KAVAR CAPITAL PARTNERS GROUP, LLC

CIK

1841766

Location

LEAWOOD, KS

Portfolio Value

Small $479,605,434

Diversification

Diversified

Filing Date

Global Rank

#2,852 / 8,517 ▼ 35

Top Industry

Semiconductors 9.6%

3Y Alpha vs SPY

+31.2%

Period ended 46 days ago

Filed Jul 20, 2026 · 26d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+248.8%

SPY

+75.3%

Annualised alpha

+31.1%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

142 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.1%

+0.8 pts

Top 5

32.9%

+2.2 pts

Top 10

47.1%

+2.6 pts

HHI

326

Diversified+28

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$130,221,459	27
Financial Services	15.7%	$75,314,980	22
Healthcare	14.9%	$71,347,333	20
Industrials	10.8%	$51,975,258	18
Consumer Defensive	9.3%	$44,480,697	12
Communication Services	8.4%	$40,204,245	5
Consumer Cyclical	7.7%	$37,099,717	11
Energy	3.2%	$15,249,061	10
Utilities	1.6%	$7,876,122	8
Unclassified	1.0%	$4,744,713	5
Real Estate	0.1%	$592,571	2
Basic Materials	0.1%	$499,278	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PACB	Pacific Biosciences Of California, Inc.	+10,000	103,319	$173,575
UBER	Uber Technologies, Inc	+7,543	52,878	$3,815,676
WMT	Walmart Inc.	+5,473	84,577	$9,579,191
WM	Waste Management Inc	+4,803	14,207	$3,166,456
SYY	Sysco Corp	+2,871	26,598	$2,223,060
NFLX	Netflix Inc	+2,061	13,611	$971,825
SCHW	Schwab Charles Corp	+2,004	74,442	$6,868,763
MSFT	Microsoft Corp	+1,804	43,548	$16,244,274
LLY	ELI LILLY & Co	+1,683	5,587	$6,701,215
BKNG	Booking Holdings Inc.	+1,394	1,450	$258,448
KO	Coca Cola Co	+1,333	50,166	$4,076,990
SPY	Spdr S&P 500 ETF Trust	+1,302	4,019	$3,001,268
BMY	Bristol Myers Squibb Co	+1,226	6,028	$347,333
BAC	Bank Of America Corp /De/	+1,212	22,255	$1,268,089
LNG	Cheniere Energy, Inc.	+1,173	12,200	$2,915,922
ORLY	O Reilly Automotive Inc	+1,114	112,322	$10,343,732
BX	Blackstone Inc.	+1,074	57,443	$6,759,317
CAT	Caterpillar Inc	+1,014	23,665	$25,200,858
AMZN	Amazon Com Inc	+974	39,319	$9,371,290
CSCO	Cisco Systems, Inc.	+484	5,997	$704,407
IBM	International Business Machines Corp	+477	24,223	$6,811,749
LMT	Lockheed Martin Corp	+445	7,977	$4,063,962
RTX	RTX Corp	+381	2,640	$500,887
MO	Altria Group, Inc.	+318	32,665	$2,350,246
META	Meta Platforms, Inc.	+314	2,674	$1,506,237
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	−8,000	29,600	$893,032
GOOGL	Alphabet Inc.	−5,954	98,917	$35,349,968
NKE	NIKE, Inc.	−5,857	46,052	$1,890,434
INTC	Intel Corp	−4,607	15,228	$2,126,285
BP	Bp PLC	−3,767	41,859	$1,546,690
SBUX	Starbucks Corp	−1,958	52,559	$5,371,004
MMM	3M Co	−1,567	2,427	$392,955
DEO	Diageo PLC	−1,456	4,554	$366,050
PFE	Pfizer Inc	−1,240	25,497	$613,967
DGX	Quest Diagnostics Inc	−943	11,415	$2,419,409
HON	Honeywell International Inc	−881	915	$204,868
YUM	Yum Brands Inc	−779	2,273	$363,361
PEP	Pepsico Inc	−715	19,097	$2,585,733
BDX	Becton Dickinson & Co	−608	10,376	$1,570,200
WY	Weyerhaeuser Co	−442	10,528	$252,040
DIS	Walt Disney Co	−416	9,091	$875,008
TFC	Truist Financial Corp	−403	52,423	$2,611,713
MPC	Marathon Petroleum Corp	−370	4,062	$1,038,531
CBSH	Commerce Bancshares Inc /Mo/	−322	5,242	$302,725
VZ	Verizon Communications Inc	−314	35,456	$1,501,207
ABT	Abbott Laboratories	−226	39,847	$3,615,716
ADP	Automatic Data Processing Inc	−218	7,410	$1,659,469
AAPL	Apple Inc.	−209	151,324	$43,787,112
DUK	Duke Energy CORP	−198	9,238	$1,169,346
UMBF	Umb Financial Corp	−182	7,220	$1,030,727
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
FDXF	FedEx Freight Holding Company, Inc.	7,011	$1,058,661
MU	Micron Technology Inc	694	$801,077
AMAT	Applied Materials Inc /De	718	$519,114
KLAC	Kla Corp	1,280	$386,188
PANW	Palo Alto Networks Inc	1,006	$343,066
TSM	Taiwan Semiconductor Manufacturing Co Ltd	643	$307,077
CASY	Caseys General Stores Inc	359	$285,329
TXN	Texas Instruments Inc	932	$277,801
CVS	CVS HEALTH Corp	2,515	$260,176
MATX	Matson, Inc.	1,200	$230,676
TD	Toronto Dominion Bank	1,899	$230,595
HONA	Honeywell Aerospace Inc.	1,013	$223,670
ALL	Allstate Corp	916	$217,953
GD	General Dynamics Corp	608	$215,377
MRVL	Marvell Technology, Inc.	686	$204,352
MDY	Spdr S&P Midcap 400 ETF Trust	288	$202,561
KBDC	Kayne Anderson BDC, Inc.	10,000	$135,300
CRWD	CrowdStrike Holdings, Inc.	296	$56,472
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	62,596	$10,620,037
VIG	Vanguard Dividend Appreciation ETF	31,285	$6,728,152
ARCC	Ares Capital Corp	262,319	$4,726,988
VEA	Vanguard FTSE Developed Markets ETF	23,663	$1,516,325
BXSL	Blackstone Secured Lending Fund	40,435	$957,905
VB	Vanguard Morningstar Small-Cap ETF	2,448	$641,180
GBDC	GOLUB CAPITAL BDC, Inc.	25,145	$318,335
TSLX	Sixth Street Specialty Lending, Inc.	15,632	$287,316
DOW	Dow Inc.	6,733	$280,429
GSK	GSK plc	4,597	$253,708
TPHD	Timothy Plan High Dividend Stock ETF	5,841	$241,583
BNS	Bank Of Nova Scotia	3,414	$236,624
STZ	Constellation Brands, Inc.	1,541	$231,150
ISRG	Intuitive Surgical Inc	496	$228,651
SLV	iShares Silver Trust	3,300	$224,862
BTI	British American Tobacco p.l.c.	3,840	$224,524
ORCL	Oracle Corp	1,456	$214,192
GLDM	World Gold Trust	2,265	$209,942
OBDC	Blue Owl Capital Corp	16,465	$182,102
GSBD	Goldman Sachs BDC, Inc.	13,450	$119,436
NQP	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND	14,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

142 tracked positions · $479,605,434 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 142 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	151,324	-209	$43,787,112	+13.9%	9.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	98,917	-5,954	$35,349,968	+17.2%	7.37%
NVDA	Nvidia Corp Technology	Added	161,272	+300	$32,268,914	+14.9%	6.73%
CAT	Caterpillar Inc Industrials	Added	23,665	+1,014	$25,200,858	+57.0%	5.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	42,370	+32	$21,201,524	−26.6%	4.42%
MSFT	Microsoft Corp Technology	Added	43,548	+1,804	$16,244,274	+5.1%	3.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	44,470	+189	$14,556,365	+11.8%	3.04%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	28,923	+201	$14,500,835	+2.7%	3.02%
ABBV	AbbVie Inc. Healthcare	Added	47,061	+98	$11,842,430	+15.9%	2.47%
JNJ	Johnson & Johnson Healthcare	Reduced	43,615	-74	$11,076,901	+3.7%	2.31%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	112,322	+1,114	$10,343,732	+0.8%	2.16%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	66,498	+134	$9,751,266	+1.7%	2.03%
WMT	Walmart Inc. Consumer Defensive	Added	84,577	+5,473	$9,579,191	−2.6%	2.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	39,319	+974	$9,371,290	+17.3%	1.95%
DHR	Danaher Corp /De/ Healthcare	Added	47,763	+82	$9,097,896	+0.6%	1.90%
GS	Goldman Sachs Group Inc Financial Services	Reduced	8,352	-8	$8,446,962	+19.4%	1.76%
V	Visa Inc. Financial Services	Added	22,391	+111	$7,682,128	+14.1%	1.60%
AMD	Advanced Micro Devices Inc Technology	Reduced	12,015	-123	$6,979,633	+182.7%	1.46%
SCHW	Schwab Charles Corp Financial Services	Added	74,442	+2,004	$6,868,763	+0.9%	1.43%
IBM	International Business Machines Corp Technology	Added	24,223	+477	$6,811,749	+18.3%	1.42%
BX	Blackstone Inc. Financial Services	Added	57,443	+1,074	$6,759,317	+4.3%	1.41%
LLY	ELI LILLY & Co Healthcare	Added	5,587	+1,683	$6,701,215	+86.6%	1.40%
DE	Deere & Co Industrials	Added	9,831	+94	$6,236,098	+13.7%	1.30%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	52,559	-1,958	$5,371,004	+10.0%	1.12%
UL	Unilever PLC Consumer Defensive	Added	83,168	+155	$5,000,060	+5.7%	1.04%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,762	+53	$4,853,582	+7.6%	1.01%
FDX	Fedex Corp Industrials	Added	14,068	+18	$4,405,112	−12.0%	0.92%
ASML	Asml Holding NV Technology	Added	2,067	+35	$4,112,172	+53.2%	0.86%
KO	Coca Cola Co Consumer Defensive	Added	50,166	+1,333	$4,076,990	+9.8%	0.85%
LMT	Lockheed Martin Corp Industrials	Added	7,977	+445	$4,063,962	−10.7%	0.85%
STE	STERIS plc Healthcare	Reduced	18,858	-99	$3,970,929	−5.3%	0.83%
EMR	Emerson Electric Co Industrials	Added	27,505	+63	$3,937,340	+9.5%	0.82%
CVX	Chevron Corp Energy	Added	23,062	+99	$3,822,757	−19.5%	0.80%
UBER	Uber Technologies, Inc Technology	Added	52,878	+7,543	$3,815,676	+17.0%	0.80%
ABT	Abbott Laboratories Healthcare	Reduced	39,847	-226	$3,615,716	−12.1%	0.75%
BTU	Peabody Energy Corp Energy	Held	147,700	0	$3,414,824	−29.8%	0.71%
PM	Philip Morris International Inc. Consumer Defensive	Added	18,339	+71	$3,317,708	+9.8%	0.69%
WM	Waste Management Inc Industrials	Added	14,207	+4,803	$3,166,456	+46.5%	0.66%
SPY	Spdr S&P 500 ETF Trust	Added	4,019	+1,302	$3,001,268	+69.9%	0.63%
LNG	Cheniere Energy, Inc. Energy	Added	12,200	+1,173	$2,915,922	−6.8%	0.61%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	49,576	-158	$2,867,475	+0.0%	0.60%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,515	+101	$2,842,309	−12.2%	0.59%
TFC	Truist Financial Corp Financial Services	Reduced	52,423	-403	$2,611,713	+7.5%	0.54%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,097	-715	$2,585,733	−16.0%	0.54%
GLW	Corning Inc /Ny Technology	Added	9,798	+93	$2,502,703	+89.7%	0.52%
DGX	Quest Diagnostics Inc Healthcare	Reduced	11,415	-943	$2,419,409	−0.1%	0.50%
SO	Southern Co Utilities	Added	25,262	+48	$2,417,826	−0.7%	0.50%
MO	Altria Group, Inc. Consumer Defensive	Added	32,665	+318	$2,350,246	+10.1%	0.49%
SYY	Sysco Corp Consumer Defensive	Added	26,598	+2,871	$2,223,060	+31.4%	0.46%
INTC	Intel Corp Technology	Reduced	15,228	-4,607	$2,126,285	+142.9%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.