Kavar Capital Partners Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$2.34M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$1.87M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$761K |
| 4 |
Dow Inc
DOW
|
+$651K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$590K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
|
+$1.3M |
| 2 |
DuPont de Nemours
DD
|
+$656K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$609K |
| 4 |
Goldman Sachs BDC
GSBD
|
+$511K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$399K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 18.97% |
| 2 | Consumer Staples | 16.06% |
| 3 | Financials | 11.37% |
| 4 | Communication Services | 7.78% |
| 5 | Technology | 7.54% |
Similar funds
Kavar Capital Partners Group's Q2 2019 Portfolio in Review
As of Q2 2019, Kavar Capital Partners Group held 517 positions worth $254M, up 13% from $224M the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Kavar Capital Partners Group deployed $23.3M of net new capital in Q2 2019, opening 393 new positions and adding to 71 existing holdings. Its largest new stake was NVIDIA: 564,440 shares worth $2.32M.
By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 19% a quarter earlier, followed by Consumer Staples and Financials.
On the sell side, the largest reduction was DuPont de Nemours, an estimated $656K trimmed.
- Kavar Capital Partners Group's largest Q2 2019 buy was NVIDIA: 564,440 shares worth $2.32M.
- Kavar Capital Partners Group added most to Schwab US Large- Cap ETF in Q2 2019, an estimated $1.87M increase.
- Kavar Capital Partners Group's biggest Q2 2019 reduction was DuPont de Nemours, cutting an estimated $656K.
- Kavar Capital Partners Group fully exited Wells Fargo 7.5% Non Cumv Perp Conv in Q2 2019, selling an estimated $1.3M.
- Kavar Capital Partners Group's ten largest holdings make up 28% of its $254M portfolio in Q2 2019.
- Kavar Capital Partners Group opened 393 new positions and closed 9 in Q2 2019.
- Kavar Capital Partners Group's portfolio value rose 13% quarter-over-quarter to $254M.
Based on Kavar Capital Partners Group's 13F filing for Q2 2019, filed 1 Aug 2019.