KP

KITCHING PARTNERS, LLC

13F
KITCHING PARTNERS, LLC
Last update 2024-08-15 20 Stocks (3 new)
Value $55.00 Mil Turnover 5 %
Countries:
Top Holdings: VIG(20.09%)VEA(19.26%)SHYG(13.96%)SDY(11.72%)VGLT(5.92%)
Portfolio Report
Summary Stock Picks Current Portfolio
KITCHING PARTNERS, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VIG 		Vanguard Dividend Appreciation FTF
60,474
11039.500
+2.82%
20.090
+0.55%
-
+8.11%
+15.33%
82739.959
 
VEA 		Vanguard FTSE Developed Markets ETF
214,208
10586.180
+5.16%
19.260
+0.94%
-
+6.74%
+6.08%
139217.980
 
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
181,871
7674.970
+4.71%
13.960
+0.63%
-
+2.09%
+1.59%
6013.099
 
SDY 		SPDR Dividend ETF
50,638
6440.180
+0.32%
11.720
+0.04%
-
+5.99%
+11.44%
21106.189
 
VGLT 		Vanguard Long-Term Government Bond ETF
56,397
3252.950
+3.28%
5.920
+0.19%
-
-5.92%
-5.41%
14063.386
 
IAU 		iShares Gold Trust
73,990
3250.380
+5.77%
5.910
+0.32%
-
+13.92%
+32.74%
33589.203
 
VUSB 		Vanguard Ultra-Short Bond ETF
58,537
2898.760
+7.34%
5.270
+0.36%
-
+0.04%
+0.40%
4388.507
 
VTEB 		Vanguard Tax-Exempt Bond ETF
49,508
2480.870
+0.78%
4.510
+0.03%
-
-0.84%
-1.16%
33908.315
 
VOO 		Vanguard S&P 500 ETF
4,401
2201.060
0%
4.000
0%
-
+11.55%
+21.36%
493529.541
 
VWO 		Vanguard FTSE Emerging Markets ETF
32,448
1419.950
+0.61%
2.580
+0.02%
-
+13.15%
+15.35%
79711.430
 

KITCHING PARTNERS, LLC's Historical Top Holdings Breakdowns

KITCHING PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA 		Vanguard FTSE Developed Markets ETF2024-06-30Add
+0.94%
●
47.83 ($49.76) 51.21
$50.81
2.11%
Add 5.16%
214,208
10,510
CSX 		CSX Corp2024-06-30New Buy
+0.65%
●
32.18 ($33.96) 36.78
$34.02
0.18%
New holding
10,726
10,726
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2024-06-30Add
+0.63%
●
41.64 ($42.1) 42.32
$42.89
1.88%
Add 4.71%
181,871
8,183
NN 		NextNav Inc2024-06-30New Buy
+0.59%
●
6.82 ($7.9) 9.42
$12.86
62.78%
New holding
40,193
40,193
VIG 		Vanguard Dividend Appreciation FTF2024-06-30Add
+0.55%
●
173.33 ($179.98) 185.29
$196.52
9.19%
Add 2.82%
60,474
1,661
CATC 		Cambridge Bancorp2024-06-30New Buy
+0.49%
●
59.61 ($65.06) 69.91
$73.59
13.11%
New holding
3,933
3,933
FNV 		Franco-Nevada Corp2024-06-30Sold Out
-0.46%
●
116.08 ($121.52) 129.07
$133.75
10.06%
Sold Out
0
-2,029
VUSB 		Vanguard Ultra-Short Bond ETF2024-06-30Add
+0.36%
●
49.27 ($49.41) 49.54
$49.64
0.47%
Add 7.34%
58,537
4,005
IAU 		iShares Gold Trust2024-06-30Add
+0.32%
●
42.46 ($44.19) 45.89
$51.81
17.24%
Add 5.77%
73,990
4,037
VTV 		Vanguard Value ETF2024-06-30Add
+0.25%
●
154.57 ($159.83) 163.65
$173.57
8.60%
Add 21.08%
5,014
873

KITCHING PARTNERS, LLC Total Holding History ($B)

To

KITCHING PARTNERS, LLC's Asset Allocation

To

KITCHING PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KITCHING PARTNERS, LLC's Hypothetical Growth since 2024-06-30

KITCHING PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

KITCHING PARTNERS, LLC's Holdings Heat Map

Size field:

KITCHING PARTNERS, LLC's Holdings Bubble Chart

KITCHING PARTNERS, LLC News

  • 1

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