StockDriftsStockDriftsTop 50 Kavar Capital Partners Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 6.4% | 1.77M | $52.0M | +3.01%(+51.61K) | $18.70(+63.20%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 6.33% | 1.65M | $51.3M | +3.54%(+56.50K) | $20.37(+59.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.4% | 151.3K | $43.8M | -0.14%(-209) | $153.25(+99.27%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.25% | 1.54M | $42.6M | +3.81%(+56.45K) | $18.43(+55.47%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.36% | 98.9K | $35.4M | -0.13%(-129) | $113.21(+204.49%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.98% | 161.3K | $32.3M | +0.19%(+300) | $17.33(+1204.50%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.11% | 23.7K | $25.2M | +4.48%(+1.01K) | $276.54(+214.41%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.58% | 42.4K | $20.9M | +0.10%(+44) | $273.67(+83.19%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 2.15% | 180.9K | $17.5M | +2.86%(+5.04K) | $59.16(+58.31%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2% | 43.5K | $16.2M | +4.32%(+1.80K) | $260.09(+86.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.20% | +60.98% | +10.10% | +61.80% |
| Top 20 Holdings Unweighted | +16.39% | +57.66% | +9.88% | +60.21% |
Kavar Capital Partners Group LLC reports $811.56M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (6.4%), FNDX (6.3%) and AAPL (5.4%). The top 20 holdings account for 56.85% of reported assets. Its disclosed equity book has returned +60.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kavar Capital Partners Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1841766). View Kavar Capital Partners Group LLC’s 13F filings on SEC