CIK: 0001758087
Total reported value
$296.6M
Reporting period: 2020-09-30 · Number of holdings: 144
Kavar Capital Partners, LLC disclosed 144 holdings in its latest 13F filing for the period ending 2020-09-30, with total reported value of $296.6M and a quarterly turnover rate of 16.2%.
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Kavar Capital Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 53 equally-sized positions, well below its 144 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.32), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 48% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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Add AAPL
+284.0% $3.0M
Add WMT
+122.3% $1.2M
Trim RSP
-1.8% $374.0K
Trim ABBV
+1.2% -$350.0K
Trim SCHF
+0.7% $632.0K
Add NVDA
-5.5% $1.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 5.62% | +0.37% | +284.03% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.77% | -0.03% | +4.11% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.61% | -0.26% | +0.69% | |
| 4 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 3.28% | +0.20% | -0.61% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.05% | -0.28% | -1.82% | |
| 6 | DHR | Danaher CORP | Stock-Healthcare | 2.87% | +0.17% | -0.60% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.68% | +0.06% | +0.19% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.66% | -0.09% | +6.21% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | -0.17% | +3.34% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.32% | -0.12% | -1.46% | |
| 11 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.28% | — | +4.96% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.01% | +0.07% | -0.77% | |
| 13 | UL | Unilever PLC | Stock-Consumer Staples | 1.89% | -0.03% | +0.17% | |
| 14 | NKE | Nike INC -cl B | Stock-Consumer Disc | 1.79% | +0.16% | -2.11% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.78% | -0.02% | +2.50% | |
| 16 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.77% | +0.05% | -0.12% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.71% | -0.10% | +1.77% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.25% | -5.49% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | — | -0.03% | |
| 20 | VZ | Verizon Communications INC | Stock-Comm Services | 1.54% | -0.01% | +4.70% | |
| 21 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.46% | -0.05% | +7.12% | |
| 22 | STE | STERIS plc | Stock-Healthcare | 1.31% | +0.01% | -0.56% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.25% | +0.06% | +0.07% | |
| 24 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.20% | -0.02% | -0.56% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.18% | -0.03% | +0.24% | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.11% | — | +1.14% | |
| 27 | ABBV | Abbvie INC | Stock-Healthcare | 1.10% | -0.28% | +1.21% | |
| 28 | BAX | Baxter International INC | Stock-Healthcare | 1.08% | — | -0.87% | |
| 29 | EEFT | Euronet Worldwide INC | Stock-Tech | 1.07% | -0.04% | +15.43% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.03% | — | +4.59% | |
| 31 | T | At&t INC | Stock-Comm Services | 0.98% | — | +1.28% | |
| 32 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.98% | +0.07% | +0.86% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.09% | +20.84% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.06% | +19.35% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | — | +6.42% | |
| 36 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.89% | — | -0.27% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | +0.03% | -0.93% | |
| 38 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.87% | +0.01% | +0.98% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.85% | — | +5.39% | |
| 40 | CERNCHF | Cerner CORP | Stock-Other | 0.84% | — | -1.28% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.83% | — | +0.57% | |
| 42 | DGX | Quest Diagnostics INC | Stock-Healthcare | 0.81% | — | -1.30% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.75% | — | +2.40% | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.75% | — | +0.25% | |
| 45 | GSK | GSK plc ADRhedged | Stock-Healthcare | 0.74% | — | +9.06% | |
| 46 | SYY | Sysco CORP | Stock-Consumer Staples | 0.73% | — | -1.83% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.69% | — | +0.13% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | — | -0.10% | |
| 49 | GFF | Griffon CORP | Stock-Industrials | 0.66% | +0.66% | NEW | |
| 50 | WMT | Walmart INC | Stock-Consumer Staples | 0.64% | +0.36% | +122.33% |
Not enough priced holdings yet to compute performance
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2020 Q3 | 144 | $296.6M | 16 | ||
| 2020 Q2 | 121 | $260.5M | 24 | ||
| 2020 Q1 | 117 | $208.6M | 33 | ||
| 2019 Q4 | 129 | $270.1M | 17 | ||
| 2019 Q3 | 136 | $256.2M | 18 | ||
| 2019 Q2 | 511 | $254.5M | 20 | ||
| 2019 Q1 | 125 | $224.2M | 23 | ||
| 2018 Q4 | 105 | $185.3M | 25 | ||
| 2018 Q3 | 106 | $201.9M | 21 | ||
| 2018 Q2 | 461 | $199.0M | 14 | ||
| 2018 Q1 | 454 | $191.6M | 21 | ||
| 2017 Q4 | 108 | $188.3M | 12 | ||
| 2017 Q3 | 109 | $182.6M | 19 | ||
| 2017 Q2 | 112 | $183.7M | 12 | ||
| 2017 Q1 | 110 | $179.5M | 21 | ||
| 2016 Q4 | 99 | $158.0M | 16 | ||
| 2016 Q3 | 99 | $155.1M | 12 | ||
| 2016 Q2 | 100 | $155.3M | 13 | ||
| 2016 Q1 | 101 | $151.2M | 22 | ||
| 2015 Q4 | 522 | $155.6M | 21 | ||
| 2015 Q3 | 533 | $141.4M | 28 | ||
| 2015 Q2 | 558 | $147.2M | 31 | ||
| 2015 Q1 | 104 | $117.6M | 40 | ||
| 2014 Q4 | 124 | $127.2M | 21 | ||
| 2014 Q3 | 125 | $117.0M | 15 | ||
| 2014 Q2 | 133 | $117.9M | 21 | ||
| 2014 Q1 | 581 | $120.9M | 16 | ||
| 2013 Q4 | 546 | $111.7M | 0 |
Kavar Capital Partners, LLC's most significant position changes for 2020-09-30: New buy: Griffon CORP (GFF); New buy: Blackrock Hlth Sci Trm Tr Ii (BMEZ); New buy: Spire INC (SR); New buy: American Electric Power (AEP 6.125 08-15-23); New buy: Duke Energy CORP (DUK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.4% | +284.03% | Add |
| 2 | WMT | Walmart INC | +0.4% | +122.33% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | -5.49% | Trim |
| 4 | TMO | Thermo Fisher Scientific INC | +0.2% | -0.61% | Trim |
| 5 | DHR | Danaher CORP | +0.2% | -0.60% | Trim |
| 6 | NKE | Nike INC -cl B | +0.2% | -2.11% | Trim |
| 7 | PEP | Pepsico INC | +0.1% | +127.48% | Add |
| 8 | TSLA | Tesla INC | +0.1% | +414.56% | Add |
| 9 | V | Visa Inc-class A Shares | +0.1% | +20.84% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.77% | Trim |
| 11 | CTSH | Cognizant Tech Solutions-a | +0.1% | +0.86% | Add |
| 12 | PG | Procter & Gamble Co/the | +0.1% | +0.19% | Add |
| 13 | ABT | Abbott Laboratories | +0.1% | +0.07% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +19.35% | Add |
| 15 | SBUX | Starbucks CORP | +0.1% | -0.12% | Trim |
| 16 | MCD | Mcdonald's CORP | 0% | -0.93% | Trim |
| 17 | STE | STERIS plc | 0% | -0.56% | Trim |
| 18 | AMZN | Amazon.com INC | 0% | +0.98% | Add |
| 19 | VZ | Verizon Communications INC | 0% | +4.70% | Add |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +2.50% | Add |
| 21 | MDLZ | Mondelez International Inc-a | 0% | -0.56% | Trim |
| 22 | SCHX | Schwab US Large-cap ETF | 0% | +4.11% | Add |
| 23 | UL | Unilever PLC | 0% | +0.17% | Add |
| 24 | DIS | Walt Disney Co/the | 0% | +0.24% | Add |
| 25 | EEFT | Euronet Worldwide INC | 0% | +15.43% | Add |
| 26 | DEO | Diageo Plc-sponsored Adr | -0.1% | +7.12% | Add |
| 27 | VBR | Vanguard Small-cap Value ETF | -0.1% | +6.21% | Add |
| 28 | JNJ | Johnson & Johnson | -0.1% | +1.77% | Add |
| 29 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.46% | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | -0.2% | +3.34% | Add |
| 31 | XOM | Exxon Mobil CORP | -0.2% | -6.53% | Trim |
| 32 | GILD | Gilead Sciences INC | -0.2% | +1.65% | Add |
| 33 | SCHF | Schwab Intl Equity ETF | -0.3% | +0.69% | Add |
| 34 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -1.82% | Trim |
| 35 | ABBV | Abbvie INC | -0.3% | +1.21% | Add |
| 36 | GFF | Griffon CORP | — | NEW | New buy |
| 37 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | — | NEW | New buy |
| 38 | SR | Spire INC | — | NEW | New buy |
| 39 | AEP 6.125 08-15-23 | American Electric Power | — | NEW | New buy |
| 40 | DUK | Duke Energy CORP | — | NEW | New buy |
| 41 | DTE 6.25 11-01-22 | Dte Energy Co | — | NEW | New buy |
| 42 | IFF 6 09-15-21 | Intl Flavor & Fragrances | — | NEW | New buy |
| 43 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 44 | BSX 5.5 06-01-23 A | Boston Scientific CORP | — | NEW | New buy |
| 45 | GSBD | Goldman Sachs Bdc INC | — | NEW | New buy |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 47 | XRMMX | Rvrnrth Mgd Dur Muni INC | — | NEW | New buy |
| 48 | TOTL | Ss Doubleline Tr Tact ETF | — | NEW | New buy |
| 49 | FLG 6 11-01-51 | Flagstar Bank NA | — | NEW | New buy |
| 50 | NMCO | Nuveen Municipal Credit Opp | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2020 Q3 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020 Q2 | 2020-07-23 | 13F-HR | View on EDGAR |
| 2020 Q1 | 2020-04-20 | 13F-HR | View on EDGAR |
| 2019 Q4 | 2020-01-28 | 13F-HR | View on EDGAR |
| 2019 Q3 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019 Q2 | 2019-08-01 | 13F-HR | View on EDGAR |
| 2019 Q1 | 2019-04-26 | 13F-HR | View on EDGAR |
| 2018 Q4 | 2019-01-14 | 13F-HR | View on EDGAR |
| 2018 Q3 | 2018-11-09 | 13F-HR | View on EDGAR |
| 2018 Q2 | 2019-05-16 | 13F-HR | View on EDGAR |
| 2018 Q1 | 2019-05-16 | 13F-HR | View on EDGAR |
| 2017 Q4 | 2019-05-17 | 13F-HR | View on EDGAR |
| 2017 Q3 | 2019-05-17 | 13F-HR | View on EDGAR |
| 2017 Q2 | 2019-05-17 | 13F-HR | View on EDGAR |
| 2017 Q1 | 2019-05-16 | 13F-HR | View on EDGAR |
| 2016 Q4 | 2019-05-16 | 13F-HR | View on EDGAR |
| 2016 Q3 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2016 Q2 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2016 Q1 | 2019-05-13 | 13F-HR | View on EDGAR |
| 2015 Q4 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2015 Q3 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2015 Q2 | 2019-05-01 | 13F-HR | View on EDGAR |
| 2015 Q1 | 2019-04-30 | 13F-HR | View on EDGAR |
| 2014 Q4 | 2019-01-25 | 13F-HR | View on EDGAR |
| 2014 Q3 | 2019-01-25 | 13F-HR | View on EDGAR |
| 2014 Q2 | 2019-01-25 | 13F-HR | View on EDGAR |
| 2014 Q1 | 2019-01-07 | 13F-HR | View on EDGAR |
| 2013 Q4 | 2019-01-07 | 13F-HR | View on EDGAR |
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