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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Kavar-Capital-Partners-Group
Data Enrichment
91% identified161 identified16 unidentified
Holdings
177 positions • $600.0M total value
Manager:
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Page 4 of 9
25434V401
Shares:31.2K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$600.0M)
25434V724
Shares:36.8K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$600.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
63.5K | All Managers (Combined) | $2.6M | 0.4% ($2.6M/$600.0M) | |||
SOUTHERN CO(SOcusip842587107) | 26.9K | QoQ 0.00% (+0)YoY -0.91% (-250) | All Managers (Combined) | $2.5M | 0.4% ($2.5M/$600.0M) | |
8.8K | All Managers (Combined) | $2.4M | 0.4% ($2.4M/$600.0M) | |||
ELI LILLY & Co(LLYcusip532457108) | 2.8K | QoQ +0.17% (+5)YoY -0.17% (-5) | All Managers (Combined) | $2.3M | 0.4% ($2.3M/$600.0M) | |
NOVO NORDISK A S(NVOcusip670100205) | 32.4K | QoQ +2.63% (-832)YoY +0.51% (-167) | All Managers (Combined) | $2.3M | 0.4% ($2.3M/$600.0M) | |
13.1K | QoQ 0.00% (+0)YoY -6.40% (-900) | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$600.0M) | ||
48.6K | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$600.0M) | |||
SYSCO CORP(SYYcusip871829107) | 26.7K | QoQ 0.00% (-0)YoY +0.16% (-44) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$600.0M) | |
147.7K | QoQ 0.00% (-0) | All Managers (Combined) | $2.0M | 0.3% ($2.0M/$600.0M) | ||
57.4K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$600.0M) | |||
31.9K | QoQ 0.00% (+0)YoY -2.15% (-702) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$600.0M) | ||
24.5K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$600.0M) | |||
29.1K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$600.0M) | |||
(cusip25434V401)✕ | 31.2K | QoQ +0.08% (-25)YoY +0.56% (+177) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$600.0M) | |
83.4K | QoQ NEW(+83.4K) YoY NEW(+83.4K) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$600.0M) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
Zoetis Inc.(ZTScusip98978V103) | 10.9K | QoQ +6.54% (+672)YoY NEW(+10.9K) | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$600.0M) | YoY NEW(+$1.8M) |
1.9K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$600.0M) | |||
8.2K | QoQ 0.00% (-0)YoY -3.86% (-330) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$600.0M) | ||
3.1K | QoQ 0.00% (-0) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$600.0M) | ||
(cusip25434V724)✕ | 36.8K | QoQ +0.14% (+55)YoY +0.92% (+336) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$600.0M) |