0.3% | 0.8 | 2,147 | +748 | 4 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 0.7% | -0.0% | 0.8 | 7,741 | +124 | 3 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.6% | +0.1% | 0.7 | 3,090 | +119 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.5% | +0.1% | 0.6 | 1,487 | +435 | 5 | — |
| ☆CSX funds › | CSX CORP | ADD | — | 0.5% | +0.0% | 0.5 | 11,047 | +33 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.4% | +0.1% | 0.5 | 1,709 | +431 | 5 | — |
| ☆EBC funds › | EASTERN BANKSHARES INC | ADD | — | 0.4% | +0.0% | 0.5 | 20,652 | +149 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.4% | +0.2% | 0.4 | 1,191 | +514 | 4 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.3% | -0.0% | 0.4 | 1,193 | -118 | 5 | — |
| ☆SILJ funds › | AMPLIFY ETF TR | HOLD | — | 0.3% | -0.1% | 0.3 | 12,583 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.3% | +0.0% | 0.3 | 760 | +0 | 4 | — |
| ☆PHG funds › | KONINKLIJKE PHILIPS N V | ADD | — | 0.3% | -0.0% | 0.3 | 11,677 | +418 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | NEW | — | 0.2% | +0.2% | 0.3 | 239 | +239 | 1 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.3 | 238 | +238 | 1 | — |
| ☆COPX funds › | GLOBAL X FDS | HOLD | — | 0.2% | -0.0% | 0.3 | 3,540 | +0 | 4 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.2% | +0.2% | 0.3 | 438 | +438 | 1 | — |
| ☆SIL funds › | GLOBAL X FDS | HOLD | — | 0.2% | -0.0% | 0.2 | 2,995 | +0 | 4 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.2% | +0.2% | 0.2 | 516 | +516 | 1 | — |
| ☆CDE funds › | COEUR MNG INC | HOLD | — | 0.2% | -0.0% | 0.2 | 13,627 | +0 | 2 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.2% | -0.0% | 0.2 | 1,154 | -164 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | NEW | — | 0.2% | +0.2% | 0.2 | 577 | +577 | 1 | — |
| ☆ORLA funds › | ORLA MNG LTD NEW | HOLD | — | 0.1% | -0.1% | 0.1 | 12,018 | +0 | 5 | — |
| ☆CUSIP:02462A104 funds › | AMERICAN BITCOIN CORP. | HOLD | — | 0.0% | -0.0% | 0.0 | 40,816 | +0 | 3 | — |
| ☆GTBP funds › | GT BIOPHARMA INC | NEW | — | 0.0% | +0.0% | 0.0 | 50,000 | +50,000 | 1 | — |
| ☆RIO funds › | RIO TINTO PLC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -5,000 | 0 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -1,371 | 0 | — |
| ☆CUSIP:65345N114 funds › | NEXTNAV INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -30,726 | 0 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,400 | 0 | — |
| ☆META funds › | META PLATFORMS INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -598 | 0 | — |
| ☆SLV funds › | ISHARES SILVER TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,555 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 116 | 40 | 0.06 | 82% | 0.082 | 0.659 | — | in |
| 2026Q1 | 109 | 40 | 0.05 | 84% | 0.082 | 0.681 | — | in |
| 2025Q4 | 110 | 42 | 0.08 | 84% | 0.084 | 0.581 | — | in |
| 2025Q3 | 106 | 39 | 0.03 | 87% | 0.090 | 0.712 | — | in |
| 2025Q2 | 99 | 35 | 0.05 | 87% | 0.091 | 0.696 | — | entered |
| 2025Q1 | 87 | 35 | 0.00 | 88% | 0.092 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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