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Kavar Capital Partners Group, LLC Top Holdings and 13F Report (2026)

About Kavar Capital Partners Group, LLC

Investment Activity

  • Kavar Capital Partners Group, LLC has $859.73 million in total holdings as of September 30, 2026.
  • Kavar Capital Partners Group, LLC owns shares of 211 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 5.28% of the portfolio was purchased this quarter.
  • About 0.90% of the portfolio was sold this quarter.
  • This quarter, Kavar Capital Partners Group, LLC has purchased 204 new stocks and bought additional shares in 108 stocks.
  • Kavar Capital Partners Group, LLC sold shares of 58 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple
$51,182,654
NVIDIA
$37,936,366

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$10,173,484 Holding
921909768 - Vanguard Total International Stock ETF
$10,168,883 Holding
04010L103 - Ares Capital
$4,622,171 Holding
09261X102 - Blackstone Secured Lending Fund
$1,032,572 Holding
571748102 - MARSH & MCLENNAN COS INC
$364,338 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
62,510 shares (about $10.17M)
Vanguard Total International Stock ETF
119,690 shares (about $10.17M)
Ares Capital
241,998 shares (about $4.62M)
Schwab International Equity ETF
86,990 shares (about $2.39M)
Avantis U.S. Large Cap Value ETF
17,885 shares (about $1.62M)

Largest Sales this Quarter

Advanced Micro Devices
3,324 shares (about $2.03M)
Intel
2,752 shares (about $330.88K)
Vanguard S&P 500 ETF
408 shares (about $285.97K)
Alphabet
588 shares (about $202.32K)
Microsoft
388 shares (about $199.01K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKavar Capital Partners Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$54,031,797$1,051,470 ▲2.0%1,801,0606.3%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$53,353,190$1,402,649 ▲2.7%1,695,3676.2%ETF
Apple Inc. stock logo
AAPL
Apple
$51,182,654$788,594 ▲1.6%153,6926.0%Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$44,660,528$2,389,615 ▲5.7%1,625,7935.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$37,936,366$1,105,129 ▲3.0%166,1114.4%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$33,832,900$202,318 ▼-0.6%98,3293.9%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$22,136,874$199,006 ▼-0.9%43,1602.6%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$20,626,248$186,167 ▼-0.9%41,9912.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$20,058,691$871,588 ▲4.5%24,7402.3%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$19,383,145$141,084 ▼-0.7%28,7142.3%Healthcare
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$18,022,728$1,014,760 ▲6.0%191,6902.1%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$15,381,709$179,835 ▲1.2%130,6081.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$15,152,264$440,332 ▲3.0%45,8011.8%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$13,083,423$283,285 ▲2.2%384,5801.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$12,594,882$284,089 ▲2.3%48,1471.5%Healthcare
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$12,359,909$922,509 ▲8.1%113,0001.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,601,420$54,801 ▲0.5%43,8221.3%Healthcare
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$11,474,819$1,617,516 ▲16.4%126,8781.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,433,977$469,293 ▲4.3%126,8891.3%ETF
Danaher Corporation stock logo
DHR
Danaher
$10,545,415$36,556 ▼-0.3%47,5981.2%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,304,346$508,017 ▲5.2%41,3581.2%Consumer Discretionary
EXXONMOBIL HOLDINGS CORP
$10,173,484$10,173,484 ▲New Holding62,5101.2%COM SHS
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$10,168,883$10,168,883 ▲New Holding119,6901.2%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,133,873$80,920 ▼-0.8%48,7161.2%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$9,697,763$238,721 ▲2.5%297,2041.1%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$9,615,970$22,548 ▲0.2%112,5861.1%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,605,918$54,916 ▼-0.6%66,1201.1%Consumer Staples
WALMART INC
$9,139,278$350,004 ▲4.0%87,9451.1%COM
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$8,964,0600.0%121.0%Finance
Visa Inc. stock logo
V
Visa
$8,060,501$14,733 ▲0.2%22,4320.9%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$7,541,415$21,609 ▲0.3%8,3760.9%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$7,327,079$51,118 ▲0.7%74,9650.9%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,228,758$11,666 ▼-0.2%30,9830.8%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$7,204,362$24,402 ▼-0.3%134,0350.8%ETF
Deere & Company stock logo
DE
Deere & Company
$6,800,165$198,109 ▲3.0%10,1260.8%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,532,944$68,268 ▲1.1%5,6460.8%Healthcare
Blackstone Inc. stock logo
BX
Blackstone
$6,469,677$30,937 ▲0.5%57,7190.8%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$6,370,195$32,806 ▼-0.5%27,5730.7%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$6,084,380$4,505 ▼-0.1%67,5220.7%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,417,704$90,390 ▲1.7%24,6340.6%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,316,806$2,033,490 ▼-27.7%8,6910.6%Technology
UNILEVER PLC
$4,978,697$72,086 ▼-1.4%81,9810.6%SPON ADR NEW
Starbucks Corporation stock logo
SBUX
Starbucks
$4,922,418$16,067 ▼-0.3%52,3880.6%Consumer Discretionary
Chevron Corporation stock logo
CVX
Chevron
$4,797,242$87,809 ▲1.9%23,4920.6%Energy
Ares Capital Corporation stock logo
ARCC
Ares Capital
$4,622,171$4,622,171 ▲New Holding241,9980.5%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,362,399$285,967 ▼-6.2%6,2240.5%ETF
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$4,321,591$3,271 ▲0.1%50,2040.5%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$4,247,461$18,612 ▼-0.4%27,3850.5%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$4,084,585$22,406 ▲0.6%8,0210.5%Industrials
FedEx Corporation stock logo
FDX
FedEx
$3,977,006$33,641 ▼-0.8%13,9500.5%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,931,537$6,523 ▼-0.2%39,7810.5%Healthcare
STERIS plc stock logo
STE
STERIS
$3,865,234$95,135 ▼-2.4%18,4050.4%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$3,814,266$100,997 ▼-2.6%13,4070.4%Consumer Discretionary
ASML Holding N.V. stock logo
ASML
ASML
$3,764,650$19,928 ▲0.5%2,0780.4%Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,722,148$99,477 ▲2.7%54,3300.4%Industrials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,637,231$39,826 ▲1.1%4,7490.4%ETF
Peabody Energy Corporation stock logo
BTU
Peabody Energy
$3,603,257$854 ▲0.0%147,7350.4%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,504,989$5,534 ▲0.2%18,3680.4%Consumer Staples
CHENIERE ENERGY INC
$3,329,348$47,082 ▲1.4%12,3750.4%COM NEW
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,287,359$67,738 ▲2.1%8,7840.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,918,917$146,442 ▼-4.8%3,8270.3%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$2,872,727$99,400 ▲3.6%22,4270.3%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$2,848,172$48,941 ▼-1.7%13,9670.3%Industrials
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2,846,694$19,774 ▼-0.7%49,2340.3%Consumer Staples
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,633,153$180 ▲0.0%29,3350.3%ETF
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$2,616,910$43,584 ▼-1.6%11,2280.3%Healthcare
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$2,595,878$332 ▲0.0%31,2640.3%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$2,485,719$9,265 ▼-0.4%35,9520.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,396,691$23,317 ▼-1.0%18,9130.3%Consumer Staples
Truist Financial Corporation stock logo
TFC
Truist Financial
$2,390,597$36,577 ▼-1.5%51,6330.3%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$2,387,014$41,339 ▼-1.7%10,3360.3%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,323,128$4,650 ▼-0.2%15,9870.3%Healthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$2,283,299$134,592 ▲6.3%6,7010.3%Communication Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,256,275$1,390 ▲0.1%8,1190.3%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$2,201,855$2,222 ▲0.1%32,6980.3%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,173,009$136,553 ▲6.7%2,3870.3%Consumer Staples
Sysco Corporation stock logo
SYY
Sysco
$2,095,548$21,985 ▲1.1%26,8800.2%Consumer Staples
Southern Company (The) stock logo
SO
Southern
$2,093,221$746 ▼0.0%25,2530.2%Utilities
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,026,195$495 ▲0.0%36,8400.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,972,510$33,359 ▲1.7%2,7200.2%Communication Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,855,090$57,028 ▼-3.0%7,1890.2%Industrials
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$1,838,330$18,974 ▼-1.0%10,2700.2%Healthcare
BP p.l.c. stock logo
BP
BP
$1,833,771$7,610 ▼-0.4%41,6860.2%Energy
Spire Inc. stock logo
SR
Spire
$1,739,595$2,131 ▲0.1%22,8620.2%Utilities
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,662,995$71 ▲0.0%23,5520.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,623,579$2,798 ▼-0.2%35,3950.2%Communication Services
Corning Incorporated stock logo
GLW
Corning
$1,537,525$31,058 ▲2.1%10,0000.2%Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,526,347$935 ▼-0.1%21,2140.2%ETF
Intel Corporation stock logo
INTC
Intel
$1,500,018$330,879 ▼-18.1%12,4760.2%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,452,873$18,262 ▲1.3%4,1370.2%Technology
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,412,045$194,151 ▼-12.1%3,5710.2%Energy
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$1,367,296$51,509 ▲3.9%4,1410.2%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,256,459$45,122 ▲3.7%23,0840.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,254,1030.0%10,0120.1%ETF
ENERGY TRANSFER L P
$1,191,518$200,824 ▲20.3%60,2690.1%COM UT LTD PTN
Illumina, Inc. stock logo
ILMN
Illumina
$1,121,267$1,368 ▲0.1%4,0970.1%Healthcare
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$1,121,2360.0%16,8760.1%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,098,878$5,169 ▼-0.5%17,4310.1%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,054,593$1,368 ▲0.1%9,2500.1%Utilities
Tesla, Inc. stock logo
TSLA
Tesla
$1,045,270$3,548 ▼-0.3%2,9460.1%Consumer Discretionary

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