Portfolio (Quarterly) Guide ↗

KITCHING PARTNERS, LLC

· CIK 0002010145

13F Portfolio $109M AUM 45 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 14 Added 11 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	KMLM	KRANESHARES TRUST	—	15,380	$399K	0.36%	SOLD
2	MP	MP MATERIALS CORP	Basic Materials	5,000	$253K	0.23%	SOLD
3	—	CORPAY INC	—	680	$205K	0.19%	SOLD
4	BSX	BOSTON SCIENTIFIC CORP	Healthcare	2,122	$202K	0.18%	SOLD
5	—	NEW GOLD INC CDA	—	12,681	$110K	0.10%	SOLD

Sector Allocation

Financial Services 59.7%

Technology 12.8%

Communication Services 8.3%

Basic Materials 5.8%

Consumer Cyclical 5.7%

Industrials 2.9%

Consumer Defensive 2.8%

Healthcare 2.0%