Kavar-Capital-Partners-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "FNDF",
  "BTU",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "ASML",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "BRO",
  "ARCC",
  "DUK",
  null,
  "BUSE",
  "BMEZ",
  "HON",
  "HD",
  "MCD",
  "QCOM",
  "ISRG",
  "EMR",
  "BKNG",
  "META",
  null,
  "IVW",
  "IJH",
  "SR",
  "LRCX",
  "LIN",
  "MPC",
  "MA",
  "MSFT",
  "MDLZ",
  "EVRG",
  "GE",
  null,
  "ORLY",
  "BX",
  "KKR",
  "VHT",
  "IWF",
  "PEP",
  "IRM",
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "DGX",
  "FNDX",
  "SCHX",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "BP",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "TMO",
  "TFC",
  "UBER",
  "UL",
  "VO",
  "SLQT",
  "SCHW",
  "UMBF",
  null,
  "VIG",
  null,
  "GSK",
  "GDRX",
  "GFF",
  "ARE",
  "AEE",
  "ACGL",
  null,
  "DEO",
  "WM",
  "IWR",
  "AEP",
  "EEFT",
  "NVO",
  "AMZN",
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "YUM",
  "LNT",
  "ET",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "SO",
  "CRM",
  "SYY",
  "DIA",
  "MCK",
  "FDX",
  "STE",
  "KMB",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BMY",
  "CDNS",
  "CBZ",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "KO",
  "CBSH",
  "CL",
  "COP",
  "STZ",
  "COST",
  "GLW",
  "DHR",
  "DE",
  null,
  null,
  null,
  "RSP",
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 177
Total Value: 600018953
Accession Number: 0001725547-25-001451
Form Type: 13F-HR
CIK: kavar-capital-partners-group
Manager Name: Kavar-Capital-Partners-Group

Data Enrichment

91% identified

161 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $600.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JOHNSON & JOHNSON

JNJ|478160104

Shares:46.3K

Value:$7.7M

% of Portfolio:1.3% ($7.7M/$600.0M)

VISA INC.

V|92826C839

Shares:21.6K

Value:$7.6M

% of Portfolio:1.3% ($7.6M/$600.0M)

CATERPILLAR INC

CAT|149123101

Shares:22.9K

Value:$7.5M

% of Portfolio:1.3% ($7.5M/$600.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:62.5K

Value:$7.4M

% of Portfolio:1.2% ($7.4M/$600.0M)

Walmart Inc.

WMT|931142103

Shares:81.5K

Value:$7.2M

% of Portfolio:1.2% ($7.2M/$600.0M)

BECTON DICKINSON & CO

BDX|075887109

Shares:30.5K

Value:$7.0M

% of Portfolio:1.2% ($7.0M/$600.0M)

Blackstone Inc.

BX|09260D107

Shares:47.2K

Value:$6.6M

% of Portfolio:1.1% ($6.6M/$600.0M)

AMAZON COM INC

AMZN|023135106

Shares:33.3K

Value:$6.3M

% of Portfolio:1.1% ($6.3M/$600.0M)

UNILEVER PLC

UL|904767704

Shares:98.9K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$600.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:23.3K

Value:$5.8M

% of Portfolio:1.0% ($5.8M/$600.0M)

808524755

FNDF|808524755

Shares:160.0K

Value:$5.8M

% of Portfolio:1.0% ($5.8M/$600.0M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:253.8K

Value:$5.6M

% of Portfolio:0.9% ($5.6M/$600.0M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:71.5K

Value:$5.6M

% of Portfolio:0.9% ($5.6M/$600.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:41.2K

Value:$5.5M

% of Portfolio:0.9% ($5.5M/$600.0M)

808524607

SCHA|808524607

Shares:232.7K

Value:$5.5M

% of Portfolio:0.9% ($5.5M/$600.0M)

STARBUCKS CORP

SBUX|855244109

Shares:55.0K

Value:$5.4M

% of Portfolio:0.9% ($5.4M/$600.0M)

922908611

VBR|922908611

Shares:28.8K

Value:$5.4M

% of Portfolio:0.9% ($5.4M/$600.0M)

HOME DEPOT, INC.

HD|437076102

Shares:13.9K

Value:$5.1M

% of Portfolio:0.8% ($5.1M/$600.0M)

922908736

VUG|922908736

Shares:13.3K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$600.0M)

STERIS plc

STE|G8473T100

Shares:21.2K

Value:$4.8M

% of Portfolio:0.8% ($4.8M/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	46.3K	QoQ -1.11% (-520) YoY -12.32% (-6.5K)	All Managers (Combined)	$7.7M	1.3% ($7.7M/$600.0M)	QoQ +13.39% (-$906.6K) YoY -8.08% (-$675.0K)
VISA INC.(Vcusip92826C839)	21.6K	QoQ -0.58% (-127) YoY +7.06% (+1.4K)	All Managers (Combined)	$7.6M	1.3% ($7.6M/$600.0M)	QoQ +10.24% (-$704.9K) YoY +34.45% (+$1.9M)
CATERPILLAR INC(CATcusip149123101)	22.9K	QoQ -0.34% (-79) YoY -2.58% (-607)	All Managers (Combined)	$7.5M	1.3% ($7.5M/$600.0M)	QoQ -9.39% (-$782.4K) YoY -12.32% (-$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	62.5K	QoQ +1.75% (+1.1K) YoY +180.29% (+40.2K)	All Managers (Combined)	$7.4M	1.2% ($7.4M/$600.0M)	QoQ +12.50% (+$826.6K) YoY +186.77% (+$4.8M)
Walmart Inc.(WMTcusip931142103)	81.5K	QoQ +0.53% (-436) YoY +2.59% (+2.1K)	All Managers (Combined)	$7.2M	1.2% ($7.2M/$600.0M)	QoQ -2.31% (-$169.2K) YoY +49.69% (+$2.4M)
BECTON DICKINSON & CO(BDXcusip075887109)	30.5K	QoQ -0.11% (-34) YoY -5.86% (-1.9K)	All Managers (Combined)	$7.0M	1.2% ($7.0M/$600.0M)	QoQ +0.85% (-$59.2K) YoY -12.86% (-$1.0M)
Blackstone Inc.(BXcusip09260D107)	47.2K	QoQ +4.20% (-1.9K) YoY +5.57% (+2.5K)	All Managers (Combined)	$6.6M	1.1% ($6.6M/$600.0M)	QoQ -15.52% (-$1.2M) YoY +12.33% (+$725.1K)
AMAZON COM INC(AMZNcusip023135106)	33.3K	QoQ +0.84% (-279) YoY +12.00% (+3.6K)	All Managers (Combined)	$6.3M	1.1% ($6.3M/$600.0M)	QoQ -12.54% (-$908.9K) YoY +18.14% (+$973.0K)
UNILEVER PLC(ULcusip904767704)	98.9K	QoQ -0.21% (-214) YoY -9.12% (-9.9K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$600.0M)	QoQ +4.80% (-$269.6K) YoY +7.81% (-$426.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	23.3K	QoQ -0.61% (-144) YoY -4.98% (-1.2K)	All Managers (Combined)	$5.8M	1.0% ($5.8M/$600.0M)	QoQ +12.42% (-$640.4K) YoY +23.71% (-$1.1M)
(FNDFcusip808524755)	160.0K	QoQ -0.01% (-16) YoY -4.78% (-8.0K)	All Managers (Combined)	$5.8M	1.0% ($5.8M/$600.0M)	QoQ +8.81% (-$468.2K) YoY -3.36% (-$201.6K)
ARES CAPITAL CORP(ARCCcusip04010L103)	253.8K	QoQ +6.07% (+14.5K) YoY NEW(+253.8K)	All Managers (Combined)	$5.6M	0.9% ($5.6M/$600.0M)	QoQ +7.38% (+$386.9K) YoY NEW(+$5.6M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	71.5K	QoQ 0.00% (+0) YoY +1.27% (+900)	All Managers (Combined)	$5.6M	0.9% ($5.6M/$600.0M)	QoQ +5.76% (+$305.1K) YoY +9.59% (+$489.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	41.2K	QoQ -1.43% (-600) YoY -9.32% (-4.2K)	All Managers (Combined)	$5.5M	0.9% ($5.5M/$600.0M)	QoQ +15.58% (-$736.3K) YoY +5.82% (-$300.5K)
(SCHAcusip808524607)	232.7K	QoQ +4.85% (-10.8K) YoY +113.32% (+123.6K)	All Managers (Combined)	$5.5M	0.9% ($5.5M/$600.0M)	QoQ -4.99% (-$286.7K) YoY +1.50% (+$81.0K)
STARBUCKS CORP(SBUXcusip855244109)	55.0K	QoQ -0.17% (-97) YoY -5.98% (-3.5K)	All Managers (Combined)	$5.4M	0.9% ($5.4M/$600.0M)	QoQ +7.30% (-$367.7K) YoY +0.90% (-$48.5K)
(VBRcusip922908611)	28.8K	QoQ -0.02% (-8) YoY -5.82% (-1.8K)	All Managers (Combined)	$5.4M	0.9% ($5.4M/$600.0M)	QoQ -6.02% (-$343.9K) YoY -8.56% (-$502.7K)
HOME DEPOT, INC.(HDcusip437076102)	13.9K	QoQ +1.15% (-158) YoY +4.69% (+622)	All Managers (Combined)	$5.1M	0.8% ($5.1M/$600.0M)	QoQ -4.69% (-$250.6K) YoY +0.02% (+$1.1K)
(VUGcusip922908736)	13.3K	QoQ +26.96% (+2.8K) YoY +40.82% (+3.9K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$600.0M)	QoQ +14.70% (+$633.6K) YoY +51.71% (+$1.7M)
STERIS plc(STEcusipG8473T100)	21.2K	QoQ -6.11% (-1.4K) YoY -10.00% (-2.4K)	All Managers (Combined)	$4.8M	0.8% ($4.8M/$600.0M)	QoQ +3.52% (-$163.4K) YoY -9.27% (-$490.9K)