Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kavar Capital Partners, LLC (CIK 1758087) reported $296.6M across 144 reported positions in its SEC 13F filing for 2020-09-30. Largest positions: AAPL ($16.7M, 5.62%), SCHX ($14.2M, 4.77%), SCHF ($10.7M, 3.61%), TMO ($9.7M, 3.28%), RSP ($9.1M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $16.7M | 5.62% | 143,967 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $14.2M | 4.77% | 175,579 | Added |
| 3 | SCHF | SCHWAB STRATEGIC TR | $10.7M | 3.61% | 341,118 | Added |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | $9.7M | 3.28% | 22,033 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $9.1M | 3.05% | 83,755 | Trimmed |
| 6 | DHR | DANAHER CORPORATION | $8.5M | 2.87% | 39,542 | Trimmed |
| 7 | PG | PROCTER AND GAMBLE CO | $7.9M | 2.68% | 57,090 | Added |
| 8 | VBR | VANGUARD INDEX FDS | $7.9M | 2.66% | 71,186 | Added |
| 9 | GOOGL | ALPHABET INC | $7.5M | 2.54% | 5,136 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $6.9M | 2.32% | 53,385 | Trimmed |
| 11 | BDX | BECTON DICKINSON & CO | $6.8M | 2.28% | 29,106 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.0M | 2.01% | 28,027 | Trimmed |
| 13 | UL | UNILEVER PLC | $5.6M | 1.89% | 91,076 | Added |
| 14 | NKE | NIKE INC | $5.3M | 1.79% | 42,313 | Trimmed |
| 15 | SCHE | SCHWAB STRATEGIC TR | $5.3M | 1.78% | 197,329 | Added |
| 16 | SBUX | STARBUCKS CORP | $5.2M | 1.77% | 60,973 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $5.1M | 1.71% | 34,107 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $4.7M | 1.58% | 8,643 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $4.7M | 1.57% | 22,135 | Trimmed |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $4.6M | 1.54% | 76,775 | Added |
| 21 | DEO | DIAGEO PLC | $4.3M | 1.46% | 31,402 | Added |
| 22 | STE | STERIS PLC | $3.9M | 1.31% | 22,138 | Trimmed |
| 23 | ABT | ABBOTT LABS | $3.7M | 1.25% | 34,067 | Added |
| 24 | MDLZ | MONDELEZ INTL INC | $3.6M | 1.20% | 61,895 | Trimmed |
| 25 | DIS | DISNEY WALT CO | $3.5M | 1.18% | 28,306 | Added |
Source: SEC Form 13F filings · as of 2020-09-30