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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 $695.60 million in total holdings as of June 30, 2025.
  • Kavar Capital Partners Group, LLC owns shares of 191 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
  • Approximately 12.91% of the portfolio was purchased this quarter.
  • About 2.08% of the portfolio was sold this quarter.
  • This quarter, Kavar Capital Partners Group, LLC has purchased 177 new stocks and bought additional shares in 64 stocks.
  • Kavar Capital Partners Group, LLC sold shares of 50 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$31,835,148
NVIDIA
$26,645,118

Largest New Holdings this Quarter

921937835 - Vanguard Total Bond Market ETF
$20,091,841 Holding
464289875 - iShares Core 40/60 Moderate Allocation ETF
$12,320,626 Holding
092528603 - iShares Flexible Income Active ETF
$7,900,108 Holding
025072349 - Avantis U.S. Large Cap Value ETF
$6,740,035 Holding
921937827 - Vanguard Short-Term Bond ETF
$4,570,336 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
272,876 shares (about $20.09M)
iShares Core 40/60 Moderate Allocation ETF
267,607 shares (about $12.32M)
O'Reilly Automotive
103,867 shares (about $9.36M)
iShares Flexible Income Active ETF
149,510 shares (about $7.90M)
Avantis U.S. Large Cap Value ETF
98,813 shares (about $6.74M)

Largest Sales this Quarter

Becton, Dickinson and Company
18,733 shares (about $3.23M)
Constellation Brands
14,987 shares (about $2.44M)
PepsiCo
3,026 shares (about $399.55K)
Alphabet
1,851 shares (about $326.20K)
STERIS
1,300 shares (about $312.29K)

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
$38,072,148$3,029,485 8.6%1,557,7805.5%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$36,049,316$460,861 1.3%1,469,0025.2%ETF
Apple Inc. stock logo
AAPL
Apple
$31,835,148$159,622 -0.5%155,1654.6%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$28,952,285$729,433 2.6%1,310,0584.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$26,645,118$459,118 1.8%168,6513.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$20,230,106$162,653 -0.8%40,6712.9%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$20,091,841$20,091,841 New Holding272,8762.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,630,749$338,100 1.8%42,1532.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,875,185$326,202 -1.8%101,4312.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$12,829,689$325,279 2.6%44,2541.8%Finance
iShares Core 40/60 Moderate Allocation ETF stock logo
AOM
iShares Core 40/60 Moderate Allocation ETF
$12,320,626$12,320,626 New Holding267,6071.8%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$11,947,690$65,685 0.6%29,4671.7%Medical
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$11,059,514$348,548 3.3%121,4001.6%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$10,837,450$256,819 2.4%158,1191.6%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$10,777,515$103,399 1.0%67,6471.5%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,291,328$144,846 -1.4%56,6271.5%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$10,030,117$9,361,533 1,400.2%111,2851.4%Retail/Wholesale
Danaher Corporation stock logo
DHR
Danaher
$9,511,122$77,238 0.8%48,1481.4%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$9,014,309$137,816 1.6%23,2201.3%Industrials
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$8,782,380$531,127 6.4%313,0971.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$8,695,298$69,421 -0.8%46,8451.3%Medical
Blackstone Inc. stock logo
BX
Blackstone
$8,385,085$1,319,733 18.7%56,0581.2%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,203,623$31,110 0.4%40,0821.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$8,016,8000.0%111.2%Finance
Walmart Inc. stock logo
WMT
Walmart
$7,928,262$39,699 -0.5%81,0831.1%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,906,157$599,593 8.2%36,0371.1%Retail/Wholesale
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$7,900,108$7,900,108 New Holding149,5101.1%ETF
Visa Inc. stock logo
V
Visa
$7,759,618$74,561 1.0%21,8551.1%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,998,157$69,349 -1.0%45,8141.0%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,886,749$15,624 0.2%23,3621.0%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$6,855,454$114,700 1.7%63,5941.0%Energy
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$6,740,035$6,740,035 New Holding98,8131.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$6,579,518$737,390 12.6%15,0080.9%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$6,493,277$27,007 -0.4%71,1670.9%Finance
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$6,343,997$58,189 -0.9%158,5210.9%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$6,177,838$289,306 4.9%244,1830.9%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,078,865$43,173 -0.7%8,5890.9%Finance
Unilever PLC stock logo
UL
Unilever
$5,991,724$55,481 -0.9%97,9520.9%Consumer Staples
Ares Capital Corporation stock logo
ARCC
Ares Capital
$5,745,212$172,496 3.1%261,6220.8%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$5,611,174$3,900 -0.1%28,7740.8%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,438,762$158,996 -2.8%39,9880.8%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$5,203,594$119,888 2.4%14,1930.7%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$5,003,542$61,527 1.2%9,8400.7%Industrials
CHENIERE ENERGY INC
$4,950,031$179,474 3.8%20,3270.7%COM NEW
Starbucks Corporation stock logo
SBUX
Starbucks
$4,936,872$107,025 -2.1%53,8780.7%Retail/Wholesale
STERIS plc stock logo
STE
STERIS
$4,777,495$312,286 -6.1%19,8880.7%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,632,567$2,853,957 160.5%8,1550.7%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$4,570,336$4,570,336 New Holding58,0730.7%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,238,339$761,515 21.9%45,4270.6%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$4,165,530$716,216 20.8%52,5420.6%ETF
NIKE, Inc. stock logo
NKE
NIKE
$4,045,586$26,001 -0.6%56,9480.6%Consumer Discretionary
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,936,609$38,666 -1.0%29,5250.6%Industrials
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,739,703$192,070 -4.9%55,4520.5%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$3,516,647$21,225 -0.6%49,7050.5%Consumer Staples
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$3,503,191$115,785 3.4%7,5640.5%Aerospace
FedEx Corporation stock logo
FDX
FedEx
$3,449,202$62,283 -1.8%15,1740.5%Transportation
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,362,417$54,638 1.7%18,4620.5%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$3,335,418$112,259 3.5%23,2940.5%Energy
McDonald's Corporation stock logo
MCD
McDonald's
$3,047,868$39,734 -1.3%10,4320.4%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,022,541$13,660 -0.4%4,8680.4%ETF
Diageo plc stock logo
DEO
Diageo
$2,940,734$159,833 -5.2%29,1620.4%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,921,385$399,553 -12.0%22,1250.4%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$2,728,665$236,771 -8.0%7,0530.4%Computer and Technology
Truist Financial Corporation stock logo
TFC
Truist Financial
$2,722,589$8,168 -0.3%63,3310.4%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,696,834$61,677 -2.2%8,7450.4%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,680,382$19,452 0.7%8,8190.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,501,521$308,695 14.1%3,2090.4%Medical
Southern Company (The) stock logo
SO
Southern
$2,382,367$91,831 -3.7%25,9430.3%Utilities
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$2,280,044$80,834 -3.4%12,6930.3%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,238,3880.0%32,4310.3%Medical
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$2,219,160$2,219,160 New Holding43,0320.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$2,136,315$1,181,653 123.8%28,8650.3%ETF
JPMorgan Inflation Managed Bond ETF stock logo
JCPI
JPMorgan Inflation Managed Bond ETF
$2,121,215$2,121,215 New Holding43,9630.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,117,0960.0%29,1250.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$2,093,986$268 0.0%31,2440.3%ETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$2,033,411$3,226,759 -61.3%11,8050.3%Medical
Sysco Corporation stock logo
SYY
Sysco
$1,982,495$38,779 -1.9%26,1750.3%Consumer Staples
Peabody Energy Corporation stock logo
BTU
Peabody Energy
$1,982,1340.0%147,7000.3%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,972,914$130,633 -6.2%45,5950.3%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$1,917,249$211,156 12.4%12,2940.3%Medical
First Busey Corporation stock logo
BUSE
First Busey
$1,909,3410.0%83,4320.3%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$1,907,502$35,178 1.9%32,5350.3%Consumer Staples
Spire Inc. stock logo
SR
Spire
$1,788,697$2,044 0.1%24,5060.3%Utilities
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,772,2830.0%8,2130.3%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,758,868$60,523 3.6%2,3830.3%Computer and Technology
Waste Management, Inc. stock logo
WM
Waste Management
$1,726,218$390,138 29.2%7,5440.2%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,647,260$197,988 -10.7%1,6640.2%Retail/Wholesale
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,555,652$465 0.0%36,7940.2%ETF
BP p.l.c. stock logo
BP
BP
$1,492,519$226,271 -13.2%49,8670.2%Energy
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,456,149$12,884 -0.9%25,5420.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,409,757$78,457 5.9%2,2820.2%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,359,908$21,416 1.6%1,0160.2%Consumer Discretionary
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,321,894$10,791 -0.8%21,3140.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,300,666$7,837 -0.6%16,4310.2%Medical
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
$1,243,376$1,243,376 New Holding40,4350.2%Finance
SPROTT PHYSICAL GOLD TR
$1,204,125$98,865 -7.6%47,5000.2%UNIT
The Walt Disney Company stock logo
DIS
Walt Disney
$1,200,1690.0%9,6780.2%Consumer Discretionary
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,144,0100.0%9,6950.2%Utilities
Broadcom Inc. stock logo
AVGO
Broadcom
$1,071,1760.0%3,8860.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,018,3960.0%5,7410.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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