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KAVAR CAPITAL PARTNERS GROUP, LLC
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $859,734,264
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $54,031,797
- SCHWAB STRATEGIC TR · FUNDAMENTAL US L · 808524771 · shares: $53,353,190
- APPLE INC · COM · 037833100 · shares: $51,182,654
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $44,660,528
- NVIDIA CORPORATION · COM · 67066G104 · shares: $37,936,366
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $33,832,900
- MICROSOFT CORP · COM · 594918104 · shares: $22,136,874
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $20,626,248
- CATERPILLAR INC · COM · 149123101 · shares: $20,058,691
- THERMO FISHER SCIENTIFIC INC · COM · 883556102 · shares: $19,383,145
Reported holdings
211 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 3,866 shares | $217,347 |
| LINDE PLC | SHS | G54950103 | — | 451 shares | $214,067 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 675 shares | $213,354 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 10,826 shares | $206,235 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 613 shares | $203,412 |
| ALLSTATE CORP | COM | 020002101 | — | 912 shares | $202,336 |
| BLUE OWL CAPITAL CORPORATION | COM | 69121K104 | — | 16,465 shares | $172,718 |
| SELECTQUOTE INC | COM | 816307300 | — | 391,312 shares | $158,481 |
| GOLDMAN SACHS BDC INC | SHS | 38147U107 | — | 13,450 shares | $122,261 |
| GOODRX HLDGS INC | COM CL A | 38246G108 | — | 21,145 shares | $69,567 |
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | — | 10,000 shares | $16,700 |