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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
+7.22%
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
$112M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow %
97.19%
Top 10 Hldgs %
17.56%
Holding
540
New
540
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
PG icon
Procter & Gamble
PG
+$2.69M
2
UL icon
Unilever
UL
+$2.44M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.92M
4
AAPL icon
Apple
AAPL
+$1.87M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.85M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Staples 20.32%
2 Miscellaneous 12.28%
3 Healthcare 11.67%
4 Energy 11.43%
5 Financials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PG icon
1
Procter & Gamble
PG
$360B
$2.69M 2.41%
+33,008
New +$2.69M
2013 Q4
0 quarters
UL icon
2
Unilever
UL
$136B
$2.53M 2.26%
+54,518
New +$2.44M
2013 Q4
0 quarters
AAPL icon
3
Apple
AAPL
$5.04T
$1.98M 1.77%
+98,840
New +$1.87M
2013 Q4
0 quarters
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.97M 1.76%
+16,608
New +$1.92M
2013 Q4
0 quarters
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$112B
$1.91M 1.71%
+25,421
New +$1.85M
2013 Q4
0 quarters
DEO icon
6
Diageo
DEO
$50.5B
$1.89M 1.69%
+14,287
New +$1.82M
2013 Q4
0 quarters
T icon
7
AT&T
T
$156B
$1.68M 1.5%
+63,193
New +$1.66M
2013 Q4
0 quarters
BP icon
8
BP
BP
$125B
$1.68M 1.5%
+42,186
New +$1.57M
2013 Q4
0 quarters
JNJ icon
9
Johnson & Johnson
JNJ
$602B
$1.66M 1.48%
+18,075
New +$1.67M
2013 Q4
0 quarters
MDLZ icon
10
Mondelez International
MDLZ
$78.8B
$1.64M 1.46%
+46,356
New +$1.54M
2013 Q4
0 quarters
BUD icon
11
AB InBev
BUD
$155B
$1.63M 1.46%
+15,325
New +$1.57M
2013 Q4
0 quarters
PM icon
12
Philip Morris
PM
$315B
$1.63M 1.46%
+18,698
New +$1.63M
2013 Q4
0 quarters
MCD icon
13
McDonald's
MCD
$167B
$1.43M 1.28%
+14,737
New +$1.42M
2013 Q4
0 quarters
GE icon
14
GE Aerospace
GE
$321B
$1.38M 1.23%
+10,248
New +$1.29M
2013 Q4
0 quarters
XOM icon
15
ExxonMobil
XOM
$720B
$1.38M 1.23%
+13,602
New +$1.26M
2013 Q4
0 quarters
CFFN icon
16
Capitol Federal Financial
CFFN
$1B
$1.34M 1.2%
+110,951
New +$1.37M
2013 Q4
0 quarters
CERN
17
DELISTED
Cerner Corp
CERN
$1.33M 1.19%
+23,877
New +$1.34M
2013 Q4
0 quarters
CB icon
18
DELISTED
CHUBB CORPORATION
CB
$1.33M 1.19%
+13,760
New +$1.28M
2013 Q4
0 quarters
ADP icon
19
Automatic Data Processing
ADP
$110B
$1.32M 1.18%
+18,642
New +$1.25M
2013 Q4
0 quarters
MO icon
20
Altria Group
MO
$121B
$1.32M 1.18%
+34,405
New +$1.27M
2013 Q4
0 quarters
RAI
21
DELISTED
Reynolds American Inc
RAI
$1.31M 1.17%
+52,340
New +$1.32M
2013 Q4
0 quarters
MMM icon
22
3M
MMM
$84.2B
$1.29M 1.16%
+11,031
New +$1.18M
2013 Q4
0 quarters
PBCT
23
DELISTED
People's United Financial Inc
PBCT
$1.26M 1.13%
+83,357
New +$1.23M
2013 Q4
0 quarters
KO icon
24
Coca-Cola
KO
$390B
$1.26M 1.12%
+30,425
New +$1.2M
2013 Q4
0 quarters
BSV icon
25
Vanguard Short-Term Bond ETF
BSV
$45.3B
$1.22M 1.09%
+15,248
New +$1.23M
2013 Q4
0 quarters
1
2 3 4 5

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DMC
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SDH
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CFO
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REA
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TLP
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BPIM
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WAM
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Kavar Capital Partners Group's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Kavar Capital Partners Group, which disclosed 540 positions worth $112M. Its ten largest holdings account for 18% of the portfolio.

Its largest position is Procter & Gamble: 33,008 shares worth $2.69M.

By sector, the portfolio is most concentrated in Consumer Staples at 20% of assets, followed by Miscellaneous and Healthcare.

  • Kavar Capital Partners Group's largest Q4 2013 buy was Procter & Gamble: 33,008 shares worth $2.69M.
  • Kavar Capital Partners Group's ten largest holdings make up 18% of its $112M portfolio in Q4 2013.
  • Kavar Capital Partners Group disclosed 540 positions in Q4 2013, its first 13F filing on record.

Based on Kavar Capital Partners Group's 13F filing for Q4 2013, filed 7 Jan 2019.