$117 Million is the total value of Kavar Capital Partners, LLC's 125 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMLP | Exit | Alps TRUST Etfalerian mlp | $0 | – | -10,264 | -100.0% | -0.16% | – |
| SCHM | Exit | Schwab US Mid Cap ETFus mid-cap etf | $0 | – | -5,068 | -100.0% | -0.17% | – |
| SCHA | Exit | Schwab US Small Cap ETFus sml cap etf | $0 | – | -3,713 | -100.0% | -0.17% | – |
| IEMG | Exit | iShares Core MSCI Emerging Mkt ETFcore msci emkt | $0 | – | -3,983 | -100.0% | -0.18% | – |
| IWS | Exit | Ishares Russell Midcap Valuerus mdcp val etf | $0 | – | -2,857 | -100.0% | -0.18% | – |
| SCHE | Exit | Schwab Emerging Markets ETFemrg mkteq etf | $0 | – | -8,144 | -100.0% | -0.18% | – |
| ESRX | Exit | Express Scripts Inc | $0 | – | -3,126 | -100.0% | -0.18% | – |
| MDU | Exit | M D U Resources Group | $0 | – | -6,327 | -100.0% | -0.19% | – |
| IJR | Exit | iShares Core Small Cap ETFcore s&p scp etf | $0 | – | -5,877 | -100.0% | -0.56% | – |
| CMP | Exit | Compass Minerals Intl | $0 | – | -7,000 | -100.0% | -0.57% | – |
| SDRL | Exit | Seadrill Ltd | $0 | – | -27,170 | -100.0% | -0.92% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 28 | Q3 2020 | 5.6% |
| PROCTER & GAMBLE CO | 28 | Q3 2020 | 3.0% |
| VANGUARD SPECIALIZED FUNDS | 28 | Q3 2020 | 3.2% |
| Unilever Plc ADR | 28 | Q3 2020 | 2.7% |
| Berkshire Hathaway Incorporated Class B | 28 | Q3 2020 | 2.9% |
| Diageo Plc New Adr | 28 | Q3 2020 | 2.3% |
| A T & T Inc New | 28 | Q3 2020 | 2.1% |
| Anheuser-Busc Inbev Adrf | 28 | Q3 2020 | 2.3% |
| JOHNSON & JOHNSON | 28 | Q3 2020 | 2.1% |
| Mondelez Intl Inc Cl A | 28 | Q3 2020 | 1.7% |
View Kavar Capital Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-10 |
| 13F-HR | 2020-07-23 |
| 13F-HR | 2020-04-20 |
| 13F-HR | 2020-01-28 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-08-01 |
| 13F-HR | 2019-05-17 |
| 13F-HR | 2019-05-17 |
| 13F-HR | 2019-05-17 |
| 13F-HR | 2019-05-16 |
View Kavar Capital Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.