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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.79B
$261,000 0.04% of portfolio
4,210
Q1 2025 Added 0.62%
$0
$259,000 0.04% of portfolio
1,005
Q3 2024 Added 2.45%
$318B
$244,000 0.04% of portfolio
369
Q1 2025 New
$76.4B
$262,000 0.04% of portfolio
2,800
Q2 2024 Reduced 7.19%
$116B
$223,000 0.04% of portfolio
740
Q3 2024 Reduced 21.36%
$125B
$244,000 0.04% of portfolio
1,210
Q2 2024 New
$105B
$252,000 0.04% of portfolio
875
Q1 2025 New
$65.3B
$258,000 0.04% of portfolio
875
Q1 2025 Added 1.27%
$0
$218,000 0.04% of portfolio
825
Q2 2024 New
$15.8B
$248,000 0.04% of portfolio
3,603
Q3 2024 New
$140B
$219,000 0.04% of portfolio
939
Q1 2025 Added 0.75%
$281B
$229,000 0.04% of portfolio
2,721
Q1 2025 New
$44.4B
$216,000 0.04% of portfolio
1,523
Q1 2025 New
$0
$241,000 0.04% of portfolio
575
Q1 2024 Reduced 50.0%
$0
$221,000 0.04% of portfolio
4,121
Q3 2024 Reduced 0.84%
$187B
$245,000 0.04% of portfolio
496
Q1 2025 Added 13.76%
$96.2B
$218,000 0.04% of portfolio
9,608
Q1 2025 New
$0
$252,000 0.04% of portfolio
2,718
Q4 2024 Reduced 15.54%
$0
$247,000 0.04% of portfolio
9,870
Q1 2025 Reduced 0.14%
$0
$221,000 0.04% of portfolio
4,809
Q1 2025 New
$411M
$181,000 0.03% of portfolio
41,145
Q4 2021 Reduced 1.2%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2024 Added 3.57%
Gsk PLC
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.37%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.13%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 New
$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
Track This Portfolio

Track Kavar Capital Partners Group, LLC Portfolio

Follow Kavar Capital Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kavar Capital Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kavar Capital Partners Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email