SEC 13F Intelligence

Managers / Q1 2024 · view latest →

KAVAR CAPITAL PARTNERS GROUP, LLC

CIK 0001841766 · 11460 TOMAHAWK CREEK PARKWAY, SUITE 420, LEAWOOD, KS, 66211 · 913-428-3300

Reported Value
$542M
Q1 2024
Positions
158
Filings on Record
22
2019–present window
Filed
May 14, 2024
original filing

Summary

Kavar Capital Partners Group, Llc reported $542M in U.S.-listed holdings across 158 positions for Q1 2024.

Its largest position, Schwab Strategic Tr, represents 5.2% of the portfolio.

Compared with Q4 2023, the fund opened 12 new positions and exited 8.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $348MQ4 ’20Q1 ’21: $371MQ2 ’21: $414MQ3 ’21: $439MQ3 ’21Q4 ’21: $481MQ1 ’22: $463MQ2 ’22: $431MQ2 ’22Q3 ’22: $392MQ4 ’22: $434.0BQ1 ’23: $463MQ1 ’23Q2 ’23: $469MQ3 ’23: $461MQ4 ’23: $895MQ4 ’23Q1 ’24: $542MQ2 ’24: $555MQ3 ’24: $632MQ3 ’24Q4 ’24: $592MQ1 ’25: $600MQ2 ’25: $696MQ2 ’25Q3 ’25: $750MQ4 ’25: $725MQ1 ’26: $798MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 63.9%ETP: 30.5%ADR: 2.7%Other: 2.4%REIT: 0.5%Other: 0.2%
  • Common Stock · 63.9% · $346M
  • ETP · 30.5% · $165M
  • ADR · 2.7% · $14M
  • Other · 2.4% · $13M
  • REIT · 0.5% · $2M
  • Other · 0.2% · $814,902

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$798M213Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$725M187Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$750M187Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$696M191Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$600M177Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$592M175Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$632M180Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$555M163Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$542M158May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$895M281Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$461M154Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$469M147Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$463M161May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$434.0B145Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$392M139Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$431M164Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$463M156May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$481M167Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$439M172Nov 1, 202113F-HRchanges · EDGAR ↗
Q2 2021$414M149Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$371M142May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$348M152Feb 5, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.