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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 $811.56 million in total holdings as of June 30, 2026.
  • Kavar Capital Partners Group, LLC owns shares of 204 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 4.48% of the portfolio was purchased this quarter.
  • About 11.63% of the portfolio was sold this quarter.
  • This quarter, Kavar Capital Partners Group, LLC has purchased 213 new stocks and bought additional shares in 112 stocks.
  • Kavar Capital Partners Group, LLC sold shares of 48 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Apple
$43,787,062
Alphabet
$35,350,022

Largest New Holdings this Quarter

314352105 - FEDEX FGHT HLDG CO INC
$1,058,661 Holding
595112103 - Micron Technology
$801,077 Holding
038222105 - Applied Materials
$519,114 Holding
482480100 - KLA
$386,189 Holding
697435105 - Palo Alto Networks
$343,066 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
103,098 shares (about $8.88M)
Eli Lilly and Company
1,683 shares (about $2.02M)
Schwab Fundamental U.S. Large Company ETF
56,498 shares (about $1.76M)
Schwab International Equity ETF
56,447 shares (about $1.56M)
Schwab US Large-Cap ETF
51,606 shares (about $1.52M)

Largest Sales this Quarter

Intel
4,607 shares (about $643.28K)
3M
1,567 shares (about $253.71K)
SPROTT ASSET MANAGEMENT LP
8,000 shares (about $241.36K)
NIKE
5,857 shares (about $240.43K)
Starbucks
1,958 shares (about $200.09K)

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
$51,973,700$1,518,764 3.0%1,766,0116.4%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$51,339,755$1,757,088 3.5%1,650,7966.3%ETF
Apple Inc. stock logo
AAPL
Apple
$43,787,062$60,476 -0.1%151,3245.4%Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$42,624,850$1,563,582 3.8%1,538,8035.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$35,350,022$46,101 -0.1%98,9174.4%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$32,268,858$60,027 0.2%161,2724.0%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$25,200,379$1,079,788 4.5%23,6653.1%Industrials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$20,914,694$21,719 0.1%42,3702.6%Finance
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$17,454,763$486,117 2.9%180,8972.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$16,244,387$672,933 4.3%43,5482.0%Technology
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$16,104,115$465,354 3.0%129,0812.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,556,484$61,866 0.4%44,4701.8%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$14,501,043$100,775 0.7%28,9231.8%Healthcare
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$13,872,441$564,406 4.2%376,2531.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$11,842,390$24,661 0.2%47,0611.5%Healthcare
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$11,076,885$18,794 -0.2%43,6151.4%Healthcare
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$10,775,521$695,793 6.9%104,5661.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$10,481,603$8,880,863 554.8%121,6811.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$10,473,640$466,040 4.7%289,8881.3%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,448,023$141,491 -1.3%49,1051.3%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$10,343,733$102,588 1.0%112,3221.3%Consumer Discretionary
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$9,941,252$380,072 4.0%108,9931.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,751,288$19,650 0.2%66,4981.2%Consumer Staples
WALMART INC
$9,579,182$619,871 6.9%84,5771.2%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,371,290$232,143 2.5%39,3191.2%Consumer Discretionary
Danaher Corporation stock logo
DHR
Danaher
$9,097,854$15,619 0.2%47,7631.1%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$8,986,2000.0%121.1%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8,446,962$8,091 -0.1%8,3521.0%Finance
Visa Inc. stock logo
V
Visa
$7,682,135$38,083 0.5%22,3910.9%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,343,111$59,629 -0.8%31,0330.9%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$7,095,621$102,882 -1.4%134,4890.9%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,979,634$71,452 -1.0%12,0150.9%Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$6,868,763$184,909 2.8%74,4420.8%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,811,706$134,136 2.0%24,2230.8%Technology
Blackstone Inc. stock logo
BX
Blackstone
$6,759,265$126,377 1.9%57,4430.8%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$6,734,418$19,682 -0.3%27,7150.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,701,278$2,018,660 43.1%5,5870.8%Healthcare
Deere & Company stock logo
DE
Deere & Company
$6,236,130$59,627 1.0%9,8310.8%Industrials
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$6,027,436$256,718 4.4%67,5720.7%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$5,371,031$200,089 -3.6%52,5590.7%Consumer Discretionary
UNILEVER PLC
$5,000,084$9,319 0.2%83,1680.6%SPON ADR NEW
The Home Depot, Inc. stock logo
HD
Home Depot
$4,853,719$18,693 0.4%13,7620.6%Consumer Discretionary
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,555,198$2,061 0.0%6,6320.6%ETF
FedEx Corporation stock logo
FDX
FedEx
$4,405,113$5,636 0.1%14,0680.5%Industrials
ASML Holding N.V. stock logo
ASML
ASML
$4,112,172$69,630 1.7%2,0670.5%Technology
CocaCola Company (The) stock logo
KO
CocaCola
$4,077,016$108,334 2.7%50,1660.5%Consumer Staples
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$4,063,750$226,698 5.9%7,9770.5%Industrials
STERIS plc stock logo
STE
STERIS
$3,970,929$20,846 -0.5%18,8580.5%Healthcare
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,937,385$9,019 0.2%27,5050.5%Industrials
Chevron Corporation stock logo
CVX
Chevron
$3,822,779$16,410 0.4%23,0620.5%Energy
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,815,676$544,303 16.6%52,8780.5%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,615,678$20,507 -0.6%39,8470.4%Healthcare
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,517,669$12,732 -0.4%4,6970.4%ETF
Peabody Energy Corporation stock logo
BTU
Peabody Energy
$3,414,8240.0%147,7000.4%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,317,726$12,845 0.4%18,3390.4%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,183,329$6,290 0.2%8,6030.4%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$3,166,471$1,070,498 51.1%14,2070.4%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,001,512$972,373 47.9%4,0190.4%ETF
CHENIERE ENERGY INC
$2,915,990$280,365 10.6%12,2000.4%COM NEW
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2,867,489$9,139 -0.3%49,5760.4%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$2,842,367$27,302 1.0%10,5150.4%Consumer Discretionary
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$2,773,049$23,054 -0.8%21,6510.3%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$2,646,543$2,934 -0.1%36,0860.3%ETF
Truist Financial Corporation stock logo
TFC
Truist Financial
$2,611,702$20,077 -0.8%52,4230.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,585,722$96,811 -3.6%19,0970.3%Consumer Staples
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,577,794$176 0.0%29,3330.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$2,561,470$328 0.0%31,2600.3%ETF
Corning Incorporated stock logo
GLW
Corning
$2,502,811$23,756 1.0%9,7980.3%Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,437,908$601 0.0%8,1140.3%ETF
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$2,419,409$199,869 -7.6%11,4150.3%Healthcare
Southern Company (The) stock logo
SO
Southern
$2,417,826$4,594 0.2%25,2620.3%Utilities
Altria Group, Inc. stock logo
MO
Altria Group
$2,350,217$22,880 1.0%32,6650.3%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$2,228,099$169,952 8.3%6,3060.3%Communication Services
Sysco Corporation stock logo
SYY
Sysco
$2,223,081$239,960 12.1%26,5980.3%Consumer Staples
Intel Corporation stock logo
INTC
Intel
$2,126,286$643,276 -23.2%15,2280.3%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,092,672$131,903 6.7%2,2370.3%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,058,436$19,917 1.0%16,0190.3%Healthcare
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$2,026,058$495 0.0%36,8310.2%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,890,436$240,430 -11.3%46,0520.2%Consumer Discretionary
Spire Inc. stock logo
SR
Spire
$1,783,106$78 0.0%22,8340.2%Utilities
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,678,034$7,980 -0.5%23,5510.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,659,379$48,818 -2.9%7,4100.2%Industrials
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,636,8140.0%21,2270.2%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$1,570,200$92,009 -5.5%10,3760.2%Healthcare
BP p.l.c. stock logo
BP
BP
$1,546,692$139,191 -8.3%41,8590.2%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$1,543,109$45,708 3.1%4,0850.2%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,506,252$176,875 13.3%2,6740.2%Communication Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,501,214$13,295 -0.9%35,4560.2%Communication Services
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$1,495,650$100,586 7.2%3,9850.2%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,268,066$69,058 5.8%22,2550.2%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,243,294$130,386 11.7%2,9560.2%Consumer Discretionary
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,243,190$932,393 300.0%10,0120.2%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$1,183,173$68 0.0%17,5130.1%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$1,179,6270.0%16,8760.1%ETF
LAM RESEARCH CORP
$1,176,058$18,633 -1.6%2,7140.1%COM NEW
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,169,346$25,063 -2.1%9,2380.1%Utilities
FEDEX FGHT HLDG CO INC
$1,058,661$1,058,661 New Holding7,0110.1%COMMON STOCK
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,038,532$94,598 -8.3%4,0620.1%Energy
UMB Financial Corporation stock logo
UMBF
UMB Financial
$1,030,727$25,982 -2.5%7,2200.1%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$971,837$147,157 17.8%13,6110.1%Communication Services

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