AiSiWhale

AI & tech investing

KAVAR CAPITAL PARTNERS GROUP, LLC

CIK 1841766

13F filing for Q2 2026・No. 2,935

Holdings
US$811.56M
Quarter change
+US$13.14M
Entries
204
Net bought (estimate)
−US$68.91M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 19
  • Sold out 28
  • Cut 49
  • Added 109
  • Corporate actions 2
  • Unchanged 27

Largest holdings

204 stocks worth US$811.56M, options and bonds left out.

StockThis quarterValueWeight
SCHWAB STRATEGIC TRUS LRG CAP ETFAddedUS$51.97M6.40%
SCHWAB STRATEGIC TRFUNDAMENTAL US LAddedUS$51.34M6.33%
AAPLAppleCOMCutUS$43.79M5.40%
SCHWAB STRATEGIC TRINTL EQTY ETFAddedUS$42.62M5.25%
GOOGLAlphabetCAP STK CL ACutUS$35.35M4.36%
NVDANvidiaCOMAddedUS$32.27M3.98%
CATCATERPILLAR INCCOMAddedUS$25.2M3.11%
BRK.BBERKSHIRE HATHAWAY INC DELCL B NEWAddedUS$20.91M2.58%
AMERICAN CENTY ETF TRAVANTIS EMGMKTAddedUS$17.45M2.15%
MSFTMicrosoftCOMAddedUS$16.24M2.00%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.