KAVAR CAPITAL PARTNERS GROUP, LLC

hedge fundUpdated 53 days ago

Managed by Kavar Capital Partners Group, Llc • Latest filing Q2 2026

Portfolio value

$811.6M

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

18.8%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$463.2M
Q2 2023	$469.3M
Q3 2023	$460.9M
Q4 2023	$894.9M
Q1 2024	$541.9M
Q2 2024	$554.7M
Q3 2024	$632.2M
Q4 2024	$591.8M
Q1 2025	$600M
Q2 2025	$695.6M
Q3 2025	$750M
Q4 2025	$725.5M
Q1 2026	$798.4M
Q2 2026	$811.6M

Top holdings

204 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	S SCHW-PJ SCHWAB STRATEGIC TR	$52M	1.77M	6.40%	Added(+3.0%)
2	S SCHW-PJ SCHWAB STRATEGIC TR	$51.3M	1.65M	6.33%	Added(+3.5%)
3	A AAPL APPLE INC	$43.8M	151.3K	5.40%	Trimmed(-0.1%)
4	S SCHW-PJ SCHWAB STRATEGIC TR	$42.6M	1.54M	5.25%	Added(+3.8%)
5	G GOOGN ALPHABET INC	$35.4M	98.9K	4.36%	Trimmed(-0.1%)
6	N NVDA NVIDIA CORPORATION	$32.3M	161.3K	3.98%	Added(+0.2%)
7	C CAT CATERPILLAR INC	$25.2M	23.7K	3.11%	Added(+4.5%)
8	B BRK-A BERKSHIRE HATHAWAY INC DEL	$20.9M	42.4K	2.58%	Added(+0.1%)
9	? N/A AMERICAN CENTY ETF TR	$17.5M	180.9K	2.15%	Added(+2.9%)
10	M MSFT MICROSOFT CORP	$16.2M	43.5K	2.00%	Added(+4.3%)
11	? N/A AMERICAN CENTY ETF TR	$16.1M	129.1K	1.98%	Added(+3.0%)
12	J JPM-PM JPMORGAN CHASE & CO	$14.6M	44.5K	1.79%	Added(+0.4%)
13	T TMO THERMO FISHER SCIENTIFIC INC	$14.5M	28.9K	1.79%	Added(+0.7%)
14	S SCHW-PJ SCHWAB STRATEGIC TR	$13.9M	376.3K	1.71%	Added(+4.2%)
15	A ABBV ABBVIE INC	$11.8M	47.1K	1.46%	Added(+0.2%)
16	J JNJ JOHNSON & JOHNSON	$11.1M	43.6K	1.36%	Trimmed(-0.2%)
17	? N/A AMERICAN CENTY ETF TR	$10.8M	104.6K	1.33%	Added(+6.9%)
18	V VGES VANGUARD INDEX FDS	$10.5M	121.7K	1.29%	Added(+554.8%)
19	S SCHW-PJ SCHWAB STRATEGIC TR	$10.5M	289.9K	1.29%	Added(+4.7%)
20	I IVZ INVESCO EXCHANGE TRADED FD T	$10.4M	49.1K	1.29%	Trimmed(-1.3%)

S

SCHWAB STRATEGIC TR

+3.0%

Value

$52M

Shares

1.77M

% Port

6.40%

S

SCHWAB STRATEGIC TR

+3.5%

Value

$51.3M

Shares

1.65M

% Port

6.33%

A

APPLE INC

-0.1%

Value

$43.8M

Shares

151.3K

% Port

5.40%

S

SCHWAB STRATEGIC TR

+3.8%

Value

$42.6M

Shares

1.54M

% Port

5.25%

G

ALPHABET INC

-0.1%

Value

$35.4M

Shares

98.9K

% Port

4.36%

N

NVIDIA CORPORATION

+0.2%

Value

$32.3M

Shares

161.3K

% Port

3.98%

C

CATERPILLAR INC

+4.5%

Value

$25.2M

Shares

23.7K

% Port

3.11%

B

BERKSHIRE HATHAWAY INC DEL

+0.1%

Value

$20.9M

Shares

42.4K

% Port

2.58%

?

9.N/A

AMERICAN CENTY ETF TR

+2.9%

Value

$17.5M

Shares

180.9K

% Port

2.15%

M

MICROSOFT CORP

+4.3%

Value

$16.2M

Shares

43.5K

% Port

2.00%

?

11.N/A

AMERICAN CENTY ETF TR

+3.0%

Value

$16.1M

Shares

129.1K

% Port

1.98%

J

JPMORGAN CHASE & CO

+0.4%

Value

$14.6M

Shares

44.5K

% Port

1.79%

T

13.TMO

THERMO FISHER SCIENTIFIC INC

+0.7%

Value

$14.5M

Shares

28.9K

% Port

1.79%

S

SCHWAB STRATEGIC TR

+4.2%

Value

$13.9M

Shares

376.3K

% Port

1.71%

A

ABBVIE INC

+0.2%

Value

$11.8M

Shares

47.1K

% Port

1.46%

J

16.JNJ

JOHNSON & JOHNSON

-0.2%

Value

$11.1M

Shares

43.6K

% Port

1.36%

?

17.N/A

AMERICAN CENTY ETF TR

+6.9%

Value

$10.8M

Shares

104.6K

% Port

1.33%

V

VANGUARD INDEX FDS

+554.8%

Value

$10.5M

Shares

121.7K

% Port

1.29%

S

SCHWAB STRATEGIC TR

+4.7%

Value

$10.5M

Shares

289.9K

% Port

1.29%

I

20.IVZ

INVESCO EXCHANGE TRADED FD T

-1.3%

Value

$10.4M

Shares

49.1K

% Port

1.29%

View full portfolio (204 holdings) →

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