$434 Million is the total value of KAVAR CAPITAL PARTNERS GROUP, LLC's 145 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -16,575 | -100.0% | -0.05% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,648 | -100.0% | -0.06% | – |
| BRMK | Exit | BROADMARK RLTY CAP INC | $0 | – | -62,975 | -100.0% | -0.08% | – |
| RA | Exit | BROOKFIELD REAL ASSETS INCOM | $0 | – | -20,200 | -100.0% | -0.09% | – |
| ILPT | Exit | INDUSTRIAL LOGISTICS PPTYS T | $0 | – | -94,201 | -100.0% | -0.13% | – |
| Exit | MAINSTAY CBRE GBL INFRSTR ME | $0 | – | -54,023 | -100.0% | -0.17% | – | |
| NBXG | Exit | NEUBERGER BERMAN NEXT GENERA | $0 | – | -78,052 | -100.0% | -0.19% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -11,809 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 6.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 5.2% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.6% |
| THERMO FISHER SCIENTIFIC INC | 12 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.6% |
| ALPHABET INC | 12 | Q3 2023 | 3.1% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.4% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 3.1% |
| DANAHER CORPORATION | 12 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 12 | Q3 2023 | 2.7% |
View KAVAR CAPITAL PARTNERS GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-27 |
View KAVAR CAPITAL PARTNERS GROUP, 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.