KAVAR CAPITAL PARTNERS GROUP, LLC
CIK 1841766 · View on SEC EDGAR ↗
- Portfolio value
- $811.6M
- Positions
- 204
- As of
- June 30, 2026
#2,807 of 9,443 by 13F value · top 29.7%
Portfolio value QoQ: +1.6% 13F does not disclose cash
- Top 10 holdings weight
- 41.54%
- Top 25 holdings weight
- 62.88%
- Positions above 1%
- 28
- Effective number of positions
- 40.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.52% Est. buys $36,398,187 · sells $94,364,135
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 78.8% still held
- New positions
- 19
- Increased
- 112
- Decreased
- 48
- Closed
- 28
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
14.9%
Healthcare
8.8%
Industrials
6.7%
Communication Services
5.0%
Retail
4.8%
Financial Services
4.0%
Financials
2.6%
Consumer products
1.9%
Consumer Staples
1.9%
Energy
1.9%
Consumer Discretionary
1.5%
Utilities
1.0%
Logistics & Transportation
0.5%
Telecommunication
0.2%
Communications
0.1%
Real Estate
0.1%
Materials
0.1%
Other/Unmapped
44.1%
Full portfolio 204 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $51,973,700 | 6.40% | 1,766,011 | $8,016,344 | Up ×6 | ||
| FNDX | $51,339,755 | 6.33% | 1,650,796 | $6,938,549 | Up ×6 | ||
| AAPL Apple Inc. - Common Stock | $43,787,062 | 5.40% | 151,324 | $5,329,466 | Down ×6 | ||
| SCHF | $42,624,850 | 5.25% | 1,538,803 | $5,936,547 | Up ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $35,350,022 | 4.36% | 98,917 | $6,868,429 | Down ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $32,268,858 | 3.98% | 161,272 | $4,195,390 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $25,200,379 | 3.11% | 23,665 | $9,152,748 | Up ×1 | ||
| BRKB | $20,914,694 | 2.58% | 42,370 | $1,439,717 | Up ×2 | ||
| AVEM | $17,454,763 | 2.15% | 180,897 | $3,284,072 | Up ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $16,244,387 | 2.00% | 43,548 | $792,089 | Up ×4 | ||
| AVUV | $16,104,115 | 1.98% | 129,081 | $2,256,591 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $14,556,484 | 1.79% | 44,470 | $1,530,843 | Up ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $14,501,043 | 1.79% | 28,923 | $383,229 | Up ×1 | ||
| SCHM | $13,872,441 | 1.71% | 376,253 | $2,697,594 | Up ×6 | ||
| ABBV AbbVie Inc. Common Stock | $11,842,390 | 1.46% | 47,061 | $1,628,476 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $11,076,885 | 1.36% | 43,615 | $397,668 | Down ×6 | ||
| AVDV | $10,775,521 | 1.33% | 104,566 | $1,007,767 | Up ×6 | ||
| VUG | $10,481,603 | 1.29% | 121,681 | $2,364,918 | Up ×6 | ||
| SCHA | $10,473,640 | 1.29% | 289,888 | $2,418,791 | Up ×6 | ||
| RSP | $10,448,023 | 1.29% | 49,105 | $896,206 | Down ×6 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $10,343,733 | 1.27% | 112,322 | $78,123 | Up ×1 | ||
| AVLV | $9,941,252 | 1.22% | 108,993 | $1,491,216 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $9,751,288 | 1.20% | 66,498 | $165,631 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $9,579,182 | 1.18% | 84,577 | $-251,837 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,371,290 | 1.15% | 39,319 | $1,385,177 | Up ×6 | ||
| DHR Danaher Corporation Common Stock | $9,097,854 | 1.12% | 47,763 | $57,556 | Up ×1 | ||
| BRKA | $8,986,200 | 1.11% | 12 | $368,520 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $8,446,962 | 1.04% | 8,352 | $1,374,486 | Down ×1 | ||
| V Visa Inc. | $7,682,135 | 0.95% | 22,391 | $948,225 | Up ×5 | ||
| VIG | $7,343,111 | 0.90% | 31,033 | $614,930 | Down ×4 | ||
| FNDF | $7,095,621 | 0.87% | 134,489 | $419,640 | Down ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $6,979,634 | 0.86% | 12,015 | $4,510,401 | Down ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $6,868,763 | 0.85% | 74,442 | $61,040 | Up ×2 | ||
| IBM International Business Machines Corporation Common Stock | $6,811,706 | 0.84% | 24,223 | $1,055,958 | Up ×2 | ||
| BX Blackstone Inc. Common Stock | $6,759,265 | 0.83% | 57,443 | $277,451 | Up ×1 | ||
| VBR | $6,734,418 | 0.83% | 27,715 | $695,686 | Down ×6 | ||
| LLY Eli Lilly and Company Common Stock | $6,701,278 | 0.83% | 5,587 | $3,110,457 | Up ×6 | ||
| DE Deere & Company Common Stock | $6,236,130 | 0.77% | 9,831 | $751,264 | Up ×1 | ||
| AVDE | $6,027,436 | 0.74% | 67,572 | $538,784 | Up ×6 | ||
| SBUX Starbucks Corporation - Common Stock | $5,371,031 | 0.66% | 52,559 | $486,846 | Down ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $5,000,084 | 0.62% | 83,168 | $270,833 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $4,853,719 | 0.60% | 13,762 | $344,989 | Up ×1 | ||
| VOO | $4,555,198 | 0.56% | 6,632 | $593,742 | Up ×1 | ||
| FDX FedEx Corporation Common Stock | $4,405,113 | 0.54% | 14,068 | $-599,216 | Up ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $4,112,172 | 0.51% | 2,067 | $1,428,245 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $4,077,016 | 0.50% | 50,166 | $363,247 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $4,063,750 | 0.50% | 7,977 | $-488,744 | Up ×1 | ||
| STE STERIS plc (Ireland) Ordinary Shares | $3,970,929 | 0.49% | 18,858 | $-221,032 | Down ×6 | ||
| EMR Emerson Electric Company Common Stock | $3,937,385 | 0.49% | 27,505 | $341,894 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $3,822,779 | 0.47% | 23,062 | $-928,237 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $3,815,676 | 0.47% | 52,878 | $554,729 | Up ×1 | ||
| ABT Abbott Laboratories Common Stock | $3,615,678 | 0.45% | 39,847 | $-498,582 | Down ×1 | ||
| IVV | $3,517,669 | 0.43% | 4,697 | $438,378 | Down ×1 | ||
| BTU Peabody Energy Corporation Common Stock | $3,414,824 | 0.42% | 147,700 | $-1,451,891 | |||
| PM Philip Morris International Inc Common Stock | $3,317,726 | 0.41% | 18,339 | $297,325 | Up ×2 | ||
| VTI | $3,183,329 | 0.39% | 8,603 | $428,806 | Up ×3 | ||
| WM Waste Management, Inc. Common Stock | $3,166,471 | 0.39% | 14,207 | $1,005,518 | Up ×1 | ||
| SPY SPY | $3,001,512 | 0.37% | 4,019 | $1,234,395 | Up ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $2,915,990 | 0.36% | 12,200 | $-213,082 | Up ×1 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $2,867,489 | 0.35% | 49,576 | $838 | Down ×5 | ||
| MCD McDonald's Corporation Common Stock | $2,842,367 | 0.35% | 10,515 | $-394,347 | Up ×2 | ||
| AVUS | $2,773,049 | 0.34% | 21,651 | $345,842 | Down ×1 | ||
| AVSC | $2,646,543 | 0.33% | 36,086 | $395,910 | Down ×4 | ||
| TFC Truist Financial Corporation Common Stock | $2,611,702 | 0.32% | 52,423 | $183,302 | Down ×6 | ||
| PEP PepsiCo, Inc. - Common Stock | $2,585,722 | 0.32% | 19,097 | $-490,819 | Down ×1 | ||
| SPYM | $2,577,794 | 0.32% | 29,333 | $332,820 | Up ×4 | ||
| DFUS | $2,561,470 | 0.32% | 31,260 | $345,099 | Up ×6 | ||
| GLW Corning Incorporated Common Stock | $2,502,811 | 0.31% | 9,798 | $1,183,175 | Up ×1 | ||
| IWM | $2,437,908 | 0.30% | 8,114 | $425,120 | Down ×4 | ||
| DGX Quest Diagnostics Incorporated Common Stock | $2,419,409 | 0.30% | 11,415 | $-2,512 | Down ×2 | ||
| SO Southern Company (The) Common Stock | $2,417,826 | 0.30% | 25,262 | $-15,829 | Up ×1 | ||
| MO Altria Group, Inc. | $2,350,217 | 0.29% | 32,665 | $215,666 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,228,099 | 0.27% | 6,306 | $557,139 | Up ×3 | ||
| SYY Sysco Corporation Common Stock | $2,223,081 | 0.27% | 26,598 | $530,661 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $2,126,286 | 0.26% | 15,228 | $1,250,967 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,092,672 | 0.26% | 2,237 | $4,131 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,058,436 | 0.25% | 16,019 | $150,104 | Up ×1 | ||
| DFUV | $2,026,058 | 0.25% | 36,831 | $241,644 | Up ×6 | ||
| NKE Nike, Inc. Common Stock | $1,890,436 | 0.23% | 46,052 | $-851,381 | Down ×1 | ||
| SR Spire Inc. Common Stock | $1,783,106 | 0.22% | 22,834 | $-284,204 | Up ×1 | ||
| VEA | $1,678,034 | 0.21% | 23,551 | $161,688 | Down ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $1,659,379 | 0.20% | 7,410 | $109,604 | Down ×5 | ||
| IJH | $1,636,814 | 0.20% | 21,227 | $203,355 | |||
| BDX Becton, Dickinson and Company Common Stock | $1,570,200 | 0.19% | 10,376 | $-156,814 | Down ×6 | ||
| BP BP p.l.c. Common Stock | $1,546,692 | 0.19% | 41,859 | $-597,715 | Down ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $1,543,109 | 0.19% | 4,085 | $316,211 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,506,252 | 0.19% | 2,674 | $156,012 | Up ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $1,501,214 | 0.18% | 35,456 | $-294,422 | Down ×6 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $1,495,650 | 0.18% | 3,985 | $462,807 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $1,268,066 | 0.16% | 22,255 | $242,198 | Up ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $1,243,294 | 0.15% | 2,956 | $259,643 | Up ×3 | ||
| IWF | $1,243,190 | 0.15% | 10,012 | $175,911 | Up ×1 | ||
| SPMD | $1,183,173 | 0.15% | 17,513 | $146,085 | Up ×1 | ||
| DFAT | $1,179,627 | 0.15% | 16,876 | $125,726 | |||
| LRCX Lam Research Corporation - Common Stock | $1,176,058 | 0.14% | 2,714 | $586,997 | Down ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1,169,346 | 0.14% | 9,238 | $-66,204 | Down ×2 | ||
| Unknown issuer (CUSIP: 314352105) | $1,058,661 | 0.13% | 7,011 | Up ×1 | |||
| MPC Marathon Petroleum Corporation Common Stock | $1,038,532 | 0.13% | 4,062 | $-43,674 | Down ×2 | ||
| UMBF UMB Financial Corporation - Common Stock | $1,030,727 | 0.13% | 7,220 | $195,855 | Down ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $971,837 | 0.12% | 13,611 | $-138,711 | Up ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SCHX | $51,973,700 | 6.40% | up ×6 |
| FNDX | $51,339,755 | 6.33% | up ×6 |
| SCHF | $42,624,850 | 5.25% | up ×6 |
| AVEM | $17,454,763 | 2.15% | up ×6 |
| MSFT | $16,244,387 | 2.00% | up ×4 |
| SCHM | $13,872,441 | 1.71% | up ×6 |
| AVDV | $10,775,521 | 1.33% | up ×6 |
| VUG | $10,481,603 | 1.29% | up ×6 |
| SCHA | $10,473,640 | 1.29% | up ×6 |
| AMZN | $9,371,290 | 1.15% | up ×6 |
| V | $7,682,135 | 0.95% | up ×5 |
| LLY | $6,701,278 | 0.83% | up ×6 |
| AVDE | $6,027,436 | 0.74% | up ×6 |
| VTI | $3,183,329 | 0.39% | up ×3 |
| SPYM | $2,577,794 | 0.32% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 314352105) | $1,058,661 | 7,011 | 0.13% |
| MU | $801,077 | 694 | 0.10% |
| AMAT | $519,114 | 718 | 0.06% |
| KLAC | $386,189 | 1,280 | 0.05% |
| PANW | $343,066 | 1,006 | 0.04% |
| TSM | $307,224 | 643 | 0.04% |
| CASY | $285,330 | 359 | 0.04% |
| TXN | $277,801 | 932 | 0.03% |
| CVS | $260,146 | 2,515 | 0.03% |
| MATX | $230,676 | 1,200 | 0.03% |
| TD | $230,596 | 1,899 | 0.03% |
| CRWD | $225,889 | 296 | 0.03% |
| Unknown issuer (CUSIP: 43849R105) | $223,954 | 1,013 | 0.03% |
| ALL | $217,953 | 916 | 0.03% |
| GD | $215,378 | 608 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CAT | Bought more | +1K | +$9.2M |
| SCHX | Bought more | +52K | +$8.0M |
| FNDX | Bought more | +56K | +$6.9M |
| GOOGL | Trimmed | -129 | +$6.9M |
| SCHF | Bought more | +56K | +$5.9M |
| AAPL | Trimmed | -209 | +$5.3M |
| AMD | Trimmed | -123 | +$4.5M |
| NVDA | Bought more | +300 | +$4.2M |
| AVEM | Bought more | +5K | +$3.3M |
| LLY | Bought more | +2K | +$3.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BND | June 30, 2026 | 435,548 | $32,073,790 | |
| BND | Dec. 31, 2025 | 334,793 | $24,898,548 | |
| BINC | June 30, 2026 | 380,357 | $19,751,931 | No longer tracked |
| BINC | Dec. 31, 2025 | 283,430 | $15,089,813 | No longer tracked |
| AOM | Sept. 30, 2025 | 267,607 | $12,320,626 | No longer tracked |
| AOM | June 30, 2026 | 259,957 | $12,314,163 | No longer tracked |
| XOM | June 30, 2026 | 62,596 | $10,620,008 | 21.7% |
| ULXXXX | Dec. 31, 2025 | 96,380 | $5,713,406 | No longer tracked |
| ARCC | Dec. 31, 2025 | 263,433 | $5,376,663 | -2.0% |
| ARCC | June 30, 2026 | 262,319 | $4,726,991 | 6.9% |
| BSV | Sept. 30, 2025 | 58,073 | $4,570,336 | No longer tracked |
| BSV | June 30, 2026 | 42,538 | $3,335,400 | No longer tracked |
| ZTS | Dec. 31, 2025 | 15,494 | $2,267,082 | -39.1% |
| JCPI | Sept. 30, 2025 | 43,963 | $2,121,215 | No longer tracked |
| CFB | March 31, 2025 | 126,750 | $1,920,263 | No longer tracked |
| BUSE | Sept. 30, 2025 | 83,432 | $1,909,341 | 31.3% |
| NVO | March 31, 2026 | 31,509 | $1,603,178 | 27.1% |
| GFF | June 30, 2025 | 20,829 | $1,489,274 | 37.9% |
| ADBE | March 31, 2026 | 3,835 | $1,342,212 | 12.3% |
| BXSL | Sept. 30, 2025 | 40,435 | $1,243,376 | -5.0% |
| JCPI | June 30, 2026 | 23,336 | $1,128,972 | No longer tracked |
| GSK | June 30, 2025 | 28,335 | $1,097,698 | 34.7% |
| BXSL | June 30, 2026 | 40,435 | $957,905 | 4.4% |
| SCHO | June 30, 2026 | 35,831 | $869,618 | No longer tracked |
| FLXR | June 30, 2026 | 20,153 | $791,414 | -0.7% |
| ARE | June 30, 2025 | 8,206 | $759,137 | -28.0% |
| EW | March 31, 2025 | 9,497 | $703,063 | 23.3% |
| DOW | Dec. 31, 2025 | 19,265 | $441,743 | 40.5% |
| QPFF | Sept. 30, 2025 | 11,790 | $416,827 | No longer tracked |
| HON | June 30, 2026 | 1,796 | $405,950 | -1.9% |
| NBXG | March 31, 2025 | 31,647 | $403,185 | 23.2% |
| ACGL | June 30, 2025 | 11,200 | $397,986 | 9.5% |
| BIBL | March 31, 2025 | 8,700 | $338,482 | No longer tracked |
| TLT | Dec. 31, 2025 | 3,700 | $330,669 | |
| GBDC | June 30, 2026 | 25,145 | $318,330 | 2.5% |
| JAAA | June 30, 2026 | 6,000 | $302,220 | No longer tracked |
| BMEZ | June 30, 2025 | 19,500 | $290,550 | 19.0% |
| TSLX | June 30, 2026 | 15,632 | $287,323 | 9.7% |
| DOW | June 30, 2026 | 6,733 | $280,429 | 20.0% |
| SCHP | Sept. 30, 2025 | 10,324 | $275,444 | No longer tracked |
| ACGL | March 31, 2026 | 13,150 | $274,116 | 3.9% |
| IBIT | Sept. 30, 2025 | 4,460 | $272,997 | |
| MICC | March 31, 2026 | 16,515 | $261,763 | 32.4% |
| VGIT | June 30, 2026 | 4,371 | $260,293 | |
| GSK | June 30, 2026 | 4,597 | $253,708 | -1.3% |
| IBIT | March 31, 2026 | 5,044 | $250,435 | |
| TGT | March 31, 2025 | 1,849 | $249,948 | 55.6% |
| BNS | June 30, 2026 | 3,414 | $236,624 | 1.5% |
| OBDC | Sept. 30, 2025 | 16,465 | $236,108 | -11.6% |
| ETN | March 31, 2025 | 703 | $233,305 | 54.8% |
| CRM | March 31, 2026 | 879 | $232,856 | 10.1% |
| STZ | June 30, 2026 | 1,541 | $231,150 | -3.4% |
| ORCL | March 31, 2025 | 1,382 | $230,296 | 4.8% |
| ISRG | June 30, 2026 | 496 | $228,651 | -6.1% |
| SLV | June 30, 2026 | 3,300 | $224,862 | No longer tracked |
| BTI | June 30, 2026 | 3,840 | $224,525 | -8.2% |
| AJG | March 31, 2025 | 789 | $223,958 | -24.7% |
| INTC | June 30, 2025 | 9,608 | $218,187 | 310.4% |
| SMB | Dec. 31, 2025 | 12,500 | $217,750 | No longer tracked |
| KMB | June 30, 2025 | 1,523 | $216,601 | -15.9% |
| SMB | June 30, 2026 | 12,500 | $216,250 | No longer tracked |
| ORCL | June 30, 2026 | 1,456 | $214,192 | -0.1% |
| CMI | March 31, 2025 | 608 | $211,949 | 91.1% |
| VGIT | Sept. 30, 2025 | 3,541 | $211,787 | |
| GLDM | June 30, 2026 | 2,265 | $209,943 | No longer tracked |
| FFBC | March 31, 2025 | 7,750 | $208,320 | 32.5% |
| AMD | March 31, 2025 | 1,716 | $207,276 | 358.2% |
| BRO | Dec. 31, 2025 | 2,188 | $205,213 | -9.7% |
| BNS | March 31, 2025 | 3,800 | $204,136 | 85.7% |
| COR | March 31, 2026 | 600 | $202,650 | 0.9% |
| CBZ | March 31, 2026 | 4,015 | $202,557 | 104.5% |
| GSBD | Dec. 31, 2025 | 18,429 | $187,423 | 6.3% |
| OBDC | June 30, 2026 | 16,465 | $182,103 | 3.9% |
| OBDE | March 31, 2025 | 11,964 | $172,521 | No longer tracked |
| NQP | Dec. 31, 2025 | 14,000 | $168,000 | No longer tracked |
| NQP | June 30, 2026 | 14,000 | $167,020 | No longer tracked |
| GSBD | June 30, 2026 | 13,450 | $119,436 | 4.0% |
| QVCGAXXXX | June 30, 2025 | 50,000 | $10,055 | No longer tracked |