Portfolio (Quarterly) Guide ↗

KITCHING PARTNERS, LLC

· CIK 0002010145

13F Portfolio $116M AUM 45 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 19 Added 5 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VUG	VANGUARD INDEX FDS	—	1,371	$599K	0.55%	SOLD
2	RIO	RIO TINTO PLC	Basic Materials	5,000	$466K	0.43%	SOLD
3	META	META PLATFORMS INC	Communication Services	598	$342K	0.32%	SOLD
4	SLV	ISHARES SILVER TR	Financial Services	3,555	$242K	0.22%	SOLD
5	PEP	PEPSICO INC	Consumer Defensive	1,400	$217K	0.20%	SOLD
6	—	NEXTNAV INC	—	30,726	$194K	0.18%	SOLD

Sector Allocation

Financial Services 51.5%

Technology 20.4%

Communication Services 10.6%

Consumer Cyclical 6.8%

Healthcare 3.9%

Industrials 3.4%

Basic Materials 2.2%

Consumer Defensive 1.3%