Fund HoldingsKITCHING PARTNERS, LLC

Total Portfolio Value
$86.94M
Total Bought
$10.42M
Total Sold
$1.31M
Net Transaction
+$9.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD INDEX FDS9,61514,339+4,7245,1817,3698.48%+2,188
VANGUARD TAX-MANAGED FDS142,337160,783+18,4466,8078,1739.40%+1,366
ISHARES GOLD TR(IAU)94,061101,963+7,9024,6576,0126.92%+1,355
SPDR SER TR
ST STR SP DIV
64,33671,834+7,4988,4999,74611.21%+1,248
VANGUARD SPECIALIZED FUNDS68,55074,984+6,43413,42414,54616.73%+1,122
VANGUARD INTL EQUITY INDEX F67,80579,202+11,3972,9863,5854.12%+599
VANGUARD INDEX FDS1,5113,029+1,5186201,1231.29%+503
UNITEDHEALTH GROUP INC(UNH)0485+48502540.29%+254
SCHWAB CHARLES CORP(SCHW)02,987+2,98702340.27%+234
SHERWIN WILLIAMS CO(SHW)0647+64702260.26%+226
AMERICAN EXPRESS CO(AXP)0828+82802230.26%+223
BROADCOM INC(AVGO)01,292+1,29202160.25%+216
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
75,05475,661+6074,1544,3595.01%+205
AMPLIFY ETF TR012,583+12,58301530.18%+153
VANGUARD INDEX FDS4,8685,439+5718249391.08%+115
VANGUARD WHITEHALL FDS66,46867,065+5974,1974,3064.95%+108
VANGUARD BD INDEX FDS
VANGUARD ULTRA
192,536193,677+1,1419,5549,65611.11%+102
BIGBEAR AI HLDGS INC(BBAI)020,410+20,4100580.07%+58
ORLA MNG LTD NEW(ORLA)12,01812,0180671120.13%+46
PHILIP MORRIS INTL INC(PM)2,1031,817-2862532880.33%+35
ISHARES TR
CORE HIGH DV ETF
2,7102,701-93043270.38%+23
FISERV INC(FISV)1,2531,25302572770.32%+19
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
3,7273,752+252172200.25%+3
KONINKLIJKE PHILIPS N V(PHG)10,80210,80202742740.32%+1
EASTERN BANKSHARES INC(EBC)19,75419,902+1483413260.38%-14
VANGUARD INDEX FDS1,6281,635+73913620.42%-29
CSX CORP(CSX)10,80210,850+483493190.37%-29
ISHARES TR
0-5YR HI YL CP
215,246214,639-6079,1729,12610.50%-45
APPLE INC(AAPL)1,8201,82004564040.47%-51
NEXTNAV INC(NN)46,64946,64902682050.24%-63
NVIDIA CORPORATION(NVDA)5,4416,067+6267316580.76%-73
NOVAVAX INC(NVAX)11,0130-11,013890-89
MICROSOFT CORP(MSFT)1,4961,391-1056315220.60%-108
NEXTNAV INC(NN)40,19340,19306254890.56%-136
AMAZON COM INC(AMZN)4,2644,179-859357950.91%-140
KRANESHARES TRUST43,16638,545-4,6211,2131,0521.21%-161
SALESFORCE INC6470-6472160-216
APPLIED DIGITAL CORP30,2720-30,2722310-231
ALPHABET INC(GOOG)1,3750-1,3752600-260
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