Kitching Partners
Kitching Partners reported 39 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VIG (14.5%), VEA (12.5%) and VUSB (11.6%). Compared with Q2 2026, the fund opened new positions in META, MA and EQX, added to VIG, VEA and VUSB, trimmed NVDA, AAPL and LLY and sold out of GOOG, ABTC and GTBP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIG Vanguard Dividend Appreciation ETF | $19.2M | 14.5% | 82K | +6,238 (+8%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $16.5M | 12.5% | 233K | +32K (+16%) | 8 of 8 | |
| 3 |  VUSB Van Ultra Shrt Bnd | $15.3M | 11.6% | 310K | +63K (+26%) | 8 of 8 | |
| 4 |  SDY State Street Spdr S&P Div ETF | $11.4M | 8.6% | 78K | +11K (+17%) | 8 of 8 | |
| 5 |  SHYG Ishares TR | $10M | 7.5% | 241K | +12K (+5%) | 8 of 8 | |
| 6 |  VWO Vanguard Intl Equity Index F | $8.9M | 6.7% | 150K | +34K (+29%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $8.3M | 6.3% | 12K | +764 (+7%) | 8 of 8 | |
| 8 |  IAU Ishares Gold TR | $7.9M | 6.0% | 101K | +5,839 (+6%) | 8 of 8 | |
| 9 |  VTV Vanguard Index Fds | $4.8M | 3.6% | 22K | +4,574 (+26%) | 8 of 8 | |
| 10 |  VGLT Vanguard Scottsdale Fds | $4.7M | 3.5% | 93K | +11K (+13%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kitching Partners 13F FAQ
What does Kitching Partners own?
Kitching Partners reported 39 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VIG (14.5%), VEA (12.5%) and VUSB (11.6%). The table above lists every position in the filing (the top 10 without an account).
What did Kitching Partners buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 23 added to, 3 trimmed and 4 sold out. New positions include META, MA and EQX. It sold all of GOOG, ABTC and GTBP.
When will Kitching Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kitching Partners's portfolio worth?
The Q3 2026 filing reports $132M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.