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

Page 7 of 9

Sort by:

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.0K

Value:$481.1K

% of Portfolio:0.1% ($481.1K/$600.0M)

KKR & Co. Inc.

KKR|48251W104

Shares:4.0K

Value:$465.0K

% of Portfolio:0.1% ($465.0K/$600.0M)

MCKESSON CORP

MCK|58155Q103

Shares:662

Value:$445.5K

% of Portfolio:0.1% ($445.5K/$600.0M)

78463X889

SPDW|78463X889

Shares:11.9K

Value:$433.9K

% of Portfolio:0.1% ($433.9K/$600.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.0K

Value:$431.0K

% of Portfolio:0.1% ($431.0K/$600.0M)

922908751

VB|922908751

Shares:1.9K

Value:$430.0K

% of Portfolio:0.1% ($430.0K/$600.0M)

464287465

EFA|464287465

Shares:5.1K

Value:$416.4K

% of Portfolio:0.1% ($416.4K/$600.0M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:11.2K

Value:$398.0K

% of Portfolio:0.1% ($398.0K/$600.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.9K

Value:$394.9K

% of Portfolio:0.1% ($394.9K/$600.0M)

46435G326

Shares:5.7K

Value:$394.8K

% of Portfolio:0.1% ($394.8K/$600.0M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:4.2K

Value:$357.1K

% of Portfolio:0.1% ($357.1K/$600.0M)

Mastercard Inc

MA|57636Q104

Shares:613

Value:$336.0K

% of Portfolio:0.1% ($336.0K/$600.0M)

AMGEN INC

AMGN|031162100

Shares:1.1K

Value:$329.0K

% of Portfolio:0.1% ($329.0K/$600.0M)

78468R853

Shares:7.9K

Value:$321.5K

% of Portfolio:0.1% ($321.5K/$600.0M)

Energy Transfer LP

ET|29273V100

Shares:16.9K

Value:$314.2K

% of Portfolio:0.1% ($314.2K/$600.0M)

CBIZ, Inc.

CBZ|124805102

Shares:4.1K

Value:$311.4K

% of Portfolio:0.1% ($311.4K/$600.0M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:4.8K

Value:$307.5K

% of Portfolio:0.1% ($307.5K/$600.0M)

464288273

Shares:4.8K

Value:$303.7K

% of Portfolio:0.1% ($303.7K/$600.0M)

464287499

IWR|464287499

Shares:3.6K

Value:$302.7K

% of Portfolio:0.1% ($302.7K/$600.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.9K

Value:$297.9K

% of Portfolio:0.0% ($297.9K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.0K	QoQ +6.76% (-65) YoY +11.03% (+102)	All Managers (Combined)	$481.1K	0.1% ($481.1K/$600.0M)	QoQ -2.07% (-$10.2K) YoY +17.27% (+$70.9K)
KKR & Co. Inc.(KKRcusip48251W104)	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$465.0K	0.1% ($465.0K/$600.0M)	QoQ -21.83% (-$129.9K) YoY +14.94% (+$60.4K)
MCKESSON CORP(MCKcusip58155Q103)	662	QoQ 0.00% (+0) YoY -15.01% (-117)	All Managers (Combined)	$445.5K	0.1% ($445.5K/$600.0M)	QoQ +18.08% (+$68.2K) YoY +6.53% (-$27.3K)
(SPDWcusip78463X889)	11.9K	QoQ +0.21% (+26) YoY +0.21% (+26)	All Managers (Combined)	$433.9K	0.1% ($433.9K/$600.0M)	QoQ +6.91% (+$28.1K) YoY +1.81% (+$7.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.0K	QoQ +3.08% (+209) YoY -5.68% (-421)	All Managers (Combined)	$431.0K	0.1% ($431.0K/$600.0M)	QoQ +7.45% (+$29.9K) YoY +16.61% (-$61.4K)
(VBcusip922908751)	1.9K	QoQ 0.00% (-0) YoY +7.72% (+139)	All Managers (Combined)	$430.0K	0.1% ($430.0K/$600.0M)	QoQ -7.71% (-$35.9K) YoY +4.49% (+$18.5K)
(EFAcusip464287465)	5.1K	QoQ 0.00% (+0) YoY -1.10% (-57)	All Managers (Combined)	$416.4K	0.1% ($416.4K/$600.0M)	QoQ +8.09% (+$31.2K) YoY +1.20% (-$5.0K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$398.0K	0.1% ($398.0K/$600.0M)	QoQ NEW(+$398.0K) YoY NEW(+$398.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.9K	QoQ 0.00% (-0) YoY -17.66% (-400)	All Managers (Combined)	$394.9K	0.1% ($394.9K/$600.0M)	QoQ -6.25% (-$26.4K) YoY -15.05% (-$70.0K)
(cusip46435G326)✕	5.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$394.8K	0.1% ($394.8K/$600.0M)	QoQ +6.85% (+$25.3K) YoY +2.62% (+$10.1K)
IRON MOUNTAIN INC(IRMcusip46284V101)	4.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$357.1K	0.1% ($357.1K/$600.0M)	QoQ -18.14% (-$79.1K) YoY +7.26% (+$24.2K)
Mastercard Inc(MAcusip57636Q104)	613	QoQ 0.00% (+0) YoY +21.38% (+108)	All Managers (Combined)	$336.0K	0.1% ($336.0K/$600.0M)	QoQ +4.09% (+$13.2K) YoY +38.16% (+$92.8K)
AMGEN INC(AMGNcusip031162100)	1.1K	QoQ +0.57% (+6) YoY +0.57% (+6)	All Managers (Combined)	$329.0K	0.1% ($329.0K/$600.0M)	QoQ +20.21% (+$55.3K) YoY +10.20% (+$30.5K)
(cusip78468R853)✕	7.9K	QoQ 0.00% (-0) YoY -7.06% (-600)	All Managers (Combined)	$321.5K	0.1% ($321.5K/$600.0M)	QoQ -9.26% (-$32.8K) YoY -11.99% (-$43.8K)
Energy Transfer LP(ETcusip29273V100)	16.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$314.2K	0.1% ($314.2K/$600.0M)	QoQ -5.10% (-$16.9K) YoY +18.18% (+$48.3K)
CBIZ, Inc.(CBZcusip124805102)	4.1K	QoQ 0.00% (-0) YoY -4.20% (-180)	All Managers (Combined)	$311.4K	0.1% ($311.4K/$600.0M)	QoQ -7.29% (-$24.5K) YoY -7.42% (-$25.0K)
ALLIANT ENERGY CORP(LNTcusip018802108)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$307.5K	0.1% ($307.5K/$600.0M)	QoQ NEW(+$307.5K) YoY NEW(+$307.5K)
(cusip464288273)✕	4.8K	QoQ 0.00% (+0) YoY +0.02% (+1)	All Managers (Combined)	$303.7K	0.1% ($303.7K/$600.0M)	QoQ +4.57% (+$13.3K) YoY +0.33% (+$1.0K)
(IWRcusip464287499)	3.6K	QoQ 0.00% (-0) YoY -3.47% (-128)	All Managers (Combined)	$302.7K	0.1% ($302.7K/$600.0M)	QoQ -3.76% (-$11.8K) YoY -2.34% (-$7.3K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.9K	QoQ +1.04% (+20) YoY NEW(+1.9K)	All Managers (Combined)	$297.9K	0.0% ($297.9K/$600.0M)	QoQ +1.03% (+$3.1K) YoY NEW(+$297.9K)