Kitching Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Kitching Partners, LLC reported 20 stock positions worth $55.0 million. Its top holding was Vanguard Dividend Apprec ETF (VIG) at 20.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 19.3%) and iShares 0-5 YR HY Corp. Bond (SHYG, 14.0%). Compared with Q1 2024, it opened 3 new positions, sold out of 1 and added to 14. The biggest buy was a new position in CSX (CSX) and the biggest sale an exit from Franco-Nevada (FNV).
- Most Recent 13F
- Q2 2026
- Location
- CONSHOHOCKEN, PA
- CIK
- 0002010145
- Portfolio Value
- $55.0M (Q2 2024)
- SEC Filing
- 0002010145-24-000003 ↗ filed Aug 15, 2024
Holdings Value
Holdings 20 stocks · $55.0M
| VIG Vanguard Dividend Apprec ETF | 20.09% | 60,474 | $11.0M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 19.26% | 214,208 | $10.6M | Add +5.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 13.96% | 181,871 | $7.7M | Add +4.7% |
| SDY SS SPDR S&P Dividend ETF | 11.72% | 50,638 | $6.4M | Add +0.3% |
| VGLT Vanguard Long-Term Treasury | 5.92% | 56,397 | $3.3M | Add +3.3% |
| IAU iShares Gold Trust | 5.91% | 73,990 | $3.3M | Add +5.8% |
| VUSB Vanguard Ultra Short Bond Et | 5.27% | 58,537 | $2.9M | Add +7.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.51% | 49,508 | $2.5M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 4.00% | 4,401 | $2.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 2.58% | 32,448 | $1.4M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.46% | 5,014 | $804K | Add +21.1% |
| HDV iShares Core High Dividend E | 0.69% | 3,487 | $379K | Add +0.9% |
| KMLM Kraneshares MT LC MN FT Id S | 0.69% | 12,979 | $378K | Add +15.9% |
| CSX CSX Corp. | 0.65% | 10,726 | $359K | New |
| LYFT LYFT Inc. Class A | 0.62% | 24,137 | $340K | No change |
| NN Nextnav Inc. | 0.59% | 40,193 | $326K | New |
| AMZN Amazon.com Inc. | 0.55% | 1,555 | $301K | No change |
| VGSH Vanguard Short-Term Treasury | 0.52% | 4,962 | $288K | Add +1.0% |
| PHG Koninklijke Philips NVR- NY | 0.50% | 10,802 | $272K | Add +3.4% |
| CATC Cambridge Bancorp | 0.49% | 3,933 | $271K | New |
Portfolio Sells Q1 2024 → Q2 2024
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.46 |
Portfolio Buys Q1 2024 → Q2 2024
| CSX CSX Corp. | New | 0.65% | +0.65 |
| NN Nextnav Inc. | New | 0.59% | +0.59 |
| CATC Cambridge Bancorp | New | 0.49% | +0.49 |
| IAU iShares Gold Trust | Add +5.8% | 5.91% | +0.33 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.1% | 1.46% | +0.18 |
| VUSB Vanguard Ultra Short Bond Et | Add +7.3% | 5.27% | +0.14 |
| PHG Koninklijke Philips NVR- NY | Add +3.4% | 0.50% | +0.10 |
| KMLM Kraneshares MT LC MN FT Id S | Add +15.9% | 0.69% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +0.6% | 2.58% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +1.0% | 0.52% | −0.02 |
| HDV iShares Core High Dividend E | Add +0.9% | 0.69% | −0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +4.7% | 13.96% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Add +5.2% | 19.26% | −0.14 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.8% | 4.51% | −0.21 |
| VGLT Vanguard Long-Term Treasury | Add +3.3% | 5.92% | −0.22 |
| VIG Vanguard Dividend Apprec ETF | Add +2.8% | 20.09% | −0.30 |
| SDY SS SPDR S&P Dividend ETF | Add +0.3% | 11.72% | −0.86 |
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 |