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KCPG

Kavar Capital Partners Group Portfolio holdings

AUM $812M
1-Year Est. Return 29.76%
This Fund
S&P 500
This Quarter Est. Return
-0.41%
1 Year Est. Return
+29.76%
3 Year Est. Return
+77.21%
5 Year Est. Return
+92.54%
10 Year Est. Return
+280.51%
AUM
$600M
AUM Growth
+$8.26M
Cap. Flow
+$21.1M
Cap. Flow %
3.52%
Top 10 Hldgs %
37.02%
Holding
190
New
15
Increased
69
Reduced
43
Closed
13

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.29M
2
UBER icon
Uber
UBER
+$2.68M
3
BUSE icon
First Busey Corp
BUSE
+$1.94M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.89M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.4M

Top Sells

Rank Stock Value
1
CFB
CrossFirst Bankshares, Inc. Common Stock
CFB
+$1.92M
2
EEFT icon
Euronet Worldwide
EEFT
+$1.83M
3
EW icon
Edwards Lifesciences
EW
+$703K
4
NBXG
Neuberger Next Generation Connectivity Fund Inc
NBXG
+$403K
5
BIBL icon
Inspire 100 ETF
BIBL
+$338K

Sector Composition

Rank Sector Weight
1 Technology 14.45%
2 Financials 13.42%
3 Healthcare 12.24%
4 Consumer Staples 8.51%
5 Consumer Discretionary 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
51
Emerson Electric
EMR
$87.9B
$3.27M 0.54%
29,815
-150
-0.5% -$18.1K
LMT icon
52
Lockheed Martin
LMT
$135B
$3.27M 0.54%
7,314
+299
+4% +$138K
DEO icon
53
Diageo
DEO
$51.5B
$3.22M 0.54%
30,747
-1,796
-6% -$203K
STZ icon
54
Constellation Brands
STZ
$22.7B
$3.04M 0.51%
16,578
+231
+1% +$42K
AVDV icon
55
Avantis International Small Cap Value ETF
AVDV
$19.5B
$3.03M 0.51%
43,508
+8,692
+25% +$590K
ADBE icon
56
Adobe
ADBE
$102B
$2.94M 0.49%
7,665
+1,375
+22% +$590K
PM icon
57
Philip Morris
PM
$294B
$2.88M 0.48%
18,162
– –
IVV icon
58
iShares Core S&P 500 ETF
IVV
$897B
$2.75M 0.46%
4,890
– –
ADP icon
59
Automatic Data Processing
ADP
$109B
$2.73M 0.46%
8,945
+7
+0.1% +$2.11K
UBER icon
60
Uber
UBER
$142B
$2.72M 0.45%
+37,265
New +$2.68M
TFC icon
61
Truist Financial
TFC
$64.6B
$2.61M 0.44%
63,521
-550
-0.9% -$24.5K
SO icon
62
Southern Company
SO
$106B
$2.48M 0.41%
26,943
– –
VTI icon
63
Vanguard Morningstar Total Stock Market ETF
VTI
$679B
$2.41M 0.4%
8,755
+37
+0.4% +$10.7K
LLY icon
64
Eli Lilly
LLY
$1.05T
$2.32M 0.39%
2,813
+5
+0.2% +$4.16K
NVO
65
Novo Nordisk
NVO
$201B
$2.25M 0.38%
32,431
+832
+3% +$68.7K
DGX icon
66
Quest Diagnostics
DGX
$26.1B
$2.22M 0.37%
13,143
– –
VZ icon
67
Verizon
VZ
$194B
$2.21M 0.37%
48,614
-1,033
-2% -$43K
SYY icon
68
Sysco
SYY
$40.3B
$2M 0.33%
26,687
– –
BTU icon
69
Peabody Energy
BTU
$2.89B
$2M 0.33%
147,700
– –
BP icon
70
BP
BP
$108B
$1.94M 0.32%
57,427
-275
-0.5% -$8.98K
MO icon
71
Altria Group
MO
$114B
$1.92M 0.32%
31,935
– –
SR icon
72
Spire
SR
$4.79B
$1.92M 0.32%
24,478
+31
+0.1% +$2.27K
SPYM
73
State Street SPDR Portfolio S&P 500 ETF
SPYM
$167B
$1.92M 0.32%
29,125
+190
+0.7% +$13.1K
DFUS
74
Dimensional US Equity ETF
DFUS
$21.5B
$1.89M 0.31%
31,240
+25
+0.1% +$1.6K
BUSE icon
75
First Busey Corp
BUSE
$2.6B
$1.8M 0.3%
+83,432
New +$1.94M
1 2
3
4 5

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BBI
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AR
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ACM
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KCP
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BCM
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Kavar Capital Partners Group's Q1 2025 Portfolio in Review

As of Q1 2025, Kavar Capital Partners Group held 190 positions worth $600M, up 1.4% from $592M the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Kavar Capital Partners Group deployed $21.1M of net new capital in Q1 2025, opening 15 new positions and adding to 69 existing holdings. Its largest new stake was Uber: 37,265 shares worth $2.72M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Euronet Worldwide, an estimated $1.83M trimmed.

  • Kavar Capital Partners Group's largest Q1 2025 buy was Uber: 37,265 shares worth $2.72M.
  • Kavar Capital Partners Group added most to Berkshire Hathaway Class A in Q1 2025, an estimated $7.29M increase.
  • Kavar Capital Partners Group's biggest Q1 2025 reduction was Euronet Worldwide, cutting an estimated $1.83M.
  • Kavar Capital Partners Group fully exited CrossFirst Bankshares, Inc. Common Stock in Q1 2025, selling an estimated $1.92M.
  • Kavar Capital Partners Group's ten largest holdings make up 37% of its $600M portfolio in Q1 2025.
  • Kavar Capital Partners Group opened 15 new positions and closed 13 in Q1 2025.
  • Kavar Capital Partners Group's portfolio value rose 1.4% quarter-over-quarter to $600M.

Based on Kavar Capital Partners Group's 13F filing for Q1 2025, filed 23 Apr 2025.