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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GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:8.7K

Value:$4.7M

% of Portfolio:0.8% ($4.7M/$600.0M)

DEERE & CO

DE|244199105

Shares:9.7K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$600.0M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:19.6K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$600.0M)

Mondelez International, Inc.

MDLZ|609207105

Shares:58.3K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$600.0M)

PEPSICO INC

PEP|713448108

Shares:25.2K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$600.0M)

FEDEX CORP

FDX|31428X106

Shares:15.4K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$600.0M)

CHEVRON CORP

CVX|166764100

Shares:22.5K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$600.0M)

NIKE, Inc.

NKE|654106103

Shares:57.3K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$600.0M)

COCA COLA CO

KO|191216100

Shares:50.0K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$600.0M)

MCDONALDS CORP

MCD|580135101

Shares:10.6K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$600.0M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:29.8K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$600.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:7.3K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$600.0M)

DIAGEO PLC

DEO|25243Q205

Shares:30.7K

Value:$3.2M

% of Portfolio:0.5% ($3.2M/$600.0M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:16.6K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$600.0M)

025072802

Shares:43.5K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$600.0M)

ADOBE INC.

ADBE|00724F101

Shares:7.7K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$600.0M)

Philip Morris International Inc.

PM|718172109

Shares:18.2K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$600.0M)

464287200

IVV|464287200

Shares:4.9K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$600.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:8.9K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$600.0M)

Uber Technologies, Inc

UBER|90353T100

Shares:37.3K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GOLDMAN SACHS GROUP INC(GScusip38141G104)	8.7K	QoQ -0.48% (-42) YoY -5.94% (-547)	All Managers (Combined)	$4.7M	0.8% ($4.7M/$600.0M)	QoQ -5.05% (-$251.8K) YoY +23.00% (-$883.9K)
DEERE & CO(DEcusip244199105)	9.7K	QoQ -0.07% (-7) YoY +4.33% (+404)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$600.0M)	QoQ +10.69% (-$440.7K) YoY +19.22% (+$735.6K)
Cheniere Energy, Inc.(LNGcusip16411R208)	19.6K	QoQ +3.51% (+665) YoY +7.96% (+1.4K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$600.0M)	QoQ +11.47% (+$466.7K) YoY +54.90% (+$1.6M)
Mondelez International, Inc.(MDLZcusip609207105)	58.3K	QoQ +0.07% (+45) YoY -0.97% (-574)	All Managers (Combined)	$4.0M	0.7% ($4.0M/$600.0M)	QoQ +13.68% (+$476.1K) YoY -4.01% (-$165.6K)
PEPSICO INC(PEPcusip713448108)	25.2K	QoQ +1.07% (-268) YoY +2.90% (-709)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$600.0M)	QoQ -0.33% (-$12.6K) YoY -11.83% (-$506.5K)
FEDEX CORP(FDXcusip31428X106)	15.4K	QoQ +3.49% (-522) YoY +4.22% (-626)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$600.0M)	QoQ -10.31% (-$433.2K) YoY -12.30% (-$528.6K)
CHEVRON CORP(CVXcusip166764100)	22.5K	QoQ +4.54% (+979) YoY +20.90% (+3.9K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$600.0M)	QoQ +20.75% (+$647.2K) YoY +28.22% (+$828.9K)
NIKE, Inc.(NKEcusip654106103)	57.3K	QoQ +0.93% (-529) YoY +10.13% (-5.3K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$600.0M)	QoQ -15.32% (-$658.6K) YoY -25.60% (-$1.3M)
COCA COLA CO(KOcusip191216100)	50.0K	QoQ +0.10% (+51) YoY -1.44% (-734)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$600.0M)	QoQ +15.15% (+$471.2K) YoY +15.37% (-$477.1K)
MCDONALDS CORP(MCDcusip580135101)	10.6K	QoQ -0.52% (-56) YoY -2.63% (-286)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$600.0M)	QoQ +7.18% (-$221.3K) YoY +7.86% (-$240.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	29.8K	QoQ -0.50% (-150) YoY -1.56% (-475)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$600.0M)	QoQ -11.97% (-$444.6K) YoY -4.84% (-$166.6K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	7.3K	QoQ +4.26% (-299) YoY +16.93% (+1.1K)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$600.0M)	QoQ -4.15% (-$141.6K) YoY +14.83% (+$422.0K)
DIAGEO PLC(DEOcusip25243Q205)	30.7K	QoQ -5.51% (-1.8K) YoY -23.21% (-9.3K)	All Managers (Combined)	$3.2M	0.5% ($3.2M/$600.0M)	QoQ -22.12% (-$915.2K) YoY -45.90% (-$2.7M)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	16.6K	QoQ +1.41% (-231) YoY -2.83% (-484)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$600.0M)	QoQ -15.78% (-$570.3K) YoY -34.38% (-$1.6M)
(cusip025072802)✕	43.5K	QoQ +24.96% (+8.7K) YoY +158.19% (+26.7K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$600.0M)	QoQ +33.91% (+$768.4K) YoY +173.40% (+$1.9M)
ADOBE INC.(ADBEcusip00724F101)	7.7K	QoQ +21.86% (+1.4K) YoY NEW(+7.7K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$600.0M)	QoQ +5.10% (+$142.7K) YoY NEW(+$2.9M)
Philip Morris International Inc.(PMcusip718172109)	18.2K	QoQ 0.00% (+0) YoY -0.95% (-175)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$600.0M)	QoQ +31.89% (+$697.0K) YoY +71.59% (-$1.2M)
(IVVcusip464287200)	4.9K	QoQ 0.00% (-0) YoY +7.85% (+356)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$600.0M)	QoQ -4.54% (-$131.0K) YoY +15.27% (+$364.0K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	8.9K	QoQ +0.07% (+7) YoY +7.11% (+594)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$600.0M)	QoQ +4.45% (+$116.5K) YoY +31.04% (+$647.4K)
Uber Technologies, Inc(UBERcusip90353T100)	37.3K	QoQ NEW(+37.3K) YoY NEW(+37.3K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$600.0M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)