Portfolio (Quarterly)
Guide ↗
KAVAR CAPITAL PARTNERS GROUP, LLC
· CIK 0001841766| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NVO | NOVO-NORDISK A S | Healthcare | 31,509 | $1.6M | 0.22% | SOLD |
| 2 | ADBE | ADOBE INC | Technology | 3,835 | $1.3M | 0.18% | SOLD |
| 3 | ACGL | ARCH CAP GROUP LTD | Financial Services | 13,150 | $274K | 0.04% | SOLD |
| 4 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 16,515 | $262K | 0.04% | SOLD |
| 5 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 5,044 | $250K | 0.04% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 879 | $233K | 0.03% | SOLD |
| 7 | — | CENCORA INC | — | 600 | $203K | 0.03% | SOLD |
| 8 | CBZ | CBIZ INC | Industrials | 4,015 | $203K | 0.03% | SOLD |
Sector Allocation
Technology
24.7%
Healthcare
15.8%
Financial Services
14.0%
Industrials
9.8%
Consumer Defensive
9.3%
Consumer Cyclical
8.5%
Communication Services
8.4%
Energy
7.0%
Utilities
2.0%
Basic Materials
0.2%