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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ASML HOLDING NV

ASML|N07059210

Shares:369

Value:$244.5K

% of Portfolio:0.0% ($244.5K/$600.0M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.2K

Value:$244.0K

% of Portfolio:0.0% ($244.0K/$600.0M)

LINDE PLC

LIN|G54950103

Shares:522

Value:$243.1K

% of Portfolio:0.0% ($243.1K/$600.0M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:575

Value:$241.4K

% of Portfolio:0.0% ($241.4K/$600.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.7K

Value:$229.7K

% of Portfolio:0.0% ($229.7K/$600.0M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.1K

Value:$226.5K

% of Portfolio:0.0% ($226.5K/$600.0M)

Chubb Ltd

CB|H1467J104

Shares:740

Value:$223.5K

% of Portfolio:0.0% ($223.5K/$600.0M)

46434G103

IEMG|46434G103

Shares:4.1K

Value:$222.4K

% of Portfolio:0.0% ($222.4K/$600.0M)

92189F106

GDX|92189F106

Shares:4.8K

Value:$221.1K

% of Portfolio:0.0% ($221.1K/$600.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:939

Value:$219.0K

% of Portfolio:0.0% ($219.0K/$600.0M)

92204A504

VHT|92204A504

Shares:825

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$600.0M)

INTEL CORP

INTC|458140100

Shares:9.6K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$600.0M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.5K

Value:$216.6K

% of Portfolio:0.0% ($216.6K/$600.0M)

887432342

Shares:5.8K

Value:$215.7K

% of Portfolio:0.0% ($215.7K/$600.0M)

46438F101

Shares:4.4K

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$600.0M)

GoodRx Holdings, Inc.

GDRX|38246G108

Shares:41.1K

Value:$181.4K

% of Portfolio:0.0% ($181.4K/$600.0M)

74915M100

Shares:50.0K

Value:$10.1K

% of Portfolio:0.0% ($10.1K/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ASML HOLDING NV(ASMLcusipN07059210)	369	QoQ NEW(+369) YoY NEW(+369)	All Managers (Combined)	$244.5K	0.0% ($244.5K/$600.0M)	QoQ NEW(+$244.5K) YoY NEW(+$244.5K)
ANALOG DEVICES INC(ADIcusip032654105)	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$244.0K	0.0% ($244.0K/$600.0M)	QoQ -5.07% (-$13.1K) YoY NEW(+$244.0K)
LINDE PLC(LINcusipG54950103)	522	QoQ 0.00% (+0) YoY +4.40% (+22)	All Managers (Combined)	$243.1K	0.0% ($243.1K/$600.0M)	QoQ +11.21% (+$24.5K) YoY +4.69% (+$10.9K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	575	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$241.4K	0.0% ($241.4K/$600.0M)	QoQ -1.32% (-$3.2K) YoY +5.56% (+$12.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$229.7K	0.0% ($229.7K/$600.0M)	QoQ NEW(+$229.7K) YoY NEW(+$229.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.1K	QoQ -0.12% (-4) YoY NEW(+3.1K)	All Managers (Combined)	$226.5K	0.0% ($226.5K/$600.0M)	QoQ +0.52% (-$1.2K) YoY NEW(+$226.5K)
Chubb Ltd(CBcusipH1467J104)	740	QoQ 0.00% (+0) YoY -21.36% (-201)	All Managers (Combined)	$223.5K	0.0% ($223.5K/$600.0M)	QoQ +9.29% (+$19.0K) YoY -8.35% (-$20.4K)
(IEMGcusip46434G103)	4.1K	QoQ 0.00% (+0) YoY NEW(+4.1K)	All Managers (Combined)	$222.4K	0.0% ($222.4K/$600.0M)	QoQ +3.35% (+$7.2K) YoY NEW(+$222.4K)
(GDXcusip92189F106)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$221.1K	0.0% ($221.1K/$600.0M)	QoQ NEW(+$221.1K) YoY NEW(+$221.1K)
LOWES COMPANIES INC(LOWcusip548661107)	939	QoQ +0.75% (-7) YoY -2.39% (-23)	All Managers (Combined)	$219.0K	0.0% ($219.0K/$600.0M)	QoQ -4.78% (-$11.0K) YoY -10.62% (-$26.0K)
(VHTcusip92204A504)	825	QoQ 0.00% (+0) YoY NEW(+825)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$600.0M)	QoQ +4.35% (+$9.1K) YoY NEW(+$218.4K)
INTEL CORP(INTCcusip458140100)	9.6K	QoQ NEW(+9.6K) YoY +3.83% (-355)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$600.0M)	QoQ NEW(+$218.2K) YoY -46.61% (-$190.5K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$216.6K	0.0% ($216.6K/$600.0M)	QoQ NEW(+$216.6K) YoY NEW(+$216.6K)
(cusip887432342)✕	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$215.7K	0.0% ($215.7K/$600.0M)	QoQ NEW(+$215.7K) YoY NEW(+$215.7K)
(cusip46438F101)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$600.0M)	QoQ NEW(+$204.8K) YoY NEW(+$204.8K)
GoodRx Holdings, Inc.(GDRXcusip38246G108)	41.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$181.4K	0.0% ($181.4K/$600.0M)	QoQ -5.16% (-$9.9K) YoY -37.88% (-$110.7K)
(cusip74915M100)✕	50.0K	QoQ +100.00% (+25.0K) YoY +233.33% (-35.0K)	All Managers (Combined)	$10.1K	0.0% ($10.1K/$600.0M)	QoQ +21.87% (+$1.8K) YoY -45.50% (-$8.4K)