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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71M
$9,000 0.0% of portfolio
50,000
Q1 2025 Added 100.0%

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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