$127 Million is the total value of Kavar Capital Partners, LLC's 124 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Berkshire Hathaway Incorporated Class Bcl b new | $2,457,000 | +8.8% | 16,358 | 0.0% | 1.93% | +0.1% | |
| MCD | McDonalds Corp | $1,430,000 | -1.2% | 15,263 | 0.0% | 1.12% | -9.1% | |
| EDE | Empire District Elec Co | $1,367,000 | +23.2% | 45,964 | 0.0% | 1.08% | +13.3% | |
| PM | Philip Morris Intl Inc | $1,339,000 | -2.3% | 16,441 | 0.0% | 1.05% | -10.2% | |
| AHL | Aspen Insurance Holdingf | $1,335,000 | +2.4% | 30,491 | 0.0% | 1.05% | -5.8% | |
| BSV | Vanguard Short Term Bond Indexshort trm bond | $1,202,000 | -0.1% | 15,030 | 0.0% | 0.94% | -8.2% | |
| KSU | Kansas City Southern | $1,024,000 | +0.7% | 8,388 | 0.0% | 0.80% | -7.5% | |
| AEP | Amer Electric Pwr Co Inc | $926,000 | +16.3% | 15,250 | 0.0% | 0.73% | +6.9% | |
| EPD | Enterprise Prd Prtnrs LP | $904,000 | -10.4% | 25,032 | 0.0% | 0.71% | -17.6% | |
| AWK | American Water Works Co | $650,000 | +10.5% | 12,200 | 0.0% | 0.51% | +1.6% | |
| HD | Home Depot Inc | $590,000 | +14.3% | 5,622 | 0.0% | 0.46% | +5.2% | |
| 9207PS | Rock-Tenn Co Cl Acl a | $561,000 | +28.1% | 9,200 | 0.0% | 0.44% | +17.9% | |
| INTC | Intel Corp | $528,000 | +4.1% | 14,552 | 0.0% | 0.42% | -4.2% | |
| SCZ | iShares MSCI EAFE Small Cap ETFeafe sml cp etf | $527,000 | -3.7% | 11,278 | 0.0% | 0.41% | -11.5% | |
| DIS | Walt Disney Co. | $483,000 | +5.7% | 5,133 | 0.0% | 0.38% | -2.8% | |
| NQP | Nuveen PA Muni | $357,000 | +0.8% | 26,000 | 0.0% | 0.28% | -7.3% | |
| UNP | Union Pacific Corp | $322,000 | +9.9% | 2,700 | 0.0% | 0.25% | +0.8% | |
| DPS | Dr Pepper Snapple Group | $291,000 | +11.5% | 4,058 | 0.0% | 0.23% | +2.7% | |
| PPL | PPL Corporation | $291,000 | +10.6% | 8,000 | 0.0% | 0.23% | +1.8% | |
| VT | Vanguard Total Worldtt wrld st etf | $271,000 | -0.4% | 4,500 | 0.0% | 0.21% | -8.6% | |
| MRK | Merck & Co Inc New | $257,000 | -4.1% | 4,523 | 0.0% | 0.20% | -11.8% | |
| GMKYY | Gruma S A B De Cv Adrspon adr cl b | $229,000 | -2.6% | 5,500 | 0.0% | 0.18% | -10.4% | |
| BRKA | Berkshire Hathaway Cl Acl a | $226,000 | +9.2% | 1 | 0.0% | 0.18% | +0.6% |
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.