KAVAR CAPITAL PARTNERS GROUP, LLC

CIK

1841766

Location

LEAWOOD, KS

Portfolio Value

Small $811,844,281

Diversification

Diversified

Filing Date

Global Rank

#2,868 / 8,794 ▼ 328 · as of Jun 2026

Top Industry

Semiconductors 9.3%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

21.9%

+2.1 pts

Top 5

44.0%

+3.3 pts

Top 10

58.0%

+3.1 pts

HHI

688

Diversified+97

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.1%	$325,599,561	24
Technology	16.1%	$130,390,876	27
Financial Services	10.4%	$84,301,180	22
Healthcare	8.8%	$71,347,333	20
Industrials	6.4%	$51,975,542	18
Consumer Defensive	5.5%	$44,480,697	12
Communication Services	5.2%	$42,432,343	5
Consumer Cyclical	4.6%	$37,099,717	11
Energy	1.9%	$15,249,061	10
Utilities	1.0%	$7,876,122	8
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
FNDA	Schwab Fundamental U.S. Small Company ETF	+155,641	5,781,190	$178,193,601
VB	Vanguard Morningstar Small-Cap ETF	+107,598	178,281	$27,502,221
ACSG	American Century Small Cap Growth Insights ETF	+22,345	648,846	$65,722,702
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
TPHD	Timothy Plan High Dividend Stock ETF	+4,760	35,778	$1,623,110
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
VIGI	Vanguard International Dividend Appreciation ETF	+500	2,500	$395,075
CSCO	Cisco Systems, Inc.	+484	5,997	$704,407
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−251,397	85,244	$13,747,631
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−23,177	3,793	$214,228
AFK	VanEck Africa Index ETF	−11,960	5,349	$403,582
PHYS	Sprott Physical Gold Trust	−8,000	29,600	$893,032
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
ABI	VictoryShares Pioneer Asset-Based Income ETF	−665	49,105	$10,448,070
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
VIG	Vanguard Dividend Appreciation ETF	−252	31,033	$7,343,028
ABT	Abbott Laboratories	−226	39,847	$3,615,716
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
CRWD	CrowdStrike Holdings, Inc.	296	$225,889
HONA	Honeywell Aerospace Inc.	1,013	$223,954
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
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	478,086	$35,409,158
BCLO	iShares BBB-B CLO Active ETF	380,357	$19,751,939
XOM	ExxonMobil Holdings Corp	62,596	$10,620,037
ARCC	Ares Capital Corp	262,319	$4,726,988
BXSL	Blackstone Secured Lending Fund	40,435	$957,905
ACLO	TCW AAA CLO ETF	20,153	$791,408
GBDC	GOLUB CAPITAL BDC, Inc.	25,145	$318,335
JA	Janus Henderson AA-A CLO ETF	6,000	$302,220
TSLX	Sixth Street Specialty Lending, Inc.	15,632	$287,316
DOW	Dow Inc.	6,733	$280,429
BNDW	Vanguard Total World Bond ETF	4,371	$260,293
GSK	GSK plc	4,597	$253,708
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

161 tracked positions · $811,844,281 total · filing declares 204 positions · $811,558,465 · 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 161 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	5,781,190	+155,641	$178,193,601	+16.8%	21.95%
ACSG	American Century Small Cap Growth Insights ETF	Added	648,846	+22,345	$65,722,702	+16.5%	8.10%
AAPL	Apple Inc. Technology	Reduced	151,324	-209	$43,787,112	+13.9%	5.39%
GOOGL	Alphabet Inc. Communication Services	Added	105,223	+352	$37,578,066	+24.6%	4.63%
NVDA	Nvidia Corp Technology	Added	161,272	+300	$32,268,914	+14.9%	3.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	42,382	+44	$30,187,724	+4.5%	3.72%
VB	Vanguard Morningstar Small-Cap ETF	Added	178,281	+107,598	$27,502,221	+71.8%	3.39%
CAT	Caterpillar Inc Industrials	Added	23,665	+1,014	$25,200,858	+57.0%	3.10%
MSFT	Microsoft Corp Technology	Added	43,548	+1,804	$16,244,274	+5.1%	2.00%
JPM	Jpmorgan Chase & Co Financial Services	Added	44,470	+189	$14,556,365	+11.8%	1.79%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	28,923	+201	$14,500,835	+2.7%	1.79%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	85,244	-251,397	$13,747,631	—	1.69%
ABBV	AbbVie Inc. Healthcare	Added	47,061	+98	$11,842,430	+15.9%	1.46%
JNJ	Johnson & Johnson Healthcare	Reduced	43,615	-74	$11,076,901	+3.7%	1.36%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	49,105	-665	$10,448,070	+9.4%	1.29%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	112,322	+1,114	$10,343,732	+0.8%	1.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	66,498	+134	$9,751,266	+1.7%	1.20%
WMT	Walmart Inc. Consumer Defensive	Added	84,577	+5,473	$9,579,191	−2.6%	1.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	39,319	+974	$9,371,290	+17.3%	1.15%
DHR	Danaher Corp /De/ Healthcare	Added	47,763	+82	$9,097,896	+0.6%	1.12%
GS	Goldman Sachs Group Inc Financial Services	Reduced	8,352	-8	$8,446,962	+19.4%	1.04%
V	Visa Inc. Financial Services	Added	22,391	+111	$7,682,128	+14.1%	0.95%
VIG	Vanguard Dividend Appreciation ETF	Reduced	31,033	-252	$7,343,028	+9.1%	0.90%
AMD	Advanced Micro Devices Inc Technology	Reduced	12,015	-123	$6,979,633	+182.7%	0.86%
SCHW	Schwab Charles Corp Financial Services	Added	74,442	+2,004	$6,868,763	+0.9%	0.85%
IBM	International Business Machines Corp Technology	Added	24,223	+477	$6,811,749	+18.3%	0.84%
BX	Blackstone Inc. Financial Services	Added	57,443	+1,074	$6,759,317	+4.3%	0.83%
LLY	ELI LILLY & Co Healthcare	Added	5,587	+1,683	$6,701,215	+86.6%	0.83%
DCOR	Dimensional US Core Equity 1 ETF	Added	94,245	+13	$6,531,099	+14.3%	0.80%
DE	Deere & Co Industrials	Added	9,831	+94	$6,236,098	+13.7%	0.77%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	52,559	-1,958	$5,371,004	+10.0%	0.66%
UL	Unilever PLC Consumer Defensive	Added	83,168	+155	$5,000,060	+5.7%	0.62%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,762	+53	$4,853,582	+7.6%	0.60%
FDX	Fedex Corp Industrials	Added	14,068	+18	$4,405,112	−12.0%	0.54%
ASML	Asml Holding NV Technology	Added	2,067	+35	$4,112,172	+53.2%	0.51%
KO	Coca Cola Co Consumer Defensive	Added	50,166	+1,333	$4,076,990	+9.8%	0.50%
LMT	Lockheed Martin Corp Industrials	Added	7,977	+445	$4,063,962	−10.7%	0.50%
STE	STERIS plc Healthcare	Reduced	18,858	-99	$3,970,929	−5.3%	0.49%
EMR	Emerson Electric Co Industrials	Added	27,505	+63	$3,937,340	+9.5%	0.48%
CVX	Chevron Corp Energy	Added	23,062	+99	$3,822,757	−19.5%	0.47%
UBER	Uber Technologies, Inc Technology	Added	52,878	+7,543	$3,815,676	+17.0%	0.47%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	46,846	+3	$3,760,962	+14.6%	0.46%
ABT	Abbott Laboratories Healthcare	Reduced	39,847	-226	$3,615,716	−12.1%	0.45%
BTU	Peabody Energy Corp Energy	Held	147,700	0	$3,414,824	−29.8%	0.42%
PM	Philip Morris International Inc. Consumer Defensive	Added	18,339	+71	$3,317,708	+9.8%	0.41%
WM	Waste Management Inc Industrials	Added	14,207	+4,803	$3,166,456	+46.5%	0.39%
SPY	Spdr S&P 500 ETF Trust	Added	4,019	+1,302	$3,001,268	+69.9%	0.37%
LNG	Cheniere Energy, Inc. Energy	Added	12,200	+1,173	$2,915,922	−6.8%	0.36%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	49,576	-158	$2,867,475	+0.0%	0.35%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,515	+101	$2,842,309	−12.2%	0.35%

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.