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KP

Kitching Partners Portfolio holdings

AUM $109M
1-Year Est. Return 15.36%
This Fund
S&P 500
This Quarter Est. Return
+6.27%
1 Year Est. Return
+15.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$98.5M
AUM Growth
+$11.6M
Cap. Flow
+$6.65M
Cap. Flow %
6.75%
Top 10 Hldgs %
87.45%
Holding
38
New
3
Increased
20
Reduced
5
Closed
3

Top Buys

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.76M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$991K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$829K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$626K
5
VTV icon
Vanguard Value ETF
VTV
+$465K

Top Sells

1
UNH icon
UnitedHealth
UNH
+$254K
2
SCHW
Charles Schwab
SCHW
+$234K
3
AVGO icon
Broadcom
AVGO
+$216K
4
AMZN icon
Amazon
AMZN
+$180K
5
HDV
iShares Core High Dividend ETF
HDV
+$81.8K

Sector Composition

1 Technology 3.53%
2 Financials 0.76%
3 Consumer Discretionary 0.73%
4 Communication Services 0.55%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
1
Vanguard Dividend Appreciation ETF
VIG
$111B
$16.2M 16.46%
79,259
+4,275
+6% +$829K
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$226B
$11M 11.2%
193,555
+32,772
+20% +$1.76M
VUSB icon
3
Vanguard Ultra-Short Bond ETF
VUSB
$8.93B
$10.3M 10.44%
206,287
+12,610
+7% +$626K
SDY icon
4
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$10.1M 10.23%
74,269
+2,435
+3% +$323K
SHYG icon
5
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$9.71M 9.85%
225,023
+10,384
+5% +$439K
VOO icon
6
Vanguard S&P 500 ETF
VOO
$974B
$9.22M 9.35%
16,225
+1,886
+13% +$991K
IAU icon
7
iShares Gold Trust
IAU
$62.4B
$6.57M 6.67%
105,409
+3,446
+3% +$214K
VWOB icon
8
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.21B
$4.44M 4.51%
67,957
+892
+1% +$56.8K
VGLT icon
9
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$4.38M 4.44%
78,012
+2,351
+3% +$130K
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$4.24M 4.31%
85,777
+6,575
+8% +$305K
VTV icon
11
Vanguard Value ETF
VTV
$186B
$1.45M 1.47%
8,192
+2,753
+51% +$465K
VUG icon
12
Vanguard Growth ETF
VUG
$221B
$1.28M 1.3%
17,502
-672
-4% -$44.2K
KMLM icon
13
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$329M
$1.1M 1.11%
41,648
+3,103
+8% +$81.7K
NVDA icon
14
NVIDIA
NVDA
$4.91T
$959K 0.97%
6,067
– –
NN icon
15
NextNav
NN
$1.78B
$763K 0.77%
50,193
+10,000
+25% +$128K
MSFT icon
16
Microsoft
MSFT
$2.93T
$749K 0.76%
1,505
+114
+8% +$49.5K
AMZN icon
17
Amazon
AMZN
$2.66T
$718K 0.73%
3,271
-908
-22% -$180K
VGSH icon
18
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$601K 0.61%
10,232
+6,480
+173% +$380K
AXP icon
19
American Express
AXP
$242B
$444K 0.45%
1,391
+563
+68% +$158K
VB icon
20
Vanguard Small-Cap ETF
VB
$79.7B
$387K 0.39%
1,635
– –
NNAVW
21
DELISTED
NextNav Inc Warrant
NNAVW
$360K 0.37%
56,649
+10,000
+21% +$50.7K
CSX icon
22
CSX Corp
CSX
$94.3B
$355K 0.36%
10,894
+44
+0.4% +$1.32K
PM icon
23
Philip Morris
PM
$301B
$331K 0.34%
1,817
– –
META icon
24
Meta Platforms (Facebook)
META
$1.64T
$326K 0.33%
+442
New +$273K
PLTR icon
25
Palantir
PLTR
$317B
$325K 0.33%
+2,386
New +$280K
1
2

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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 Technology at 3.5% of assets, up from 3% a quarter earlier, followed by Financials and Consumer Discretionary.

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.