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Kavar Capital Partners Group, LLC Top Holdings and 13F Report (2025)

About Kavar Capital Partners Group, LLC

Investment Activity

  • Kavar Capital Partners Group, LLC has $591.75 million in total holdings as of December 31, 2024.
  • Kavar Capital Partners Group, LLC owns shares of 175 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
  • Approximately 12.46% of the portfolio was purchased this quarter.
  • About 7.98% of the portfolio was sold this quarter.
  • This quarter, Kavar Capital Partners Group, LLC has purchased 180 new stocks and bought additional shares in 48 stocks.
  • Kavar Capital Partners Group, LLC sold shares of 55 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Apple
$39,272,048
NVIDIA
$22,430,556

Largest New Holdings this Quarter

Adobe
$2,797,037 Holding
Cadence Design Systems
$414,334 Holding
Commerce Bancshares
$260,713 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF
915,916 shares (about $21.23M)
Schwab International Equity ETF
633,948 shares (about $11.73M)
Schwab U.S. Mid-Cap ETF
177,258 shares (about $4.91M)
Schwab US Small-Cap ETF
110,804 shares (about $2.87M)

Largest Sales this Quarter

Walt Disney
17,806 shares (about $1.98M)
DOW
22,919 shares (about $919.72K)
Johnson & Johnson
4,136 shares (about $598.15K)
Diageo
3,475 shares (about $441.78K)
Apple
1,711 shares (about $428.47K)

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
Apple Inc. stock logo
AAPL
Apple
$39,272,048$428,468 -1.1%156,8256.6%Computer and Technology
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$32,973,916$22,590,594 217.6%1,392,4805.6%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$31,358,958$21,230,940 209.6%1,352,8455.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$22,430,556$354,122 -1.6%167,0313.8%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$22,362,013$11,728,042 110.3%1,208,7573.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,696,476$223,942 1.2%104,0493.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$17,603,641$47,543 0.3%40,3593.0%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$17,311,192$136,989 0.8%41,0702.9%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$15,024,278$18,208 -0.1%28,8802.5%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$11,193,247$20,286 0.2%66,7661.9%Consumer Staples
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$10,940,991$200,975 1.9%113,3431.8%ETF
Danaher Co. stock logo
DHR
Danaher
$10,710,182$230 0.0%46,6571.8%Multi-Sector Conglomerates
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,134,017$32,067 -0.3%57,8331.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,119,819$34,278 -0.3%42,2171.7%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$8,917,216$90,121 -1.0%7,5201.5%Retail/Wholesale
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$8,664,925$188,774 2.2%147,3881.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$8,395,261$34,296 -0.4%47,2441.4%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$8,323,300$1,814 0.0%22,9441.4%Industrial Products
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,854,082$17,429 -0.2%40,1071.3%ETF
Blackstone Inc. stock logo
BX
Blackstone
$7,815,890$14,656 0.2%45,3311.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$7,323,132$26,653 -0.4%81,0531.2%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,245,355$350,585 5.1%33,0251.2%Retail/Wholesale
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$7,215,295$4,911,818 213.2%260,3861.2%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$6,935,870$239,575 -3.3%30,5721.2%Medical
Visa Inc. stock logo
V
Visa
$6,880,823$111,878 1.7%21,7721.2%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,766,459$598,146 -8.1%46,7881.1%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$6,610,031$16,458 0.2%61,4491.1%Oils/Energy
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$5,739,970$2,865,395 99.7%221,9631.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,707,909$187,674 -3.2%28,8021.0%ETF
Unilever PLC stock logo
UL
Unilever
$5,617,413$1,644 0.0%99,0730.9%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$5,332,191$10,114 0.2%13,7080.9%Retail/Wholesale
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$5,313,315$151,372 -2.8%159,9910.9%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$5,288,977$37,375 0.7%71,4630.9%Finance
Ares Capital Co. stock logo
ARCC
Ares Capital
$5,236,597$77,534 1.5%239,2230.9%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$5,155,607$117,608 -2.2%23,4530.9%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$5,031,813$45,169 -0.9%55,1430.9%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,977,213$17,179 -0.3%8,6920.8%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,723,185$19,229 -0.4%41,7570.8%Medical
STERIS plc stock logo
STE
STERIS
$4,638,873$30,834 0.7%22,5670.8%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,307,978$585,698 15.7%10,4960.7%ETF
NIKE, Inc. stock logo
NKE
NIKE
$4,296,921$41,997 -1.0%56,7850.7%Consumer Discretionary
FedEx Co. stock logo
FDX
FedEx
$4,199,132$69,489 1.7%14,9260.7%Transportation
Diageo plc stock logo
DEO
Diageo
$4,137,239$441,782 -9.6%32,5430.7%Consumer Staples
Deere & Company stock logo
DE
Deere & Company
$4,120,906$63,979 1.6%9,7260.7%Industrial Products
CHENIERE ENERGY INC
$4,066,415$59,089 1.5%18,9250.7%COM NEW
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,783,709$21,745 -0.6%24,8830.6%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,713,600$14,252 -0.4%29,9650.6%Industrial Products
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$3,612,687$16,796 -0.5%16,3470.6%Consumer Staples
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,479,597$8,960 0.3%58,2550.6%Consumer Staples
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,408,869$136,063 4.2%7,0150.6%Aerospace
Chevron Co. stock logo
CVX
Chevron
$3,118,504$120,505 4.0%21,5310.5%Oils/Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,110,152$3,860 -0.1%49,9540.5%Consumer Staples
Peabody Energy Co. stock logo
BTU
Peabody Energy
$3,092,838$52,350 -1.7%147,7000.5%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$3,079,742$36,236 -1.2%10,6240.5%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,878,645$22,959 0.8%4,8900.5%ETF
Adobe Inc. stock logo
ADBE
Adobe
$2,797,037$2,797,037 New Holding6,2900.5%Computer and Technology
Truist Financial Co. stock logo
TFC
Truist Financial
$2,779,389$92,789 -3.2%64,0710.5%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,718,146$13,247 -0.5%31,5990.5%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,616,3030.0%8,9380.4%Business Services
Euronet Worldwide, Inc. stock logo
EEFT
Euronet Worldwide
$2,562,567$25,093 -1.0%24,9180.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,526,557$2,898 0.1%8,7180.4%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$2,265,825$487,319 27.4%34,8160.4%ETF
The Southern Company stock logo
SO
Southern
$2,217,9290.0%26,9430.4%Utilities
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,185,7520.0%18,1620.4%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,167,7760.0%2,8080.4%Medical
Sysco Co. stock logo
SYY
Sysco
$2,040,488$51,610 2.6%26,6870.3%Consumer Staples
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,994,779$15,512 0.8%28,9350.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$1,989,955$2,486 0.1%31,2150.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,985,365$173,355 -8.0%49,6470.3%Computer and Technology
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$1,982,7530.0%13,1430.3%Medical
CrossFirst Bankshares, Inc. stock logo
CFB
CrossFirst Bankshares
$1,920,2630.0%126,7500.3%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,814,744$15,467 -0.8%8,2130.3%Finance
BP p.l.c. stock logo
BP
BP
$1,705,671$170,561 -9.1%57,7020.3%Oils/Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,686,898$2,155 -0.1%3,1310.3%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$1,672,965$777,502 86.8%10,2680.3%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$1,669,8590.0%31,9350.3%Consumer Staples
Spire Inc. stock logo
SR
Spire
$1,658,232$2,103 0.1%24,4470.3%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,657,550$48,646 -2.9%16,6620.3%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,538,417$13,744 -0.9%1,6790.3%Retail/Wholesale
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,502,907$2,414 0.2%36,7280.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,388,2440.0%2,3710.2%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,338,917$1,246 -0.1%21,4880.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,297,2590.0%2,2130.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,232,2260.0%25,7680.2%ETF
Griffon Co. stock logo
GFF
Griffon
$1,231,8310.0%17,2840.2%Multi-Sector Conglomerates
Alphabet Inc. stock logo
GOOG
Alphabet
$1,191,583$57,132 -4.6%6,2570.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,182,847$12,115 -1.0%2,9290.2%Auto/Tires/Trucks
SelectQuote, Inc. stock logo
SLQT
SelectQuote
$1,174,1660.0%315,6360.2%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$1,081,796$314,591 41.0%5,3610.2%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$1,076,643$1,982,698 -64.8%9,6690.2%Consumer Discretionary
Dow Inc. stock logo
DOW
DOW
$1,008,290$919,725 -47.7%25,1260.2%Basic Materials
GSK plc stock logo
GSK
GSK
$971,649$126,554 -11.5%28,7300.2%Medical
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$956,3640.0%17,4870.2%ETF
DFAT
Dimensional U.S. Targeted Value ETF
$938,793$668 0.1%16,8670.2%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$903,6220.0%34,0600.2%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$900,693$29,399 3.4%1,0110.2%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$894,9020.0%3,8600.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$891,1060.0%2,2190.2%ETF
American Express stock logo
AXP
American Express
$864,252$890 0.1%2,9120.1%Finance
UMB Financial Co. stock logo
UMBF
UMB Financial
$835,3900.0%7,4020.1%Finance

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