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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
GE icon
151
GE Aerospace
GE
$389B
$271K 0.05%
1,353
– –
CL icon
152
Colgate-Palmolive
CL
$74.1B
$262K 0.04%
2,800
– –
CBSH icon
153
Commerce Bancshares
CBSH
$8.51B
$262K 0.04%
4,421
+28
+0.6% +$1.71K
VO icon
154
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$260K 0.04%
4,020
– –
APD icon
155
Air Products & Chemicals
APD
$66.8B
$258K 0.04%
875
+11
+1% +$3.39K
IVW icon
156
iShares S&P 500 Growth ETF
IVW
$77B
$252K 0.04%
2,718
– –
GLD icon
157
SPDR Gold Trust
GLD
$138B
$252K 0.04%
+875
New +$231K
EVRG icon
158
Evergy
EVRG
$19.1B
$248K 0.04%
3,603
– –
SCHG icon
159
Schwab US Large-Cap Growth ETF
SCHG
$62.1B
$247K 0.04%
9,870
-14
-0.1% -$383
ISRG icon
160
Intuitive Surgical
ISRG
$132B
$246K 0.04%
496
+60
+14% +$33.2K
ASML icon
161
ASML
ASML
$655B
$245K 0.04%
+369
New +$268K
ADI icon
162
Analog Devices
ADI
$184B
$244K 0.04%
1,210
– –
LIN icon
163
Linde
LIN
$226B
$243K 0.04%
522
– –
DIA icon
164
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.3B
$241K 0.04%
575
– –
PLTR icon
165
Palantir
PLTR
$375B
$230K 0.04%
+2,721
New +$239K
LRCX icon
166
Lam Research
LRCX
$383B
$227K 0.04%
3,116
-4
-0.1% -$315
CB icon
167
Chubb
CB
$137B
$223K 0.04%
740
– –
IEMG icon
168
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$222K 0.04%
4,121
– –
GDX icon
169
VanEck Gold Miners ETF
GDX
$25.6B
$221K 0.04%
+4,809
New +$194K
LOW icon
170
Lowe's Companies
LOW
$122B
$219K 0.04%
939
+7
+0.8% +$1.72K
VHT icon
171
Vanguard Health Care ETF
VHT
$18.4B
$218K 0.04%
825
– –
INTC icon
172
Intel
INTC
$503B
$218K 0.04%
+9,608
New +$210K
KMB icon
173
Kimberly-Clark
KMB
$36.1B
$217K 0.04%
+1,523
New +$205K
TPSC icon
174
Timothy Plan US Small Cap Core ETF
TPSC
$369M
$216K 0.04%
+5,824
New +$226K
IBIT icon
175
iShares Bitcoin Trust
IBIT
$47.4B
$205K 0.03%
+4,375
New +$232K
4 5 6
7
8

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PS
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RPAM
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AR
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ACM
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KCP
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BCM
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OC
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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.