$463 Million is the total value of KAVAR CAPITAL PARTNERS GROUP, LLC's 161 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LOW | Exit | LOWES COS INC | $0 | – | -1,041 | -100.0% | -0.05% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -941 | -100.0% | -0.05% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -5,545 | -100.0% | -0.05% | – |
| MMM | Exit | 3M CO | $0 | – | -2,088 | -100.0% | -0.06% | – |
| CBZ | Exit | CBIZ INC | $0 | – | -5,585 | -100.0% | -0.06% | – |
| PPL | Exit | PPL CORP | $0 | – | -11,500 | -100.0% | -0.08% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -13,559 | -100.0% | -0.24% | – |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -18,520 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.