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KP
Kitching Partners Portfolio holdings
AUM
$116M
1-Year Est. Return
16.12%
This Fund
S&P 500
This Quarter
Est. Return
+6.27%
1 Year Est. Return
+16.12%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.5M
AUM Growth
+$11.6M
(+13%)
Cap. Flow
+$6.65M
Cap. Flow
% of AUM
6.75%
Top 10 Holdings %
Top 10 Hldgs %
87.45%
Holding
38
New
3
Increased
20
Reduced
5
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.76M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$991K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$829K |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$626K |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$465K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$254K |
| 2 |
SCHW
Charles Schwab
SCHW
|
+$234K |
| 3 |
Broadcom
AVGO
|
+$216K |
| 4 |
Amazon
AMZN
|
+$180K |
| 5 |
HDV
iShares Core High Dividend ETF
HDV
|
+$81.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.13% |
| 2 | Technology | 3.53% |
| 3 | Financials | 0.76% |
| 4 | Consumer Discretionary | 0.73% |
| 5 | Communication Services | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$4.67T
| $321K | 0.33% |
1,565
-255
| -14% | -$51.5K |
|
27
Eastern Bankshares
EBC
$5.08B
| $307K | 0.31% |
20,077
+175
| +0.9% | +$2.63K |
|
28
Philips
PHG
$25.3B
| $270K | 0.27% |
11,677
| – | – |
|
|
HDV
29
iShares Core High Dividend ETF
HDV
$15.4B
| $233K | 0.24% |
9,955
-3,550
| -26% | -$81.8K |
|
|
FISV
30
Fiserv Inc
FISV
$28.2B
| $221K | 0.22% |
1,284
+31
| +2% | +$5.62K |
|
31
Netflix
NFLX
$326B
| $217K | 0.22% |
+1,620
| New | +$183K |
|
32
Sherwin-Williams
SHW
$81B
| $207K | 0.21% |
602
-45
| -7% | -$15.6K |
|
33
Amplify Junior Silver Miners ETF
SILJ
$4.17B
| $186K | 0.19% |
12,583
| – | – |
|
34
BigBear.ai
BBAI
$1.4B
| $139K | 0.14% |
20,410
| – | – |
|
|
ORLA
35
DELISTED
Orla Mining
ORLA
| $120K | 0.12% |
12,018
| – | – |
|
|
36
Broadcom
AVGO
$1.7T
| – | – |
-1,292
| Closed | -$216K |
|
|
SCHW
37
Charles Schwab
SCHW
$189B
| – | – |
-2,987
| Closed | -$234K |
|
|
38
UnitedHealth
UNH
$356B
| – | – |
-485
| Closed | -$254K |
|
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Kitching Partners's Q2 2025 Portfolio in Review
As of Q2 2025, Kitching Partners held 38 positions worth $98.5M, up 13% from $86.9M the previous quarter. Its ten largest holdings account for 87% of the portfolio.
Kitching Partners deployed $6.65M of net new capital in Q2 2025, opening 3 new positions and adding to 20 existing holdings. Its largest new stake was Palantir: 2,386 shares worth $325K.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, down from 93% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Amazon, an estimated $180K trimmed.
- Kitching Partners's largest Q2 2025 buy was Palantir: 2,386 shares worth $325K.
- Kitching Partners added most to Vanguard FTSE Developed Markets ETF in Q2 2025, an estimated $1.76M increase.
- Kitching Partners's biggest Q2 2025 reduction was Amazon, cutting an estimated $180K.
- Kitching Partners fully exited UnitedHealth in Q2 2025, selling an estimated $254K.
- Kitching Partners's ten largest holdings make up 87% of its $98.5M portfolio in Q2 2025.
- Kitching Partners opened 3 new positions and closed 3 in Q2 2025.
- Kitching Partners's portfolio value rose 13% quarter-over-quarter to $98.5M.
Based on Kitching Partners's 13F filing for Q2 2025, filed 14 Aug 2025.