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Home > Institutional Investor > Kavar Capital Partners Group, Llc > Profile

Instuitional Investor - Kavar Capital Partners Group, Llc

Fund Profile
Filing Period:
Fund Name: Kavar Capital Partners Group, Llc
Portfolio Value $894,933,453
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 308,420 $59,380,060 6.63%
2.
Schwab Strategic Trust
 FNDF 784,248 $48,576,304 5.42%
3.
Schwab Strategic Trust
 FNDF 804,424 $45,369,566 5.06%
4.
Schwab Strategic Trust
 FNDF 1,100,300 $40,667,104 4.54%
5.
Thermo Fisher Scientific Inc.
 TMO 59,908 $31,798,612 3.55%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)