KAVAR CAPITAL PARTNERS GROUP, LLC

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CIK 1841766

13F portfolio (2026-Q1)

$798M

Positions

213

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

213

Top 5

24.5%

Top 10

38.5%

Effective N

46.2

HHI

0.022

This quarter

34 new · 0 exit →

By sector

Unclassified45.9%

Information Technology15.6%

Financials8.5%

Consumer Discretionary5.9%

Industrials5.3%

Health Care5.2%

Communication Services4.4%

Energy3.1%

Other6.0%

By market cap

Unknown47.4%

Mega (>$200B)36.5%

Large ($10–200B)15.1%

Mid ($2–10B)1.0%

Micro (<$300M)0.0%

Small ($300M–2B)0.0%

By region

North America52.8%

Other45.9%

Europe1.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	48.35%	87
Technology Hardware & Equipment	8.49%	5
Specialty Retail	4.38%	6
Software & IT Services	4.19%	6
Semiconductors & Semiconductor Equipment	4.14%	5
Pharmaceuticals & Biotechnology	4.03%	9
Machinery	3.18%	6
Capital Markets	2.60%	4
Oil, Gas & Consumable Fuels	2.51%	7
Banks	2.43%	9
Chemicals	2.27%	7
Software	2.15%	4
Utilities	1.58%	11
Commercial Services & Supplies	1.56%	4
Hotels, Restaurants & Leisure	1.08%	3
Beverages	0.94%	4
Health Care Equipment & Supplies	0.77%	3
Aerospace & Defense	0.71%	4
Tobacco	0.67%	3
Airlines	0.63%	1
Coal & Consumable Fuels	0.61%	1
Electrical Equipment & Components	0.54%	3
Food Products	0.36%	1
Health Care Providers & Services	0.30%	1
Distributors	0.28%	2
Diversified Telecommunication Services	0.22%	1
Metals & Mining	0.17%	1
Insurance	0.16%	4
Media & Entertainment	0.14%	1
Life Sciences Tools & Services	0.13%	3
Automobiles & Components	0.12%	1
Entertainment	0.11%	1
Industrial Conglomerates	0.07%	1
Equity Real Estate Investment Trusts (REITs)	0.07%	2
Communications Equipment	0.03%	1
Transportation Infrastructure	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	FNDX	SCHWAB STRATEGIC TR	Unclassified	5.56%
2	SCHX	SCHWAB U.S. LARGE-CAP ETF	Unclassified	5.51%
3	AAPL	Apple Inc.	Information Technology	4.82%
4	SCHF	SCHWAB STRATEGIC TR	Unclassified	4.60%
5	BND	VANGUARD BD INDEX FDS	Unclassified	4.02%
6	GOOGL	Alphabet Inc.	Communication Services	3.57%
7	NVDA	NVIDIA CORP	Information Technology	3.52%
8	BINC	BLACKROCK ETF TRUST II	Unclassified	2.47%
9	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.44%
10	CAT	CATERPILLAR INC	Industrials	2.01%

127/213 names classified · sector 54.1% of weight · industry 51.6% · mkt cap 52.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 22 quarters

Information TechnologyAAPL, TMO, NVDA, MSFT, DHR · other

FinancialsBRK.B, JPM, SCHW, BX, EEFT · other

Health CareABBV, BDX, JNJ, STE, ABT · other

Consumer DiscretionaryORLY, SBUX, WMT, AMZN, HD · other

Communication ServicesGOOGL, VZ, DIS, T, BCE · other

Consumer StaplesDEO, MDLZ, STZ, PEP, KO · other

MaterialsPG, NKE, DOW, UL, GLW · other

IndustrialsCAT, FDX, DE, GFF, MMM · other

EnergyXOM, BTU, CVX, BP, MPC · other

UtilitiesSO, LNG, SR, DUK, NEE · other

Real EstateARE, IRM, ILPT, VNO, MPT · other

UnclassifiedSCHX, FNDX, SCHF, VBR, BND · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 54.1% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 50% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (113 classified)KAVAR CAPITAL PARTNERS GROUP, LLC centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryHealth CareIndustrialsCommunication ServicesEnergyConsumer StaplesMaterialsUtilitiesReal Estate

Style box summary for KAVAR CAPITAL PARTNERS GROUP, LLC: centroid Large Core. Heaviest cells: Large Growth 20.0%, Large Core 13.3%, Large Value 12.0%.

Classified: 50.0% of book weight (113/213 names) · unclassified 50.0%: FNDX, SCHX, SCHF, BND, BINC, BRK.B, AVEM, AVUV, AOM, SCHM +90 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 213 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	FNDXSCHWAB STRATEGIC TR	1,594,298	$44M	5.6%	HOLD
2	SCHXSCHWAB U.S. LARGE-CAP ETF	1,714,405	$44M	5.5%	ADD 3%
3	AAPLAPPLE INC	151,533	$38M	4.8%	HOLD
4	SCHFSCHWAB STRATEGIC TR	1,482,356	$37M	4.6%	ADD 2%
5	BNDVANGUARD BD INDEX FDS	435,548	$32M	4.0%	NEW
6	GOOGLALPHABET INC	99,046	$28M	3.6%	HOLD
7	NVDANVIDIA CORPORATION	160,972	$28M	3.5%	HOLD
8	BINCBLACKROCK ETF TRUST II	380,357	$20M	2.5%	NEW
9	BRK.BBERKSHIRE HATHAWAY INC DEL	42,326	$19M	2.4%	HOLD
10	CATCATERPILLAR INC	22,651	$16M	2.0%	TRIM −3%
11	MSFTMICROSOFT CORP	41,744	$15M	1.9%	HOLD
12	AVEMAMERICAN CENTY ETF TR	175,859	$14M	1.8%	HOLD
13	TMOTHERMO FISHER SCIENTIFIC INC	28,722	$14M	1.8%	HOLD
14	AVUVAMERICAN CENTY ETF TR	125,351	$14M	1.7%	HOLD
15	JPMJPMORGAN CHASE & CO	44,281	$13M	1.6%	HOLD
16	AOMISHARES TR	259,957	$12M	1.5%	NEW
17	SCHMSCHWAB STRATEGIC TR	360,945	$11M	1.4%	ADD 3%
18	JNJJOHNSON & JOHNSON	43,689	$11M	1.3%	TRIM −2%
19	XOMEXXON MOBIL CORP	62,596	$11M	1.3%	HOLD
20	ORLYOREILLY AUTOMOTIVE INC	111,208	$10M	1.3%	HOLD
21	ABBVABBVIE INC	46,963	$10M	1.3%	HOLD
22	WMTWALMART INC	79,104	$10M	1.2%	TRIM −2%
23	AVDVAMERICAN CENTY ETF TR	97,814	$10M	1.2%	ADD 9%
24	PGPROCTER AND GAMBLE CO	66,364	$10M	1.2%	HOLD
25	RSPINVESCO EXCHANGE TRADED FD T	49,770	$10M	1.2%	TRIM −4%
26	DHRDANAHER CORP DEL	47,681	$9M	1.1%	HOLD
27	BRK.ABERKSHIRE HATHAWAY INC DEL	12	$9M	1.1%	ADD 9%
28	AVLVAMERICAN CENTY ETF TR	104,826	$8M	1.1%	HOLD
29	VUGVANGUARD INDEX FDS	18,583	$8M	1.0%	ADD 3%
30	SCHASCHWAB STRATEGIC TR	276,989	$8M	1.0%	ADD 3%
31	AMZNAMAZON COM INC	38,345	$8M	1.0%	HOLD
32	GSGOLDMAN SACHS GROUP INC	8,360	$7M	0.9%	HOLD
33	SCHWSCHWAB CHARLES CORP	72,438	$7M	0.9%	HOLD
34	VVISA INC	22,280	$7M	0.8%	HOLD
35	VIGVANGUARD SPECIALIZED FUNDS	31,285	$7M	0.8%	TRIM −4%
36	FNDFSCHWAB STRATEGIC TR	136,439	$7M	0.8%	TRIM −5%
37	BXBLACKSTONE INC	56,369	$6M	0.8%	HOLD
38	VBRVANGUARD INDEX FDS	27,796	$6M	0.8%	TRIM −2%
39	IBMINTERNATIONAL BUSINESS MACHS	23,746	$6M	0.7%	ADD 2%
40	AVDEAMERICAN CENTY ETF TR	64,694	$5M	0.7%	ADD 62%
41	DEDEERE & CO	9,737	$5M	0.7%	TRIM −2%
42	FDXFEDEX CORP	14,050	$5M	0.6%	TRIM −2%
43	SBUXSTARBUCKS CORP	54,517	$5M	0.6%	ADD 4%
44	BTUPEABODY ENERGY CORP	147,700	$5M	0.6%	HOLD
45	CVXCHEVRON CORP NEW	22,963	$5M	0.6%	HOLD
46	ULUNILEVER PLC	83,013	$5M	0.6%	TRIM −3%
47	ARCCARES CAPITAL CORP	262,319	$5M	0.6%	NEW
48	LMTLOCKHEED MARTIN CORP	7,532	$5M	0.6%	HOLD
49	HDHOME DEPOT INC	13,709	$5M	0.6%	TRIM −3%
50	STESTERIS PLC	18,957	$4M	0.5%	HOLD
51	ABTABBOTT LABS	40,073	$4M	0.5%	HOLD
52	VOOVANGUARD INDEX FDS	6,629	$4M	0.5%	TRIM −3%
53	KOCOCA COLA CO	48,833	$4M	0.5%	HOLD
54	EMREMERSON ELEC CO	27,442	$4M	0.5%	TRIM −6%
55	LLYELI LILLY & CO	3,904	$4M	0.4%	ADD 10%
56	BSVVANGUARD BD INDEX FDS	42,538	$3M	0.4%	NEW
57	UBERUBER TECHNOLOGIES INC	45,335	$3M	0.4%	HOLD
58	MCDMCDONALDS CORP	10,414	$3M	0.4%	HOLD
59	LNGCheniere Energy, Inc	11,027	$3M	0.4%	TRIM −49%
60	IVVISHARES TR	4,714	$3M	0.4%	HOLD
61	PEPPEPSICO INC	19,812	$3M	0.4%	HOLD
62	PMPHILIP MORRIS INTL INC	18,268	$3M	0.4%	HOLD
63	MDLZMONDELEZ INTL INC	49,734	$3M	0.4%	TRIM −5%
64	VTIVANGUARD INDEX FDS	8,586	$3M	0.3%	HOLD
65	NKENIKE INC	51,909	$3M	0.3%	ADD 3%
66	ASMLASML HOLDING N V	2,032	$3M	0.3%	HOLD
67	AMDADVANCED MICRO DEVICES INC	12,138	$2M	0.3%	ADD 617%
68	SOSOUTHERN CO	25,214	$2M	0.3%	TRIM −3%
69	TFCTRUIST FINL CORP	52,826	$2M	0.3%	TRIM −4%
70	AVUSAMERICAN CENTY ETF TR	21,831	$2M	0.3%	ADD 36%
71	DGXQUEST DIAGNOSTICS INC	12,358	$2M	0.3%	TRIM −3%
72	AVSCAMERICAN CENTY ETF TR	36,126	$2M	0.3%	TRIM −4%
73	SPYMSPDR SERIES TRUST	29,331	$2M	0.3%	HOLD
74	DFUSDIMENSIONAL ETF TRUST	31,256	$2M	0.3%	HOLD
75	WMWASTE MGMT INC DEL	9,404	$2M	0.3%	HOLD
76	BPBP PLC	45,626	$2M	0.3%	TRIM −3%
77	MOALTRIA GROUP INC	32,347	$2M	0.3%	HOLD
78	COSTCOSTCO WHSL CORP NEW	2,096	$2M	0.3%	TRIM −4%
79	SRSPIRE INC	22,833	$2M	0.3%	TRIM −5%
80	IWMISHARES TR	8,116	$2M	0.3%	HOLD
81	MRKMERCK & CO INC	15,864	$2M	0.2%	HOLD
82	VZVERIZON COMMUNICATIONS INC	35,770	$2M	0.2%	TRIM −7%
83	DFUVDIMENSIONAL ETF TRUST	36,822	$2M	0.2%	HOLD
84	SPYSTATE STR SPDR S&P 500 ETF T	2,717	$2M	0.2%	ADD 3%
85	BDXBECTON DICKINSON & CO	10,984	$2M	0.2%	TRIM −5%
86	SYYSYSCO CORP	23,727	$2M	0.2%	TRIM −5%
87	GOOGALPHABET INC	5,825	$2M	0.2%	HOLD
88	ADPAUTOMATIC DATA PROCESSING IN	7,628	$2M	0.2%	TRIM −7%
89	VEAVANGUARD TAX-MANAGED FDS	23,663	$2M	0.2%	HOLD
90	IJHISHARES TR	21,227	$1M	0.2%	HOLD
91	METAMETA PLATFORMS INC	2,360	$1M	0.2%	HOLD
92	PHYSSprott Physical Gold Trust	37,600	$1M	0.2%	HOLD
93	GLWCORNING INC	9,705	$1M	0.2%	TRIM −8%
94	DUKDUKE ENERGY CORP NEW	9,436	$1M	0.2%	TRIM −4%
95	AVGOBROADCOM INC	3,964	$1M	0.2%	HOLD
96	JCPIJ P MORGAN EXCHANGE TRADED F	23,336	$1M	0.1%	NEW
97	NFLXNETFLIX INC	11,550	$1M	0.1%	ADD 4%
98	MPCMARATHON PETE CORP	4,432	$1M	0.1%	HOLD
99	IWFISHARES TR	2,503	$1M	0.1%	TRIM −4%
100	DFATDIMENSIONAL ETF TRUST	16,876	$1M	0.1%	HOLD
101	SPMDSPDR SERIES TRUST	17,512	$1M	0.1%	HOLD
102	CDNSCADENCE DESIGN SYSTEM INC	3,717	$1M	0.1%	ADD 9%
103	BACBANK AMERICA CORP	21,043	$1M	0.1%	ADD 6%
104	TSLATESLA INC	2,646	$983,651	0.1%	ADD 3%
105	ETENERGY TRANSFER L P	50,111	$967,142	0.1%	ADD 197%
106	BXSLBLACKSTONE SECD LENDING FD	40,435	$957,905	0.1%	NEW
107	DISDISNEY WALT CO	9,507	$916,322	0.1%	HOLD
108	INTCINTEL CORP	19,835	$875,319	0.1%	NEW
109	SCHOSCHWAB SHORT-TERM US TREASURY ETF	35,831	$869,618	0.1%	NEW
110	NEENEXTERA ENERGY INC	9,257	$859,790	0.1%	HOLD
111	UMBFUMB FINL CORP	7,402	$834,872	0.1%	HOLD
112	AXPAMERICAN EXPRESS CO	2,643	$799,455	0.1%	ADD 12%
113	ITOTISHARES TR	5,597	$797,198	0.1%	HOLD
114	FLXRTCW ETF TRUST	20,153	$791,414	0.1%	NEW
115	IWBISHARES TR	2,157	$769,100	0.1%	HOLD
116	PFEPFIZER INC	26,737	$750,775	0.1%	HOLD
117	VTVVANGUARD INDEX FDS	3,770	$739,669	0.1%	HOLD
118	HDEFDBX ETF TR	21,026	$681,453	0.1%	NEW
119	DFASDIMENSIONAL ETF TRUST	9,278	$659,949	0.1%	HOLD
120	QQQINVESCO QQQ TR	1,126	$650,001	0.1%	HOLD
121	AEPAMERICAN ELEC PWR CO INC	4,930	$646,224	0.1%	HOLD
122	SHELSHELL PLC	6,923	$643,839	0.1%	HOLD
123	VBVANGUARD INDEX FDS	2,448	$641,083	0.1%	HOLD
124	COPCONOCOPHILLIPS	4,648	$613,510	0.1%	HOLD
125	UNHUNITEDHEALTH GROUP INC	2,237	$605,310	0.1%	HOLD
126	LRCXLAM RESEARCH CORP	2,757	$589,061	0.1%	HOLD
127	MMM3M CO	3,994	$580,049	0.1%	HOLD
128	MCKMCKESSON CORP	660	$571,138	0.1%	HOLD
129	IDEVISHARES TR	6,784	$566,939	0.1%	HOLD
130	SPDWSPDR INDEX SHS FDS	11,976	$546,704	0.1%	HOLD
131	EFAISHARES TR	5,425	$526,930	0.1%	HOLD
132	ILMNILLUMINA INC	4,056	$499,943	0.1%	NEW
133	DESWISDOMTREE TR	13,249	$476,169	0.1%	NEW
134	YUMYUM BRANDS INC	3,052	$474,525	0.1%	HOLD
135	EEFTEURONET WORLDWIDE INC	6,888	$457,157	0.1%	HOLD
136	DEODIAGEO PLC	6,010	$447,472	0.1%	TRIM −71%
137	TPLCTIMOTHY PLAN	9,606	$446,103	0.1%	ADD 8%
138	SCHDSCHWAB STRATEGIC TR	14,390	$441,490	0.1%	NEW
139	GDXVANECK ETF TRUST GOLD MINERS ETF	4,809	$441,322	0.1%	HOLD
140	GEGE AEROSPACE	1,550	$439,844	0.1%	ADD 3%
141	VOVANGUARD INDEX FDS	1,520	$436,514	0.1%	HOLD
142	RTXRTX CORPORATION	2,259	$435,761	0.1%	HOLD
143	PLTRPALANTIR TECHNOLOGIES INC	2,967	$434,013	0.1%	TRIM −8%
144	CSCOCISCO SYS INC	5,513	$427,754	0.1%	HOLD
145	VBKVANGUARD INDEX FDS	1,351	$408,340	0.1%	NEW
146	HONHONEYWELL INTL INC	1,796	$405,950	0.1%	HOLD
147	IWRISHARES TR	4,158	$404,282	0.1%	HOLD
148	ADIANALOG DEVICES INC	1,205	$383,359	0.0%	HOLD
149	SPSMSPDR SERIES TRUST	7,897	$381,566	0.0%	HOLD
150	WATWATERS CORP	1,263	$376,121	0.0%	NEW
151	TPSCTIMOTHY PLAN	8,844	$375,386	0.0%	HOLD
152	AMGNAMGEN INC	1,063	$374,017	0.0%	HOLD
153	KKRKKR & CO INC	4,022	$372,025	0.0%	HOLD
154	SCZISHARES TR	4,637	$363,575	0.0%	TRIM −2%
155	GLDSPDR GOLD TR	800	$344,232	0.0%	TRIM −3%
156	LNTALLIANT ENERGY CORP	4,779	$342,941	0.0%	HOLD
157	CMICUMMINS INC	601	$323,350	0.0%	HOLD
158	EVRGEVERGY INC	3,915	$320,717	0.0%	HOLD
159	GBDCGOLUB CAP BDC INC	25,145	$318,330	0.0%	NEW
160	USBUS BANCORP	6,046	$314,452	0.0%	TRIM −5%
161	MAMASTERCARD INCORPORATED	625	$312,288	0.0%	HOLD
162	SAICSCIENCE APPLICATIONS INTL CO	3,258	$309,249	0.0%	NEW
163	DFEWISDOMTREE TR	4,308	$309,026	0.0%	NEW
164	EPDENTERPRISE PRODS PARTNERS L	8,144	$308,169	0.0%	HOLD
165	IEMGISHARES INC	4,418	$308,156	0.0%	HOLD
166	IVWISHARES TR	2,718	$307,433	0.0%	HOLD
167	AEEAMEREN CORP	2,794	$307,104	0.0%	HOLD
168	JAAAJANUS DETROIT STR TR	6,000	$302,220	0.0%	NEW
169	LOWLOWES COS INC	1,267	$299,367	0.0%	ADD 36%
170	DIASPDR DOW JONES INDL AVERAGE	646	$299,221	0.0%	HOLD
171	VYMVANGUARD WHITEHALL FDS	2,000	$296,200	0.0%	NEW
172	BMYBRISTOL-MYERS SQUIBB CO	4,802	$291,241	0.0%	HOLD
173	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	9,896	$288,265	0.0%	HOLD
174	TSLXSIXTH STREET SPECIALTY LENDI	15,632	$287,323	0.0%	NEW
175	DOWDOW HLDGS INC	6,733	$280,429	0.0%	NEW
176	LHXL3HARRIS TECHNOLOGIES INC	809	$279,226	0.0%	HOLD
177	GEVGE VERNOVA INC	318	$277,664	0.0%	NEW
178	CBSHCOMMERCE BANCSHARES INC	5,564	$273,730	0.0%	HOLD
179	IRMIRON MTN INC DEL	2,642	$269,854	0.0%	TRIM −16%
180	WYWEYERHAEUSER CO	10,970	$267,997	0.0%	ADD 10%
181	LINLINDE PLC	534	$264,736	0.0%	HOLD
182	VGITVANGUARD SCOTTSDALE FDS	4,371	$260,293	0.0%	NEW
183	ETNEATON CORP PLC	717	$256,449	0.0%	HOLD
184	APDAIR PRODS & CHEMS INC	882	$256,212	0.0%	ADD 2%
185	GSKGSK PLC	4,597	$253,708	0.0%	HOLD
186	QCOMQUALCOMM INC	1,933	$248,932	0.0%	TRIM −2%
187	SLQTSELECTQUOTE INC	391,312	$246,331	0.0%	HOLD
188	TPIFTIMOTHY PLAN	6,727	$242,441	0.0%	ADD 10%
189	IFRAISHARES U.S. INFRASTRUCTURE ETF	4,230	$241,956	0.0%	NEW
190	TPHDTIMOTHY PLAN	5,841	$241,584	0.0%	ADD 13%
191	CBCHUBB LIMITED	740	$241,188	0.0%	HOLD
192	CLCOLGATE PALMOLIVE CO	2,812	$239,667	0.0%	HOLD
193	BNSBANK NOVA SCOTIA B C	3,414	$236,624	0.0%	HOLD
194	BKNGBOOKING HOLDINGS INC	56	$235,778	0.0%	HOLD
195	STZCONSTELLATION BRANDS INC	1,541	$231,150	0.0%	HOLD
196	ISRGINTUITIVE SURGICAL INC	496	$228,651	0.0%	HOLD
197	BSVOEA SERIES TRUST	8,931	$226,579	0.0%	HOLD
198	SLVISHARES SILVER TR	3,300	$224,862	0.0%	NEW
199	BTIBRITISH AMERN TOB PLC	3,840	$224,525	0.0%	HOLD
200	SPEMSPDR INDEX SHS FDS	4,732	$221,978	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FNDXSCHWAB STRATEGIC TR

1.4M

1.5M

1.6M

$44M

SCHXSCHWAB U.S. LARGE-CAP ETF

1.4M

1.6M

1.7M

$44M

AAPLAPPLE INC

157K

156K

155K

154K

153K

152K

$38M

SCHFSCHWAB STRATEGIC TR

1.2M

1.3M

1.4M

1.5M

$37M

BNDVANGUARD BD INDEX FDS

—

273K

335K

—

436K

$32M

GOOGLALPHABET INC

104K

103K

101K

102K

101K

99K

$28M

NVDANVIDIA CORPORATION

167K

166K

169K

168K

161K

$28M

BINCBLACKROCK ETF TRUST II

—

150K

283K

—

380K

$20M

BRK.BBERKSHIRE HATHAWAY INC DEL

40K

41K

42K

$19M

CATCATERPILLAR INC

23K

24K

23K

$16M

MSFTMICROSOFT CORP

41K

42K

$15M

AVEMAMERICAN CENTY ETF TR

147K

154K

158K

167K

173K

176K

$14M

TMOTHERMO FISHER SCIENTIFIC INC

29K

30K

29K

$14M

AVUVAMERICAN CENTY ETF TR

113K

118K

121K

124K

126K

125K

$14M

JPMJPMORGAN CHASE & CO

42K

43K

44K

45K

44K

$13M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆KAVAR CAPITAL PARTNERS GROUP, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 213 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

KAVAR CAPITAL PARTNERS GROUP, LLC