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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 Miscellaneous 31.79%
2 Technology 14.45%
3 Financials 13.42%
4 Healthcare 12.24%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.67T
$34.6M 5.77%
155,943
-882
-0.6% -$204K
FNDX icon
2
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$34.2M 5.71%
1,450,222
+57,742
+4% +$1.4M
SCHX icon
3
Schwab US Large- Cap ETF
SCHX
$74.3B
$31.7M 5.28%
1,433,824
+80,979
+6% +$1.89M
SCHF icon
4
Schwab International Equity ETF
SCHF
$69.3B
$25.3M 4.21%
1,277,052
+68,295
+6% +$1.34M
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.08T
$21M 3.5%
41,427
+1,068
+3% +$519K
NVDA icon
6
NVIDIA
NVDA
$5.25T
$18M 2.99%
165,745
-1,286
-0.8% -$163K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.24T
$16M 2.66%
103,282
-767
-0.7% -$139K
MSFT icon
8
Microsoft
MSFT
$3.81T
$15.4M 2.56%
40,998
-72
-0.2% -$29.4K
TMO icon
9
Thermo Fisher Scientific
TMO
$230B
$14.6M 2.43%
29,305
+425
+1% +$230K
PG icon
10
Procter & Gamble
PG
$334B
$11.4M 1.9%
66,998
+232
+0.3% +$38.9K
ORLY icon
11
O'Reilly Automotive
ORLY
$71.6B
$10.6M 1.77%
111,270
-1,530
-1% -$133K
JPM icon
12
JPMorgan Chase
JPM
$951B
$10.6M 1.76%
43,132
+915
+2% +$233K
AVUV icon
13
Avantis US Small Cap Value ETF
AVUV
$31.3B
$10.2M 1.71%
117,574
+4,231
+4% +$398K
RSP icon
14
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$9.95M 1.66%
57,424
-409
-0.7% -$72.7K
ABBV icon
15
AbbVie
ABBV
$451B
$9.89M 1.65%
47,219
-25
-0.1% -$4.86K
DHR icon
16
Danaher
DHR
$152B
$9.79M 1.63%
47,757
+1,100
+2% +$240K
AVEM icon
17
Avantis Emerging Markets Equity ETF
AVEM
$28B
$9.29M 1.55%
154,372
+6,984
+5% +$420K
BRK.A icon
18
Berkshire Hathaway Class A
BRK.A
$1.08T
$8.78M 1.46%
11
+10
+1,000% +$7.29M
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$113B
$7.75M 1.29%
39,930
-177
-0.4% -$35.2K
SCHM icon
20
Schwab US Mid-Cap ETF
SCHM
$14.9B
$7.71M 1.28%
294,162
+33,776
+13% +$941K
JNJ icon
21
Johnson & Johnson
JNJ
$646B
$7.67M 1.28%
46,268
-520
-1% -$81.4K
V icon
22
Visa
V
$712B
$7.59M 1.26%
21,645
-127
-0.6% -$43K
CAT icon
23
Caterpillar
CAT
$368B
$7.54M 1.26%
22,865
-79
-0.3% -$28.1K
XOM icon
24
ExxonMobil
XOM
$644B
$7.44M 1.24%
62,530
+1,081
+2% +$120K
WMT icon
25
Walmart Inc
WMT
$820B
$7.15M 1.19%
81,489
+436
+0.5% +$40.9K
1
2 3 4 5

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DMC
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SDH
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FA
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CFO
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REA
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TLP
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BPIM
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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 Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Technology and Financials.

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.