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:
37.54%
Gain +0.03%
Monthly
0.95%
Yearly
11.97%
Drawdown
12.9%
$115.31M
Equity
Holdings
$115.31M
Investment
$98.7M
$20.23M
Profit +$20,836.11
Realized
$3.62M
Unrealized
$16.61M
Dividends
$6.66M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$20,836.11
Win %
63%
This Week
Compared To Last Week
Gain
0.02%
Profit
$20,836.11
Win %
63%
This Month
Compared to last month
Gain
0.52%
Profit
$593,239.52
Win %
63%
This Year
Compared to last year
Gain
-0.89%
Profit
-$1.04M
Win %
62%
NN NextNav Inc.
+9.45%
+$43,248.57 
MU Micron Technology Inc.
+2.46%
+$5,012.28 
EBC Eastern Bankshares, Inc.
+1.31%
+$5,989.08 
AXP American Express Company
+0.84%
+$3,125.66 
MSFT Microsoft Corporation Common Stock
+0.66%
+$5,100.4 
NVDA NVIDIA Corporation
+0.63%
+$6,280.21 
AMD Advanced Micro Devices Inc.
+0.53%
+$1,195.74 
AGG iShares Core U.S. Aggregate Bond ETF
+0.16%
+$1,161.15 
SDY State Street SPDR S&P Dividend ETF
+0.06%
+$6,621.3 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$2,466.97 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$1,146.26 
ORLA Orla Mining Ltd.
0%
$0 
ABTC Gryphon Digital Mining, Inc
-3.46%
-$711.01 
CDE Coeur Mining Inc.
-3.1%
-$5,859.61 
LLY Eli Lilly and Company
-2.54%
-$7,941.97 
SIL Global X Silver Miners ETF
-2.54%
-$5,780.36 
SILJ Amplify Junior Silver Miners ETF
-2.11%
-$6,291.5 
CSX CSX Corporation
-1.7%
-$9,721.36 
GOOGL Alphabet Inc
-1.24%
-$8,609.49 
PM Philip Morris International Inc.
-1.12%
-$2,619.59 
GTBP GT Biopharma Inc.
-1.09%
-$120 
GOOG Alphabet Inc
-1.08%
-$2,007.97 
AMZN Amazon.com Inc
-0.95%
-$7,354.2 
VIG Vanguard Dividend Appreciation ETF
-0.82%
-$151,732 
IAU iShares Gold Trust
-0.67%
-$48,557.1 
VTV Vanguard Morningstar Value ETF
-0.66%
-$26,461.45 
TSLA Tesla, Inc.
-0.63%
-$1,793.59 
VOO Vanguard S&P 500 ETF
-0.53%
-$41,276.79 
VB Vanguard Small-Cap ETF
-0.5%
-$15,171.45 
AVGO Broadcom Inc.
-0.48%
-$1,857.96 
VGLT Vanguard Long-Term Treasury ETF
-0.46%
-$19,816.08 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$42,230.4 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.19%
-$4,390.64 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.18%
-$8,243.81 
AAPL Apple Inc.
-0.14%
-$837.39 
PHG Koninklijke Philips N.V. ADR
-0.11%
-$350.31 
COPX Global X Copper Miners ETF
-0.06%
-$141.61 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$439.16 
LRCX Lam Research Corp.
-0.02%
-$25.79 
VWO Vanguard FTSE Emerging Markets ETF
-0.02%
-$1,161.17 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 293 | Longs Won 179/293 61% | Profit Factor 8.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,242.19 |
| Average Win $128,124.12 | Best Trade (Oct 22) $3.92M | Sharpe Ratio -40.07 |
| Average Loss -$23,720.68 | Worst Trade (Oct 14) -$615,502 | Z-Score 2.37 (98.2%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $69,044.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,854 | 4,369 | 3,883 | 3,398 | 2,913 | 2,427 | 1,942 | 1,456 | 971 | 485 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,709 | $446,946.92 | $594,270.59 | - | $147,323.67 | 32.96% | -0.141% |
| ABTC Gryphon Digital Mining, Inc | 2,734.67 | $54,659.89 | $19,826.37 | - | -$34,833.52 | -63.73% | -3.462% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,741 | $773,029.41 | $743,987.51 | - | -$29,041.9 | -3.76% | +0.156% |
| AMD Advanced Micro Devices Inc. | 438 | $254,439 | $227,549.76 | - | -$26,889.24 | -10.57% | +0.528% |
| AMZN Amazon.com Inc | 3,090 | $593,799.7 | $766,320 | - | $172,520.3 | 29.05% | -0.951% |
| AVGO Broadcom Inc. | 1,191 | $418,791.73 | $383,120.87 | - | -$35,670.86 | -8.52% | -0.483% |
| AXP American Express Company | 1,193 | $353,225.13 | $376,797.12 | - | $23,571.99 | 6.67% | +0.836% |
| CDE Coeur Mining Inc. | 13,627 | $255,770 | $183,283.15 | - | -$72,486.85 | -28.34% | -3.098% |
| COPX Global X Copper Miners ETF | 3,540 | $211,727 | $258,738.59 | - | $47,011.59 | 22.2% | -0.055% |
| CSX CSX Corporation | 11,047 | $370,248.69 | $561,077.13 | - | $190,828.44 | 51.54% | -1.703% |
| EBC Eastern Bankshares, Inc. | 20,652 | $340,253.98 | $462,604.8 | - | $122,350.82 | 35.96% | +1.312% |
| GOOG Alphabet Inc | 577 | $203,865 | $183,070.56 | - | -$20,794.44 | -10.2% | -1.085% |
| GOOGL Alphabet Inc | 2,147 | $626,927.19 | $687,490.85 | - | $60,563.66 | 9.66% | -1.237% |
| GTBP GT Biopharma Inc. | 2,000 | $24,486 | $10,920 | - | -$13,566 | -55.4% | -1.087% |
| IAU iShares Gold Trust | 95,210 | $4.24M | $7.16M | - | $2.92M | 68.78% | -0.674% |
| LEMB iShares J.P. Morgan EM Local Currency Bond ETF | 54,883 | $2.29M | $2.32M | - | $31,388.79 | 1.37% | -0.189% |
| LLY Eli Lilly and Company | 239 | $286,664 | $304,356.93 | - | $17,692.93 | 6.17% | -2.543% |
| LRCX Lam Research Corp. | 516 | $223,598 | $118,731.61 | - | -$104,866.39 | -46.9% | -0.022% |
| MSFT Microsoft Corporation Common Stock | 1,487 | $627,212.22 | $779,946.38 | - | $152,734.16 | 24.35% | +0.658% |
| MU Micron Technology Inc. | 238 | $274,721 | $208,856.9 | - | -$65,864.1 | -23.97% | +2.459% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.74M, Vanguard FTSE Developed Markets ETF - $1.53M, Vanguard S&P 500 ETF - $1.22M, Vanguard Ultra-Short Bond ETF - $979,955.37, and Vanguard Dividend Appreciation ETF - $932,581.75. 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 Inc - $101,641.7, KraneShares Mount Lucas Managed Futures Index Strategy ETF - $78,189.33, Boston Scientific Corp - $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 $6.66M earned over time. The largest contributors to dividend income include iShares 0-5 Year High Yield Corporate Bond ETF - $1.74M, Vanguard Ultra-Short Bond ETF - $979,955.37, Vanguard FTSE Developed Markets ETF - $774,762.73, Vanguard Dividend Appreciation ETF - $687,651.8, and State Street SPDR S&P Dividend ETF - $659,100.92. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
2026 © Marketlog. All Rights Reserved.
