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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GRIFFON CORP

GFF|398433102

Shares:20.8K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$600.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:16.5K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$600.0M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:5.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$600.0M)

Meta Platforms, Inc.

META|30303M102

Shares:2.3K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$600.0M)

921943858

VEA|921943858

Shares:25.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$600.0M)

SelectQuote, Inc.

SLQT|816307300

Shares:377.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$600.0M)

464287507

IJH|464287507

Shares:21.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$600.0M)

85207H104

Shares:51.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$600.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$600.0M)

Duke Energy CORP

DUK|26441C204

Shares:9.7K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$600.0M)

GSK plc

GSK|37733W204

Shares:28.3K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$600.0M)

Walt Disney Co

DIS|254687106

Shares:9.7K

Value:$955.2K

% of Portfolio:0.2% ($955.2K/$600.0M)

NETFLIX INC

NFLX|64110L106

Shares:1.0K

Value:$932.1K

% of Portfolio:0.2% ($932.1K/$600.0M)

Alphabet Inc.

GOOG|02079K107

Shares:5.7K

Value:$896.9K

% of Portfolio:0.1% ($896.9K/$600.0M)

78464A847

Shares:17.5K

Value:$896.0K

% of Portfolio:0.1% ($896.0K/$600.0M)

25434V609

Shares:16.9K

Value:$868.9K

% of Portfolio:0.1% ($868.9K/$600.0M)

PFIZER INC

PFE|717081103

Shares:34.1K

Value:$864.4K

% of Portfolio:0.1% ($864.4K/$600.0M)

DOW INC.

DOW|260557103

Shares:24.7K

Value:$863.0K

% of Portfolio:0.1% ($863.0K/$600.0M)

025072703

AVDE|025072703

Shares:12.9K

Value:$854.8K

% of Portfolio:0.1% ($854.8K/$600.0M)

464287614

IWF|464287614

Shares:2.2K

Value:$801.3K

% of Portfolio:0.1% ($801.3K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GRIFFON CORP(GFFcusip398433102)	20.8K	QoQ +20.51% (+3.5K) YoY +20.51% (+3.5K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$600.0M)	QoQ +20.89% (+$257.4K) YoY +17.48% (+$221.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	16.5K	QoQ -0.79% (-132) YoY -4.66% (-809)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$600.0M)	QoQ -10.48% (-$173.8K) YoY -35.14% (-$804.1K)
WASTE MANAGEMENT INC(WMcusip94106L109)	5.8K	QoQ +8.91% (+478) YoY +514.63% (+4.9K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$600.0M)	QoQ +24.95% (+$270.0K) YoY +567.57% (+$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	2.3K	QoQ -2.95% (-70) YoY -2.95% (-70)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$600.0M)	QoQ -4.46% (-$62.0K) YoY +15.19% (-$174.9K)
(VEAcusip921943858)	25.8K	QoQ 0.00% (+0) YoY +11.59% (+2.7K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$600.0M)	QoQ +6.29% (+$77.6K) YoY +13.06% (+$151.3K)
SelectQuote, Inc.(SLQTcusip816307300)	377.6K	QoQ +19.63% (+62.0K) YoY +19.63% (+62.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$600.0M)	QoQ +7.41% (+$87.1K) YoY +99.79% (+$630.0K)
(IJHcusip464287507)	21.5K	QoQ 0.00% (-0) YoY -1.83% (-402)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$600.0M)	QoQ -6.35% (-$85.1K) YoY -5.69% (-$75.8K)
(cusip85207H104)✕	51.4K	QoQ NEW(+51.4K) YoY NEW(+51.4K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$600.0M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.2K	QoQ -2.62% (-58) YoY -3.49% (-78)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$600.0M)	QoQ -7.09% (-$92.0K) YoY +3.18% (-$37.2K)
Duke Energy CORP(DUKcusip26441C204)	9.7K	QoQ +45.52% (+3.0K) YoY +45.52% (+3.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$600.0M)	QoQ +64.74% (+$464.7K) YoY +83.53% (+$538.2K)
GSK plc(GSKcusip37733W204)	28.3K	QoQ -1.37% (-395) YoY -15.65% (-5.3K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$600.0M)	QoQ +12.97% (-$126.0K) YoY -23.78% (-$342.5K)
Walt Disney Co(DIScusip254687106)	9.7K	QoQ +0.09% (-9) YoY -68.94% (-21.5K)	All Managers (Combined)	$955.2K	0.2% ($955.2K/$600.0M)	QoQ -11.27% (-$121.4K) YoY -74.94% (-$2.9M)
NETFLIX INC(NFLXcusip64110L106)	1.0K	QoQ -1.08% (-11) YoY +2.24% (+22)	All Managers (Combined)	$932.1K	0.2% ($932.1K/$600.0M)	QoQ +3.48% (-$31.4K) YoY +57.00% (+$338.4K)
Alphabet Inc.(GOOGcusip02079K107)	5.7K	QoQ -8.24% (-516) YoY -3.44% (-205)	All Managers (Combined)	$896.9K	0.1% ($896.9K/$600.0M)	QoQ -24.72% (-$294.7K) YoY -0.93% (-$8.4K)
(cusip78464A847)✕	17.5K	QoQ +0.11% (-20) YoY -0.82% (-145)	All Managers (Combined)	$896.0K	0.1% ($896.0K/$600.0M)	QoQ -6.31% (-$60.4K) YoY -4.83% (-$45.5K)
(cusip25434V609)✕	16.9K	QoQ +0.05% (-9) YoY +0.40% (-68)	All Managers (Combined)	$868.9K	0.1% ($868.9K/$600.0M)	QoQ -7.44% (-$69.9K) YoY -5.01% (-$45.9K)
PFIZER INC(PFEcusip717081103)	34.1K	QoQ +0.14% (-50) YoY -6.59% (-2.4K)	All Managers (Combined)	$864.4K	0.1% ($864.4K/$600.0M)	QoQ -4.34% (-$39.3K) YoY -14.71% (-$149.1K)
DOW INC.(DOWcusip260557103)	24.7K	QoQ -1.63% (-412) YoY -48.76% (-23.5K)	All Managers (Combined)	$863.0K	0.1% ($863.0K/$600.0M)	QoQ -14.40% (-$145.3K) YoY -69.11% (-$1.9M)
(AVDEcusip025072703)	12.9K	QoQ +1.01% (+130) YoY NEW(+12.9K)	All Managers (Combined)	$854.8K	0.1% ($854.8K/$600.0M)	QoQ +9.08% (+$71.2K) YoY NEW(+$854.8K)
(IWFcusip464287614)	2.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$801.3K	0.1% ($801.3K/$600.0M)	QoQ -10.08% (-$89.8K) YoY +7.13% (+$53.3K)