$297 Million is the total value of Kavar Capital Partners, LLC's 144 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GM | GENERAL MTRS CO | $1,633,000 | +16.9% | 55,200 | 0.0% | 0.55% | +2.8% | |
| CFB | CROSSFIRST BANKSHARES INC | $1,140,000 | -11.2% | 131,240 | 0.0% | 0.38% | -22.1% | |
| FB | FACEBOOK INCcl a | $527,000 | +15.3% | 2,013 | 0.0% | 0.18% | +1.7% | |
| ORLY | OREILLY AUTOMOTIVE INC | $407,000 | +9.4% | 882 | 0.0% | 0.14% | -4.2% | |
| NEE | NEXTERA ENERGY INC | $389,000 | +15.8% | 1,400 | 0.0% | 0.13% | +1.6% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $320,000 | +19.9% | 1 | 0.0% | 0.11% | +5.9% | |
| EFA | ISHARES TRmsci eafe etf | $316,000 | +4.6% | 4,969 | 0.0% | 0.11% | -7.8% | |
| GOOG | ALPHABET INCcap stk cl c | $304,000 | +3.8% | 207 | 0.0% | 0.10% | -8.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $280,000 | +4.5% | 1,509 | 0.0% | 0.09% | -8.7% | |
| UNH | UNITEDHEALTH GROUP INC | $249,000 | +5.5% | 800 | 0.0% | 0.08% | -7.7% | |
| IVV | ISHARES TRcore s&p500 etf | $235,000 | +8.8% | 699 | 0.0% | 0.08% | -4.8% | |
| PEO | ADAM NAT RES FD INC | $132,000 | -13.7% | 13,500 | 0.0% | 0.04% | -23.7% | |
| OFS | OFS CAP CORP | $84,000 | +5.0% | 17,750 | 0.0% | 0.03% | -9.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-10
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.