$155 Million is the total value of Kavar Capital Partners, LLC's 99 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AFL | A F L A C Inc | $2,000,000 | -0.4% | 27,825 | 0.0% | 1.29% | -0.3% | |
| BCE | B C E Inc New | $1,592,000 | -2.4% | 34,471 | 0.0% | 1.03% | -2.3% | |
| SYY | Sysco Corporation | $1,549,000 | -3.4% | 31,601 | 0.0% | 1.00% | -3.3% | |
| BSV | Vanguard Short Term Bond Indexshort trm bond | $1,155,000 | -0.3% | 14,292 | 0.0% | 0.74% | -0.3% | |
| EEFT | Euronet Worldwide Inc | $864,000 | +18.2% | 10,560 | 0.0% | 0.56% | +18.3% | |
| HD | Home Depot Inc | $707,000 | +0.9% | 5,491 | 0.0% | 0.46% | +1.1% | |
| SCZ | iShares MSCI EAFE Small Cap ETFeafe sml cp etf | $564,000 | +8.7% | 10,761 | 0.0% | 0.36% | +9.0% | |
| BNS | Bank Of Nova Scotia | $551,000 | +8.0% | 10,400 | 0.0% | 0.36% | +8.2% | |
| NQP | Nuveen PA Muni | $477,000 | -3.2% | 32,000 | 0.0% | 0.31% | -3.2% | |
| GFF | Griffon Corp | $437,000 | +0.9% | 25,675 | 0.0% | 0.28% | +1.1% | |
| MON | Monsanto Co New Del | $429,000 | -1.2% | 4,196 | 0.0% | 0.28% | -0.7% | |
| DPS | Dr Pepper Snapple Group | $365,000 | -5.7% | 4,000 | 0.0% | 0.24% | -5.6% | |
| IJH | iShares Core S&P Mid Cap ETFcore s&p mcp etf | $291,000 | +3.6% | 1,884 | 0.0% | 0.19% | +3.9% | |
| ORLY | O'Reilly Automotive New | $285,000 | +3.3% | 1,017 | 0.0% | 0.18% | +3.4% | |
| GIS | General Mills Inc | $272,000 | -10.5% | 4,259 | 0.0% | 0.18% | -10.7% | |
| BMY | Bristol-Myers Squibb Co | $260,000 | -26.8% | 4,825 | 0.0% | 0.17% | -26.6% | |
| MRK | Merck & Co Inc New | $241,000 | +8.6% | 3,856 | 0.0% | 0.16% | +8.4% | |
| DLX | Deluxe Corporation | $234,000 | +0.9% | 3,500 | 0.0% | 0.15% | +1.3% | |
| SLB | Schlumberger Ltd | $232,000 | -0.4% | 2,950 | 0.0% | 0.15% | 0.0% | |
| SMB | Market Vectors Etf Trustamt free short m | $221,000 | -0.5% | 12,500 | 0.0% | 0.14% | -0.7% | |
| BRKA | Berkshire Hathaway Cl Acl a | $216,000 | -0.5% | 1 | 0.0% | 0.14% | -0.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
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.