Fund HoldingsKITCHING PARTNERS, LLC

Total Portfolio Value
$108.69M
Total Bought
$6.37M
Total Sold
$6.95M
Net Transaction
-$583.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP DIV
61,08565,205+4,1208,5019,5168.76%+1,016
VANGUARD BD INDEX FDS
VANGUARD ULTRA
220,459237,944+17,48510,98811,84610.90%+858
VANGUARD INTL EQUITY INDEX F99,455111,281+11,8265,3476,0155.53%+668
VANGUARD INDEX FDS6,4308,433+2,0031,6592,2102.03%+551
RIO TINTO PLC(RIO)05,000+5,00004660.43%+466
ISHARES GOLD TR(IAU)98,92394,979-3,9448,0308,3737.70%+344
META PLATFORMS INC(META)0598+59803420.31%+342
TESLA INC(TSLA)0760+76002830.26%+283
ISHARES INC28,20335,605+7,4021,1721,4531.34%+280
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
15,30920,043+4,7348991,1731.08%+274
COEUR MNG INC(CDE)013,627+13,62702560.24%+256
ISHARES SILVER TR(SLV)03,555+3,55502420.22%+242
PEPSICO INC(PEP)01,400+1,40002170.20%+217
ORLA MNG LTD NEW(ORLA)012,018+12,01801940.18%+194
ALPHABET INC(GOOG)9601,399+4393004020.37%+102
CSX CORP(CSX)10,97511,014+393984520.42%+54
NVIDIA CORPORATION(NVDA)5,7406,292+5521,0711,0971.01%+27
AMPLIFY ETF TR12,58312,58303483740.34%+26
EASTERN BANKSHARES INC(EBC)20,36220,503+1413754010.37%+26
GLOBAL X FDS
GLOBAL X SILVER
2,9952,99502502700.25%+20
GLOBAL X FDS
GLOBAL X COPPER
3,5403,54002542700.25%+16
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
79,78080,575+7954,4524,4604.10%+8
KONINKLIJKE PHILIPS N V(PHG)11,25911,25903053080.28%+4
AMERICAN BITCOIN CORP.21,82840,816+18,98837380.03%+1
ISHARES TR7,5687,617+497567560.70%0
NEXTNAV INC(NN)35,43135,43105905680.52%-22
NEXTNAV INC(NN)30,72630,72602201940.18%-25
AMERICAN EXPRESS CO(AXP)1,1911,311+1204413960.36%-44
BROADCOM INC(AVGO)760677-832632100.19%-53
VANGUARD WHITEHALL FDS81,26881,776+5085,4805,3724.94%-108
PHILIP MORRIS INTL INC(PM)2,0391,318-7213272180.20%-109
NEW GOLD INC CDA12,6810-12,6811100-110
APPLE INC(AAPL)1,6401,278-3624463240.30%-122
AMAZON COM INC(AMZN)3,2712,971-3007556190.57%-136
ORLA MNG LTD NEW(ORLA)12,0180-12,0181620-162
VANGUARD INDEX FDS1,6251,371-2547935990.55%-194
BOSTON SCIENTIFIC CORP(BSX)2,1220-2,1222020-202
CORPAY INC(CPAY)6800-6802050-205
ISHARES SILVER TR3,5550-3,5552290-229
TESLA INC5200-5202340-234
MP MATERIALS CORP(MP)5,0000-5,0002530-253
META PLATFORMS INC(META)5200-5203430-343
VANGUARD INDEX FDS11,94811,959+117,4937,1466.57%-347
VANGUARD INDEX FDS16,78014,331-2,4493,2052,8122.59%-393
KRANESHARES TRUST15,3800-15,3803990-399
MICROSOFT CORP(MSFT)1,6531,052-6017993900.36%-410
ISHARES TR
0-5YR HI YL CP
241,648225,435-16,21310,3599,5388.78%-821
VANGUARD TAX-MANAGED FDS218,144197,326-20,81813,62712,64511.63%-983
VANGUARD SPECIALIZED FUNDS79,57175,521-4,05017,48816,24214.94%-1,246
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