$224 Million is the total value of Kavar Capital Partners, LLC's 125 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STE | New | Steris Corp | $3,095,000 | – | 24,175 | +100.0% | 1.38% | – |
| V | New | Visa Inc Cl A | $1,478,000 | – | 9,462 | +100.0% | 0.66% | – |
| OKE | New | Oneok Inc New | $1,013,000 | – | 14,500 | +100.0% | 0.45% | – |
| EPD | New | Enterprise Prd Prtnrs LP | $591,000 | – | 20,300 | +100.0% | 0.26% | – |
| ET | New | Energy Transfer Equity LP | $593,000 | – | 38,600 | +100.0% | 0.26% | – |
| ENB | New | Enbridge Inc | $499,000 | – | 13,752 | +100.0% | 0.22% | – |
| MMP | New | Magellan Midstream Partners LP | $455,000 | – | 7,500 | +100.0% | 0.20% | – |
| SCHD | New | Schwab US Dividend Equity ETFus dividend eq | $415,000 | – | 7,948 | +100.0% | 0.18% | – |
| MPLX | New | Mplx Lp | $395,000 | – | 12,000 | +100.0% | 0.18% | – |
| TOTL | New | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFspdr tr tactic | $387,000 | – | 8,000 | +100.0% | 0.17% | – |
| WES | New | Western Midstream Partners Lp Com Unit Lp Int | $359,000 | – | 11,438 | +100.0% | 0.16% | – |
| BA | New | Boeing Co | $288,000 | – | 755 | +100.0% | 0.13% | – |
| GOOG | New | Google Inc Class Ccap stk cl c | $260,000 | – | 222 | +100.0% | 0.12% | – |
| UNH | New | Unitedhealth Group Inc | $247,000 | – | 1,000 | +100.0% | 0.11% | – |
| COST | New | Costco Whsl Corp New | $246,000 | – | 1,017 | +100.0% | 0.11% | – |
| PAA | New | Plains All American Pipeline LPunit ltd partn | $245,000 | – | 10,000 | +100.0% | 0.11% | – |
| CSCO | New | Cisco Systems Inc | $242,000 | – | 4,484 | +100.0% | 0.11% | – |
| UNP | New | Union Pacific Corp | $239,000 | – | 1,428 | +100.0% | 0.11% | – |
| IWM | New | iShares Russell 2000 Indexrussell 2000 etf | $224,000 | – | 1,466 | +100.0% | 0.10% | – |
| SPGI | New | S&p Global Inc | $219,000 | – | 1,040 | +100.0% | 0.10% | – |
| WEC | New | Wecenergy Group Inc | $214,000 | – | 2,708 | +100.0% | 0.10% | – |
| CRM | New | Salesforce.com Inc | $200,000 | – | 1,266 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-26
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.