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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 $600.02 million in total holdings as of March 31, 2025.
  • Kavar Capital Partners Group, LLC owns shares of 177 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 5.04% of the portfolio was purchased this quarter.
  • About 1.59% of the portfolio was sold this quarter.
  • This quarter, Kavar Capital Partners Group, LLC has purchased 175 new stocks and bought additional shares in 69 stocks.
  • Kavar Capital Partners Group, LLC sold shares of 43 stocks and completely divested from 13 stocks this quarter.

Largest New Holdings this Quarter

90353T100 - Uber Technologies
$2,715,128 Holding
319383204 - First Busey
$1,802,131 Holding
85207H104 - SPROTT PHYSICAL GOLD TR
$1,236,684 Holding
G0450A105 - Arch Capital Group
$397,986 Holding
018802108 - Alliant Energy
$307,529 Holding

Largest Purchases this Quarter

Berkshire Hathaway
10 shares (about $7.98M)
Uber Technologies
37,265 shares (about $2.72M)
First Busey
83,432 shares (about $1.80M)
Schwab US Large-Cap ETF
80,979 shares (about $1.79M)

Largest Sales this Quarter

Euronet Worldwide
18,018 shares (about $1.93M)
STERIS
1,379 shares (about $312.55K)
Tesla
801 shares (about $207.59K)
Apple
882 shares (about $195.92K)
Diageo
1,796 shares (about $188.21K)

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
$34,639,692$195,919 -0.6%155,9435.8%Computer and Technology
Schwab Fundamental U.S. Large Company Index ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company Index ETF
$34,239,741$1,363,289 4.1%1,450,2225.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$31,658,831$1,788,016 6.0%1,433,8245.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$25,260,097$1,350,876 5.7%1,277,0524.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$20,993,058$541,207 2.6%41,4273.5%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$17,963,413$139,376 -0.8%165,7453.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,971,528$118,609 -0.7%103,2822.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$15,390,123$27,028 -0.2%40,9982.6%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$14,582,168$211,480 1.5%29,3052.4%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$11,417,737$39,537 0.3%66,9981.9%Consumer Staples
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$10,626,878$146,123 -1.4%7,4181.8%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,580,261$224,449 2.2%43,1321.8%Finance
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$10,248,945$368,817 3.7%117,5741.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$9,947,516$70,851 -0.7%57,4241.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$9,893,268$5,238 -0.1%47,2191.6%Medical
Danaher Co. stock logo
DHR
Danaher
$9,790,086$225,498 2.4%47,7571.6%Medical
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$9,288,547$420,227 4.7%154,3721.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$8,782,858$7,984,416 1,000.0%111.5%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,746,059$34,336 -0.4%39,9301.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$7,707,041$884,931 13.0%294,1621.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$7,673,053$86,236 -1.1%46,2681.3%Medical
Visa Inc. stock logo
V
Visa
$7,585,707$44,508 -0.6%21,6451.3%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$7,540,918$26,054 -0.3%22,8651.3%Industrials
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$7,436,677$128,563 1.8%62,5301.2%Energy
Walmart Inc. stock logo
WMT
Walmart
$7,153,951$38,277 0.5%81,4891.2%Retail/Wholesale
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$6,995,034$7,788 -0.1%30,5381.2%Medical
Blackstone Inc. stock logo
BX
Blackstone
$6,602,442$266,138 4.2%47,2351.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,336,419$53,083 0.8%33,3041.1%Retail/Wholesale
Unilever PLC stock logo
UL
Unilever
$5,887,053$12,744 -0.2%98,8591.0%Consumer Staples
International Business Machines Co. stock logo
IBM
International Business Machines
$5,796,022$35,807 -0.6%23,3091.0%Computer and Technology
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$5,781,511$578 0.0%159,9751.0%ETF
Ares Capital Co. stock logo
ARCC
Ares Capital
$5,623,466$322,294 6.1%253,7670.9%Finance
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$5,594,1240.0%71,4630.9%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,459,503$79,590 -1.4%41,1570.9%Medical
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$5,453,290$252,693 4.9%232,7480.9%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$5,399,505$9,515 -0.2%55,0460.9%Retail/Wholesale
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,363,992$1,490 0.0%28,7940.9%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$5,081,633$57,904 1.2%13,8660.8%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,941,556$1,049,422 27.0%13,3260.8%ETF
STERIS plc stock logo
STE
STERIS
$4,802,260$312,550 -6.1%21,1880.8%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,725,409$22,944 -0.5%8,6500.8%Finance
Deere & Company stock logo
DE
Deere & Company
$4,561,613$3,285 -0.1%9,7190.8%Industrials
CHENIERE ENERGY INC
$4,533,126$153,881 3.5%19,5900.8%COM NEW
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,955,648$3,053 0.1%58,3000.7%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,771,141$40,184 1.1%25,1510.6%Consumer Staples
FedEx Co. stock logo
FDX
FedEx
$3,765,913$127,253 3.5%15,4480.6%Transportation
Chevron Co. stock logo
CVX
Chevron
$3,765,736$163,779 4.5%22,5100.6%Energy
NIKE, Inc. stock logo
NKE
NIKE
$3,638,293$33,581 0.9%57,3140.6%Consumer Discretionary
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,581,376$3,653 0.1%50,0050.6%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$3,301,073$17,492 -0.5%10,5680.6%Retail/Wholesale
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,268,950$16,446 -0.5%29,8150.5%Industrials
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,267,237$133,566 4.3%7,3140.5%Aerospace
Diageo plc stock logo
DEO
Diageo
$3,222,018$188,205 -5.5%30,7470.5%Consumer Staples
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$3,042,395$42,393 1.4%16,5780.5%Consumer Staples
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$3,034,248$606,180 25.0%43,5080.5%ETF
Adobe Inc. stock logo
ADBE
Adobe
$2,939,757$527,354 21.9%7,6650.5%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,882,7960.0%18,1620.5%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,747,6910.0%4,8900.5%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,732,843$2,139 0.1%8,9450.5%Business Services
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,715,128$2,715,128 New Holding37,2650.5%Computer and Technology
Truist Financial Co. stock logo
TFC
Truist Financial
$2,613,879$22,632 -0.9%63,5210.4%Finance
The Southern Company stock logo
SO
Southern
$2,477,3880.0%26,9430.4%Utilities
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,406,245$10,169 0.4%8,7550.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,323,285$4,130 0.2%2,8130.4%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,252,009$57,774 2.6%32,4310.4%Medical
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$2,223,7960.0%13,1430.4%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,205,111$46,856 -2.1%48,6140.4%Computer and Technology
Sysco Co. stock logo
SYY
Sysco
$2,002,5920.0%26,6870.3%Consumer Staples
Peabody Energy Co. stock logo
BTU
Peabody Energy
$2,001,3350.0%147,7000.3%Energy
BP p.l.c. stock logo
BP
BP
$1,940,458$9,292 -0.5%57,4270.3%Energy
Altria Group, Inc. stock logo
MO
Altria Group
$1,916,7130.0%31,9350.3%Consumer Staples
Spire Inc. stock logo
SR
Spire
$1,915,429$2,426 0.1%24,4780.3%Utilities
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,915,260$12,494 0.7%29,1250.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$1,889,372$1,512 0.1%31,2400.3%ETF
First Busey Co. stock logo
BUSE
First Busey
$1,802,131$1,802,131 New Holding83,4320.3%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$1,801,271$110,645 6.5%10,9400.3%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,762,934$174,969 11.0%1,8640.3%Retail/Wholesale
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,638,4110.0%8,2130.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,609,0450.0%3,1310.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,515,815$2,267 0.1%36,7830.3%ETF
Griffon Co. stock logo
GFF
Griffon
$1,489,274$253,468 20.5%20,8290.2%Multi-Sector Conglomerates
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,483,715$11,848 -0.8%16,5300.2%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$1,351,787$110,662 8.9%5,8390.2%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,326,204$40,345 -3.0%2,3010.2%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,309,7870.0%25,7680.2%ETF
SelectQuote, Inc. stock logo
SLQT
SelectQuote
$1,261,264$207,040 19.6%377,6240.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,253,8250.0%21,4880.2%ETF
SPROTT PHYSICAL GOLD TR
$1,236,684$1,236,684 New Holding51,4000.2%UNIT
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,205,253$32,438 -2.6%2,1550.2%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$1,182,499$369,935 45.5%9,6950.2%Utilities
GSK plc stock logo
GSK
GSK
$1,097,698$15,302 -1.4%28,3350.2%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$955,219$888 0.1%9,6780.2%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$932,078$10,253 -1.1%1,0000.2%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$896,916$80,615 -8.2%5,7410.1%Computer and Technology
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$896,008$1,024 0.1%17,5070.1%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$868,941$463 0.1%16,8760.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$864,357$1,267 0.1%34,1100.1%Medical
Dow Inc. stock logo
DOW
DOW
$863,001$14,387 -1.6%24,7140.1%Basic Materials
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$854,817$8,615 1.0%12,8990.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$801,2590.0%2,2190.1%ETF

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