KAVAR CAPITAL PARTNERS GROUP, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1841766
Institutional-grade research for retail investors
13F Reported Value
ⓘ$798.4M
Holdings
213
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
KAVAR CAPITAL PARTNERS GROUP, LLC disclosed 213 positions worth $798.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 26 new positions and exited 8 and a full exit from $NVO. The portfolio is most concentrated in Other (42.9% of disclosed assets). All figures are sourced directly from KAVAR CAPITAL PARTNERS GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 1841766.
AI Fund Analysis
DiversifyingSCHWAB STRATEGIC TR
5.6% weight
Held 9 quarters
SCHWAB STRATEGIC TR
5.5% weight
Held 9 quarters
$AAPL4.8% weight
Held 9 quarters
SCHWAB STRATEGIC TR
4.6% weight
Held 9 quarters
$GOOG3.6% weight
Held 9 quarters
SCHWAB STRATEGIC TR
8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
AMERICAN CENTY ETF TR
8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB STRATEGIC TR
—Quality
$44.4M1,594,298 shSCHWAB STRATEGIC TR
—Quality
$44.0M1,714,405 sh- 76.1#112
Quality
$38.5M151,533 sh SCHWAB STRATEGIC TR
—Quality
$36.7M1,482,356 shVANGUARD BD INDEX FDS
—Quality
$32.1M435,548 sh- 80.2
Quality
$28.5M99,046 sh - 90.2
Quality
$28.1M160,972 sh BLACKROCK ETF TRUST II
—Quality
$19.8M380,357 sh- 64.5
Quality
$19.5M42,326 sh - 67.8
Quality
$16.0M22,651 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $44.4M | 1,594,298 |
| SCHWAB STRATEGIC TR | — | $44.0M | 1,714,405 |
| Apple Inc.$AAPL | 76.1#112 | $38.5M | 151,533 |
| SCHWAB STRATEGIC TR | — | $36.7M | 1,482,356 |
| VANGUARD BD INDEX FDS | — | $32.1M | 435,548 |
| Alphabet Inc.$GOOG | 80.2 | $28.5M | 99,046 |
 NVIDIA CORP$NVDA | 90.2 | $28.1M | 160,972 |
| BLACKROCK ETF TRUST II | — | $19.8M | 380,357 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $19.5M | 42,326 |
 CATERPILLAR INC$CAT | 67.8 | $16.0M | 22,651 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KAVAR CAPITAL PARTNERS GROUP, LLC's 213 positions.
Showing top 10 of 213 holdings.
Sector Allocation
Other
$342.2M
Technology
$158.1M
Financials
$88.4M
Consumer Discretionary
$48.2M
Industrials
$42.5M
Healthcare
$41.9M
Energy
$31.4M
Consumer Staples
$26.1M
Full Holdings — KAVAR CAPITAL PARTNERS GROUP, LLC (Q1 2026)
All 213 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR | $44.4M | 5.6% | +1% | — |
| 2 | — | SCHWAB STRATEGIC TR | $44.0M | 5.5% | +3% | — |
| 3 | $AAPL | Apple Inc. | $38.5M | 4.8% | -1% | 76.1 |
| 4 | — | SCHWAB STRATEGIC TR | $36.7M | 4.6% | +2% | — |
| 5 | — | VANGUARD BD INDEX FDS | $32.1M | 4.0% | NEW | — |
| 6 | $GOOG | Alphabet Inc. | $28.5M | 3.6% | -2% | 80.2 |
| 7 | $NVDA | NVIDIA CORP | $28.1M | 3.5% | -0% | 90.2 |
| 8 | — | BLACKROCK ETF TRUST II | $19.8M | 2.5% | NEW | — |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $19.5M | 2.4% | +1% | 64.5 |
| 10 | $CAT | CATERPILLAR INC | $16.0M | 2.0% | -3% | 67.8 |
| 11 |  $MSFT | MICROSOFT CORP | $15.5M | 1.9% | +1% | 83.7 |
| 12 | — | AMERICAN CENTY ETF TR | $14.2M | 1.8% | +2% | — |
| 13 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $14.1M | 1.8% | -1% | 63.7 |
| 14 | — | AMERICAN CENTY ETF TR | $13.8M | 1.7% | -0% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $13.0M | 1.6% | -1% | 35.6 |
| 16 | — | ISHARES TR | $12.3M | 1.5% | +3732% | — |
| 17 | — | SCHWAB STRATEGIC TR | $11.2M | 1.4% | +3% | — |
| 18 |  $JNJ | JOHNSON & JOHNSON | $10.7M | 1.3% | -2% | 72.8 |
| 19 |  $XOM | EXXON MOBIL CORP | $10.6M | 1.3% | -2% | 61.8 |
| 20 |  $ORLY | O REILLY AUTOMOTIVE INC | $10.3M | 1.3% | -0% | 72.7 |
| 21 |  $ABBV | AbbVie Inc. | $10.2M | 1.3% | +1% | 59.3 |
| 22 |  $WMT | Walmart Inc. | $9.8M | 1.2% | -2% | 63.2 |
| 23 | — | AMERICAN CENTY ETF TR | $9.8M | 1.2% | +9% | — |
| 24 |  $PG | PROCTER & GAMBLE Co | $9.6M | 1.2% | -0% | 72.9 |
| 25 |  $IVZ | Invesco Ltd. | $9.6M | 1.2% | -4% | — |
| 26 |  $DHR | DANAHER CORP /DE/ | $9.0M | 1.1% | -1% | 63.9 |
| 27 |  $BRK.A | BERKSHIRE HATHAWAY INC | $8.6M | 1.1% | +9% | 64.5 |
| 28 | — | AMERICAN CENTY ETF TR | $8.5M | 1.1% | -0% | — |
| 29 | — | VANGUARD INDEX FDS | $8.1M | 1.0% | +3% | — |
| 30 | — | SCHWAB STRATEGIC TR | $8.1M | 1.0% | +3% | — |
| 31 |  $AMZN | AMAZON COM INC | $8.0M | 1.0% | +2% | 74.6 |
| 32 |  $GS | GOLDMAN SACHS GROUP INC | $7.1M | 0.9% | +0% | — |
| 33 |  $SCHW | SCHWAB CHARLES CORP | $6.8M | 0.8% | +2% | 77.2 |
| 34 |  $V | VISA INC. | $6.7M | 0.8% | +1% | 83.5 |
| 35 | — | VANGUARD SPECIALIZED FUNDS | $6.7M | 0.8% | -4% | — |
| 36 | — | SCHWAB STRATEGIC TR | $6.7M | 0.8% | -5% | — |
| 37 |  $BX | Blackstone Inc. | $6.5M | 0.8% | -1% | 68 |
| 38 | — | VANGUARD INDEX FDS | $6.0M | 0.8% | -2% | — |
| 39 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.8M | 0.7% | +2% | 66.7 |
| 40 | — | AMERICAN CENTY ETF TR | $5.5M | 0.7% | +62% | — |
| 41 |  $DE | DEERE & CO | $5.5M | 0.7% | -2% | 57.4 |
| 42 |  $FDX | FEDEX CORP | $5.0M | 0.6% | -2% | 60.3 |
| 43 |  $SBUX | STARBUCKS CORP | $4.9M | 0.6% | +4% | 54.6 |
| 44 |  $BTU | PEABODY ENERGY CORP | $4.9M | 0.6% | +0% | 39.8 |
| 45 |  $CVX | CHEVRON CORP | $4.8M | 0.6% | -2% | 54.7 |
| 46 |  $UL | UNILEVER PLC | $4.7M | 0.6% | -3% | — |
| 47 |  $ARCC | ARES CAPITAL CORP | $4.7M | 0.6% | NEW | — |
| 48 |  $LMT | LOCKHEED MARTIN CORP | $4.6M | 0.6% | -2% | 65 |
| 49 |  $HD | HOME DEPOT, INC. | $4.5M | 0.6% | -3% | 69.2 |
| 50 |  $STE | STERIS plc | $4.2M | 0.5% | -2% | — |
| 51 |  $ABT | ABBOTT LABORATORIES | $4.1M | 0.5% | +1% | 67 |
| 52 | — | VANGUARD INDEX FDS | $4.0M | 0.5% | -3% | — |
| 53 |  $KO | COCA COLA CO | $3.7M | 0.5% | -1% | 74 |
| 54 |  $EMR | EMERSON ELECTRIC CO | $3.6M | 0.5% | -6% | 65.9 |
| 55 |  $LLY | ELI LILLY & Co | $3.6M | 0.5% | +10% | 89.3 |
| 56 |  $META | Meta Platforms, Inc. | $3.3M | 0.4% | NEW | 80.9 |
| 57 |  $UBER | Uber Technologies, Inc | $3.3M | 0.4% | -2% | 79.3 |
| 58 |  $MCD | MCDONALDS CORP | $3.2M | 0.4% | +0% | 73.9 |
| 59 |  $LNG | Cheniere Energy, Inc. | $3.1M | 0.4% | -49% | 48.4 |
| 60 | — | ISHARES TR | $3.1M | 0.4% | +0% | — |
| 61 |  $PEP | PEPSICO INC | $3.1M | 0.4% | +1% | 62.7 |
| 62 |  $PM | Philip Morris International Inc. | $3.0M | 0.4% | +0% | 80.5 |
| 63 |  $MDLZ | Mondelez International, Inc. | $2.9M | 0.4% | -5% | 53.9 |
| 64 | — | VANGUARD INDEX FDS | $2.8M | 0.3% | +0% | — |
| 65 |  $NKE | NIKE, Inc. | $2.7M | 0.3% | +3% | 53.4 |
| 66 |  $ASML | ASML HOLDING NV | $2.7M | 0.3% | -0% | — |
| 67 |  $AMD | ADVANCED MICRO DEVICES INC | $2.5M | 0.3% | +617% | 78.8 |
| 68 |  $SO | SOUTHERN CO | $2.4M | 0.3% | -3% | 65.1 |
| 69 |  $TFC | TRUIST FINANCIAL CORP | $2.4M | 0.3% | -4% | — |
| 70 | — | AMERICAN CENTY ETF TR | $2.4M | 0.3% | +36% | — |
| 71 |  $DGX | QUEST DIAGNOSTICS INC | $2.4M | 0.3% | -3% | 69.1 |
| 72 | — | AMERICAN CENTY ETF TR | $2.3M | 0.3% | -4% | — |
| 73 | — | SPDR SERIES TRUST | $2.2M | 0.3% | +0% | — |
| 74 | — | DIMENSIONAL ETF TRUST | $2.2M | 0.3% | +0% | — |
| 75 |  $WM | WASTE MANAGEMENT INC | $2.2M | 0.3% | -2% | 70.7 |
| 76 |  $BP | BP PLC | $2.1M | 0.3% | -3% | — |
| 77 |  $MO | ALTRIA GROUP, INC. | $2.1M | 0.3% | -1% | 72.1 |
| 78 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.3% | -4% | 67 |
| 79 |  $SR | SPIRE INC | $2.1M | 0.3% | -5% | 42.7 |
| 80 | — | ISHARES TR | $2.0M | 0.3% | -0% | — |
| 81 |  $MRK | Merck & Co., Inc. | $1.9M | 0.2% | -0% | 70.9 |
| 82 |  $VZ | VERIZON COMMUNICATIONS INC | $1.8M | 0.2% | -7% | 71.6 |
| 83 | — | DIMENSIONAL ETF TRUST | $1.8M | 0.2% | +0% | — |
| 84 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.2% | +3% | — |
| 85 |  $BDX | BECTON DICKINSON & CO | $1.7M | 0.2% | -5% | 50.7 |
| 86 |  $SYY | SYSCO CORP | $1.7M | 0.2% | -5% | 58.4 |
| 87 |  $GOOGL | Alphabet Inc. | $1.7M | 0.2% | +1% | 80.2 |
| 88 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.5M | 0.2% | -7% | 77.9 |
| 89 | — | VANGUARD TAX-MANAGED FDS | $1.5M | 0.2% | +0% | — |
| 90 | — | ISHARES TR | $1.4M | 0.2% | +0% | — |
| 91 | $META | Meta Platforms, Inc. | $1.4M | 0.2% | +2% | 80.9 |
| 92 |  $PHYS | Sprott Physical Gold Trust | $1.3M | 0.2% | +0% | — |
| 93 |  $GLW | CORNING INC /NY | $1.3M | 0.2% | -8% | 72.7 |
| 94 |  $DUK | Duke Energy CORP | $1.2M | 0.1% | -4% | 64 |
| 95 |  $AVGO | Broadcom Inc. | $1.2M | 0.1% | +0% | 86.4 |
| 96 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.1% | +551% | — |
| 97 |  $NFLX | NETFLIX INC | $1.1M | 0.1% | +4% | 86.7 |
| 98 |  $MPC | Marathon Petroleum Corp | $1.1M | 0.1% | -0% | 50.7 |
| 99 | — | ISHARES TR | $1.1M | 0.1% | -4% | — |
| 100 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.1% | +0% | — |
| 101 | — | SPDR SERIES TRUST | $1.0M | 0.1% | +0% | — |
| 102 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1.0M | 0.1% | +9% | 74.4 |
| 103 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.0M | 0.1% | +6% | 68.4 |
| 104 |  $TSLA | Tesla, Inc. | $983,651 | 0.1% | +3% | 50.1 |
| 105 |  $ET | Energy Transfer LP | $967,142 | 0.1% | +197% | 64.5 |
| 106 |  $BXSL | Blackstone Secured Lending Fund | $957,905 | 0.1% | NEW | — |
| 107 |  $DIS | Walt Disney Co | $916,322 | 0.1% | -0% | 68.9 |
| 108 |  $INTC | INTEL CORP | $875,319 | 0.1% | NEW | 41.5 |
| 109 | — | SCHWAB STRATEGIC TR | $869,618 | 0.1% | -98% | — |
| 110 |  $NEE | NEXTERA ENERGY INC | $859,790 | 0.1% | -1% | 71.7 |
| 111 |  $UMBF | UMB FINANCIAL CORP | $834,872 | 0.1% | +0% | — |
| 112 |  $AXP | AMERICAN EXPRESS CO | $799,455 | 0.1% | +12% | 73.2 |
| 113 | — | ISHARES TR | $797,198 | 0.1% | +0% | — |
| 114 | — | TCW ETF TRUST | $791,414 | 0.1% | NEW | — |
| 115 | — | ISHARES TR | $769,100 | 0.1% | -0% | — |
| 116 |  $PFE | PFIZER INC | $750,775 | 0.1% | -1% | 69 |
| 117 | — | VANGUARD INDEX FDS | $739,669 | 0.1% | -1% | — |
| 118 | — | DBX ETF TR | $681,453 | 0.1% | NEW | — |
| 119 | — | DIMENSIONAL ETF TRUST | $659,949 | 0.1% | +0% | — |
| 120 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $650,001 | 0.1% | +1% | — |
| 121 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $646,224 | 0.1% | +0% | 75.4 |
| 122 |  $SHEL | Shell plc | $643,839 | 0.1% | +0% | — |
| 123 | — | VANGUARD INDEX FDS | $641,083 | 0.1% | +0% | — |
| 124 |  $COP | CONOCOPHILLIPS | $613,510 | 0.1% | -1% | 74.8 |
| 125 |  $UNH | UNITEDHEALTH GROUP INC | $605,310 | 0.1% | -0% | 66.8 |
| 126 |  $LRCX | LAM RESEARCH CORP | $589,061 | 0.1% | +1% | 82.4 |
| 127 |  $MMM | 3M CO | $580,049 | 0.1% | +0% | 60.7 |
| 128 |  $MCK | MCKESSON CORP | $571,138 | 0.1% | -0% | 63.7 |
| 129 | — | ISHARES TR | $566,939 | 0.1% | +0% | — |
| 130 | — | SPDR INDEX SHS FDS | $546,704 | 0.1% | +0% | — |
| 131 | — | ISHARES TR | $526,930 | 0.1% | -1% | — |
| 132 |  $ILMN | ILLUMINA, INC. | $499,943 | 0.1% | NEW | 62.5 |
| 133 |  $WT | WisdomTree, Inc. | $476,169 | 0.1% | NEW | 62.9 |
| 134 |  $YUM | YUM BRANDS INC | $474,525 | 0.1% | -1% | 71.7 |
| 135 |  $EEFT | EURONET WORLDWIDE, INC. | $457,157 | 0.1% | +0% | 58.3 |
| 136 |  $DEO | DIAGEO PLC | $447,472 | 0.1% | -71% | — |
| 137 | — | TIMOTHY PLAN | $446,103 | 0.1% | +8% | — |
| 138 | — | SCHWAB STRATEGIC TR | $441,490 | 0.1% | -99% | — |
| 139 | — | VANECK ETF TRUST | $441,322 | 0.1% | +0% | — |
| 140 |  $GE | GENERAL ELECTRIC CO | $439,844 | 0.1% | +3% | 74.8 |
| 141 | — | VANGUARD INDEX FDS | $436,514 | 0.1% | +0% | — |
| 142 |  $RTX | RTX Corp | $435,761 | 0.1% | +1% | 70 |
| 143 |  $PLTR | Palantir Technologies Inc. | $434,013 | 0.1% | -8% | 85.8 |
| 144 |  $CSCO | CISCO SYSTEMS, INC. | $427,754 | 0.1% | +0% | 72.3 |
| 145 | — | VANGUARD INDEX FDS | $408,340 | 0.1% | -11% | — |
| 146 |  $HON | HONEYWELL INTERNATIONAL INC | $405,950 | 0.1% | +0% | 65.7 |
| 147 | — | ISHARES TR | $404,282 | 0.1% | +0% | — |
| 148 |  $ADI | ANALOG DEVICES INC | $383,359 | 0.1% | -0% | 76.2 |
| 149 | — | SPDR SERIES TRUST | $381,566 | 0.1% | +0% | — |
| 150 |  $WAT | WATERS CORP /DE/ | $376,121 | 0.1% | NEW | 69.9 |
| 151 | — | TIMOTHY PLAN | $375,386 | 0.1% | +2% | — |
| 152 |  $AMGN | AMGEN INC | $374,017 | 0.1% | +1% | 79.5 |
| 153 |  $KKR | KKR & Co. Inc. | $372,025 | 0.1% | -0% | 49.8 |
| 154 | — | ISHARES TR | $363,575 | 0.1% | -2% | — |
| 155 |  $GLD | SPDR GOLD TRUST | $344,232 | 0.0% | -3% | — |
| 156 |  $LNT | ALLIANT ENERGY CORP | $342,941 | 0.0% | +0% | 56.7 |
| 157 |  $CMI | CUMMINS INC | $323,350 | 0.0% | -1% | 58.9 |
| 158 |  $EVRG | Evergy, Inc. | $320,717 | 0.0% | +0% | 56.2 |
| 159 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $318,330 | 0.0% | NEW | — |
| 160 |  $USB | US BANCORP DE | $314,452 | 0.0% | -5% | 71.4 |
| 161 |  $MA | Mastercard Inc | $312,288 | 0.0% | +0% | 81.7 |
| 162 |  $SAIC | Science Applications International Corp | $309,249 | 0.0% | NEW | 55.3 |
| 163 | $WT | WisdomTree, Inc. | $309,026 | 0.0% | NEW | 62.9 |
| 164 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $308,169 | 0.0% | +0% | 66.4 |
| 165 | — | ISHARES INC | $308,156 | 0.0% | +0% | — |
| 166 | — | ISHARES TR | $307,433 | 0.0% | +0% | — |
| 167 |  $AEE | AMEREN CORP | $307,104 | 0.0% | +0% | 63.5 |
| 168 | — | JANUS DETROIT STR TR | $302,220 | 0.0% | NEW | — |
| 169 |  $LOW | LOWES COMPANIES INC | $299,367 | 0.0% | +36% | 63.5 |
| 170 | — | STATE STR SPDR DOW JONES IND | $299,221 | 0.0% | +0% | — |
| 171 | — | VANGUARD WHITEHALL FDS | $296,200 | 0.0% | NEW | — |
| 172 |  $BMY | BRISTOL MYERS SQUIBB CO | $291,241 | 0.0% | +0% | 70.1 |
| 173 | — | SCHWAB STRATEGIC TR | $288,265 | 0.0% | +0% | — |
| 174 |  $TSLX | Sixth Street Specialty Lending, Inc. | $287,323 | 0.0% | NEW | — |
| 175 |  $DOW | DOW INC. | $280,429 | 0.0% | NEW | 38 |
| 176 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $279,226 | 0.0% | +0% | 66.5 |
| 177 |  $GEV | GE Vernova Inc. | $277,664 | 0.0% | NEW | 70.1 |
| 178 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $273,730 | 0.0% | +0% | — |
| 179 |  $IRM | IRON MOUNTAIN INC | $269,854 | 0.0% | -16% | 50.7 |
| 180 |  $WY | WEYERHAEUSER CO | $267,997 | 0.0% | +10% | 52.9 |
| 181 |  $LIN | LINDE PLC | $264,736 | 0.0% | +2% | — |
| 182 | — | VANGUARD SCOTTSDALE FDS | $260,293 | 0.0% | NEW | — |
| 183 |  $ETN | Eaton Corp plc | $256,449 | 0.0% | +0% | — |
| 184 |  $APD | Air Products & Chemicals, Inc. | $256,212 | 0.0% | +2% | 41.2 |
| 185 |  $GSK | GSK plc | $253,708 | 0.0% | +0% | — |
| 186 |  $QCOM | QUALCOMM INC/DE | $248,932 | 0.0% | -2% | 81.9 |
| 187 |  $SLQT | SelectQuote, Inc. | $246,331 | 0.0% | +0% | 64.2 |
| 188 | — | TIMOTHY PLAN | $242,441 | 0.0% | +10% | — |
| 189 | — | ISHARES TR | $241,956 | 0.0% | -38% | — |
| 190 | — | TIMOTHY PLAN | $241,584 | 0.0% | +13% | — |
| 191 |  $CB | Chubb Ltd | $241,188 | 0.0% | +0% | — |
| 192 |  $CL | COLGATE PALMOLIVE CO | $239,667 | 0.0% | +0% | 72.4 |
| 193 |  $BNS | BANK OF NOVA SCOTIA | $236,624 | 0.0% | +0% | — |
| 194 |  $BKNG | Booking Holdings Inc. | $235,778 | 0.0% | +0% | 55.3 |
| 195 |  $STZ | CONSTELLATION BRANDS, INC. | $231,150 | 0.0% | +0% | 65 |
| 196 |  $ISRG | INTUITIVE SURGICAL INC | $228,651 | 0.0% | -1% | 81.4 |
| 197 | — | EA SERIES TRUST | $226,579 | 0.0% | +0% | — |
| 198 |  $SLV | iShares Silver Trust | $224,862 | 0.0% | NEW | — |
| 199 |  $BTI | British American Tobacco p.l.c. | $224,525 | 0.0% | +0% | — |
| 200 | — | SPDR INDEX SHS FDS | $221,978 | 0.0% | +0% | — |
| 201 |  $PSX | Phillips 66 | $218,252 | 0.0% | NEW | 47.6 |
| 202 | — | VANECK ETF TRUST | $216,250 | 0.0% | +160% | — |
| 203 |  $ORCL | ORACLE CORP | $214,192 | 0.0% | +0% | 67.2 |
| 204 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $212,660 | 0.0% | +0% | 50.6 |
| 205 |  $GLDM | World Gold Trust | $209,943 | 0.0% | NEW | — |
| 206 | — | J P MORGAN EXCHANGE TRADED F | $205,975 | 0.0% | +1% | — |
| 207 |  $BMEZ | BlackRock Health Sciences Term Trust | $204,630 | 0.0% | +0% | — |
| 208 | — | VANGUARD WORLD FD | $200,163 | 0.0% | -11% | — |
| 209 |  $OBDC | Blue Owl Capital Corp | $182,103 | 0.0% | NEW | — |
| 210 | — | NUVEEN PA INVT QUALITY MUN F | $167,020 | 0.0% | NEW | — |
| 211 |  $PACB | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $123,181 | 0.0% | NEW | 10.8 |
| 212 |  $GSBD | Goldman Sachs BDC, Inc. | $119,436 | 0.0% | NEW | — |
| 213 |  $GDRX | GoodRx Holdings, Inc. | $61,044 | 0.0% | +0% | 52.5 |
New Positions (26)
VANGUARD BD INDEX FDS$32.1M
BLACKROCK ETF TRUST II$19.8M
$ARCC ARES CAPITAL CORP$4.7M$BXSL Blackstone Secured Lending Fund$957,905$INTC INTEL CORP$875,319 TCW ETF TRUST$791,414
DBX ETF TR$681,453
$ILMN ILLUMINA, INC.$499,943$WT WisdomTree, Inc.$476,169$WAT WATERS CORP /DE/$376,121$GBDC GOLUB CAPITAL BDC, Inc.$318,330$SAIC Science Applications International Corp$309,249$WT WisdomTree, Inc.$309,026 JANUS DETROIT STR TR$302,220
VANGUARD WHITEHALL FDS$296,200
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