2026 Q2 Portfolio Activity
In 2026 Q2, KAVAR CAPITAL PARTNERS GROUP, LLC maintained a portfolio of 232 distinct positions. The most significant new addition was FEDEX FGHT HLDG CO INC, now representing 0.13% of the total fund value. They heavily accumulated shares in ELI LILLY & CO, increasing the position by 43.1%. Conversely, KAVAR CAPITAL PARTNERS GROUP, LLC completely exited their position in VANGUARD BD INDEX FDS.
Position History
hover any row below to update
Loading…
Total Positions
232
Quarter
2026 Q2
Top Holding
SCHX (6.4%)
Top 10 Concentration
41.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 232
KAVAR CAPITAL PARTNERS GROUP, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 6.40% | 5.51% |
#1
1
Prev: #2
|
5.1 |
—
|
51,606 | 3.0% |
P
S
|
1,766,011 | $51,973,700 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 6.33% | 5.56% |
#2
1
Prev: #1
|
4.5 |
—
|
56,498 | 3.5% |
P
S
|
1,650,796 | $51,339,755 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AAPL
APPLE INC
|
Technology | 5.40% | 4.82% |
#3
Prev: #3
|
3.7 |
—
|
-209 | -0.1% |
P
S
|
151,324 | $43,787,062 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 5.25% | 4.60% |
#4
Prev: #4
|
3.1 |
—
|
56,447 | 3.8% |
P
S
|
1,538,803 | $42,624,850 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.36% | 3.57% |
#5
1
Prev: #6
|
2.7 |
—
|
-129 | -0.1% |
P
S
|
98,917 | $35,350,022 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.98% | 3.52% |
#6
1
Prev: #7
|
2.1 |
—
|
300 | 0.2% |
P
S
|
161,272 | $32,268,858 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 3.11% | 2.01% |
#7
3
Prev: #10
|
1.7 |
—
|
1,014 | 4.5% |
P
S
|
23,665 | $25,200,379 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.58% | 2.44% |
#8
1
Prev: #9
|
1.5 |
—
|
44 | 0.1% |
P
S
|
42,370 | $20,914,694 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.15% | 1.77% |
#9
3
Prev: #12
|
1.4 |
—
|
5,038 | 2.9% |
P
S
|
180,897 | $17,454,763 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.00% | 1.94% |
#10
1
Prev: #11
|
1.3 |
—
|
1,804 | 4.3% |
P
S
|
43,548 | $16,244,387 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.98% | 1.73% |
#11
3
Prev: #14
|
1.3 |
—
|
3,730 | 3.0% |
P
S
|
129,081 | $16,104,115 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.79% | 1.63% |
#12
3
Prev: #15
|
1.2 |
—
|
189 | 0.4% |
P
S
|
44,470 | $14,556,484 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.79% | 1.77% |
#13
Prev: #13
|
1.2 |
—
|
201 | 0.7% |
P
S
|
28,923 | $14,501,043 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 1.71% | 1.40% |
#14
3
Prev: #17
|
1.2 |
—
|
15,308 | 4.2% |
P
S
|
376,253 | $13,872,441 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.46% | 1.28% |
#15
6
Prev: #21
|
1.1 |
—
|
98 | 0.2% |
P
S
|
47,061 | $11,842,390 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.36% | 1.34% |
#16
2
Prev: #18
|
1.0 |
—
|
-74 | -0.2% |
P
S
|
43,615 | $11,076,885 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.33% | 1.22% |
#17
6
Prev: #23
|
2.5 |
—
|
6,752 | 6.9% |
P
S
|
104,566 | $10,775,521 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.29% | 1.02% |
#18
11
Prev: #29
|
3.5 |
—
|
103,098 | 554.8% |
P
S
|
121,681 | $10,481,603 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 1.29% | 1.01% |
#19
11
Prev: #30
|
1.0 |
—
|
12,899 | 4.7% |
P
S
|
289,888 | $10,473,640 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.29% | 1.20% |
#20
5
Prev: #25
|
1.0 |
—
|
-665 | -1.3% |
P
S
|
49,105 | $10,448,023 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 1.27% | 1.29% |
#21
1
Prev: #20
|
1.0 |
—
|
1,114 | 1.0% |
P
S
|
112,322 | $10,343,733 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 1.22% | 1.06% |
#22
6
Prev: #28
|
1.0 |
—
|
4,167 | 4.0% |
P
S
|
108,993 | $9,941,252 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.20% | 1.20% |
#23
1
Prev: #24
|
1.0 |
—
|
134 | 0.2% |
P
S
|
66,498 | $9,751,288 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.18% | 1.23% |
#24
2
Prev: #22
|
2.5 |
—
|
5,473 | 6.9% |
P
S
|
84,577 | $9,579,182 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.15% | 1.00% |
#25
6
Prev: #31
|
1.0 |
—
|
974 | 2.5% |
P
S
|
39,319 | $9,371,290 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.12% | 1.13% |
#26
Prev: #26
|
0.9 |
—
|
82 | 0.2% |
P
S
|
47,763 | $9,097,854 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.11% | 1.08% |
#27
Prev: #27
|
1.4 |
—
|
no change | no change |
P
S
|
12 | $8,986,200 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.04% | 0.89% |
#28
4
Prev: #32
|
0.9 |
—
|
-8 | -0.1% |
P
S
|
8,352 | $8,446,962 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
V
VISA INC
|
Financial Services | 0.95% | 0.84% |
#29
5
Prev: #34
|
0.9 |
—
|
111 | 0.5% |
P
S
|
22,391 | $7,682,135 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.90% | 0.84% |
#30
5
Prev: #35
|
0.9 |
—
|
-252 | -0.8% |
P
S
|
31,033 | $7,343,111 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 0.87% | 0.84% |
#31
5
Prev: #36
|
0.8 |
—
|
-1,950 | -1.4% |
P
S
|
134,489 | $7,095,621 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.86% | 0.31% |
#32
35
Prev: #67
|
0.8 |
—
|
-123 | -1.0% |
P
S
|
12,015 | $6,979,634 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.85% | 0.85% |
#33
Prev: #33
|
0.8 |
—
|
2,004 | 2.8% |
P
S
|
74,442 | $6,868,763 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.84% | 0.72% |
#34
5
Prev: #39
|
0.8 |
—
|
477 | 2.0% |
P
S
|
24,223 | $6,811,706 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.83% | 0.81% |
#35
2
Prev: #37
|
0.8 |
—
|
1,074 | 1.9% |
P
S
|
57,443 | $6,759,265 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.83% | 0.76% |
#36
2
Prev: #38
|
0.8 |
—
|
-81 | -0.3% |
P
S
|
27,715 | $6,734,418 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.83% | 0.45% |
#37
18
Prev: #55
|
2.8 |
—
|
1,683 | 43.1% |
P
S
|
5,587 | $6,701,278 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DE
DEERE & CO
|
Industrials | 0.77% | 0.69% |
#38
3
Prev: #41
|
0.8 |
—
|
94 | 1.0% |
P
S
|
9,831 | $6,236,130 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.74% | 0.69% |
#39
1
Prev: #40
|
0.8 |
—
|
2,878 | 4.4% |
P
S
|
67,572 | $6,027,436 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.66% | 0.61% |
#40
3
Prev: #43
|
0.8 |
—
|
-1,958 | -3.6% |
P
S
|
52,559 | $5,371,031 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
UL
UNILEVER PLC
|
Consumer Defensive | 0.62% | 0.59% |
#41
5
Prev: #46
|
0.7 |
—
|
155 | 0.2% |
P
S
|
83,168 | $5,000,084 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.60% | 0.56% |
#42
7
Prev: #49
|
0.7 |
—
|
53 | 0.4% |
P
S
|
13,762 | $4,853,719 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.56% | 0.50% |
#43
9
Prev: #52
|
0.7 |
—
|
3 | 0.0% |
P
S
|
6,632 | $4,555,198 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FDX
FEDEX CORP
|
Industrials | 0.54% | 0.63% |
#44
2
Prev: #42
|
0.7 |
—
|
18 | 0.1% |
P
S
|
14,068 | $4,405,113 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.51% | 0.34% |
#45
21
Prev: #66
|
0.7 |
—
|
35 | 1.7% |
P
S
|
2,067 | $4,112,172 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.50% | 0.47% |
#46
7
Prev: #53
|
0.7 |
—
|
1,333 | 2.7% |
P
S
|
50,166 | $4,077,016 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.50% | 0.57% |
#47
1
Prev: #48
|
2.2 |
—
|
445 | 5.9% |
P
S
|
7,977 | $4,063,750 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
STE
STERIS PLC
|
Healthcare | 0.49% | 0.53% |
#48
2
Prev: #50
|
0.7 |
—
|
-99 | -0.5% |
P
S
|
18,858 | $3,970,929 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.49% | 0.45% |
#49
5
Prev: #54
|
0.7 |
—
|
63 | 0.2% |
P
S
|
27,505 | $3,937,385 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.47% | 0.60% |
#50
5
Prev: #45
|
0.7 |
—
|
99 | 0.4% |
P
S
|
23,062 | $3,822,779 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-50 of 232 holdings