Kavar Capital Partners Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 177Value: $600.0MLatest: 2025Q1

KAVAR CAPITAL PARTNERS GROUP, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 177 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 9

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Apple Inc.

AAPL|037833100

Shares:155.9K

Value:$34.6M

% of Portfolio:5.8% ($34.6M/$600.0M)

808524771

FNDX|808524771

Shares:1.5M

Value:$34.2M

% of Portfolio:5.7% ($34.2M/$600.0M)

808524201

SCHX|808524201

Shares:1.4M

Value:$31.7M

% of Portfolio:5.3% ($31.7M/$600.0M)

808524805

SCHF|808524805

Shares:1.3M

Value:$25.3M

% of Portfolio:4.2% ($25.3M/$600.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:41.4K

Value:$21.0M

% of Portfolio:3.5% ($21.0M/$600.0M)

NVIDIA CORP

NVDA|67066G104

Shares:165.7K

Value:$18.0M

% of Portfolio:3.0% ($18.0M/$600.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:103.3K

Value:$16.0M

% of Portfolio:2.7% ($16.0M/$600.0M)

MICROSOFT CORP

MSFT|594918104

Shares:41.0K

Value:$15.4M

% of Portfolio:2.6% ($15.4M/$600.0M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:29.3K

Value:$14.6M

% of Portfolio:2.4% ($14.6M/$600.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:67.0K

Value:$11.4M

% of Portfolio:1.9% ($11.4M/$600.0M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:7.4K

Value:$10.6M

% of Portfolio:1.8% ($10.6M/$600.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:43.1K

Value:$10.6M

% of Portfolio:1.8% ($10.6M/$600.0M)

025072877

Shares:117.6K

Value:$10.2M

% of Portfolio:1.7% ($10.2M/$600.0M)

46137V357

RSP|46137V357

Shares:57.4K

Value:$9.9M

% of Portfolio:1.7% ($9.9M/$600.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:47.2K

Value:$9.9M

% of Portfolio:1.6% ($9.9M/$600.0M)

DANAHER CORP /DE/

DHR|235851102

Shares:47.8K

Value:$9.8M

% of Portfolio:1.6% ($9.8M/$600.0M)

025072604

AVEM|025072604

Shares:154.4K

Value:$9.3M

% of Portfolio:1.5% ($9.3M/$600.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:11

Value:$8.8M

% of Portfolio:1.5% ($8.8M/$600.0M)

921908844

VIG|921908844

Shares:39.9K

Value:$7.7M

% of Portfolio:1.3% ($7.7M/$600.0M)

808524508

Shares:294.2K

Value:$7.7M

% of Portfolio:1.3% ($7.7M/$600.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	155.9K	QoQ -0.56% (-882) YoY -3.20% (-5.2K)	All Managers (Combined)	$34.6M	5.8% ($34.6M/$600.0M)	QoQ -11.79% (-$4.6M) YoY +25.38% (-$7.0M)
(FNDXcusip808524771)	1.5M	QoQ +4.14% (+57.7K) YoY +247.98% (+1.0M)	All Managers (Combined)	$34.2M	5.7% ($34.2M/$600.0M)	QoQ +3.83% (+$1.3M) YoY +21.91% (+$6.2M)
(SCHXcusip808524201)	1.4M	QoQ +5.98% (+81.0K) YoY +245.41% (+1.0M)	All Managers (Combined)	$31.7M	5.3% ($31.7M/$600.0M)	QoQ +0.95% (+$299.9K) YoY +22.89% (+$5.9M)
(SCHFcusip808524805)	1.3M	QoQ +5.65% (+68.3K) YoY +128.09% (+717.2K)	All Managers (Combined)	$25.3M	4.2% ($25.3M/$600.0M)	QoQ +12.95% (+$2.9M) YoY +15.62% (+$3.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	41.4K	QoQ +2.64% (+1.1K) YoY +3.29% (+1.3K)	All Managers (Combined)	$21.0M	3.5% ($21.0M/$600.0M)	QoQ +19.25% (+$3.4M) YoY +28.71% (+$4.7M)
NVIDIA CORP(NVDAcusip67066G104)	165.7K	QoQ -0.76% (-1.3K) YoY +685.55% (-144.6K)	All Managers (Combined)	$18.0M	3.0% ($18.0M/$600.0M)	QoQ -19.91% (-$4.5M) YoY -5.77% (-$1.1M)
Alphabet Inc.(GOOGLcusip02079K305)	103.3K	QoQ -0.73% (-767) YoY -0.63% (-661)	All Managers (Combined)	$16.0M	2.7% ($16.0M/$600.0M)	QoQ -18.91% (-$3.7M) YoY +1.80% (-$283.4K)
MICROSOFT CORP(MSFTcusip594918104)	41.0K	QoQ -0.17% (-72) YoY +1.36% (-551)	All Managers (Combined)	$15.4M	2.6% ($15.4M/$600.0M)	QoQ -11.09% (-$1.9M) YoY -9.55% (-$1.6M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	29.3K	QoQ +1.47% (-425) YoY -1.51% (-452)	All Managers (Combined)	$14.6M	2.4% ($14.6M/$600.0M)	QoQ -2.94% (-$442.1K) YoY -15.68% (-$2.7M)
PROCTER & GAMBLE Co(PGcusip742718109)	67.0K	QoQ +0.34% (+232) YoY +0.78% (+525)	All Managers (Combined)	$11.4M	1.9% ($11.4M/$600.0M)	QoQ +2.00% (+$224.5K) YoY +5.86% (+$632.5K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	7.4K	QoQ -1.35% (-102) YoY +17.85% (+1.1K)	All Managers (Combined)	$10.6M	1.8% ($10.6M/$600.0M)	QoQ +19.17% (-$1.7M) YoY +49.56% (+$3.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	43.1K	QoQ +2.16% (+915) YoY +1.96% (+832)	All Managers (Combined)	$10.6M	1.8% ($10.6M/$600.0M)	QoQ +4.54% (+$460.4K) YoY +24.87% (+$2.1M)
(cusip025072877)✕	117.6K	QoQ +3.73% (-4.2K) YoY +8.24% (+9.0K)	All Managers (Combined)	$10.2M	1.7% ($10.2M/$600.0M)	QoQ -6.32% (-$692.0K) YoY +0.69% (+$70.6K)
(RSPcusip46137V357)	57.4K	QoQ -0.70% (-409) YoY -6.06% (-3.7K)	All Managers (Combined)	$9.9M	1.7% ($9.9M/$600.0M)	QoQ -1.84% (-$186.5K) YoY -3.92% (-$406.8K)
AbbVie Inc.(ABBVcusip00287Y109)	47.2K	QoQ -0.05% (-25) YoY -0.23% (-110)	All Managers (Combined)	$9.9M	1.6% ($9.9M/$600.0M)	QoQ +17.84% (-$1.5M) YoY +14.78% (-$1.3M)
DANAHER CORP /DE/(DHRcusip235851102)	47.8K	QoQ +2.35% (-1.1K) YoY +0.44% (-212)	All Managers (Combined)	$9.8M	1.6% ($9.8M/$600.0M)	QoQ -8.59% (-$920.1K) YoY -17.54% (-$2.1M)
(AVEMcusip025072604)	154.4K	QoQ +4.73% (+7.0K) YoY +11.97% (+16.5K)	All Managers (Combined)	$9.3M	1.5% ($9.3M/$600.0M)	QoQ +7.19% (+$623.6K) YoY +16.24% (+$1.3M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	11	QoQ +1000.00% (+10) YoY +1000.00% (+10)	All Managers (Combined)	$8.8M	1.5% ($8.8M/$600.0M)	QoQ +1189.85% (+$8.1M) YoY +1284.34% (+$8.1M)
(VIGcusip921908844)	39.9K	QoQ -0.44% (-177) YoY -2.36% (-969)	All Managers (Combined)	$7.7M	1.3% ($7.7M/$600.0M)	QoQ -1.37% (-$108.0K) YoY +3.71% (-$277.5K)
(cusip808524508)✕	294.2K	QoQ +12.97% (+33.8K) YoY +270.14% (+214.7K)	All Managers (Combined)	$7.7M	1.3% ($7.7M/$600.0M)	QoQ +6.81% (+$491.7K) YoY +19.09% (+$1.2M)