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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ALEXANDRIA REAL ESTATE EQUITIES, INC.

ARE|015271109

Shares:8.2K

Value:$759.1K

% of Portfolio:0.1% ($759.1K/$600.0M)

UMB FINANCIAL CORP

UMBF|902788108

Shares:7.4K

Value:$748.3K

% of Portfolio:0.1% ($748.3K/$600.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:10.5K

Value:$747.0K

% of Portfolio:0.1% ($747.0K/$600.0M)

EURONET WORLDWIDE, INC.

EEFT|298736109

Shares:6.9K

Value:$737.3K

% of Portfolio:0.1% ($737.3K/$600.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:17.2K

Value:$719.0K

% of Portfolio:0.1% ($719.0K/$600.0M)

922908744

VTV|922908744

Shares:4.2K

Value:$716.9K

% of Portfolio:0.1% ($716.9K/$600.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.3K

Value:$705.0K

% of Portfolio:0.1% ($705.0K/$600.0M)

Marathon Petroleum Corp

MPC|56585A102

Shares:4.6K

Value:$672.1K

% of Portfolio:0.1% ($672.1K/$600.0M)

464287622

IWB|464287622

Shares:2.2K

Value:$664.7K

% of Portfolio:0.1% ($664.7K/$600.0M)

Broadcom Inc.

AVGO|11135F101

Shares:3.9K

Value:$650.6K

% of Portfolio:0.1% ($650.6K/$600.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.4K

Value:$635.5K

% of Portfolio:0.1% ($635.5K/$600.0M)

3M CO

MMM|88579Y101

Shares:3.9K

Value:$571.0K

% of Portfolio:0.1% ($571.0K/$600.0M)

Shell plc

SHEL|780259305

Shares:7.7K

Value:$563.1K

% of Portfolio:0.1% ($563.1K/$600.0M)

25434V500

Shares:9.3K

Value:$554.4K

% of Portfolio:0.1% ($554.4K/$600.0M)

Tesla, Inc.

TSLA|88160R101

Shares:2.1K

Value:$551.5K

% of Portfolio:0.1% ($551.5K/$600.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:5.2K

Value:$542.8K

% of Portfolio:0.1% ($542.8K/$600.0M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:4.8K

Value:$526.7K

% of Portfolio:0.1% ($526.7K/$600.0M)

CORNING INC /NY

GLW|219350105

Shares:11.0K

Value:$505.1K

% of Portfolio:0.1% ($505.1K/$600.0M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.9K

Value:$484.2K

% of Portfolio:0.1% ($484.2K/$600.0M)

YUM BRANDS INC

YUM|988498101

Shares:3.1K

Value:$483.1K

% of Portfolio:0.1% ($483.1K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALEXANDRIA REAL ESTATE EQUITIES, INC.(AREcusip015271109)	8.2K	QoQ -2.37% (-200) YoY -50.29% (-8.3K)	All Managers (Combined)	$759.1K	0.1% ($759.1K/$600.0M)	QoQ -7.42% (-$60.9K) YoY -64.32% (-$1.4M)
UMB FINANCIAL CORP(UMBFcusip902788108)	7.4K	QoQ 0.00% (-0) YoY -2.66% (-203)	All Managers (Combined)	$748.3K	0.1% ($748.3K/$600.0M)	QoQ -10.42% (-$87.0K) YoY +13.11% (-$86.7K)
NEXTERA ENERGY INC(NEEcusip65339F101)	10.5K	QoQ 0.00% (-0) YoY -13.30% (-1.6K)	All Managers (Combined)	$747.0K	0.1% ($747.0K/$600.0M)	QoQ -1.11% (-$8.4K) YoY -3.83% (-$29.8K)
EURONET WORLDWIDE, INC.(EEFTcusip298736109)	6.9K	QoQ -72.30% (-18.0K) YoY -73.93% (-19.6K)	All Managers (Combined)	$737.3K	0.1% ($737.3K/$600.0M)	QoQ -71.22% (-$1.8M) YoY -74.66% (-$2.2M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	17.2K	QoQ +78.98% (+7.6K) YoY +61.39% (+6.6K)	All Managers (Combined)	$719.0K	0.1% ($719.0K/$600.0M)	QoQ +69.94% (+$295.9K) YoY +77.61% (+$314.2K)
(VTVcusip922908744)	4.2K	QoQ 0.00% (+0) YoY +19.08% (+665)	All Managers (Combined)	$716.9K	0.1% ($716.9K/$600.0M)	QoQ +2.03% (+$14.3K) YoY +26.30% (+$149.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.3K	QoQ -1.31% (-18) YoY +7.76% (+97)	All Managers (Combined)	$705.0K	0.1% ($705.0K/$600.0M)	QoQ +2.17% (-$15.0K) YoY +14.09% (+$87.1K)
Marathon Petroleum Corp(MPCcusip56585A102)	4.6K	QoQ 0.00% (+0) YoY -1.91% (-90)	All Managers (Combined)	$672.1K	0.1% ($672.1K/$600.0M)	QoQ +4.43% (+$28.6K) YoY -29.08% (-$275.6K)
(IWBcusip464287622)	2.2K	QoQ 0.00% (-0) YoY -0.91% (-20)	All Managers (Combined)	$664.7K	0.1% ($664.7K/$600.0M)	QoQ -4.78% (-$33.4K) YoY +5.52% (-$34.8K)
Broadcom Inc.(AVGOcusip11135F101)	3.9K	QoQ +0.67% (-26) YoY NEW(+3.9K)	All Managers (Combined)	$650.6K	0.1% ($650.6K/$600.0M)	QoQ -27.29% (-$244.3K) YoY NEW(+$650.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.4K	QoQ -18.88% (-550) YoY -17.61% (-505)	All Managers (Combined)	$635.5K	0.1% ($635.5K/$600.0M)	QoQ -26.46% (-$228.8K) YoY -2.64% (-$17.3K)
3M CO(MMMcusip88579Y101)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$571.0K	0.1% ($571.0K/$600.0M)	QoQ +13.76% (+$69.1K) YoY +38.45% (+$158.6K)
Shell plc(SHELcusip780259305)	7.7K	QoQ -2.53% (-200) YoY -3.58% (-286)	All Managers (Combined)	$563.1K	0.1% ($563.1K/$600.0M)	QoQ +14.00% (-$69.2K) YoY +5.38% (-$28.8K)
(cusip25434V500)✕	9.3K	QoQ +0.09% (-9) YoY +0.61% (-57)	All Managers (Combined)	$554.4K	0.1% ($554.4K/$600.0M)	QoQ -8.09% (-$48.9K) YoY -3.56% (-$20.5K)
Tesla, Inc.(TSLAcusip88160R101)	2.1K	QoQ -27.34% (-801) YoY -27.86% (-822)	All Managers (Combined)	$551.5K	0.1% ($551.5K/$600.0M)	QoQ -53.37% (-$631.4K) YoY +6.34% (-$32.9K)
CONOCOPHILLIPS(COPcusip20825C104)	5.2K	QoQ +0.03% (+2) YoY +1.67% (-85)	All Managers (Combined)	$542.8K	0.1% ($542.8K/$600.0M)	QoQ +5.93% (+$30.4K) YoY -16.11% (-$104.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	4.8K	QoQ 0.00% (+0) YoY +0.75% (+36)	All Managers (Combined)	$526.7K	0.1% ($526.7K/$600.0M)	QoQ +18.47% (+$82.1K) YoY +27.86% (+$114.8K)
CORNING INC /NY(GLWcusip219350105)	11.0K	QoQ +0.25% (-28) YoY NEW(+11.0K)	All Managers (Combined)	$505.1K	0.1% ($505.1K/$600.0M)	QoQ -3.41% (-$17.8K) YoY NEW(+$505.1K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.9K	QoQ +38.07% (+525) YoY NEW(+1.9K)	All Managers (Combined)	$484.2K	0.1% ($484.2K/$600.0M)	QoQ +16.87% (+$69.9K) YoY NEW(+$484.2K)
YUM BRANDS INC(YUMcusip988498101)	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$483.1K	0.1% ($483.1K/$600.0M)	QoQ +17.29% (+$71.2K) YoY +13.49% (+$57.4K)