$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NQP | Exit | NUVEEN PENNSYLVANIA QLT MUN | $0 | – | -14,000 | -100.0% | -0.08% | – |
| BAF | Exit | BLACKROCK MUNI INCOME INV QL | $0 | – | -13,801 | -100.0% | -0.08% | – |
| HIG | Exit | HARTFORD FINL SVCS GROUP INC | $0 | – | -7,000 | -100.0% | -0.08% | – |
| BPL | Exit | BUCKEYE PARTNERS L Punit ltd partn | $0 | – | -5,000 | -100.0% | -0.08% | – |
| SMB | Exit | VANECK VECTORS ETF TRamt free short m | $0 | – | -12,500 | -100.0% | -0.09% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,078 | -100.0% | -0.10% | – |
| DBL | Exit | DOUBLELINE OPPORTUNISTIC CR | $0 | – | -12,550 | -100.0% | -0.10% | – |
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -11,000 | -100.0% | -0.11% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -5,000 | -100.0% | -0.16% | – |
| GSBD | Exit | GOLDMAN SACHS BDC INC | $0 | – | -25,900 | -100.0% | -0.20% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -7,647 | -100.0% | -0.24% | – |
| EBAY | Exit | EBAY INC | $0 | – | -28,750 | -100.0% | -0.31% | – |
| BBT | Exit | BB&T CORP | $0 | – | -56,301 | -100.0% | -1.17% | – |
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.