Fund HoldingsKITCHING PARTNERS, LLC

Total Portfolio Value
$116.38M
Total Bought
$12.54M
Total Sold
$3.28M
Net Transaction
+$9.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD SPECIALIZED FUNDS75,52175,866+34516,24217,95115.42%+1,710
VANGUARD TAX-MANAGED FDS197,326201,100+3,77412,64514,32812.31%+1,684
VANGUARD INDEX FDS14,33117,641+3,3102,8123,8443.30%+1,033
VANGUARD INDEX FDS8,43310,463+2,0302,2103,1732.73%+963
VANGUARD INTL EQUITY INDEX F111,281116,117+4,8366,0156,9315.96%+916
ISHARES INC35,60554,883+19,2781,4532,3292.00%+876
SPDR SERIES TRUST
ST STR SP DIV
65,20566,213+1,0089,51610,0778.66%+560
VANGUARD INDEX FDS11,95911,096-8637,1467,6206.55%+474
VANGUARD BD INDEX FDS
VANGUARD ULTRA
237,944246,697+8,75311,84612,28110.55%+435
ALPHABET INC(GOOG)1,3992,147+7484027670.66%+365
NEXTNAV INC(NN)35,43149,711+14,2805688860.76%+319
ELI LILLY & CO(LLY)0239+23902870.25%+287
MICRON TECHNOLOGY INC(MU)0238+23802750.24%+275
ADVANCED MICRO DEVICES INC(AMD)0438+43802540.22%+254
BROADCOM INC(AVGO)6771,191+5142104500.39%+240
LAM RESEARCH CORP(LRCX)0516+51602240.19%+224
ALPHABET INC(GOOG)0577+57702040.18%+204
ISHARES TR
0-5YR HI YL CP
225,435229,252+3,8179,5389,7238.35%+184
APPLE INC(AAPL)1,2781,709+4313244950.42%+170
MICROSOFT CORP(MSFT)1,0521,487+4353905550.48%+165
AMAZON COM INC(AMZN)2,9713,090+1196197360.63%+118
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
20,04321,958+1,9151,1731,2781.10%+105
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
80,57582,567+1,9924,4604,5563.91%+96
CSX CORP(CSX)11,01411,047+334525250.45%+73
EASTERN BANKSHARES INC(EBC)20,50320,652+1494014590.39%+58
TESLA INC(TSLA)76076002833200.27%+37
GT BIOPHARMA INC(GTBP)050,000+50,0000240.02%+24
ISHARES TR7,6177,741+1247567660.66%+10
KONINKLIJKE PHILIPS N V(PHG)11,25911,677+4183083170.27%+9
AMERICAN EXPRESS CO(AXP)1,3111,193-1183964030.35%+7
GLOBAL X FDS
GLOBAL X COPPER
3,5403,54002702720.23%+2
PHILIP MORRIS INTL INC(PM)1,3181,154-1642182090.18%-9
AMERICAN BITCOIN CORP.(ABTC)40,81640,816038280.02%-10
COEUR MNG INC(CDE)13,62713,62702562220.19%-33
GLOBAL X FDS
GLOBAL X SILVER
2,9952,99502702320.20%-38
AMPLIFY ETF TR12,58312,58303743260.28%-48
ORLA MNG LTD NEW12,01812,01801941180.10%-76
NVIDIA CORPORATION(NVDA)6,2924,722-1,5701,0979450.81%-152
NEXTNAV INC(NN)30,7260-30,7261940-194
PEPSICO INC(PEP)1,4000-1,4002170-217
ISHARES SILVER TR(SLV)3,5550-3,5552420-242
META PLATFORMS INC(META)5980-5983420-342
RIO TINTO PLC(RIO)5,0000-5,0004660-466
VANGUARD WHITEHALL FDS81,77671,375-10,4015,3724,7994.12%-573
VANGUARD INDEX FDS1,3710-1,3715990-599
ISHARES GOLD TR(IAU)94,97995,210+2318,3737,1896.18%-1,184
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KITCHING PARTNERS, LLC — 13F Holdings — Q2 2026 | TickerTrail