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Livermore
Livermore
ZHEN

Kavar Capital Partners Group, LLC

SEC CIK
0001841766
Latest filing
Jul 20, 2026

The latest 13F from Kavar Capital Partners Group, LLC covers Q2 2026 (filed Jul 20, 2026): 204 long positions worth $811.6M. The top 10 holdings make up 41.5% of the portfolio, and the largest is Schwab U.S. Large-Cap ETF at 6.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
19
Est. +$6.33M
Added
110
Est. +$20.5M
Reduced
48
Est. −$3.43M
Sold out
28
Est. −$90.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab U.S. Large-Cap ETF808524201
    6.4%$52.0M
  2. Schwab Fundamental U.S. Large Company ETF808524771
    6.3%$51.3M
  3. AAPLApple Inc.
    5.4%$43.8MHistory
  4. Schwab International Equity ETF808524805
    5.3%$42.6M
  5. GOOGLAlphabet Inc.
    4.4%$35.4MHistory

Share of portfolio

Top 5 holdings and the other 199 positions, by share of portfolio value

  1. Schwab U.S. Large-Cap ETF6.4%
  2. Schwab Fundamental U.S. Large Company ETF6.3%
  3. AAPL5.4%
  4. Schwab International Equity ETF5.3%
  5. GOOGL4.4%
  6. Other 199 positions72.3%

Biggest buys

New and added positions, by estimated amount bought

  1. LLYEli Lilly & Co
    +$2.02MAddedHistory
  2. Schwab Fundamental U.S. Large Company ETF808524771
    +$1.76MAdded
  3. Schwab International Equity ETF808524805
    +$1.56MAdded
  4. Schwab U.S. Large-Cap ETF808524201
    +$1.52MAdded
  5. CATCaterpillar Inc
    +$1.08MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. CATCaterpillar Inc
    +1.10 pp2.0% → 3.1%History
  2. Schwab U.S. Large-Cap ETF808524201
    +0.90 pp5.5% → 6.4%
  3. Schwab Fundamental U.S. Large Company ETF808524771
    +0.76 pp5.6% → 6.3%
  4. Schwab International Equity ETF808524805
    +0.66 pp4.6% → 5.3%
  5. NVDANVIDIA Corp
    +0.46 pp3.5% → 4.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Total Bond Market ETF921937835
    −$32.1MSold out
  2. iShares Flexible Income Active ETF092528603
    −$19.8MSold out
  3. iShares Tr464289875
    −$12.3MSold out
  4. XOMExxonMobil Holdings Corp
    −$10.6MSold outHistory
  5. ARCCAres Capital Corp
    −$4.73MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Total Bond Market ETF921937835
    −4.02 pp4.0% → 0.0%
  2. iShares Flexible Income Active ETF092528603
    −2.47 pp2.5% → 0.0%
  3. iShares Tr464289875
    −1.54 pp1.5% → 0.0%
  4. XOMExxonMobil Holdings Corp
    −1.33 pp1.3% → 0.0%History
  5. ARCCAres Capital Corp
    −0.59 pp0.6% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$811.6M
+$13.1M (+1.6%) vs. prior quarter
Positions
204
−9 vs. prior quarter
Top 10 concentration
41.5%
Top 10 as share of value
Turnover
3.3%
Q2 2026, one quarter
Average holding period
19.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $894.9M (Q4 2023)

Q1 2021: $371.1MQ2 2021: $414.4MQ3 2021: $438.9MQ4 2021: $481.2MQ1 2022: $462.7MQ2 2022: $431.3MQ3 2022: $392.2MQ4 2022: $434.0MQ1 2023: $463.2MQ2 2023: $469.3MQ3 2023: $460.9MQ4 2023: $894.9MQ1 2024: $541.9MQ2 2024: $554.7MQ3 2024: $632.2MQ4 2024: $591.8MQ1 2025: $600.0MQ2 2025: $695.6MQ3 2025: $750.0MQ4 2025: $725.5MQ1 2026: $798.4MQ2 2026: $811.6M
Q1 2021Q2 2026
13F filings of Kavar Capital Partners Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 20, 2026204$811.6MSchwab U.S. Large-Cap ETFSchwab Fundamental U.S. Large Company ETFAAPLvs. Q1 2026SEC
Q1 2026Apr 16, 2026213$798.4MSchwab Fundamental U.S. Large Company ETFSchwab U.S. Large-Cap ETFAAPLvs. Q4 2025SEC
Q4 2025Jan 20, 2026187$725.5MSchwab U.S. Large-Cap ETFSchwab Fundamental U.S. Large Company ETFAAPLvs. Q3 2025SEC
Q3 2025Oct 17, 2025187$750.0MSchwab U.S. Large-Cap ETFSchwab Fundamental U.S. Large Company ETFAAPLvs. Q2 2025SEC
Q2 2025Jul 17, 2025191$695.6MSchwab U.S. Large-Cap ETFSchwab Fundamental U.S. Large Company ETFAAPLvs. Q1 2025SEC
Q1 2025Apr 23, 2025177$600.0MAAPLSchwab Fundamental U.S. Large Company ETFSchwab U.S. Large-Cap ETFvs. Q4 2024SEC
Q4 2024Jan 22, 2025175$591.8MAAPLSchwab Fundamental U.S. Large Company ETFSchwab U.S. Large-Cap ETFvs. Q3 2024SEC
Q3 2024Oct 24, 2024180$632.2MAAPLSchwab Fundamental U.S. Large Company ETFSchwab U.S. Large-Cap ETFvs. Q2 2024SEC
Q2 2024Jul 19, 2024163$554.7MAAPLSchwab Fundamental U.S. Large Company ETFSchwab U.S. Large-Cap ETFvs. Q1 2024SEC
Q1 2024May 14, 2024158$541.9MSchwab Fundamental U.S. Large Company ETFAAPLSchwab U.S. Large-Cap ETFvs. Q4 2023SEC
Q4 2023Feb 14, 2024154$894.9MAAPLSchwab Fundamental U.S. Large Company ETFSchwab U.S. Large-Cap ETFvs. Q3 2023SEC
Q3 2023Nov 6, 2023154$460.9MAAPLSchwab Fundamental U.S. Large Company ETFSchwab International Equity ETFvs. Q2 2023SEC
Q2 2023Aug 7, 2023147$469.3MAAPLSchwab Fundamental U.S. Large Company ETFSchwab International Equity ETFvs. Q1 2023SEC
Q1 2023May 15, 2023161$463.2MAAPLSchwab International Equity ETFSchwab U.S. Large-Cap ETFvs. Q4 2022SEC
Q4 2022Feb 10, 2023145$434.0MAAPLSchwab U.S. Large-Cap ETFSchwab International Equity ETFvs. Q3 2022SEC
Q3 2022Nov 8, 2022139$392.2MAAPLSchwab U.S. Large-Cap ETFSchwab Fundamental U.S. Large Company ETFvs. Q2 2022SEC
Q2 2022Aug 9, 2022164$431.3MAAPLSchwab U.S. Large-Cap ETFSchwab Fundamental U.S. Large Company ETFvs. Q1 2022SEC
Q1 2022May 9, 2022156$462.7MAAPLSchwab U.S. Large-Cap ETFTMOvs. Q4 2021SEC
Q4 2021Jan 27, 2022167$481.2MAAPLSchwab U.S. Large-Cap ETFTMOvs. Q3 2021SEC
Q3 2021Nov 1, 2021172$438.9MSchwab U.S. Large-Cap ETFAAPLSchwab International Equity ETFvs. Q2 2021SEC
Q2 2021Aug 2, 2021149$414.4MSchwab U.S. Large-Cap ETFAAPLSchwab International Equity ETFvs. Q1 2021SEC
Q1 2021May 13, 2021142$371.1MSchwab U.S. Large-Cap ETFAAPLSchwab International Equity ETF–SEC