Kavar Capital Partners Group, LLC Portfolio Holdings

Kavar Capital Partners Group, LLC

  • $630 Million
  • Q3 2024

Kavar Capital Partners Group, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $630 Million distributed in 180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.9M, Schwab Fundamental U S Large C with a value of $31.5M, Schwab Strategic Tr Us Large C with a value of $29.6M, Schwab Strategic Tr Intl Eqty with a value of $23.6M, and Nvidia Corp with a value of $20.6M.

Examining the 13F form we can see an increase of $76.8M in the current position value, from $554M to 630M.

Kavar Capital Partners Group, LLC is based out at Leawood, KS

Below you can find more details about Kavar Capital Partners Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $630 Million
ETFs: $218 Million
Technology: $86 Million
Healthcare: $81.5 Million
Financial Services: $66 Million
Consumer Defensive: $53.9 Million
Consumer Cyclical: $35.6 Million
Industrials: $30.6 Million
Communication Services: $25.5 Million
Other: $33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$36.9 Million 5.86% of portfolio
158,536
Q3 2024 Reduced 1.07%
$0
$31.5 Million 4.99% of portfolio
438,485
Q3 2024 Added 1.48%
$0
$29.6 Million 4.7% of portfolio
436,929
Q3 2024 Added 2.31%
$0
$23.6 Million 3.75% of portfolio
574,809
Q3 2024 Added 1.74%
$343B
$20.6 Million 3.27% of portfolio
169,668
Q3 2024 Reduced 0.55%
$609B
$18.5 Million 2.94% of portfolio
40,250
Q3 2024 Reduced 0.09%
$219B
$17.9 Million 2.84% of portfolio
28,915
Q3 2024 Reduced 1.58%
$0
$17.6 Million 2.8% of portfolio
234,827
Q3 2024 New
$3.2T
$17.5 Million 2.78% of portfolio
40,745
Q3 2024 Reduced 0.49%
$1.17T
$17.1 Million 2.71% of portfolio
102,866
Q3 2024 Reduced 0.63%
$174B
$13 Million 2.06% of portfolio
46,656
Q3 2024 Reduced 1.71%
$0
$12.1 Million 1.93% of portfolio
269,074
Q3 2024 New
$382B
$11.5 Million 1.83% of portfolio
66,645
Q3 2024 Reduced 0.05%
$0
$10.7 Million 1.69% of portfolio
111,261
Q3 2024 Added 2.42%
$0
$10.4 Million 1.65% of portfolio
58,016
Q3 2024 Reduced 0.46%
$303B
$9.37 Million 1.49% of portfolio
47,437
Q3 2024 Reduced 1.02%
$761B
$8.93 Million 1.42% of portfolio
42,360
Q3 2024 Added 0.36%
$204B
$8.97 Million 1.42% of portfolio
22,939
Q3 2024 Added 0.14%
$76.4B
$8.75 Million 1.39% of portfolio
7,596
Q3 2024 Reduced 1.39%
$384B
$8.25 Million 1.31% of portfolio
50,924
Q3 2024 Reduced 1.43%
$67.7B
$7.63 Million 1.21% of portfolio
31,628
Q3 2024 Reduced 1.28%
$0
$7.32 Million 1.16% of portfolio
40,196
Q3 2024 Reduced 0.63%
$468B
$7.19 Million 1.14% of portfolio
61,296
Q3 2024 Reduced 0.5%
$0
$6.91 Million 1.1% of portfolio
83,128
Q3 2024 Added 2.29%
$128B
$6.93 Million 1.1% of portfolio
45,246
Q3 2024 Added 0.12%
$250B
$6.57 Million 1.04% of portfolio
81,348
Q3 2024 Added 0.13%
$141B
$6.44 Million 1.02% of portfolio
99,102
Q3 2024 Reduced 2.54%
$0
$6.15 Million 0.98% of portfolio
164,549
Q3 2024 Reduced 0.72%
$0
$5.97 Million 0.95% of portfolio
29,749
Q3 2024 Reduced 1.31%
$523B
$5.89 Million 0.93% of portfolio
21,418
Q3 2024 Added 0.58%
$2.3T
$5.86 Million 0.93% of portfolio
31,427
Q3 2024 Added 3.79%
$0
$5.72 Million 0.91% of portfolio
111,159
Q3 2024 Added 1.56%
$419B
$5.54 Million 0.88% of portfolio
13,682
Q3 2024 Added 0.7%
$109B
$5.42 Million 0.86% of portfolio
55,638
Q3 2024 Reduced 3.01%
$21B
$5.44 Million 0.86% of portfolio
22,417
Q3 2024 Reduced 2.61%
$201B
$5.3 Million 0.84% of portfolio
23,988
Q3 2024 Reduced 2.64%
$89.2B
$5.07 Million 0.8% of portfolio
57,340
Q3 2024 Added 4.49%
$67.6B
$5.05 Million 0.8% of portfolio
36,018
Q3 2024 Reduced 5.3%
$0
$4.94 Million 0.78% of portfolio
235,681
Q3 2024 Added 5.15%
$199B
$4.78 Million 0.76% of portfolio
41,927
Q3 2024 Reduced 2.43%
$139B
$4.6 Million 0.73% of portfolio
70,958
Q3 2024 Reduced 0.55%
$214B
$4.32 Million 0.69% of portfolio
8,722
Q3 2024 Reduced 3.75%
$204B
$4.26 Million 0.68% of portfolio
25,026
Q3 2024 Added 2.33%
$79.3B
$4.28 Million 0.68% of portfolio
58,105
Q3 2024 Reduced 1.14%
$29.7B
$4.23 Million 0.67% of portfolio
16,423
Q3 2024 Added 0.04%
$71.6B
$4.02 Million 0.64% of portfolio
14,679
Q3 2024 Reduced 0.96%
$137B
$4 Million 0.63% of portfolio
9,575
Q3 2024 Added 1.81%
$2.78B
$3.98 Million 0.63% of portfolio
150,200
Q1 2024 Reduced 50.0%
$129B
$3.94 Million 0.62% of portfolio
6,735
Q2 2024 Added 7.67%

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $630 Million
  • Prior Value $554 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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