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JORDAN GREEN

@Kitching Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$74.651MTotal holdings28
Assets growth rate35.82%Assets growth rate (2-Q avg)20.09%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Kitching Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Kitching Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 74.651M in assets, with a quarterly growth rate of 35.82% and a 2-quarter average growth rate of 20.09%. The portfolio is managed by JORDAN GREEN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VIGVanguard Specialized Funds
Recent Activity
Increased 8.7%
17.44%
$13.019M
65,731 shares@ $198.07 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Increased 226.11%
12.78%
$9.533M
190,891 shares@ $49.94 avg price
SHYGIshares Tr
Recent Activity
Increased 17.53%
12.44%
$9.281M
213,738 shares@ $43.43 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 19.59%
11.53%
$8.601M
60,555 shares@ $142.04 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -39.8%
9.13%
$6.81M
128,950 shares@ $52.81 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 28.37%
5.97%
$4.455M
72,392 shares@ $61.54 avg price
IAUIshares Gold Tr
Recent Activity
Increased 20.74%
5.95%
$4.44M
89,331 shares@ $49.71 avg price
VWOBVanguard Whitehall Fds
Recent Activity
New Position
5.8%
$4.329M
65,230 shares@ $66.37 avg price
VOOVanguard Index Fds
Recent Activity
Increased 61.51%
5.03%
$3.75M
7,108 shares@ $527.64 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 89.25%
3.94%
$2.938M
61,406 shares@ $47.85 avg price