Kavar Capital Partners Group
LEAWOOD, KSfiles as KAVAR CAPITAL PARTNERS GROUP, LLC
$812m in 204 US stocks at the end of 30 June 2026. The top 10 are 41.5% of the money. It changed about 12.8% of the portfolio this quarter.
Value
$812m
Stocks
204
Top 10 share
41.5%
Turnover
12.8%
What changed this quarter
New
Bought for the first time this quarter.
- FedEx Freight Holding CompanyFDXF0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund
- Caseys General StoresCASY<0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- CVS HealthCVS<0.1% of the fund
- MatsonMATX<0.1% of the fund
- Toronto Dominion BankTD<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- AllstateALL<0.1% of the fund
- General DynamicsGD<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- State STR Spdr S&P Midcap 40MDY<0.1% of the fund
- Kayne Anderson BDCKBDC<0.1% of the fund
Added
Bought more of a stock they already held.
- Schwab Strategic TRSCHX6.4% of the fund+3%
- Schwab Strategic TRFNDX6.3% of the fund+4%
- Schwab Strategic TRSCHF5.3% of the fund+4%
- CaterpillarCAT3.1% of the fund+4%
- American Centy ETF TRAVEM2.2% of the fund+3%
- MicrosoftMSFT2.0% of the fund+4%
- American Centy ETF TRAVUV2.0% of the fund+3%
- Schwab Strategic TRSCHM1.7% of the fund+4%
- American Centy ETF TRAVDV1.3% of the fund+7%
- Vanguard Index FDSVUG1.3% of the fund+9%
- Schwab Strategic TRSCHA1.3% of the fund+5%
- American Centy ETF TRAVLV1.2% of the fund+4%
- WalmartWMT1.2% of the fund+7%
- Amazon.comAMZN1.2% of the fund+3%
- Charles SchwabSCHW0.8% of the fund+3%
- International Business MachinesIBM0.8% of the fund+2%
- Eli LillyLLY0.8% of the fund+43%
- American Centy ETF TRAVDE0.7% of the fund+4%
- Coca-ColaKO0.5% of the fund+3%
- Lockheed MartinLMT0.5% of the fund+6%
- Uber TechnologiesUBER0.5% of the fund+17%
- Waste ManagementWM0.4% of the fund+51%
- State STR Spdr S&P 500 ETF TSPY0.4% of the fund+48%
- Cheniere EnergyLNG0.4% of the fund+11%
- AlphabetGOOG0.3% of the fund+8%
Cut
Sold some of their stake.
- StarbucksSBUX0.7% of the fund-4%
- PepsiCoPEP0.3% of the fund-4%
- Quest DiagnosticsDGX0.3% of the fund-8%
- IntelINTC0.3% of the fund-23%
- NikeNKE0.2% of the fund-11%
- Automatic Data ProcessingADP0.2% of the fund-3%
- Becton DickinsonBDX0.2% of the fund-6%
- BPBP0.2% of the fund-8%
- Duke EnergyDUK0.1% of the fund-2%
- Marathon PetroleumMPC0.1% of the fund-8%
- UMB FinancialUMBF0.1% of the fund-2%
- Sprott Asset Management LPPHYS0.1% of the fund-21%
- Walt DisneyDIS0.1% of the fund-4%
- PfizerPFE<0.1% of the fund-5%
- WatersWAT<0.1% of the fund-2%
- 3MMMM<0.1% of the fund-39%
- DiageoDEO<0.1% of the fund-24%
- YUM BrandsYUM<0.1% of the fund-26%
- Commerce BancsharesCBSH<0.1% of the fund-6%
- WeyerhaeuserWY<0.1% of the fund-4%
- LindeLIN<0.1% of the fund-16%
- Vanguard World FDVHT<0.1% of the fund-8%
Sold out
Sold their entire stake.
- Vanguard BD Index FDSBND-100%
- Blackrock ETF Trust IIBINC-100%
- Ishares TRAOM-100%
- ExxonMobil HoldingsXOM-100%
- Ares CapitalARCC-100%
- Vanguard BD Index FDSBSV-100%
- J P Morgan Exchange Traded FJCPI-100%
- Blackstone Secured Lending FundBXSL-100%
- Schwab Strategic TRSCHO-100%
- TCW ETF TrustFLXR-100%
- Honeywell InternationalHON-100%
- Golub Capital BDCGBDC-100%
- Janus Detroit STR TRJAAA-100%
- Sixth Street Specialty LendingTSLX-100%
- DOWDOW-100%
- Vanguard Scottsdale FDSVGIT-100%
- GSKGSK-100%
- Bank of Nova ScotiaBNS-100%
- Constellation BrandsSTZ-100%
- Intuitive SurgicalISRG-100%
- Ishares Silver TRSLV-100%
- British American Tobacco p.l.c.BTI-100%
- Vaneck ETF TrustSMB-100%
- OracleORCL-100%
- World Gold TRGLDM-100%
Holdings
- Schwab Strategic TRSCHX
- Share
- 6.4%
- Value
- $52m
- Shares
- 1,766,011
+3%
- Schwab Strategic TRFNDX
- Share
- 6.3%
- Value
- $51m
- Shares
- 1,650,796
+4%
- Schwab Strategic TRSCHF
- Share
- 5.3%
- Value
- $43m
- Shares
- 1,538,803
+4%
- American Centy ETF TRAVEM
- Share
- 2.2%
- Value
- $17m
- Shares
- 180,897
+3%
- American Centy ETF TRAVUV
- Share
- 2.0%
- Value
- $16m
- Shares
- 129,081
+3%
- Schwab Strategic TRSCHM
- Share
- 1.7%
- Value
- $14m
- Shares
- 376,253
+4%
- American Centy ETF TRAVDV
- Share
- 1.3%
- Value
- $11m
- Shares
- 104,566
+7%
- Vanguard Index FDSVUG
- Share
- 1.3%
- Value
- $10m
- Shares
- 121,681
+9%
- Schwab Strategic TRSCHA
- Share
- 1.3%
- Value
- $10m
- Shares
- 289,888
+5%
- Invesco Exchange Traded FD TRSP
- Share
- 1.3%
- Value
- $10m
- Shares
- 49,105
Held
- American Centy ETF TRAVLV
- Share
- 1.2%
- Value
- $10m
- Shares
- 108,993
+4%
- Berkshire Hathaway INC DELBRK-A
- Share
- 1.1%
- Value
- $9m
- Shares
- 12
Held
- Vanguard Specialized FundsVIG
- Share
- 0.9%
- Value
- $7m
- Shares
- 31,033
Held
- Schwab Strategic TRFNDF
- Share
- 0.9%
- Value
- $7m
- Shares
- 134,489
Held
- Vanguard Index FDSVBR
- Share
- 0.8%
- Value
- $7m
- Shares
- 27,715
Held
- American Centy ETF TRAVDE
- Share
- 0.7%
- Value
- $6m
- Shares
- 67,572
+4%
- UnileverUL
- Share
- 0.6%
- Value
- $5m
- Shares
- 83,168
Held
- Vanguard Index FDSVOO
- Share
- 0.6%
- Value
- $5m
- Shares
- 6,632
Held
- Ishares TRIVV
- Share
- 0.4%
- Value
- $4m
- Shares
- 4,697
Held
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $3m
- Shares
- 8,603
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $3m
- Shares
- 4,019
+48%
- American Centy ETF TRAVUS
- Share
- 0.3%
- Value
- $3m
- Shares
- 21,651
Held
- American Centy ETF TRAVSC
- Share
- 0.3%
- Value
- $3m
- Shares
- 36,086
Held
- Spdr Series TrustSPYM
- Share
- 0.3%
- Value
- $3m
- Shares
- 29,333
Held
- Dimensional ETF TrustDFUS
- Share
- 0.3%
- Value
- $3m
- Shares
- 31,260
Held
- Ishares TRIWM
- Share
- 0.3%
- Value
- $2m
- Shares
- 8,114
Held
- Dimensional ETF TrustDFUV
- Share
- 0.2%
- Value
- $2m
- Shares
- 36,831
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.2%
- Value
- $2m
- Shares
- 23,551
Held
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 21,227
Held
- Ishares TRIWF
- Share
- 0.2%
- Value
- $1m
- Shares
- 10,012
Held
- Spdr Series TrustSPMD
- Share
- 0.1%
- Value
- $1m
- Shares
- 17,513
Held
- Dimensional ETF TrustDFAT
- Share
- 0.1%
- Value
- $1m
- Shares
- 16,876
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Schwab Strategic TRSCHX | 6.4% | $52m | 1,766,011 | +3% |
| Schwab Strategic TRFNDX | 6.3% | $51m | 1,650,796 | +4% |
| AppleAAPL | 5.4% | $44m | 151,324 | Held |
| Schwab Strategic TRSCHF | 5.3% | $43m | 1,538,803 | +4% |
| AlphabetGOOGL | 4.4% | $35m | 98,917 | Held |
| NvidiaNVDA | 4.0% | $32m | 161,272 | Held |
| CaterpillarCAT | 3.1% | $25m | 23,665 | +4% |
| Berkshire HathawayBRK-B | 2.6% | $21m | 42,370 | Held |
| American Centy ETF TRAVEM | 2.2% | $17m | 180,897 | +3% |
| MicrosoftMSFT | 2.0% | $16m | 43,548 | +4% |
| American Centy ETF TRAVUV | 2.0% | $16m | 129,081 | +3% |
| JPMorgan ChaseJPM | 1.8% | $15m | 44,470 | Held |
| Thermo Fisher ScientificTMO | 1.8% | $15m | 28,923 | Held |
| Schwab Strategic TRSCHM | 1.7% | $14m | 376,253 | +4% |
| AbbVieABBV | 1.5% | $12m | 47,061 | Held |
| Johnson & JohnsonJNJ | 1.4% | $11m | 43,615 | Held |
| American Centy ETF TRAVDV | 1.3% | $11m | 104,566 | +7% |
| Vanguard Index FDSVUG | 1.3% | $10m | 121,681 | +9% |
| Schwab Strategic TRSCHA | 1.3% | $10m | 289,888 | +5% |
| Invesco Exchange Traded FD TRSP | 1.3% | $10m | 49,105 | Held |
| O'Reilly AutomotiveORLY | 1.3% | $10m | 112,322 | Held |
| American Centy ETF TRAVLV | 1.2% | $10m | 108,993 | +4% |
| Procter & GamblePG | 1.2% | $10m | 66,498 | Held |
| WalmartWMT | 1.2% | $10m | 84,577 | +7% |
| Amazon.comAMZN | 1.2% | $9m | 39,319 | +3% |
| DanaherDHR | 1.1% | $9m | 47,763 | Held |
| Berkshire Hathaway INC DELBRK-A | 1.1% | $9m | 12 | Held |
| Goldman Sachs GroupGS | 1.0% | $8m | 8,352 | Held |
| VisaV | 0.9% | $8m | 22,391 | Held |
| Vanguard Specialized FundsVIG | 0.9% | $7m | 31,033 | Held |
| Schwab Strategic TRFNDF | 0.9% | $7m | 134,489 | Held |
| Advanced Micro DevicesAMD | 0.9% | $7m | 12,015 | Held |
| Charles SchwabSCHW | 0.8% | $7m | 74,442 | +3% |
| International Business MachinesIBM | 0.8% | $7m | 24,223 | +2% |
| BlackstoneBX | 0.8% | $7m | 57,443 | Held |
| Vanguard Index FDSVBR | 0.8% | $7m | 27,715 | Held |
| Eli LillyLLY | 0.8% | $7m | 5,587 | +43% |
| DeereDE | 0.8% | $6m | 9,831 | Held |
| American Centy ETF TRAVDE | 0.7% | $6m | 67,572 | +4% |
| StarbucksSBUX | 0.7% | $5m | 52,559 | -4% |
| UnileverUL | 0.6% | $5m | 83,168 | Held |
| Home DepotHD | 0.6% | $5m | 13,762 | Held |
| Vanguard Index FDSVOO | 0.6% | $5m | 6,632 | Held |
| FedExFDX | 0.5% | $4m | 14,068 | Held |
| ASML Holding NVASML | 0.5% | $4m | 2,067 | Held |
| Coca-ColaKO | 0.5% | $4m | 50,166 | +3% |
| Lockheed MartinLMT | 0.5% | $4m | 7,977 | +6% |
| SterisSTE | 0.5% | $4m | 18,858 | Held |
| Emerson ElectricEMR | 0.5% | $4m | 27,505 | Held |
| ChevronCVX | 0.5% | $4m | 23,062 | Held |
| Uber TechnologiesUBER | 0.5% | $4m | 52,878 | +17% |
| Abbott LaboratoriesABT | 0.4% | $4m | 39,847 | Held |
| Ishares TRIVV | 0.4% | $4m | 4,697 | Held |
| Peabody EnergyBTU | 0.4% | $3m | 147,700 | Held |
| Philip Morris InternationalPM | 0.4% | $3m | 18,339 | Held |
| Vanguard Index FDSVTI | 0.4% | $3m | 8,603 | Held |
| Waste ManagementWM | 0.4% | $3m | 14,207 | +51% |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $3m | 4,019 | +48% |
| Cheniere EnergyLNG | 0.4% | $3m | 12,200 | +11% |
| Mondelez InternationalMDLZ | 0.4% | $3m | 49,576 | Held |
| McDonald'sMCD | 0.4% | $3m | 10,515 | Held |
| American Centy ETF TRAVUS | 0.3% | $3m | 21,651 | Held |
| American Centy ETF TRAVSC | 0.3% | $3m | 36,086 | Held |
| Truist FinancialTFC | 0.3% | $3m | 52,423 | Held |
| PepsiCoPEP | 0.3% | $3m | 19,097 | -4% |
| Spdr Series TrustSPYM | 0.3% | $3m | 29,333 | Held |
| Dimensional ETF TrustDFUS | 0.3% | $3m | 31,260 | Held |
| CorningGLW | 0.3% | $3m | 9,798 | Held |
| Ishares TRIWM | 0.3% | $2m | 8,114 | Held |
| Quest DiagnosticsDGX | 0.3% | $2m | 11,415 | -8% |
| Southern CompanySO | 0.3% | $2m | 25,262 | Held |
| Altria GroupMO | 0.3% | $2m | 32,665 | Held |
| AlphabetGOOG | 0.3% | $2m | 6,306 | +8% |
| SyscoSYY | 0.3% | $2m | 26,598 | +12% |
| IntelINTC | 0.3% | $2m | 15,228 | -23% |
| Costco WholesaleCOST | 0.3% | $2m | 2,237 | +7% |
| MerckMRK | 0.3% | $2m | 16,019 | Held |
| Dimensional ETF TrustDFUV | 0.2% | $2m | 36,831 | Held |
| NikeNKE | 0.2% | $2m | 46,052 | -11% |
| SpireSR | 0.2% | $2m | 22,834 | Held |
| Vanguard Tax-Managed FDSVEA | 0.2% | $2m | 23,551 | Held |
| Automatic Data ProcessingADP | 0.2% | $2m | 7,410 | -3% |
| Ishares TRIJH | 0.2% | $2m | 21,227 | Held |
| Becton DickinsonBDX | 0.2% | $2m | 10,376 | -6% |
| BPBP | 0.2% | $2m | 41,859 | -8% |
| BroadcomAVGO | 0.2% | $2m | 4,085 | +3% |
| Meta PlatformsMETA | 0.2% | $2m | 2,674 | +13% |
| Verizon CommunicationsVZ | 0.2% | $2m | 35,456 | Held |
| Cadence Design SystemsCDNS | 0.2% | $1m | 3,985 | +7% |
| Bank of AmericaBAC | 0.2% | $1m | 22,255 | +6% |
| TeslaTSLA | 0.2% | $1m | 2,956 | +12% |
| Ishares TRIWF | 0.2% | $1m | 10,012 | Held |
| Spdr Series TrustSPMD | 0.1% | $1m | 17,513 | Held |
| Dimensional ETF TrustDFAT | 0.1% | $1m | 16,876 | Held |
| Lam ResearchLRCX | 0.1% | $1m | 2,714 | Held |
| Duke EnergyDUK | 0.1% | $1m | 9,238 | -2% |
| FedEx Freight Holding CompanyFDXF | 0.1% | $1m | 7,011 | New |
| Marathon PetroleumMPC | 0.1% | $1m | 4,062 | -8% |
| UMB FinancialUMBF | 0.1% | $1m | 7,220 | -2% |
| NetflixNFLX | 0.1% | $971,837 | 13,611 | +18% |
Showing the largest 100 of 204.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 16.7% since 30 June 2025.
Where the money is
Technology14.8%
Financial services9.2%
Health care8.8%
Industrials7.6%
Media & telecom5.2%
Everyday goods4.9%
Retail & consumer4.5%
Energy1.7%
Utilities1.0%
Real estate0.1%
Materials0.1%
Other42.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.