Kavar Capital Partners Group, LLC Portfolio Holdings

Kavar Capital Partners Group, LLC

  • $599 Million
  • Q1 2025

Kavar Capital Partners Group, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $599 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.6M, Schwab Fundamental U S Large C with a value of $34.2M, Schwab Strategic Tr Us Large C with a value of $31.7M, Schwab Strategic Tr Intl Eqty with a value of $25.3M, and Berkshire Hathaway Inc Class B with a value of $22.1M.

Examining the 13F form we can see an increase of $8.97M in the current position value, from $590M to 599M.

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 $599 Million
ETFs: $189 Million
Technology: $83.8 Million
Financial Services: $83.5 Million
Healthcare: $71.9 Million
Consumer Defensive: $51.1 Million
Consumer Cyclical: $35.9 Million
Industrials: $29.8 Million
Communication Services: $22.3 Million
Other: $32 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$34.6 Million 5.78% of portfolio
155,943
Q1 2025 Reduced 0.56%
$631B
$22.1 Million 3.68% of portfolio
41,427
Q1 2025 Added 2.65%
$406B
$18 Million 3.0% of portfolio
165,745
Q1 2025 Reduced 0.77%
$1.07T
$16 Million 2.67% of portfolio
103,282
Q1 2025 Reduced 0.74%
$3.75T
$15.4 Million 2.57% of portfolio
40,998
Q1 2025 Reduced 0.18%
$165B
$14.6 Million 2.43% of portfolio
29,305
Q1 2025 Added 1.47%
$373B
$11.4 Million 1.91% of portfolio
66,998
Q1 2025 Added 0.35%
$5.81B
$10.6 Million 1.77% of portfolio
7,418
Q1 2025 Reduced 1.36%
$831B
$10.6 Million 1.77% of portfolio
43,132
Q1 2025 Added 2.17%
$337B
$9.89 Million 1.65% of portfolio
47,219
Q1 2025 Reduced 0.05%
$146B
$9.79 Million 1.63% of portfolio
47,757
Q1 2025 Added 2.36%
$432B
$8.78 Million 1.47% of portfolio
11
Q1 2025 Added 1,000.0%
$409B
$7.67 Million 1.28% of portfolio
46,268
Q1 2025 Reduced 1.11%
$585B
$7.59 Million 1.27% of portfolio
21,645
Q1 2025 Reduced 0.58%
$212B
$7.54 Million 1.26% of portfolio
22,865
Q1 2025 Reduced 0.34%
$474B
$7.44 Million 1.24% of portfolio
62,530
Q1 2025 Added 1.76%
$50.1B
$7 Million 1.17% of portfolio
30,538
Q1 2025 Reduced 0.11%
$113B
$6.6 Million 1.1% of portfolio
47,235
Q1 2025 Added 4.2%
$2.27T
$6.34 Million 1.06% of portfolio
33,304
Q1 2025 Added 0.84%
$154B
$5.89 Million 0.98% of portfolio
98,859
Q1 2025 Reduced 0.22%
$260B
$5.8 Million 0.97% of portfolio
23,309
Q1 2025 Reduced 0.61%
$0
$5.62 Million 0.94% of portfolio
253,767
Q1 2025 Added 6.08%
$168B
$5.59 Million 0.93% of portfolio
71,463
Q4 2024 Added 0.71%
$233B
$5.46 Million 0.91% of portfolio
41,157
Q1 2025 Reduced 1.44%
$108B
$5.4 Million 0.9% of portfolio
55,046
Q1 2025 Reduced 0.18%
$380B
$5.08 Million 0.85% of portfolio
13,866
Q1 2025 Added 1.15%
$23.1B
$4.8 Million 0.8% of portfolio
21,188
Q1 2025 Reduced 6.11%
$238B
$4.73 Million 0.79% of portfolio
8,650
Q1 2025 Reduced 0.48%
$58.9B
$4.53 Million 0.76% of portfolio
19,590
Q1 2025 Added 3.51%
$154B
$4.56 Million 0.76% of portfolio
9,719
Q1 2025 Reduced 0.07%
$91.6B
$3.96 Million 0.66% of portfolio
58,300
Q1 2025 Added 0.08%
$300B
$3.77 Million 0.63% of portfolio
22,510
Q1 2025 Added 4.55%
$185B
$3.77 Million 0.63% of portfolio
25,151
Q1 2025 Added 1.08%
$61.5B
$3.77 Million 0.63% of portfolio
15,448
Q1 2025 Added 3.5%
$92.7B
$3.64 Million 0.61% of portfolio
57,314
Q1 2025 Added 0.93%
$300B
$3.58 Million 0.6% of portfolio
50,005
Q1 2025 Added 0.1%
$82.7B
$3.27 Million 0.55% of portfolio
29,815
Q1 2025 Reduced 0.5%
$216B
$3.3 Million 0.55% of portfolio
10,568
Q1 2025 Reduced 0.53%
$121B
$3.27 Million 0.55% of portfolio
7,314
Q1 2025 Added 4.26%
$59.6B
$3.22 Million 0.54% of portfolio
30,747
Q1 2025 Reduced 5.52%
$27.3B
$3.04 Million 0.51% of portfolio
16,578
Q1 2025 Added 1.41%
$174B
$2.94 Million 0.49% of portfolio
7,665
Q1 2025 Added 21.86%
$276B
$2.88 Million 0.48% of portfolio
18,162
Q3 2024 Reduced 0.95%
$128B
$2.73 Million 0.46% of portfolio
8,945
Q1 2025 Added 0.08%
$191B
$2.72 Million 0.45% of portfolio
37,265
Q1 2025 New
$59.9B
$2.61 Million 0.44% of portfolio
63,521
Q1 2025 Reduced 0.86%
$100B
$2.48 Million 0.41% of portfolio
26,943
Q2 2024 Reduced 0.92%
$748B
$2.32 Million 0.39% of portfolio
2,813
Q1 2025 Added 0.18%
$157B
$2.25 Million 0.38% of portfolio
32,431
Q1 2025 Added 2.63%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $599 Million
  • Prior Value $590 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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