Filed: 1/22/2025ACC: 0001725547-25-000149
📋 What this filing means
KAVAR CAPITAL PARTNERS GROUP, LLC filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $591.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$591.75M
Total AUM (reported)
8.83M
Total Shares
Allocation by class
COM$319.51M54.0%
FUNDAMENTAL US L$32.97M5.6%
US LRG CAP ETF$31.36M5.3%
INTL EQTY ETF$22.36M3.8%
CAP STK CL A$19.70M3.3%
CL B NEW$17.60M3.0%
CL A$11.16M1.9%
Portfolio Concentration
Top 3$103.60M17.5%
4–10$125.62M21.2%
11–25$127.48M21.5%
Rest$235.05M39.7%
Top 3 weight
17.5%
Top 10 weight
38.7%
Voting Authority Distribution
Total shares with voting rights: 8.83M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole175
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings175
Rows:
APPLE INC
SOLEShares156.82K
TypeSH
Market value$39.27M
6.64%
Sole
0.00
Shared
0.00
None
156.82K
SCHWAB STRATEGIC TR
SOLEShares1.39M
TypeSH
Market value$32.97M
5.57%
Sole
0.00
Shared
0.00
None
1.39M
SCHWAB STRATEGIC TR
SOLEShares1.35M
TypeSH
Market value$31.36M
5.30%
Sole
0.00
Shared
0.00
None
1.35M
NVIDIA CORPORATION
SOLEShares167.03K
TypeSH
Market value$22.43M
3.79%
Sole
0.00
Shared
0.00
None
167.03K
SCHWAB STRATEGIC TR
SOLEShares1.21M
TypeSH
Market value$22.36M
3.78%
Sole
0.00
Shared
0.00
None
1.21M
ALPHABET INC
SOLEShares104.05K
TypeSH
Market value$19.70M
3.33%
Sole
0.00
Shared
0.00
None
104.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares40.36K
TypeSH
Market value$17.60M
2.97%
Sole
0.00
Shared
0.00
None
40.36K
MICROSOFT CORP
SOLEShares41.07K
TypeSH
Market value$17.31M
2.93%
Sole
0.00
Shared
0.00
None
41.07K
THERMO FISHER SCIENTIFIC INC
SOLEShares28.88K
TypeSH
Market value$15.02M
2.54%
Sole
0.00
Shared
0.00
None
28.88K
PROCTER AND GAMBLE CO
SOLEShares66.77K
TypeSH
Market value$11.19M
1.89%
Sole
0.00
Shared
0.00
None
66.77K
AMERICAN CENTY ETF TR
SOLEShares113.34K
TypeSH
Market value$10.94M
1.85%
Sole
0.00
Shared
0.00
None
113.34K
DANAHER CORPORATION
SOLEShares46.66K
TypeSH
Market value$10.71M
1.81%
Sole
0.00
Shared
0.00
None
46.66K
INVESCO EXCHANGE TRADED FD T
SOLEShares57.83K
TypeSH
Market value$10.13M
1.71%
Sole
0.00
Shared
0.00
None
57.83K
JPMORGAN CHASE & CO.
SOLEShares42.22K
TypeSH
Market value$10.12M
1.71%
Sole
0.00
Shared
0.00
None
42.22K
OREILLY AUTOMOTIVE INC
SOLEShares7.52K
TypeSH
Market value$8.92M
1.51%
Sole
0.00
Shared
0.00
None
7.52K
AMERICAN CENTY ETF TR
SOLEShares147.39K
TypeSH
Market value$8.66M
1.46%
Sole
0.00
Shared
0.00
None
147.39K
ABBVIE INC
SOLEShares47.24K
TypeSH
Market value$8.40M
1.42%
Sole
0.00
Shared
0.00
None
47.24K
CATERPILLAR INC
SOLEShares22.94K
TypeSH
Market value$8.32M
1.41%
Sole
0.00
Shared
0.00
None
22.94K
VANGUARD SPECIALIZED FUNDS
SOLEShares40.11K
TypeSH
Market value$7.85M
1.33%
Sole
0.00
Shared
0.00
None
40.11K
BLACKSTONE INC
SOLEShares45.33K
TypeSH
Market value$7.82M
1.32%
Sole
0.00
Shared
0.00
None
45.33K
WALMART INC
SOLEShares81.05K
TypeSH
Market value$7.32M
1.24%
Sole
0.00
Shared
0.00
None
81.05K
AMAZON COM INC
SOLEShares33.02K
TypeSH
Market value$7.25M
1.22%
Sole
0.00
Shared
0.00
None
33.02K
SCHWAB STRATEGIC TR
SOLEShares260.39K
TypeSH
Market value$7.22M
1.22%
Sole
0.00
Shared
0.00
None
260.38K
BECTON DICKINSON & CO
SOLEShares30.57K
TypeSH
Market value$6.94M
1.17%
Sole
0.00
Shared
0.00
None
30.57K
VISA INC
SOLEShares21.77K
TypeSH
Market value$6.88M
1.16%
Sole
0.00
Shared
0.00
None
21.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 156.82K | SH | $39.27M 6.64% | 0.00 | 0.00 | 156.82K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 1.39M | SH | $32.97M 5.57% | 0.00 | 0.00 | 1.39M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.35M | SH | $31.36M 5.30% | 0.00 | 0.00 | 1.35M |
NVIDIA CORPORATIONSOLE | COM | 167.03K | SH | $22.43M 3.79% | 0.00 | 0.00 | 167.03K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.21M | SH | $22.36M 3.78% | 0.00 | 0.00 | 1.21M |
ALPHABET INCSOLE | CAP STK CL A | 104.05K | SH | $19.70M 3.33% | 0.00 | 0.00 | 104.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.36K | SH | $17.60M 2.97% | 0.00 | 0.00 | 40.36K |
MICROSOFT CORPSOLE | COM | 41.07K | SH | $17.31M 2.93% | 0.00 | 0.00 | 41.07K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 28.88K | SH | $15.02M 2.54% | 0.00 | 0.00 | 28.88K |
PROCTER AND GAMBLE COSOLE | COM | 66.77K | SH | $11.19M 1.89% | 0.00 | 0.00 | 66.77K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 113.34K | SH | $10.94M 1.85% | 0.00 | 0.00 | 113.34K |
DANAHER CORPORATIONSOLE | COM | 46.66K | SH | $10.71M 1.81% | 0.00 | 0.00 | 46.66K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 57.83K | SH | $10.13M 1.71% | 0.00 | 0.00 | 57.83K |
JPMORGAN CHASE & CO.SOLE | COM | 42.22K | SH | $10.12M 1.71% | 0.00 | 0.00 | 42.22K |
OREILLY AUTOMOTIVE INCSOLE | COM | 7.52K | SH | $8.92M 1.51% | 0.00 | 0.00 | 7.52K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 147.39K | SH | $8.66M 1.46% | 0.00 | 0.00 | 147.39K |
ABBVIE INCSOLE | COM | 47.24K | SH | $8.40M 1.42% | 0.00 | 0.00 | 47.24K |
CATERPILLAR INCSOLE | COM | 22.94K | SH | $8.32M 1.41% | 0.00 | 0.00 | 22.94K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 40.11K | SH | $7.85M 1.33% | 0.00 | 0.00 | 40.11K |
BLACKSTONE INCSOLE | COM | 45.33K | SH | $7.82M 1.32% | 0.00 | 0.00 | 45.33K |
WALMART INCSOLE | COM | 81.05K | SH | $7.32M 1.24% | 0.00 | 0.00 | 81.05K |
AMAZON COM INCSOLE | COM | 33.02K | SH | $7.25M 1.22% | 0.00 | 0.00 | 33.02K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 260.39K | SH | $7.22M 1.22% | 0.00 | 0.00 | 260.38K |
BECTON DICKINSON & COSOLE | COM | 30.57K | SH | $6.94M 1.17% | 0.00 | 0.00 | 30.57K |
VISA INCSOLE | COM CL A | 21.77K | SH | $6.88M 1.16% | 0.00 | 0.00 | 21.77K |
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