$270 Million is the total value of Kavar Capital Partners, LLC's 129 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TFC | New | TRUIST FINL CORP | $3,308,000 | – | 58,741 | +100.0% | 1.22% | – |
GM | New | GENERAL MTRS CO | $2,042,000 | – | 55,800 | +100.0% | 0.76% | – |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $242,000 | – | 7,706 | +100.0% | 0.09% | – |
CRM | New | SALESFORCE COM INC | $207,000 | – | 1,274 | +100.0% | 0.08% | – |
GDOT | New | GREEN DOT CORPcl a | $209,000 | – | 8,950 | +100.0% | 0.08% | – |
OFS | New | OFS CAP CORP | $128,000 | – | 11,500 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-28
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.