KITCHING PARTNERS, LLC

Q1 2026 13F-HR Holdings

Location
Conshohocken, PA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$108,687
Net value change ($000)
-877 (-0.8%)
New positions
3
Sold out positions
5
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SDY 1,015 11.9%
VUSB 858 7.8%
VWO 668 12.5%
VB 551 33.2%
RIO 466 NEW
IAU 343 4.3%
LEMB 281 24.0%
VGSH 274 30.5%
CDE 256 NEW
PEP 217 NEW
Top Reduces (Value $000, Stocks/ETFs)
VIG -1,246 -7.1%
VEA -982 -7.2%
SHYG -821 -7.9%
MSFT -409 -51.2%
KMLM -399 -100.0%
VTV -393 -12.3%
VOO -347 -4.6%
MP -253 -100.0%
CPAY -205 -100.0%
BSX -202 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type