KAVAR CAPITAL PARTNERS GROUP, LLC
•CIK: 1841766•Filing: Q4 2025
**KAVAR CAPITAL PARTNERS GROUP, LLC** manages $725M across a diversified portfolio of 187 positions. The fund exhibits significant concentration in large-cap equity sectors, with top holdings including SCHX ($44.9M) and FNDX ($42.9M). Notable allocations further include AAPL ($41.6M), SCHF ($34.8M), and GOOGL ($31.6M), suggesting a focus on established, high-quality market leaders. This structure indicates a conviction-driven approach targeting core growth and value opportunities within the technology and financial sectors.
Total AUM
$725.5M
QoQ Performance
-3.3%
Positions
148
Top 10 Concentration
41.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
FNDX
AAPL
SCHX6.2%
FNDX5.9%
AAPL5.7%
SCHF4.8%
GOOGL4.4%
NVDA4.1%
BRK/B2.8%
MSFT2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.7%
Technology19.1%
Financial9.5%
Healthcare8.3%
Consumer5.6%
Industrial3.8%
Consumer Staples1.5%
ETF1.3%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW11 new positions
↑74 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023