KITCHING PARTNERS, LLC

CONSHOHOCKEN, PA · CIK 2010145 · 13F filing filed 2024-08-15

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$645.9m
Staff19 · 5 in investment roles
Main clients (by assets)High net worth individuals 100%
Form ADV · 2026-03-25SEC adviser record

$55.0m reported value +4.4% vs Q1 2024

20positions

93.2%in top 10

3 new 14 added 0 reduced 1 sold out vs Q1 2024

Holdings, Q2 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	60,474	$11.0m20.09%	20.09%	Added +1.7k	+1,661 2.8%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	214,208	$10.6m19.26%	19.26%	Added +10.5k	+10,510 5.2%
3	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	181,871	$7.7m13.96%	13.96%	Added +8.2k	+8,183 4.7%
4	SPDR SER TR S&P DIVID ETF SDY	SDY	50,638	$6.4m11.72%	11.72%	Added +164	+164 0.3%
5	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	56,397	$3.3m5.92%	5.92%	Added +1.8k	+1,793 3.3%
6	ISHARES GOLD TR ISHARES NEW IAU	IAU	73,990	$3.3m5.91%	5.91%	Added +4.0k	+4,037 5.8%
7	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	58,537	$2.9m5.27%	5.27%	Added +4.0k	+4,005 7.3%
8	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	49,508	$2.5m4.51%	4.51%	Added +383	+383 0.8%
9	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,401	$2.2m4.00%	4.00%	Unchanged
10	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	32,448	$1.4m2.58%	2.58%	Added +196	+196 0.6%
11	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,014	$804.2k1.46%	1.46%	Added +873	+873 21.1%
12	ISHARES TR CORE HIGH DV ETF HDV	HDV	3,487	$379.0k0.69%	0.69%	Added +30	+30 0.9%
13	KRANESHARES TRUST KFA MOUNT LUCAS KMLM	KMLM	12,979	$378.5k0.69%	0.69%	Added +1.8k	+1,781 15.9%
14	CSX CORP COM CSX	CSX	10,726	$358.8k0.65%	0.65%	New
15	LYFT INC CL A COM LYFT	LYFT	24,137	$340.3k0.62%	0.62%	Unchanged
16	NEXTNAV INC COMMON STOCK NN	NN	40,193	$326.0k0.59%	0.59%	New
17	AMAZON COM INC COM AMZN	AMZN	1,555	$300.5k0.55%	0.55%	Unchanged
18	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	4,962	$287.8k0.52%	0.52%	Added +51	+51 1.0%
19	KONINKLIJKE PHILIPS N V NY REGIS SHS NEW PHG	PHG	10,802	$272.2k0.50%	0.50%	Added +356	+356 3.4%
20	CAMBRIDGE BANCORP COM COM		3,933	$271.4k0.49%	0.49%	New

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
FRANCO NEV CORP FNV	FNV	2,029	$241.8k2.0k shares