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 8 of 9

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RTX Corp

RTX|75513E101

Shares:2.2K

Value:$293.9K

% of Portfolio:0.0% ($293.9K/$600.0M)

BlackRock Health Sciences Term Trust

BMEZ|09260E105

Shares:19.5K

Value:$290.6K

% of Portfolio:0.0% ($290.6K/$600.0M)

887432359

Shares:6.8K

Value:$290.5K

% of Portfolio:0.0% ($290.5K/$600.0M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.8K

Value:$290.5K

% of Portfolio:0.0% ($290.5K/$600.0M)

Booking Holdings Inc.

BKNG|09857L108

Shares:63

Value:$290.2K

% of Portfolio:0.0% ($290.2K/$600.0M)

Salesforce, Inc.

CRM|79466L302

Shares:1.0K

Value:$279.4K

% of Portfolio:0.0% ($279.4K/$600.0M)

US BANCORP \DE\

USB|902973304

Shares:6.6K

Value:$278.2K

% of Portfolio:0.0% ($278.2K/$600.0M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:8.1K

Value:$278.0K

% of Portfolio:0.0% ($278.0K/$600.0M)

AMEREN CORP

AEE|023608102

Shares:2.8K

Value:$276.1K

% of Portfolio:0.0% ($276.1K/$600.0M)

BROWN & BROWN, INC.

BRO|115236101

Shares:2.2K

Value:$272.2K

% of Portfolio:0.0% ($272.2K/$600.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.4K

Value:$270.8K

% of Portfolio:0.0% ($270.8K/$600.0M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.8K

Value:$262.4K

% of Portfolio:0.0% ($262.4K/$600.0M)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

Shares:4.2K

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$600.0M)

922908629

VO|922908629

Shares:1.0K

Value:$259.9K

% of Portfolio:0.0% ($259.9K/$600.0M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:875

Value:$258.1K

% of Portfolio:0.0% ($258.1K/$600.0M)

464287309

IVW|464287309

Shares:2.7K

Value:$252.3K

% of Portfolio:0.0% ($252.3K/$600.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:875

Value:$252.1K

% of Portfolio:0.0% ($252.1K/$600.0M)

Evergy, Inc.

EVRG|30034W106

Shares:3.6K

Value:$248.4K

% of Portfolio:0.0% ($248.4K/$600.0M)

808524300

SCHG|808524300

Shares:9.9K

Value:$247.1K

% of Portfolio:0.0% ($247.1K/$600.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:496

Value:$245.7K

% of Portfolio:0.0% ($245.7K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RTX Corp(RTXcusip75513E101)	2.2K	QoQ 0.00% (+0) YoY +0.49% (+11)	All Managers (Combined)	$293.9K	0.0% ($293.9K/$600.0M)	QoQ +14.46% (+$37.1K) YoY +36.49% (+$78.6K)
BlackRock Health Sciences Term Trust(BMEZcusip09260E105)	19.5K	QoQ -3.70% (-750) YoY -41.79% (-14.0K)	All Managers (Combined)	$290.6K	0.0% ($290.6K/$600.0M)	QoQ -0.36% (-$1.1K) YoY -47.08% (-$258.5K)
(cusip887432359)✕	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$290.5K	0.0% ($290.5K/$600.0M)	QoQ NEW(+$290.5K) YoY NEW(+$290.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.8K	QoQ 0.00% (+0) YoY -9.32% (-490)	All Managers (Combined)	$290.5K	0.0% ($290.5K/$600.0M)	QoQ +7.83% (+$21.1K) YoY +1.97% (-$5.6K)
Booking Holdings Inc.(BKNGcusip09857L108)	63	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$290.2K	0.0% ($290.2K/$600.0M)	QoQ -7.27% (-$22.8K) YoY +26.98% (+$61.7K)
Salesforce, Inc.(CRMcusip79466L302)	1.0K	QoQ +0.09% (-1) YoY -11.62% (-137)	All Managers (Combined)	$279.4K	0.0% ($279.4K/$600.0M)	QoQ -19.65% (-$68.3K) YoY -21.25% (-$75.4K)
US BANCORP \DE\(USBcusip902973304)	6.6K	QoQ +27.83% (+1.4K) YoY +24.22% (+1.3K)	All Managers (Combined)	$278.2K	0.0% ($278.2K/$600.0M)	QoQ +12.84% (+$31.7K) YoY +17.33% (+$41.1K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	8.1K	QoQ +25.29% (+1.6K) YoY NEW(+8.1K)	All Managers (Combined)	$278.0K	0.0% ($278.0K/$600.0M)	QoQ +36.39% (+$74.2K) YoY NEW(+$278.0K)
AMEREN CORP(AEEcusip023608102)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$276.1K	0.0% ($276.1K/$600.0M)	QoQ NEW(+$276.1K) YoY NEW(+$276.1K)
BROWN & BROWN, INC.(BROcusip115236101)	2.2K	QoQ 0.00% (+0) YoY NEW(+2.2K)	All Managers (Combined)	$272.2K	0.0% ($272.2K/$600.0M)	QoQ +21.93% (+$49.0K) YoY NEW(+$272.2K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$270.8K	0.0% ($270.8K/$600.0M)	QoQ +20.00% (+$45.1K) YoY +14.02% (+$33.3K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.8K	QoQ 0.00% (+0) YoY -7.19% (-217)	All Managers (Combined)	$262.4K	0.0% ($262.4K/$600.0M)	QoQ +3.06% (+$7.8K) YoY -3.43% (-$9.3K)
COMMERCE BANCSHARES INC /MO/(CBSHcusip200525103)	4.2K	QoQ +0.62% (+26) YoY NEW(+4.2K)	All Managers (Combined)	$262.0K	0.0% ($262.0K/$600.0M)	QoQ +0.49% (+$1.3K) YoY NEW(+$262.0K)
(VOcusip922908629)	1.0K	QoQ 0.00% (-0) YoY +2.44% (+24)	All Managers (Combined)	$259.9K	0.0% ($259.9K/$600.0M)	QoQ -2.08% (-$5.5K) YoY +6.03% (+$14.8K)
Air Products & Chemicals, Inc.(APDcusip009158106)	875	QoQ +1.27% (+11) YoY NEW(+875)	All Managers (Combined)	$258.1K	0.0% ($258.1K/$600.0M)	QoQ +2.97% (+$7.5K) YoY NEW(+$258.1K)
(IVWcusip464287309)	2.7K	QoQ 0.00% (-0) YoY -14.84% (-474)	All Managers (Combined)	$252.3K	0.0% ($252.3K/$600.0M)	QoQ -8.56% (-$23.6K) YoY -6.38% (-$17.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	875	QoQ NEW(+875) YoY -39.44% (-570)	All Managers (Combined)	$252.1K	0.0% ($252.1K/$600.0M)	QoQ NEW(+$252.1K) YoY -15.18% (-$45.1K)
Evergy, Inc.(EVRGcusip30034W106)	3.6K	QoQ 0.00% (+0) YoY NEW(+3.6K)	All Managers (Combined)	$248.4K	0.0% ($248.4K/$600.0M)	QoQ +12.02% (+$26.7K) YoY NEW(+$248.4K)
(SCHGcusip808524300)	9.9K	QoQ -0.14% (-14) YoY +306.34% (+7.4K)	All Managers (Combined)	$247.1K	0.0% ($247.1K/$600.0M)	QoQ -10.28% (-$28.3K) YoY +9.73% (+$21.9K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	496	QoQ +13.76% (+60) YoY NEW(+496)	All Managers (Combined)	$245.7K	0.0% ($245.7K/$600.0M)	QoQ +7.94% (+$18.1K) YoY NEW(+$245.7K)