Kavar Capital Partners Group, LLC reported 139 positions worth $486.03M for the quarter ended Jun 30, 2026, up 8.2% on the prior quarter. It opened 17 new positions, added to 78, trimmed 36 and exited 16. Its largest holding is Apple Inc. at 9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | +1,683 | +43.1% | $2.02M | 1.38% |
| CAT Caterpillar Inc | +1,014 | +4.5% | $1.08M | 5.18% |
| WM Waste Management Inc | +4,803 | +51.1% | $1.07M | 0.651% |
| FDXF FedEx Freight Holding Company, Inc. | +7,011 | – | $1.06M | 0.218% |
| MU Micron Technology Inc | +694 | – | $801.08K | 0.165% |
| MSFT Microsoft Corp | +1,804 | +4.3% | $672.93K | 3.34% |
| WMT Walmart Inc. | +5,473 | +6.9% | $619.87K | 1.97% |
| UBER Uber Technologies, Inc | +7,543 | +16.6% | $544.30K | 0.785% |
| AMAT Applied Materials Inc | +718 | – | $519.11K | 0.107% |
| KLAC Kla Corp | +1,280 | – | $386.19K | 0.079% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -62.6K | -100.0% | $10.62M | Exited |
| ARCC Ares Capital Corp | -262.3K | -100.0% | $4.73M | Exited |
| BXSL Blackstone Secured Lending Fund | -40.4K | -100.0% | $957.91K | Exited |
| INTC Intel Corp | -4,607 | -23.2% | $643.28K | 0.437% |
| GBDC GOLUB CAPITAL BDC, Inc. | -25.1K | -100.0% | $318.33K | Exited |
| TSLX Sixth Street Specialty Lending, Inc. | -15.6K | -100.0% | $287.32K | Exited |
| DOW Dow Inc. | -6,733 | -100.0% | $280.43K | Exited |
| MMM 3M Co | -1,567 | -39.2% | $253.71K | 0.081% |
| GSK GSK plc | -4,597 | -100.0% | $253.71K | Exited |
| PHYS Sprott Physical Gold Trust | -8,000 | -21.3% | $241.36K | 0.184% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| FDXF FedEx Freight Holding Company, Inc. | +7,011 | $1.06M | 0.218% |
| MU Micron Technology Inc | +694 | $801.08K | 0.165% |
| AMAT Applied Materials Inc | +718 | $519.11K | 0.107% |
| KLAC Kla Corp | +1,280 | $386.19K | 0.079% |
| PANW Palo Alto Networks Inc | +1,006 | $343.07K | 0.071% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +643 | $307.22K | 0.063% |
| CASY Caseys General Stores Inc | +359 | $285.33K | 0.059% |
| TXN Texas Instruments Inc | +932 | $277.80K | 0.057% |
| CVS CVS HEALTH Corp | +2,515 | $260.15K | 0.054% |
| MATX Matson, Inc. | +1,200 | $230.68K | 0.047% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -62.6K | $10.62M | 2.36% |
| ARCC Ares Capital Corp | -262.3K | $4.73M | 1.05% |
| BXSL Blackstone Secured Lending Fund | -40.4K | $957.91K | 0.213% |
| GBDC GOLUB CAPITAL BDC, Inc. | -25.1K | $318.33K | 0.071% |
| TSLX Sixth Street Specialty Lending, Inc. | -15.6K | $287.32K | 0.064% |
| DOW Dow Inc. | -6,733 | $280.43K | 0.062% |
| GSK GSK plc | -4,597 | $253.71K | 0.056% |
| BNS Bank Of Nova Scotia | -3,414 | $236.62K | 0.053% |
| STZ Constellation Brands, Inc. | -1,541 | $231.15K | 0.051% |
| ISRG Intuitive Surgical Inc | -496 | $228.65K | 0.051% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 151.3K | $43.79M | 9.01% | -209 | -0.1% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 98.9K | $35.35M | 7.27% | -129 | -0.1% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 161.3K | $32.27M | 6.64% | +300 | +0.2% | Added | 0% |
| 4 | CAT Caterpillar Inc | Industrials | 23.7K | $25.20M | 5.18% | +1,014 | +4.5% | Added | 0.01% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 42.4K | $20.91M | 4.3% | +44 | +0.1% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 43.5K | $16.24M | 3.34% | +1,804 | +4.3% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 44.5K | $14.56M | 2.99% | +189 | +0.4% | Added | 0% |
| 8 | TMO Thermo Fisher Scientific Inc. | Healthcare | 28.9K | $14.50M | 2.98% | +201 | +0.7% | Added | 0.01% |
| 9 | ABBV AbbVie Inc. | Healthcare | 47.1K | $11.84M | 2.44% | +98 | +0.2% | Added | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 43.6K | $11.08M | 2.28% | -74 | -0.2% | Reduced | 0% |
| 11 | ORLY O Reilly Automotive Inc | Consumer Discretionary | 112.3K | $10.34M | 2.13% | +1,114 | +1.0% | Added | 0.01% |
| 12 | PG PROCTER & GAMBLE Co | Consumer Staples | 66.5K | $9.75M | 2.01% | +134 | +0.2% | Added | 0% |
| 13 | WMT Walmart Inc. | Consumer Staples | 84.6K | $9.58M | 1.97% | +5,473 | +6.9% | Added | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 39.3K | $9.37M | 1.93% | +974 | +2.5% | Added | 0% |
| 15 | DHR Danaher Corp | Healthcare | 47.8K | $9.10M | 1.87% | +82 | +0.2% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Kavar Capital Partners.
As of its Q2 2026 13F filing, Kavar Capital Partners Group, LLC’s five largest positions were Apple Inc. (AAPL) at 9.0%, Alphabet Inc. (GOOGL) at 7.3%, Nvidia Corp (NVDA) at 6.6%, Caterpillar Inc (CAT) at 5.2%, Berkshire Hathaway Inc (BRK-B) at 4.3% of the reported portfolio.
Kavar Capital Partners Group, LLC reported a 13F portfolio worth $486.03M across 139 positions for Q2 2026. That is up 8.2% from the previous quarter.
Its largest purchases by value were ELI LILLY & Co ($2.02M), Caterpillar Inc ($1.08M), Waste Management Inc ($1.07M). It opened 17 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($10.62M), Ares Capital Corp ($4.73M), Blackstone Secured Lending Fund ($957.91K). It exited 16 positions entirely.
From the Form 13F-HR reports Kavar Capital Partners Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.