Latest KITCHING PARTNERS, LLC Stock Portfolio
KITCHING PARTNERS, LLC Performance:
2025 Q1: -0.82%YTD: -0.82%2024: 1.15%
Performance for 2025 Q1 is -0.82%, and YTD is -0.82%, and 2024 is 1.15%.
About KITCHING PARTNERS, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, KITCHING PARTNERS, LLC reported an equity portfolio of $86.9 Millions as of 31 Mar, 2025.
The top stock holdings of KITCHING PARTNERS, LLC are VIG, BIL, VUSB. The fund has invested 16.7% of it's portfolio in VANGUARD SPECIALIZED FUNDS and 11.2% of portfolio in SPDR SER TR.
The fund managers got completely rid off ALPHABET INC (GOOG), APPLIED DIGITAL CORP (APLD) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in PHILIP MORRIS INTL INC (PM), KRANESHARES TRUST (BNDD) and MICROSOFT CORP (MSFT). KITCHING PARTNERS, LLC opened new stock positions in UNITEDHEALTH GROUP INC (UNH), SCHWAB CHARLES CORP (SCHW) and SHERWIN WILLIAMS CO (SHW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD TAX-MANAGED FDS (VEA).
The top stock holdings of KITCHING PARTNERS, LLC are VIG, BIL, VUSB. The fund has invested 16.7% of it's portfolio in VANGUARD SPECIALIZED FUNDS and 11.2% of portfolio in SPDR SER TR.
The fund managers got completely rid off ALPHABET INC (GOOG), APPLIED DIGITAL CORP (APLD) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in PHILIP MORRIS INTL INC (PM), KRANESHARES TRUST (BNDD) and MICROSOFT CORP (MSFT). KITCHING PARTNERS, LLC opened new stock positions in UNITEDHEALTH GROUP INC (UNH), SCHWAB CHARLES CORP (SCHW) and SHERWIN WILLIAMS CO (SHW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD INTL EQUITY INDEX F (VEU) and VANGUARD TAX-MANAGED FDS (VEA).
KITCHING PARTNERS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that KITCHING PARTNERS, LLC made a return of -0.82% in the last quarter. In trailing 12 months, it's portfolio return was -0.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| unitedhealth group inc | 254,019 |
| schwab charles corp | 233,822 |
| sherwin williams co | 225,926 |
| american express co | 222,787 |
| broadcom inc | 216,320 |
| amplify etf tr | 152,506 |
| bigbear ai hldgs inc | 58,373 |
New stocks bought by KITCHING PARTNERS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 100 |
| vanguard index fds | 49.13 |
| vanguard intl equity index f | 16.81 |
| vanguard tax-managed fds | 12.96 |
| vanguard index fds | 11.73 |
| spdr ser tr | 11.65 |
| nvidia corporation | 11.51 |
| vanguard specialized funds | 9.39 |
Additions to existing portfolio by KITCHING PARTNERS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| philip morris intl inc | -13.6 |
| kraneshares trust | -10.71 |
| microsoft corp | -7.02 |
| amazon com inc | -1.99 |
| ishares tr | -0.33 |
| ishares tr | -0.28 |
KITCHING PARTNERS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| applied digital corp | -231,278 |
| novavax inc | -88,545 |
| alphabet inc | -260,288 |
| salesforce inc | -216,312 |
KITCHING PARTNERS, LLC got rid off the above stocks
Sector Distribution
KITCHING PARTNERS, LLC has about 93.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.4 |
| Technology | 2.9 |
Market Cap. Distribution
KITCHING PARTNERS, LLC has about 4.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.4 |
| MEGA-CAP | 3.3 |
| LARGE-CAP | 1.5 |
| SMALL-CAP | 1.2 |
Stocks belong to which Index?
About 6.6% of the stocks held by KITCHING PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93.4 |
| S&P 500 | 4.8 |
| RUSSELL 2000 | 1.8 |
KITCHING PARTNERS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of KITCHING PARTNERS, LLC
KITCHING PARTNERS, LLC has 35 stocks in it's portfolio. About 88.4% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. PM was the most profitable stock for KITCHING PARTNERS, LLC last quarter.
Last Reported on: 14 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| VIG | vanguard specialized funds | 16.73 | 74,984 | 14,546,200 | added | 9.39 | ||
Historical Trend of VANGUARD SPECIALIZED FUNDS Position Held By KITCHING PARTNERS, LLCWhat % of Portfolio is VIG?:Number of VIG shares held:Change in No. of Shares Held: | ||||||||
| BIL | spdr ser tr | 11.21 | 71,834 | 9,746,460 | added | 11.65 | ||
| VUSB | vanguard bd index fds | 11.11 | 193,677 | 9,655,740 | added | 0.59 | ||
| ACWF | ishares tr | 10.50 | 214,639 | 9,126,470 | reduced | -0.28 | ||
| VEA | vanguard tax-managed fds | 9.40 | 160,783 | 8,172,620 | added | 12.96 | ||
| VB | vanguard index fds | 8.48 | 14,339 | 7,368,820 | added | 49.13 | ||
| IAU | ishares gold tr | 6.92 | 101,963 | 6,011,740 | added | 8.4 | ||
| BNDW | vanguard scottsdale fds | 5.01 | 75,661 | 4,358,840 | added | 0.81 | ||
| VIGI | vanguard whitehall fds | 4.95 | 67,065 | 4,305,590 | added | 0.9 | ||
| VEU | vanguard intl equity index f | 4.12 | 79,202 | 3,584,670 | added | 16.81 | ||
| VB | vanguard index fds | 1.29 | 3,029 | 1,123,260 | added | 100 | ||
| BNDD | kraneshares trust | 1.21 | 38,545 | 1,051,510 | reduced | -10.71 | ||
| VB | vanguard index fds | 1.08 | 5,439 | 939,476 | added | 11.73 | ||
| AMZN | amazon com inc | 0.92 | 4,179 | 795,097 | reduced | -1.99 | ||
| NVDA | nvidia corporation | 0.76 | 6,067 | 657,541 | added | 11.51 | ||
| MSFT | microsoft corp | 0.60 | 1,391 | 522,167 | reduced | -7.02 | ||
| NN | nextnav inc | 0.56 | 40,193 | 489,149 | unchanged | 0.00 | ||
| AAPL | apple inc | 0.47 | 1,820 | 404,277 | unchanged | 0.00 | ||
| VB | vanguard index fds | 0.42 | 1,635 | 362,488 | added | 0.43 | ||
| AMPS | ishares tr | 0.38 | 2,701 | 327,141 | reduced | -0.33 | ||
