KAVAR CAPITAL PARTNERS GROUP, LLC
Sector Allocation
- Other38.7%$314.4M
- Technology20.6%$166.8M
- Financials11.8%$95.8M
- Healthcare8.8%$71.1M
- Industrials5.9%$48.2M
- Consumer Staples5.3%$42.8M
- Consumer Discretionary4.8%$39.3M
- Energy2.1%$17.0M
- Utilities1.1%$9.3M
- Communication Services0.4%$3.3M
AUM History
13fpro.ai/research/fund/kavar-capital-partners-group-llc-1841766
Conviction and streaks
Concentrating · top 10 = 41.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$52.0M
- SCHWAB$51.3M
AAPL
$43.8M- SCHWAB$42.6M
GOOGL
$35.4MNVDA
$32.3MCAT
$25.2MBRK.B
$20.9M- AMERICAN$17.5M
MSFT
$16.2M- AMERICAN$16.1M
JPM
$14.6MTMO
$14.5M- SCHWAB$13.9M
ABBV
$11.8MJNJ
$11.1M- AMERICAN$10.8M
- VANGUARD$10.5M
- SCHWAB$10.5M
IVZ
$10.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kavar-capital-partners-group-llc-1841766
KAVAR CAPITAL PARTNERS GROUP, LLC 13F holdings — Q2 2026
$811.6M portfolio (+1.6% QoQ) · 204 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LRG CAP ETF
$52.0M
6.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$51.3M
6.3% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $43.8M
5.4% of stocks
-0.1%This quarter+5.3%Since filed10+ qtrsHeld- 4
SCHWAB STRATEGIC TR - INTL EQTY ETF
$42.6M
5.3% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $35.4M
4.4% of stocks
-0.1%This quarter-10.6%Since filed10+ qtrsHeld$32.3M
4.0% of stocks
+0.2%This quarter+6.3%Since filed10+ qtrsHeld$25.2M
3.1% of stocks
+4%This quarter-19.9%Since filed10+ qtrsHeld$20.9M
2.6% of stocks
+0.1%This quarter—Since filed10+ qtrsHeld- 9
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$17.5M
2.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $16.2M
2.0% of stocks
+4%This quarter+32.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $52.0M | 6.4% | +3% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $51.3M | 6.3% | +4% | — | — | — | — | |
| 3 | $43.8M | 5.4% | -0.1% | +5.3% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $42.6M | 5.3% | +4% | — | — | — | — | |
| 5 | $35.4M | 4.4% | -0.1% | -10.6% | 10+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $32.3M | 4.0% | +0.2% | +6.3% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $25.2M | 3.1% | +4% | -19.9% | 10+ qtrs | 66.6#397 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $20.9M | 2.6% | +0.1% | — | 10+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $17.5M | 2.1% | +3% | — | — | — | — | |
| 10 | $16.2M | 2.0% | +4% | +32.4% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — KAVAR CAPITAL PARTNERS GROUP, LLC (Q2 2026)
204 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $16.1M | 2.0% | 129K | +3% | — | — | 13F |
| 12 | JPMORGAN CHASE & CO | Financials | $14.6M | 1.8% | 44K | +0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $14.5M | 1.8% | 29K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $13.9M | 1.7% | 376K | +4% | — | — | 13F |
| 15 | AbbVie Inc. | Healthcare | $11.8M | 1.5% | 47K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JOHNSON & JOHNSON | Healthcare | $11.1M | 1.4% | 44K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | AMERICAN CENTY ETF TR - INTL SMCP VLUetf/fund | — | $10.8M | 1.3% | 105K | +7% | — | — | 13F |
| 18 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $10.5M | 1.3% | 122K | +555% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - US SML CAP ETFetf/fund | — | $10.5M | 1.3% | 290K | +5% | — | — | 13F |
| 20 | Invesco Ltd. | Financials | $10.4M | 1.3% | 49K | -1% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $10.3M | 1.3% | 112K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund | — | $9.9M | 1.2% | 109K | +4% | — | — | 13F |
| 23 | PROCTER & GAMBLE Co | Consumer Staples | $9.8M | 1.2% | 66K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $9.6M | 1.2% | 85K | +7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMAZON COM INC | Consumer Discretionary | $9.4M | 1.1% | 39K | +3% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DHR | DANAHER CORP /DE/ | Healthcare | $9.1M | 1.1% | 48K | +0.2% | |||
| 27 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $9.0M | 1.1% | 12 | — | |||
| 28 | $GS | GOLDMAN SACHS GROUP INC | Financials | $8.4M | 1.0% | 8,352 | -0.1% | |||
| 29 | $V | VISA INC. | Financials | $7.7M | 0.9% | 22K | +0.5% | |||
| 30 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $7.3M | 0.9% | 31K | -0.8% | |||
| 31 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $7.1M | 0.9% | 134K | -1% | |||
| 32 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $7.0M | 0.9% | 12K | -1% | |||
| 33 | $SCHW | SCHWAB CHARLES CORP | Financials | $6.9M | 0.8% | 74K | +3% | |||
| 34 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $6.8M | 0.8% | 24K | +2% | |||
| 35 | $BX | Blackstone Inc. | Financials | $6.8M | 0.8% | 57K | +2% | |||
| 36 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $6.7M | 0.8% | 28K | -0.3% | |||
| 37 | $LLY | ELI LILLY & Co | Healthcare | $6.7M | 0.8% | 5,587 | +43% | |||
| 38 | $DE | DEERE & CO | Industrials | $6.2M | 0.8% | 9,831 | +1.0% | |||
| 39 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $6.0M | 0.7% | 68K | +4% | |||
| 40 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $5.4M | 0.7% | 53K | -4% | |||
| 41 | $UL | UNILEVER PLC | Consumer Staples | $5.0M | 0.6% | 83K | +0.2% | |||
| 42 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.9M | 0.6% | 14K | +0.4% | |||
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.6M | 0.6% | 6,632 | +0.0% | |||
| 44 | $FDX | FEDEX CORP | Industrials | $4.4M | 0.5% | 14K | +0.1% | |||
| 45 | $ASML | ASML HOLDING NV | Technology | $4.1M | 0.5% | 2,067 | +2% | |||
| 46 | $KO | COCA COLA CO | Consumer Staples | $4.1M | 0.5% | 50K | +3% | |||
| 47 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.1M | 0.5% | 7,977 | +6% | |||
| 48 | $STE | STERIS plc | Healthcare | $4.0M | 0.5% | 19K | -0.5% | |||
| 49 | $EMR | EMERSON ELECTRIC CO | Industrials | $3.9M | 0.5% | 28K | +0.2% | |||
| 50 | $CVX | CHEVRON CORP | Energy | $3.8M | 0.5% | 23K | +0.4% | |||
| 51 | $UBER | Uber Technologies, Inc | Technology | $3.8M | 0.5% | 53K | +17% | |||
| 52 | $ABT | ABBOTT LABORATORIES | Healthcare | $3.6M | 0.5% | 40K | -0.6% | |||
| 53 | — | ISHARES TR - CORE S&P500 ETF | — | $3.5M | 0.4% | 4,697 | -0.4% | |||
| 54 | $BTU | PEABODY ENERGY CORP | Energy | $3.4M | 0.4% | 148K | — | |||
| 55 | $PM | Philip Morris International Inc. | Consumer Staples | $3.3M | 0.4% | 18K | +0.4% | |||
| 56 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $3.2M | 0.4% | 8,603 | +0.2% | |||
| 57 | $WM | WASTE MANAGEMENT INC | Utilities | $3.2M | 0.4% | 14K | +51% | |||
| 58 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.0M | 0.4% | 4,019 | +48% | |||
| 59 | $LNG | Cheniere Energy, Inc. | Energy | $2.9M | 0.4% | 12K | +11% | |||
| 60 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $2.9M | 0.3% | 50K | -0.3% | |||
| 61 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.8M | 0.3% | 11K | +1.0% | |||
| 62 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $2.8M | 0.3% | 22K | -0.8% | |||
| 63 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $2.6M | 0.3% | 36K | -0.1% | |||
| 64 | $TFC | TRUIST FINANCIAL CORP | Financials | $2.6M | 0.3% | 52K | -0.8% | |||
| 65 | $PEP | PEPSICO INC | Consumer Staples | $2.6M | 0.3% | 19K | -4% | |||
| 66 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $2.6M | 0.3% | 29K | +0.0% | |||
| 67 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $2.6M | 0.3% | 31K | +0.0% | |||
| 68 | $GLW | CORNING INC /NY | Materials | $2.5M | 0.3% | 9,798 | +1.0% | |||
| 69 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.4M | 0.3% | 8,114 | -0.0% | |||
| 70 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $2.4M | 0.3% | 11K | -8% | |||
| 71 | $SO | SOUTHERN CO | Utilities | $2.4M | 0.3% | 25K | +0.2% | |||
| 72 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.4M | 0.3% | 33K | +1.0% | |||
| 73 | $GOOG | Alphabet Inc. | Technology | $2.2M | 0.3% | 6,306 | +8% | |||
| 74 | $SYY | SYSCO CORP | Consumer Discretionary | $2.2M | 0.3% | 27K | +12% | |||
| 75 | $INTC | INTEL CORP | Technology | $2.1M | 0.3% | 15K | -23% | |||
| 76 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.1M | 0.3% | 2,237 | +7% | |||
| 77 | $MRK | Merck & Co., Inc. | Healthcare | $2.1M | 0.3% | 16K | +1.0% | |||
| 78 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $2.0M | 0.3% | 37K | +0.0% | |||
| 79 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.9M | 0.2% | 46K | -11% | |||
| 80 | $SR | SPIRE INC | Energy | $1.8M | 0.2% | 23K | +0.0% | |||
| 81 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.7M | 0.2% | 24K | -0.5% | |||
| 82 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.7M | 0.2% | 7,410 | -3% | |||
| 83 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.6M | 0.2% | 21K | — | |||
| 84 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.6M | 0.2% | 10K | -6% | |||
| 85 | $BP | BP PLC | Energy | $1.5M | 0.2% | 42K | -8% | |||
| 86 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.2% | 4,085 | +3% | |||
| 87 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.2% | 2,674 | +13% | |||
| 88 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.5M | 0.2% | 35K | -0.9% | |||
| 89 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.5M | 0.2% | 3,985 | +7% | |||
| 90 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.3M | 0.2% | 22K | +6% | |||
| 91 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.1% | 2,956 | +12% | |||
| 92 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.2M | 0.1% | 10K | +300% | |||
| 93 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.2M | 0.1% | 18K | +0.0% | |||
| 94 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $1.2M | 0.1% | 17K | — | |||
| 95 | $LRCX | LAM RESEARCH CORP | Technology | $1.2M | 0.1% | 2,714 | -2% | |||
| 96 | $DUK | Duke Energy CORP | Utilities | $1.2M | 0.1% | 9,238 | -2% | |||
| 97 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $1.1M | 0.1% | 7,011 | New | |||
| 98 | $MPC | Marathon Petroleum Corp | Energy | $1.0M | 0.1% | 4,062 | -8% | |||
| 99 | $UMBF | UMB FINANCIAL CORP | Financials | $1.0M | 0.1% | 7,220 | -2% | |||
| 100 | $NFLX | NETFLIX INC | Communication Services | $972K | 0.1% | 14K | +18% | |||
| 101 | $ET | Energy Transfer LP | Energy | $958K | 0.1% | 50K | — | |||
| 102 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $931K | 0.1% | 2,239 | +0.1% | |||
| 103 | $AXP | AMERICAN EXPRESS CO | Financials | $913K | 0.1% | 2,699 | +2% | |||
| 104 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $909K | 0.1% | 1,234 | +10% | |||
| 105 | — | ISHARES TR - CORE S&P TTL STK | — | $903K | 0.1% | 5,497 | -2% | |||
| 106 | $PHYS | Sprott Physical Gold Trust | Financials | $893K | 0.1% | 30K | -21% | |||
| 107 | — | ISHARES TR - RUS 1000 ETF | — | $883K | 0.1% | 2,157 | — | |||
| 108 | $DIS | Walt Disney Co | Communication Services | $875K | 0.1% | 9,091 | -4% | |||
| 109 | — | VANGUARD INDEX FDS - VALUE ETF | — | $822K | 0.1% | 3,771 | +0.0% | |||
| 110 | $NEE | NEXTERA ENERGY INC | Utilities | $806K | 0.1% | 9,181 | -0.8% | |||
| 111 | $MU | MICRON TECHNOLOGY INC | Technology | $801K | 0.1% | 694 | New | |||
| 112 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $764K | 0.1% | 9,278 | — | |||
| 113 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $742K | 0.1% | 2,448 | — | |||
| 114 | $ILMN | ILLUMINA, INC. | Healthcare | $719K | 0.1% | 4,092 | +0.9% | |||
| 115 | $CSCO | CISCO SYSTEMS, INC. | Technology | $704K | 0.1% | 5,997 | +9% | |||
| 116 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $677K | 0.1% | 4,948 | +0.4% | |||
| 117 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $676K | 0.1% | 21K | — | |||
| 118 | $GE | GENERAL ELECTRIC CO | Industrials | $670K | 0.1% | 1,792 | +16% | |||
| 119 | — | ISHARES TR - MSCI EAFE ETF | — | $638K | 0.1% | 6,137 | +13% | |||
| 120 | $PFE | PFIZER INC | Healthcare | $614K | 0.1% | 25K | -5% | |||
| 121 | — | ISHARES TR - CORE MSCI INTL | — | $604K | 0.1% | 6,784 | — | |||
| 122 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $604K | 0.1% | 12K | +0.0% | |||
| 123 | — | TIMOTHY PLAN - US LRGMD CP CORE | — | $588K | 0.1% | 12K | +22% | |||
| 124 | $SHEL | Shell plc | Energy | $546K | 0.1% | 7,046 | +2% | |||
| 125 | $WT | WisdomTree, Inc. | Financials | $539K | 0.1% | 13K | — | |||
| 126 | $CMI | CUMMINS INC | Industrials | $536K | 0.1% | 751 | +25% | |||
| 127 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $519K | 0.1% | 718 | New | |||
| 128 | $MCK | MCKESSON CORP | Consumer Staples | $502K | 0.1% | 665 | +0.8% | |||
| 129 | $ADI | ANALOG DEVICES INC | Technology | $502K | 0.1% | 1,263 | +5% | |||
| 130 | $EEFT | EURONET WORLDWIDE, INC. | Financials | $501K | 0.1% | 6,848 | -0.6% | |||
| 131 | $RTX | RTX Corp | Industrials | $501K | 0.1% | 2,640 | +17% | |||
| 132 | $COP | CONOCOPHILLIPS | Energy | $500K | 0.1% | 4,812 | +4% | |||
| 133 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $494K | 0.1% | 1,351 | — | |||
| 134 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $490K | 0.1% | 6,080 | +300% | |||
| 135 | $WAT | WATERS CORP /DE/ | Healthcare | $462K | 0.1% | 1,233 | -2% | |||
| 136 | — | ISHARES TR - RUS MID CAP ETF | — | $459K | 0.1% | 4,158 | — | |||
| 137 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $458K | 0.1% | 14K | +0.3% | |||
| 138 | — | TIMOTHY PLAN - U S SM CP CORE | — | $456K | 0.1% | 9,504 | +7% | |||
| 139 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $455K | 0.1% | 7,897 | — | |||
| 140 | — | ISHARES INC - CORE MSCI EMKT | — | $406K | 0.1% | 4,904 | +11% | |||
| 141 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $404K | 0.1% | 5,349 | +11% | |||
| 142 | $MA | Mastercard Inc | Financials | $403K | 0.1% | 784 | +25% | |||
| 143 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $395K | 0.1% | 2,500 | +25% | |||
| 144 | $AMGN | AMGEN INC | Healthcare | $394K | 0.1% | 1,087 | +2% | |||
| 145 | $MMM | 3M CO | Healthcare | $393K | 0.1% | 2,427 | -39% | |||
| 146 | $KLAC | KLA CORP | Technology | $386K | 0.1% | 1,280 | New | |||
| 147 | $GEV | GE Vernova Inc. | Industrials | $383K | 0.1% | 326 | +3% | |||
| 148 | — | ISHARES TR - EAFE SML CP ETF | — | $379K | 0.1% | 4,609 | -0.6% | |||
| 149 | — | ISHARES TR - S&P 500 GRWT ETF | — | $374K | 0.1% | 2,718 | — | |||
| 150 | $KKR | KKR & Co. Inc. | Financials | $370K | 0.1% | 4,027 | +0.1% |
What changed in Q2 2026
Against the previous quarter's 13F: 18 new, 112 added to, 49 trimmed, 26 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
$FDXFFedEx Freight Holding Company, Inc.$1.1M
first bought this quarter
$MUMICRON TECHNOLOGY INC$801K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$519K
first bought this quarter
$KLACKLA CORP$386K
first bought this quarter
$PANWPalo Alto Networks Inc$343K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$307K
first bought this quarter
+12 more in the Excel export
Added to (112)
- VANGUARD INDEX FDS - GROWTH ETF+555%
now $10.5M
$LLYELI LILLY & Co+43%
now $6.7M · held 10+ qtrs, 2 adds in a row
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L+4%
now $51.3M
- SCHWAB STRATEGIC TR - INTL EQTY ETF+4%
now $42.6M
- SCHWAB STRATEGIC TR - US LRG CAP ETF+3%
now $52.0M
now $25.2M · held 10+ qtrs
+106 more in the Excel export
Trimmed (49)
$INTCINTEL CORP-23%
now $2.1M · held 2 qtrs
$MMM3M CO-39%
now $393K · held 10+ qtrs
$PHYSSprott Physical Gold Trust-21%
now $893K · held 6 qtrs
$NKENIKE, Inc.-11%
now $1.9M · held 10+ qtrs
$SBUXSTARBUCKS CORP-4%
now $5.4M · held 10+ qtrs
$DGXQUEST DIAGNOSTICS INC-8%
now $2.4M · held 10+ qtrs, 2 trims in a row
+43 more in the Excel export
Sold out (26)
- VANGUARD BD INDEX FDSwas $32.1M
- BLACKROCK ETF TRUST IIwas $19.8M
- ISHARES TRwas $12.3M
$XOM.R34088EXXON MOBIL CORPwas $10.6M
held 9+ qtrs
$ARCCARES CAPITAL CORPwas $4.7M
held 1 qtr
- J P MORGAN EXCHANGE TRADED Fwas $1.1M
+20 more in the Excel export
Holdings by quarter
Every 13F KAVAR CAPITAL PARTNERS GROUP, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of KAVAR CAPITAL PARTNERS GROUP's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+3.6%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 12% over the last 4
Top 10 weight
42%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
KAVAR CAPITAL PARTNERS GROUP, LLC disclosed 204 positions worth $811.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 18 new positions and exited 26 — including a new stake in $FDXF. The portfolio is most concentrated in Other (38.7% 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.
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AI-Powered Hedge Fund Analysis: KAVAR CAPITAL PARTNERS GROUP, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For KAVAR CAPITAL PARTNERS GROUP, LLC (SEC CIK: 1841766), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in KAVAR CAPITAL PARTNERS GROUP, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.