Fund HoldingsKITCHING PARTNERS, LLC

Total Portfolio Value
$109.56M
Total Bought
$18.98M
Total Sold
$16.15M
Net Transaction
+$2.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP DIV
061,085+61,08508,5017.76%+8,501
VANGUARD TAX-MANAGED FDS197,816218,144+20,32811,85313,62712.44%+1,774
VANGUARD INDEX FDS8,33316,780+8,4471,5543,2052.93%+1,651
VANGUARD INDEX FDS1,6406,430+4,7904171,6591.51%+1,242
ISHARES INC028,203+28,20301,1721.07%+1,172
VANGUARD WHITEHALL FDS68,89181,268+12,3774,6095,4805.00%+871
ISHARES TR07,568+7,56807560.69%+756
VANGUARD INTL EQUITY INDEX F87,70799,455+11,7484,7525,3474.88%+595
VANGUARD BD INDEX FDS
VANGUARD ULTRA
210,610220,459+9,84910,52910,98810.03%+458
ISHARES TR
0-5YR HI YL CP
230,600241,648+11,0489,98510,3599.46%+374
ISHARES GOLD TR(IAU)106,69898,923-7,7757,7648,0307.33%+265
MP MATERIALS CORP(MP)05,000+5,00002530.23%+253
ISHARES SILVER TR03,555+3,55502290.21%+229
NEXTNAV INC(NN)030,726+30,72602200.20%+220
CORPAY INC(CPAY)0680+68002050.19%+205
BOSTON SCIENTIFIC CORP(BSX)02,122+2,12202020.18%+202
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
12,24715,309+3,0627218990.82%+178
APPLE INC(AAPL)1,2021,640+4383064460.41%+140
AMPLIFY ETF TR12,58312,58302913480.32%+58
NEXTNAV INC(NN)38,19735,431-2,7665465900.54%+43
GLOBAL X FDS
GLOBAL X COPPER
3,5403,54002122540.23%+42
BROADCOM INC(AVGO)681760+792252630.24%+38
VANGUARD SPECIALIZED FUNDS80,86879,571-1,29717,45117,48815.96%+38
AMERICAN BITCOIN CORP.021,828+21,8280370.03%+37
AMAZON COM INC(AMZN)3,2713,27107187550.69%+37
GLOBAL X FDS
GLOBAL X SILVER
2,9952,99502152500.23%+36
ORLA MNG LTD NEW(ORLA)12,01812,01801301620.15%+32
PHILIP MORRIS INTL INC(PM)1,8832,039+1563053270.30%+22
MICROSOFT CORP(MSFT)1,5051,653+1487807990.73%+20
NEW GOLD INC CDA12,68112,6810911100.10%+19
CSX CORP(CSX)10,93710,975+383883980.36%+9
EASTERN BANKSHARES INC(EBC)20,22820,362+1343673750.34%+8
TESLA INC523520-32332340.21%+1
KONINKLIJKE PHILIPS N V(PHG)11,25911,25903073050.28%-2
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
78,64979,780+1,1314,4724,4524.06%-20
AMERICAN EXPRESS CO(AXP)1,3931,191-2024634410.40%-22
ROBIN ENERGY LTD20,4230-20,423270-27
META PLATFORMS INC(META)521520-13833430.31%-39
ALPHABET INC(GOOG)1,402960-4423413000.27%-40
NVIDIA CORPORATION(NVDA)6,0675,740-3271,1321,0710.98%-61
BIGBEAR AI HLDGS INC(BBAI)20,4100-20,4101330-133
APPLOVIN CORP(APP)2810-2812020-202
SHERWIN WILLIAMS CO(SHW)6020-6022080-208
ISHARES TR
CORE HIGH DV ETF
2,0070-2,0072460-246
VANGUARD INDEX FDS2,9191,625-1,2941,4007930.72%-607
KRANESHARES TRUST43,43215,380-28,0521,1703990.36%-771
VANGUARD INDEX FDS16,77811,948-4,83010,2757,4936.84%-2,782
SPDR SERIES TRUST
ST STR SP DIV
76,1270-76,12710,6620-10,662
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