§ 13F · FUND PROFILE
KITCHING PARTNERS, LLC.
AUM · $106M (13F)Positions · 39Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 76K | $18M | 15.4% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 201K | $14M | 12.3% | +2% |
| 3 | VUSB | VANGUARD BD INDEX FDS | 247K | $12M | 10.6% | +4% |
| 4 | SDY | SPDR SERIES TRUST | 66K | $10M | 8.7% | +2% |
| 5 | SHYG | ISHARES TR | 229K | $10M | 8.4% | +2% |
| 6 | VOO | VANGUARD INDEX FDS | 11K | $8M | 6.5% | −7% |
| 7 | IAU | ISHARES GOLD TR | 95K | $7M | 6.2% | ±0% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 116K | $7M | 6.0% | +4% |
| 9 | VWOB | VANGUARD WHITEHALL FDS | 71K | $5M | 4.1% | −13% |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | 83K | $5M | 3.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KITCHING SIGNAL
AC read
KITCHING PARTNERS, LLC is a Other fund managing $106 million in assets. The fund runs a portfolio of 39 positions.
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