Kitching Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Kitching Partners, LLC reported 18 stock positions worth $52.7 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 20.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.4%) and iShares 0-5 YR HY Corp. Bond (SHYG, 14.0%). Compared with Q4 2023, it opened 1 new position and added to 13. The biggest buy was a new position in Kraneshares MT LC MN FT Id S (KMLM).
- Most Recent 13F
- Q2 2026
- Location
- CONSHOHOCKEN, PA
- CIK
- 0002010145
- Portfolio Value
- $52.7M (Q1 2024)
- SEC Filing
- 0002010145-24-000002 ↗ filed May 15, 2024
Holdings Value
Holdings 18 stocks · $52.7M
| VIG Vanguard Dividend Apprec ETF | 20.39% | 58,813 | $10.7M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 19.40% | 203,698 | $10.2M | Add +1.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 14.03% | 173,688 | $7.4M | Add +1.4% |
| SDY SS SPDR S&P Dividend ETF | 12.58% | 50,474 | $6.6M | Add +1.3% |
| VGLT Vanguard Long-Term Treasury | 6.14% | 54,604 | $3.2M | Add +0.5% |
| IAU iShares Gold Trust | 5.58% | 69,953 | $2.9M | Add +0.2% |
| VUSB Vanguard Ultra Short Bond Et | 5.13% | 54,532 | $2.7M | Add +0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.72% | 49,125 | $2.5M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 4.02% | 4,401 | $2.1M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 2.56% | 32,252 | $1.3M | Add +1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.28% | 4,141 | $674K | Add +5.6% |
| LYFT LYFT Inc. Class A | 0.89% | 24,137 | $467K | No change |
| HDV iShares Core High Dividend E | 0.72% | 3,457 | $381K | Add +0.8% |
| KMLM Kraneshares MT LC MN FT Id S | 0.64% | 11,198 | $335K | New |
| VGSH Vanguard Short-Term Treasury | 0.54% | 4,911 | $285K | Add +0.7% |
| AMZN Amazon.com Inc. | 0.53% | 1,555 | $280K | No change |
| FNV Franco-Nevada Corp. | 0.46% | 2,029 | $242K | No change |
| PHG Koninklijke Philips NVR- NY | 0.40% | 10,446 | $209K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| KMLM Kraneshares MT LC MN FT Id S | New | 0.64% | +0.64 |
| VIG Vanguard Dividend Apprec ETF | Add +1.1% | 20.39% | +0.46 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 4.02% | +0.16 |
| IAU iShares Gold Trust | Add +0.2% | 5.58% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.6% | 1.28% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +1.4% | 19.40% | +0.07 |
| SDY SS SPDR S&P Dividend ETF | Add +1.3% | 12.58% | +0.06 |
| HDV iShares Core High Dividend E | Add +0.8% | 0.72% | +0.02 |
| VGSH Vanguard Short-Term Treasury | Add +0.7% | 0.54% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +1.4% | 2.56% | −0.07 |
| VUSB Vanguard Ultra Short Bond Et | Add +0.6% | 5.13% | −0.26 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.6% | 4.72% | −0.29 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.4% | 14.03% | −0.50 |
| VGLT Vanguard Long-Term Treasury | Add +0.5% | 6.14% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $116.4M | VIG, VEA, VUSB, SDY, SHYG |
| Q1 2026 | 39 | $108.5M | VIG, VEA, VUSB, SHYG, SDY |
| Q4 2025 | 41 | $109.3M | VIG, VEA, VUSB, SHYG, SDY |
| Q3 2025 | 39 | $105.9M | VIG, VEA, SDY, VUSB, VOO |
| Q2 2025 | 34 | $98.2M | VIG, VEA, VUSB, SDY, SHYG |
| Q1 2025 | 34 | $86.7M | VIG, SDY, VUSB, SHYG, VEA |
| Q4 2024 | 31 | $77.9M | VIG, VUSB, SHYG, SDY, VEA |
| Q3 2024 | 27 | $74.5M | VIG, VUSB, SHYG, SDY, VEA |
| Q2 2024 | 20 | $55.0M | VIG, VEA, SHYG, SDY, VGLT |
| Q1 2024 | 18 | $52.7M | VIG, VEA, SHYG, SDY, VGLT |