KC

Kavar Capital Partners Group, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$798.4M

Reporting period: 2026-03-31 · Number of holdings: 213

KAVAR CAPITAL PARTNERS GROUP, LLC disclosed 213 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $798.4M and a quarterly turnover rate of 21.2%.

Personality snowflake

Concentration
8.67
Portfolio Stability
21.17
Momentum/Contrarian
100
Sector conviction
47.76
Diversification
100
Sizing Uniformity
80.94

Recent moves

  • Trim AAPL

    -1.0%　-$3.1M

  • Trim MSFT

    +1.2%　-$4.5M

  • Trim GOOGL

    -2.0%　-$3.1M

  • Trim SCHX

    +2.9%　-$896.1K

  • Trim NVDA

    -0.2%　-$2.0M

  • Trim TMO

    -1.1%　-$2.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1FNDXSchwab Fndmntl US Lrg Co ETFETF-Other5.56%-0.35%+1.12%
2SCHXSchwab US Large-cap ETFETF-Other5.51%-0.67%+2.86%
3AAPLApple INCStock-Tech4.82%-0.91%-0.97%
4SCHFSchwab Intl Equity ETFETF-Other4.60%-0.20%+2.27%
5BNDVanguard Total Bond MarketETF-Other4.02%+4.02%NEW
6GOOGLAlphabet Inc-cl AStock-Comm Services3.57%-0.79%-1.96%
7NVDANvidia CORPStock-Tech3.52%-0.63%-0.21%
8BINCIshares Flex I A Etf-usd INCETF-Other2.47%+2.47%NEW
9BRK-BBerkshire Hathaway Inc-cl BStock-Other2.44%-0.34%+0.97%
10CATCaterpillar INCStock-Industrials2.01%+0.16%-3.11%
11MSFTMicrosoft CORPStock-Tech1.94%-0.81%+1.16%
12AVEMAvantis Emerging Markets EqETF-Emerging Markets1.77%-0.06%+1.93%
13TMOThermo Fisher Scientific INCStock-Healthcare1.77%-0.55%-1.10%
14AVUVAvantis US Small Cap ValueETF-Small Cap1.73%-0.04%-0.47%
15JPMJpmorgan Chase & CoStock-Financials1.63%-0.35%-0.60%
16AOMIshares Core 40/60 ModerateETF-Other1.54%+1.54%NEW
17SCHMSchwab US Mid Cap ETFETF-Other1.40%-0.06%+2.58%
18JNJJohnson & JohnsonStock-Healthcare1.34%+0.07%-2.10%
19XOMExxon Mobil CORPStock-Energy1.33%+0.27%-1.80%
20ORLYO'reilly Automotive INCStock-Consumer Disc1.29%—-0.12%
21ABBVAbbvie INCStock-Healthcare1.28%—+0.79%
22WMTWalmart INCStock-Consumer Staples1.23%-0.01%-2.17%
23AVDVAvantis Intl S/c Value ETFETF-Other1.22%+0.05%+8.51%
24PGProcter & Gamble Co/theStock-Consumer Staples1.20%—-0.42%
25RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.20%—-4.00%
26DHRDanaher CORPStock-Healthcare1.13%-0.38%-0.59%
27BRK-ABerkshire Hathaway Inc-cl AStock-Other1.08%—+9.09%
28AVLVAvantis US Large Cap ValueETF-Large Cap & Growth1.06%—-0.22%
29VUGVanguard Growth ETFETF-Other1.02%-0.20%+2.80%
30SCHASchwab US Small-cap ETFETF-Other1.01%—+3.10%
31AMZNAmazon.com INCStock-Consumer Disc1.00%-0.20%+1.69%
32GSGoldman Sachs Group INCStock-Financials0.89%——
33SCHWSchwab (charles) CORPStock-Financials0.85%—+1.67%
34VVisa Inc-class A SharesStock-Financials0.84%-0.23%+0.78%
35VIGVanguard Dividend Apprec ETFETF-Other0.84%—-3.70%
36FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other0.84%—-4.78%
37BXBlackstone INCStock-Financials0.81%-0.40%-1.18%
38VBRVanguard Small-cap Value ETFETF-Other0.76%—-2.32%
39IBMIntl Business Machines CORPStock-Tech0.72%-0.23%+2.29%
40AVDEAvantis International EquityETF-Other0.69%+0.24%+61.64%
41DEDeere & CoStock-Industrials0.69%+0.05%-2.19%
42FDXFedex CORPStock-Industrials0.63%+0.06%-2.14%
43SBUXStarbucks CORPStock-Consumer Disc0.61%—+4.05%
44BTUPeabody Energy CORPStock-Energy0.61%—+0.02%
45CVXChevron CORPStock-Energy0.60%+0.11%-1.78%
46ULUnilever Plc-sponsored AdrStock-Consumer Staples0.59%-0.18%-3.30%
47ARCCAres Capital CORPStock-Financials0.59%+0.59%NEW
48LMTLockheed Martin CORPStock-Industrials0.57%+0.06%-1.70%
49HDHome Depot INCStock-Consumer Disc0.56%—-3.30%
50STESTERIS plcStock-Healthcare0.53%-0.15%-1.81%
1–50 of 213

Holding changes this quarter

Kavar Capital Partners Group, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Total Bond Market (BND); New buy: Ishares Flex I A Etf-usd INC (BINC); New buy: Ishares Core 40/60 Moderate (AOM); New buy: Ares Capital CORP (ARCC); New buy: Vanguard Short-term Bond ETF (BSV).

Position changes disclosed by Kavar Capital Partners Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.3%-1.80%Trim
2AMDAdvanced Micro Devices+0.3%+616.95%Add
3AVDEAvantis International Equity+0.2%+61.64%Add
4CATCaterpillar INC+0.2%-3.11%Trim
5CVXChevron CORP+0.1%-1.78%Trim
6ETEnergy Transfer LP+0.1%+196.51%Add
7JNJJohnson & Johnson+0.1%-2.10%Trim
8FDXFedex CORP+0.1%-2.14%Trim
9LMTLockheed Martin CORP+0.1%-1.70%Trim
10AVDVAvantis Intl S/c Value ETF+0.1%+8.51%Add
11DEDeere & Co+0.1%-2.19%Trim
12AVUSAvantis U.s. Equity ETF+0.1%+36.25%Add
13WMTWalmart INC0%-2.17%Trim
14AVUVAvantis US Small Cap Value0%-0.47%Trim
15AVEMAvantis Emerging Markets Eq-0.1%+1.93%Add
16SCHMSchwab US Mid Cap ETF-0.1%+2.58%Add
17STESTERIS plc-0.2%-1.81%Trim
18ABTAbbott Laboratories-0.2%+0.83%Add
19ULUnilever Plc-sponsored Adr-0.2%-3.30%Trim
20DEODiageo Plc-sponsored Adr-0.2%-71.32%Trim
21LNGCheniere Energy INC-0.2%-49.06%Trim
22SCHFSchwab Intl Equity ETF-0.2%+2.27%Add
23AMZNAmazon.com INC-0.2%+1.69%Add
24VUGVanguard Growth ETF-0.2%+2.80%Add
25IBMIntl Business Machines CORP-0.2%+2.29%Add
26VVisa Inc-class A Shares-0.2%+0.78%Add
27BRK-BBerkshire Hathaway Inc-cl B-0.3%+0.97%Add
28FNDXSchwab Fndmntl US Lrg Co ETF-0.4%+1.12%Add
29JPMJpmorgan Chase & Co-0.4%-0.60%Trim
30DHRDanaher CORP-0.4%-0.59%Trim
31BXBlackstone INC-0.4%-1.18%Trim
32TMOThermo Fisher Scientific INC-0.6%-1.10%Trim
33NVDANvidia CORP-0.6%-0.21%Trim
34SCHXSchwab US Large-cap ETF-0.7%+2.86%Add
35GOOGLAlphabet Inc-cl A-0.8%-1.96%Trim
36MSFTMicrosoft CORP-0.8%+1.16%Add
37AAPLApple INC-0.9%-0.97%Trim
38BNDVanguard Total Bond Market—NEWNew buy
39BINCIshares Flex I A Etf-usd INC—NEWNew buy
40AOMIshares Core 40/60 Moderate—NEWNew buy
41ARCCAres Capital CORP—NEWNew buy
42BSVVanguard Short-term Bond ETF—NEWNew buy
43NVONovo-nordisk A/s-spons Adr—EXITSold out
44ADBEAdobe INC—EXITSold out
45JCPIJp Morgan Inflation Mgd Bond—NEWNew buy
46BXSLBlackstone Secured Lending F—NEWNew buy
47INTCIntel CORP—NEWNew buy
48SCHOSchwab Short-term US Treas—NEWNew buy
49FLXRTcw Flexible Income ETF—NEWNew buy
50HDEFXtrackers Msci Eafe High Div—NEWNew buy

FAQ

What is Kavar Capital Partners Group, LLC and what type of investor is it?
Kavar Capital Partners Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $798.4M, spread across 213 disclosed positions.
What are Kavar Capital Partners Group, LLC's largest equity positions?
Based on the latest 13F filing, Kavar Capital Partners Group, LLC's top holdings by market value are: 1. Schwab Fndmntl US Lrg Co ETF (FNDX) — $44.4M (5.6%) 2. Schwab US Large-cap ETF (SCHX) — $44.0M (5.5%) 3. Apple INC (AAPL) — $38.5M (4.8%) 4. Schwab Intl Equity ETF (SCHF) — $36.7M (4.6%) 5. Vanguard Total Bond Market (BND) — $32.1M (4.0%)
What changes did Kavar Capital Partners Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, Kavar Capital Partners Group, LLC made 50 notable position adjustments: 11 new positions were initiated, 17 existing holdings were added to, 20 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Vanguard Total Bond Market (BND); New buy: Ishares Flex I A Etf-usd INC (BINC); New buy: Ishares Core 40/60 Moderate (AOM); New buy: Ares Capital CORP (ARCC); New buy: Vanguard Short-term Bond ETF (BSV)
What sectors does Kavar Capital Partners Group, LLC focus on?
Kavar Capital Partners Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 26.9% • Health Care: 16.2% • Financials: 15.8% • Industrials: 10.2% • Communication Services: 10.0% • Consumer Staples: 9.0%