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CIK: 0001841766
Total reported value
$811.6M
$811.6M
163 檔
16.4%
According to the latest 13F quarterly dataset, Kavar Capital Partners Group, LLC managed an equity portfolio of $811.6M at the end of Q2 2024, spanning 163 distinct U.S. exchange-listed positions.
During Q2 2024, Kavar Capital Partners Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.08% | +0.58% | -0.53% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.22% | +0.77% | +3.68% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.95% | +0.89% | +2.88% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.91% | +0.65% | +0.91% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.80% | +0.46% | +708.58% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.40% | +0.79% | -0.41% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | +0.06% | +1.23% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.93% | +0.02% | -1.27% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.87% | +0.14% | +0.45% | |
| 10 | DHR | Danaher CORP | Stock-Healthcare | 2.14% | -0.01% | -0.16% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.98% | — | +0.31% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.76% | +0.25% | +0.01% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.73% | +0.09% | -4.66% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.54% | +0.38% | +1.62% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | +0.16% | -0.21% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.48% | +0.18% | +1.27% | |
| 17 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.47% | -0.02% | +22.39% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.38% | +1.10% | -2.41% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | +0.02% | -2.10% | |
| 20 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.35% | -0.03% | -1.25% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.33% | +0.06% | -1.10% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -1.33% | EXIT | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.14% | +0.31% | +2.25% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.15% | +1.83% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.05% | +0.03% | -1.36% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 1.01% | +0.02% | +1.02% | |
| 27 | UL | Unilever PLC | Stock-Consumer Staples | 1.01% | — | -6.53% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.11% | +5.33% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.99% | +0.07% | -1.41% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.05% | +2.29% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.95% | — | +1.12% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.94% | +0.28% | +0.31% | |
| 33 | STE | STERIS plc | Stock-Healthcare | 0.91% | -0.03% | -2.24% | |
| 34 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.86% | -0.01% | -5.02% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | +0.04% | +2.59% | |
| 36 | ARCC | Ares Capital CORP | Stock-Financials | 0.84% | -0.59% | EXIT | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.83% | — | -0.28% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.81% | +0.05% | -2.03% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | -0.07% | -5.33% | |
| 40 | FDX | Fedex CORP | Stock-Industrials | 0.80% | -0.09% | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.12% | +0.43% | |
| 42 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.76% | -0.03% | EXIT | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.75% | -0.11% | +5.45% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.15% | -1.47% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.07% | +0.06% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.69% | -0.01% | -0.17% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.63% | +0.08% | +0.97% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | +0.27% | -1.27% | |
| 49 | BTU | Peabody Energy CORP | Stock-Energy | 0.60% | -0.19% | — | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | +0.04% | -2.18% |
According to official SEC Form 13F filings, Kavar Capital Partners Group, LLC reported a total U.S. public equity portfolio value of $811.6M across 163 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, FNDX, SCHX) accounted for 16.4% of total reported equity market value during Q2 2024.
During Q2 2024, Kavar Capital Partners Group, LLC's top holdings by market value included AAPL (6.1%)、FNDX (5.2%)、SCHX (5.0%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q2 2024, Kavar Capital Partners Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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