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

Instuitional Investor - Kavar Capital Partners, Llc

Fund Profile
Filing Period:
Fund Name: Kavar Capital Partners, Llc
Portfolio Value $296,585,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 143,967 $16,673,000 5.62%
2.
Schwab Strategic Trust
 FNDF 175,579 $14,157,000 4.77%
3.
Schwab Strategic Trust
 FNDF 341,118 $10,711,000 3.61%
4.
Thermo Fisher Scientific Inc.
 TMO 22,033 $9,728,000 3.28%
5.
Invesco Exchange Traded Fd T
 83,755 $9,055,000 3.05%
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)