AI Portfolio Summary
In 2026 Q1, KITCHING PARTNERS, LLC maintained a portfolio of 45 distinct positions. The most significant new addition to the portfolio was RIO TINTO PLC, which now represents 0.43% of the total fund value. They heavily accumulated shares in VANGUARD BD INDEX FD, increasing their position by 7.9%. Conversely, KITCHING PARTNERS, LLC completely exited their position in NEW GOLD INC CDA.
Total Positions
45
Quarter
2026 Q1
Top Holding
VIG (14.9%)
Top 10 Concentration
83.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-45 of 45
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VIG
VANGUARD SPECIA...
|
ETF | 14.94% | 15.96% |
#1
Prev: #1
|
6.5 | -4,050 | -5.1% |
P
S
|
75,521 | $16,241,656 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 11.63% | 12.44% |
#2
Prev: #2
|
6.0 | -20,818 | -9.5% |
P
S
|
197,326 | $12,644,638 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VUSB
VANGUARD BD IND...
|
ETF | 10.90% | 10.03% |
#3
Prev: #3
|
7.0 | 17,485 | 7.9% |
P
S
|
237,944 | $11,845,911 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SHYG
ISHARES TR
|
ETF | 8.78% | 9.46% |
#4
Prev: #4
|
4.5 | -16,213 | -6.7% |
P
S
|
225,435 | $9,538,163 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 8.76% | 7.76% |
#5
Prev: #5
|
6.0 | 4,120 | 6.7% |
P
S
|
65,205 | $9,516,415 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 7.70% | 7.33% |
#6
Prev: #6
|
3.6 | -3,944 | -4.0% |
P
S
|
94,979 | $8,373,350 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 6.57% | 6.84% |
#7
Prev: #7
|
3.1 | 11 | 0.1% |
P
S
|
11,959 | $7,145,894 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 5.53% | 4.88% |
#8
1
Prev: #9
|
4.2 | 11,826 | 11.9% |
P
S
|
111,281 | $6,014,755 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 4.94% | 5.00% |
#9
1
Prev: #8
|
2.5 | 508 | 0.6% |
P
S
|
81,776 | $5,371,861 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 4.10% | 4.06% |
#10
Prev: #10
|
2.1 | 795 | 1.0% |
P
S
|
80,575 | $4,460,177 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.59% | 2.93% |
#11
Prev: #11
|
1.5 | -2,449 | -14.6% |
P
S
|
14,331 | $2,811,675 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.03% | 1.51% |
#12
Prev: #12
|
3.3 | 2,003 | 31.2% |
P
S
|
8,433 | $2,209,528 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
LEMB
ISHARES INC
|
ETF | 1.34% | 1.07% |
#13
Prev: #13
|
3.0 | 7,402 | 26.2% |
P
S
|
35,605 | $1,452,704 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 1.08% | 0.82% |
#14
1
Prev: #15
|
2.9 | 4,734 | 30.9% |
P
S
|
20,043 | $1,173,310 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.01% | 0.98% |
#15
1
Prev: #14
|
2.4 | 552 | 9.6% |
P
S
|
6,292 | $1,097,359 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AGG
ISHARES TR
|
ETF | 0.70% | 0.69% |
#16
2
Prev: #18
|
0.8 | 49 | 0.6% |
P
S
|
7,617 | $756,095 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.57% | 0.69% |
#17
2
Prev: #19
|
0.7 | -300 | -9.2% |
P
S
|
2,971 | $618,770 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.55% | 0.72% |
#18
1
Prev: #17
|
0.7 | -254 | -15.6% |
P
S
|
1,371 | $599,073 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NN
NEXTNAV INC
|
Technology | 0.52% | 0.54% |
#19
1
Prev: #20
|
1.2 | no change | no change |
P
S
|
35,431 | $567,604 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
RIO
RIO TINTO PLC
|
Basic Materials | 0.43% | — |
#20
Prev: #—
|
3.7 | 5,000 | no change |
NEW
|
5,000 | $466,450 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CSX
CSX CORP
|
Industrials | 0.42% | 0.36% |
#21
3
Prev: #24
|
0.7 | 39 | 0.4% |
P
S
|
11,014 | $452,138 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.37% | 0.27% |
#22
8
Prev: #30
|
2.6 | 439 | 45.7% |
P
S
|
1,399 | $402,296 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
EBC
EASTERN BANKSHA...
|
Financial Services | 0.37% | 0.34% |
#23
2
Prev: #25
|
0.6 | 141 | 0.7% |
P
S
|
20,503 | $401,042 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.36% | 0.40% |
#24
2
Prev: #22
|
2.1 | 120 | 10.1% |
P
S
|
1,311 | $396,498 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.36% | 0.73% |
#25
9
Prev: #16
|
0.1 | -601 | -36.4% |
P
S
|
1,052 | $389,531 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SILJ
AMPLIFY ETF TR
|
ETF | 0.34% | 0.32% |
#26
Prev: #26
|
1.1 | no change | no change |
P
S
|
12,583 | $373,967 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.31% | 0.31% |
#27
Prev: #27
|
2.1 | 78 | 15.0% |
P
S
|
598 | $342,134 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AAPL
APPLE INC
|
Technology | 0.30% | 0.41% |
#28
7
Prev: #21
|
0.1 | -362 | -22.1% |
P
S
|
1,278 | $324,344 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PHG
KONINKLIJKE PHI...
|
Healthcare | 0.28% | 0.28% |
#29
Prev: #29
|
1.1 | no change | no change |
P
S
|
11,259 | $308,497 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.26% | 0.21% |
#30
5
Prev: #35
|
2.6 | 240 | 46.2% |
P
S
|
760 | $282,531 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
COPX
GLOBAL X FDS
|
ETF | 0.25% | 0.23% |
#31
1
Prev: #32
|
1.1 | no change | no change |
P
S
|
3,540 | $270,279 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SIL
GLOBAL X FDS
|
ETF | 0.25% | 0.23% |
#32
2
Prev: #34
|
1.1 | no change | no change |
P
S
|
2,995 | $269,790 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CDE
COEUR MNG INC
|
Basic Materials | 0.24% | — |
#33
Prev: #—
|
3.6 | 13,627 | no change |
NEW
|
13,627 | $255,770 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.22% | 0.21% |
#34
2
Prev: #36
|
1.1 | no change | no change |
P
S
|
3,555 | $242,238 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.20% | 0.30% |
#35
7
Prev: #28
|
0.1 | -721 | -35.4% |
P
S
|
1,318 | $217,918 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.20% | — |
#36
Prev: #—
|
3.6 | 1,400 | no change |
NEW
|
1,400 | $217,406 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.19% | 0.24% |
#37
6
Prev: #31
|
0.6 | -83 | -10.9% |
P
S
|
677 | $209,538 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NNAVW
NEXTNAV INC
|
Unknown | 0.18% | 0.20% |
#38
1
Prev: #37
|
1.1 | no change | no change |
P
S
|
30,726 | $194,496 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ORLA
ORLA MNG LTD NE...
|
Basic Materials | 0.18% | 0.15% |
#39
1
Prev: #40
|
1.1 | no change | no change |
P
S
|
12,018 | $193,850 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ABTC
AMERICAN BITCOI...
|
Financial Services | 0.03% | 0.03% |
#40
2
Prev: #42
|
3.0 | 18,988 | 87.0% |
P
S
|
40,816 | $37,730 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NGD
NEW GOLD INC CD...
|
Basic Materials | 0.00% | 0.10% |
Sold All 😨
(Was: #41) |
0.0 | -12,681 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.00% | 0.18% |
Sold All 😨
(Was: #39) |
0.0 | -2,122 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CPAY
CORPAY INC
|
Technology | 0.00% | 0.19% |
Sold All 😨
(Was: #38) |
0.0 | -680 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MP
MP MATERIALS CO...
|
Basic Materials | 0.00% | 0.23% |
Sold All 😨
(Was: #33) |
0.0 | -5,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
KMLM
KRANESHARES TRU...
|
Bond/Debt | 0.00% | 0.36% |
Sold All 😨
(Was: #23) |
0.0 | -15,380 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-45 of 45 holdings