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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
ARE icon
101
Alexandria Real Estate Equities
ARE
$8.34B
$759K 0.13%
8,206
-200
-2% -$19.6K
UMBF icon
102
UMB Financial
UMBF
$11B
$748K 0.12%
7,402
– –
NEE icon
103
NextEra Energy
NEE
$176B
$747K 0.12%
10,537
– –
EEFT icon
104
Euronet Worldwide
EEFT
$2.73B
$737K 0.12%
6,900
-18,018
-72% -$1.83M
BAC icon
105
Bank of America
BAC
$441B
$719K 0.12%
17,229
+7,603
+79% +$339K
VTV icon
106
Vanguard Morningstar Value ETF
VTV
$191B
$717K 0.12%
4,150
– –
UNH icon
107
UnitedHealth
UNH
$367B
$705K 0.12%
1,346
-18
-1% -$9.2K
MPC icon
108
Marathon Petroleum
MPC
$84B
$672K 0.11%
4,613
– –
IWB icon
109
iShares Russell 1000 ETF
IWB
$49.7B
$665K 0.11%
2,167
– –
AVGO icon
110
Broadcom
AVGO
$2T
$651K 0.11%
3,886
+26
+0.7% +$5.5K
AXP icon
111
American Express
AXP
$231B
$635K 0.11%
2,362
-550
-19% -$163K
MMM icon
112
3M
MMM
$93.2B
$571K 0.1%
3,888
– –
SHEL icon
113
Shell
SHEL
$248B
$563K 0.09%
7,684
-200
-3% -$13.5K
DFAS icon
114
Dimensional US Small Cap ETF
DFAS
$15.6B
$554K 0.09%
9,278
+9
+0.1% +$579
TSLA icon
115
Tesla
TSLA
$1.26T
$551K 0.09%
2,128
-801
-27% -$267K
COP icon
116
ConocoPhillips
COP
$142B
$543K 0.09%
5,169
+2
+0% +$199
AEP icon
117
American Electric Power
AEP
$68.2B
$527K 0.09%
4,820
– –
GLW icon
118
Corning
GLW
$135B
$505K 0.08%
11,033
+28
+0.3% +$1.38K
CDNS icon
119
Cadence Design Systems
CDNS
$93.2B
$484K 0.08%
1,904
+525
+38% +$146K
YUM icon
120
Yum! Brands
YUM
$41.6B
$483K 0.08%
3,070
– –
QQQ icon
121
Invesco QQQ Trust
QQQ
$479B
$481K 0.08%
1,026
+65
+7% +$33K
KKR icon
122
KKR & Co
KKR
$92.8B
$465K 0.08%
4,022
– –
MCK icon
123
McKesson
MCK
$102B
$446K 0.07%
662
– –
SPDW icon
124
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
$434K 0.07%
11,916
+26
+0.2% +$940
CSCO icon
125
Cisco
CSCO
$476B
$431K 0.07%
6,984
+209
+3% +$12.9K
3 4
5
6 7

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KCP
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RIM
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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.