KPL
Kitching Partners LLC Portfolio
Invests via KITCHING PARTNERS, LLC | Managed by Stephen Richard Kitching
Invests via KITCHING PARTNERS, LLC
Managed by Stephen Richard Kitching
Automatically Tracked
Company Profile
Privately held investment manager focused on middle-market private equity and strategic advisory for growth-stage companies across technology, healthcare and specialized services. KITCHING PARTNERS, LLC deploys control and minority capital, sources direct deals for institutional and family-office investors, and emphasizes operational improvement and sector expertise to drive exits via strategic sale or recapitalization. Based in the U.S., it positions as a hands-on partner to management teams.
Privately held investment manager focused on middle-market private equity and strategic advisory for growth-stage companies across technology, healthcare and specialized services. KITCHING PARTNERS, LLC deploys control and minority capital, sources direct deals for institutional and family-office investors, and emphasizes operational improvement and sector expertise to drive exits via strategic sale or recapitalization. Based in the U.S., it positions as a hands-on partner to management teams.
Investment Philosophy & Strategy
Focused on middle-market control and minority investments, the firm pursues sector-specialized buyouts and growth equity in technology, healthcare and niche services. Capital deployment prioritizes operational improvement, margin expansion and buy-and-build roll-ups supported by experienced operating partners. Underwriting emphasizes repeatable unit economics, conservative leverage and staged capital commitments for downside protection. Typical holding horizons target value creation through strategic sale or recapitalization over a 3–7 year cycle, with direct deal sourcing for institutional and family‑office allocators.
Focused on middle-market control and minority investments, the firm pursues sector-specialized buyouts and growth equity in technology, healthcare and niche services. Capital deployment prioritizes operational improvement, margin expansion and buy-and-build roll-ups supported by experienced operating partners. Underwriting emphasizes repeatable unit economics, conservative leverage and staged capital commitments for downside protection. Typical holding horizons target value creation through strategic sale or recapitalization over a 3–7 year cycle, with direct deal sourcing for institutional and family‑office allocators.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
42.43%
Gain -0.04%
Monthly
1.1%
Yearly
14.05%
Drawdown
12.9%
$118.05M
Equity
Holdings
$118.05M
Investment
$98.7M
$22.97M
Profit -$31,433.38
Realized
$3.62M
Unrealized
$19.36M
Dividends
$6.28M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$31,433.38
Win %
67%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$807,847.81
Win %
67%
This Month
Compared to last month
Gain
-0.88%
Profit
-$1.04M
Win %
67%
This Year
Compared to last year
Gain
1.46%
Profit
$1.7M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$111,487.17 
GOOG Alphabet Inc
+6.88%
+$13,253.69 
GOOGL Alphabet Inc
+6.73%
+$48,243.09 
MSFT Microsoft Corp.
+3.02%
+$20,252.93 
NVDA NVIDIA Corporation
+2.93%
+$26,962.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$65,025.52 
TSLA Tesla, Inc.
+0.76%
+$1,793.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$53,927 
CSX CSX Corporation
+0.42%
+$2,319.87 
AVGO Broadcom Inc.
+0.37%
+$1,715.04 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$2,292.52 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$2,466.97 
ORLA Orla Mining Ltd.
0%
$0 
AAPL Apple Inc.
-7.35%
-$41,904.68 
ABTC Gryphon Digital Mining, Inc
-6.44%
-$1,039.18 
MU Micron Technology, Inc.
-5.9%
-$12,287.93 
GTBP GT Biopharma, Inc.
-4.54%
-$700 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$10,821.38 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$7,307.8 
CDE Coeur Mining, Inc.
-3.18%
-$6,677.23 
NN NextNav Inc.
-2.31%
-$15,410.41 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,047.13 
LRCX Lam Research Corporation
-1.58%
-$2,425.21 
IAU iShares Gold Trust
-1.46%
-$107,587.3 
COPX Global X Copper Miners ETF
-0.81%
-$2,265.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$94,516.2 
EBC Eastern Bankshares, Inc.
-0.65%
-$3,097.8 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$27,246.94 
PM Philip Morris International Inc.
-0.61%
-$1,361.71 
LLY Eli Lilly and Company
-0.53%
-$1,465.07 
PHG Koninklijke Philips N.V.
-0.53%
-$1,634.78 
AXP American Express Company
-0.38%
-$1,515.1 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$67,520.59 
SDY SPDR S&P Dividend ETF
-0.28%
-$29,133.72 
VTV Vanguard Value ETF
-0.27%
-$10,408.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,935.25 
VB Vanguard Small-Cap ETF
-0.22%
-$6,905.37 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.09%
-$2,195.32 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$658.78 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$2,141.25 Events
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Dividends
Dividend Analysis
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| Trades 293 | Longs Won 186/293 63% | Profit Factor 12.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $320,436.51 |
| Average Win $134,451.14 | Best Trade (Aug 13) $4.01M | Sharpe Ratio -40.07 |
| Average Loss -$19,018.86 | Worst Trade (Sep 03) -$484,035.5 | Z-Score 3.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $78,405.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,211 | 5,590 | 4,969 | 4,348 | 3,727 | 3,106 | 2,484 | 1,863 | 1,242 | 621 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,709 | $446,946.92 | $527,927.19 | - | $80,980.27 | 18.12% | -7.354% |
| ABTC Gryphon Digital Mining, Inc | 2,734.67 | $54,659.89 | $15,095.39 | - | -$39,564.5 | -72.38% | -6.441% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,741 | $773,029.41 | $753,741.17 | - | -$19,288.24 | -2.5% | -0.256% |
| AMD Advanced Micro Devices, Inc. | 438 | $254,439 | $208,553.7 | - | -$45,885.3 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 3,090 | $593,799.7 | $839,182.17 | - | $245,382.47 | 41.32% | +15.321% |
| AVGO Broadcom Inc. | 1,191 | $418,791.73 | $463,632.48 | - | $44,840.75 | 10.71% | +0.371% |
| AXP American Express Company | 1,193 | $353,225.13 | $401,146.25 | - | $47,921.12 | 13.57% | -0.376% |
| CDE Coeur Mining, Inc. | 13,627 | $255,770 | $203,178.57 | - | -$52,591.43 | -20.56% | -3.182% |
| COPX Global X Copper Miners ETF | 3,540 | $211,727 | $279,164.4 | - | $67,437.4 | 31.85% | -0.805% |
| CSX CSX Corporation | 11,047 | $370,248.69 | $556,768.8 | - | $186,520.11 | 50.38% | +0.418% |
| EBC Eastern Bankshares, Inc. | 20,652 | $340,253.98 | $474,169.92 | - | $133,915.94 | 39.36% | -0.649% |
| GOOG Alphabet Inc | 577 | $203,865 | $205,787.04 | - | $1,922.04 | 0.94% | +6.884% |
| GOOGL Alphabet Inc | 2,147 | $626,927.19 | $764,611.11 | - | $137,683.92 | 21.96% | +6.734% |
| GTBP GT Biopharma, Inc. | 2,000 | $24,486 | $14,700 | - | -$9,786 | -39.97% | -4.545% |
| IAU iShares Gold Trust | 95,210 | $4.24M | $7.25M | - | $3.01M | 71.07% | -1.462% |
| LEMB iShares J.P. Morgan EM Local Currency Bond ETF | 54,883 | $2.29M | $2.34M | - | $44,560.71 | 1.94% | -0.094% |
| LLY Eli Lilly and Company | 239 | $286,664 | $274,572.75 | - | -$12,091.25 | -4.22% | -0.531% |
| LRCX Lam Research Corporation | 516 | $223,598 | $151,198.31 | - | -$72,399.69 | -32.38% | -1.579% |
| MSFT Microsoft Corp. | 1,487 | $627,212.22 | $691,038.64 | - | $63,826.42 | 10.18% | +3.019% |
| MU Micron Technology, Inc. | 238 | $274,721 | $195,881.15 | - | -$78,839.85 | -28.7% | -5.903% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kitching Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-5 Year High Yield Corporate Bond ETF - $1.68M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.49M, Vanguard S&P 500 ETF - $1.2M, Vanguard Ultra-Short Bond ETF - $935,278.54, and Vanguard Dividend Appreciation ETF - $862,026.37. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $101,641.7, KraneShares Mount Lucas Managed Futures Index Strategy ETF - $78,189.33, Boston Scientific Corporation - $69,177.5, Applied Digital Corporation - $61,149.36, and iShares Silver Trust - $52,152.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kitching Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.28M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $1.68M, Vanguard Ultra-Short Bond ETF - $935,278.54, VANGUARD FTSE DEVELOPED MARKETS ETF - $739,067.48, Vanguard Dividend Appreciation ETF - $617,096.42, and SPDR S&P Dividend ETF - $598,383.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kitching Partners LLC's monthly returns?
Kitching Partners LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kitching Partners LLC's strategy be considered aggressive or moderate?
Kitching Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kitching Partners LLC's strategy?
Kitching Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
