EdgeMarket › What Kavar Capital Partners Group, Llc reported owning
What Kavar Capital Partners Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
798.4MPositions
213Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| FNDX Schwab Fundamental U.S. Large Company ETF | 44.4M | 5.6% | 1.6M | 32.53 | +28.4% |
| SCHX Schwab U.S. Large-Cap ETF | 44.0M | 5.5% | 1.7M | 30.21 | +19.6% |
| AAPL Apple Inc. | 38.5M | 4.8% | 151.5K | 309.35 | +36.9% |
| SCHF Schwab International Equity ETF | 36.7M | 4.6% | 1.5M | 28.46 | +24.7% |
| BND Vanguard Total Bond Market ETF | 32.1M | 4.0% | 435.5K | 72.23 | -1.8% |
| GOOGL Alphabet Inc. | 28.5M | 3.6% | 99.0K | 344.82 | +73.0% |
| NVDA NVIDIA CORP | 28.1M | 3.5% | 161.0K | 214.72 | +22.4% |
| BINC iShares Flexible Income Active ETF | 19.8M | 2.5% | 380.4K | 52.00 | -1.7% |
| unmapped CUSIP 084670702 | 19.5M | 2.4% | 42.3K | — | — |
| CAT CATERPILLAR INC | 16.0M | 2.0% | 22.7K | 827.90 | +96.8% |
| MSFT MICROSOFT CORP | 15.5M | 1.9% | 41.7K | 483.24 | -4.4% |
| AVEM Avantis Emerging Markets Equity ETF | 14.2M | 1.8% | 175.9K | 94.24 | +33.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 14.1M | 1.8% | 28.7K | 629.27 | +27.2% |
| AVUV Avantis U.S. Small Cap Value ETF | 13.8M | 1.7% | 125.4K | 126.45 | +33.2% |
| JPM JPMORGAN CHASE & CO | 13.0M | 1.6% | 44.3K | 351.58 | +20.3% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 12.3M | 1.5% | 260.0K | 49.77 | +7.2% |
| SCHM Schwab U.S. Mid Cap ETF | 11.2M | 1.4% | 360.9K | 36.16 | +25.4% |
| JNJ JOHNSON & JOHNSON | 10.7M | 1.3% | 43.7K | 270.24 | +51.1% |
| XOM ExxonMobil Holdings Corp | 10.6M | 1.3% | 62.6K | 165.11 | +52.1% |
| ORLY O REILLY AUTOMOTIVE INC | 10.3M | 1.3% | 111.2K | 89.11 | -14.3% |
| ABBV AbbVie Inc. | 10.2M | 1.3% | 47.0K | 264.96 | +26.7% |
| WMT Walmart Inc. | 9.8M | 1.2% | 79.1K | 103.70 | +1.1% |
| AVDV Avantis International Small Cap Value ETF | 9.8M | 1.2% | 97.8K | 111.95 | +32.8% |
| PG PROCTER & GAMBLE Co | 9.6M | 1.2% | 66.4K | 144.68 | -9.3% |
| RSP Invesco S&P 500 Equal Weight ETF | 9.6M | 1.2% | 49.8K | 221.67 | +18.8% |
| DHR DANAHER CORP /DE/ | 9.0M | 1.1% | 47.7K | 218.85 | +3.5% |
| unmapped CUSIP 084670108 | 8.6M | 1.1% | 12 | — | — |
| AVLV Avantis U.S. Large Cap Value ETF | 8.5M | 1.1% | 104.8K | 94.64 | +34.1% |
| VUG Vanguard Morningstar Growth ETF | 8.1M | 1.0% | 18.6K | 87.50 | +15.9% |
| SCHA Schwab U.S. Small-Cap ETF | 8.1M | 1.0% | 277.0K | 34.83 | +32.4% |
| AMZN AMAZON COM INC | 8.0M | 1.0% | 38.3K | 258.63 | +15.6% |
| GS GOLDMAN SACHS GROUP INC | 7.1M | 0.9% | 8.4K | 1,039.28 | +44.2% |
| SCHW SCHWAB CHARLES CORP | 6.8M | 0.9% | 72.4K | 112.30 | +17.6% |
| V VISA INC. | 6.7M | 0.8% | 22.3K | 371.04 | +7.9% |
| VIG Vanguard Div Appreciation ETF | 6.7M | 0.8% | 31.3K | 243.91 | +16.2% |
| FNDF Schwab Fundamental International Equity ETF | 6.7M | 0.8% | 136.4K | 55.84 | +32.1% |
| BX Blackstone Inc. | 6.5M | 0.8% | 56.4K | 143.38 | -12.8% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 6.0M | 0.8% | 27.8K | 249.18 | +22.7% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 5.8M | 0.7% | 23.7K | 235.68 | -2.8% |
| AVDE Avantis International Equity ETF | 5.5M | 0.7% | 64.7K | 94.26 | +22.4% |
| DE DEERE & CO | 5.5M | 0.7% | 9.7K | 647.47 | +31.4% |
| FDX FEDEX CORP | 5.0M | 0.6% | 14.1K | 325.08 | +43.1% |
| SBUX STARBUCKS CORP | 4.9M | 0.6% | 54.5K | 107.08 | +19.6% |
| BTU PEABODY ENERGY CORP | 4.9M | 0.6% | 147.7K | 27.61 | +72.6% |
| CVX CHEVRON CORP | 4.8M | 0.6% | 23.0K | 205.27 | +34.0% |
| UL UNILEVER PLC | 4.7M | 0.6% | 83.0K | 64.14 | -10.3% |
| ARCC ARES CAPITAL CORP | 4.7M | 0.6% | 262.3K | 19.92 | -10.6% |
| LMT LOCKHEED MARTIN CORP | 4.6M | 0.6% | 7.5K | 563.57 | +26.4% |
| HD HOME DEPOT, INC. | 4.5M | 0.6% | 13.7K | 335.61 | -16.5% |
| STE STERIS plc | 4.2M | 0.5% | 19.0K | 237.93 | -4.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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