KAVAR CAPITAL PARTNERS GROUP, LLC

CIK

1841766

Location

LEAWOOD, KS

Portfolio Value

Small $430,950,380

Diversification

Diversified

Filing Date

Global Rank

#2,818 / 8,603 ▲ 12 · as of Mar 2026

Top Industry

Consumer Electronics 9.0%

3Y Alpha vs SPY

-5.3%

Period ended 3 months ago

Filed Apr 16, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.7%

SPY

+76.0%

Annualised alpha

-5.3%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

140 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.9%

−0.5 pts

Top 5

30.5%

−2.0 pts

Top 10

45.2%

−2.2 pts

HHI

305

Diversified−26

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.4%	$105,221,562	20
Financial Services	17.6%	$75,998,671	27
Healthcare	15.3%	$66,140,737	21
Consumer Defensive	10.2%	$43,881,688	14
Industrials	9.0%	$38,891,342	14
Consumer Cyclical	8.2%	$35,390,025	10
Communication Services	7.8%	$33,654,363	5
Energy	4.3%	$18,724,343	10
Utilities	1.9%	$8,213,290	8
Unclassified	0.8%	$3,495,133	6
Basic Materials	0.2%	$801,376	3
Real Estate	0.1%	$537,850	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+33,211	50,111	$967,142
AMD	Advanced Micro Devices Inc	+10,445	12,138	$2,469,233
SBUX	Starbucks Corp	+2,122	54,517	$4,884,178
NKE	NIKE, Inc.	+1,429	51,909	$2,741,833
BAC	Bank Of America Corp /De/	+1,217	21,043	$1,025,846
SCHW	Schwab Charles Corp	+1,189	72,438	$6,807,723
WY	Weyerhaeuser Co	+970	10,970	$267,997
AMZN	Amazon Com Inc	+637	38,345	$7,986,113
IBM	International Business Machines Corp	+531	23,746	$5,755,792
MSFT	Microsoft Corp	+480	41,744	$15,452,376
BRK-B	Berkshire Hathaway Inc	+407	42,326	$20,282,619
NFLX	Netflix Inc	+395	11,550	$1,110,532
ABBV	AbbVie Inc.	+369	46,963	$10,213,982
LLY	ELI LILLY & Co	+353	3,904	$3,590,782
LOW	Lowes Companies Inc	+335	1,267	$299,366
ABT	Abbott Laboratories	+328	40,073	$4,114,294
CDNS	Cadence Design Systems Inc	+320	3,717	$1,032,842
AXP	American Express Co	+279	2,643	$799,454
V	Visa Inc.	+172	22,280	$6,733,907
PEP	Pepsico Inc	+166	19,812	$3,076,605
TSLA	Tesla, Inc.	+84	2,646	$983,650
SPY	Spdr S&P 500 ETF Trust	+79	2,717	$1,766,973
META	Meta Platforms, Inc.	+42	2,360	$1,350,226
GE	General Electric Co	+38	1,550	$439,843
BTU	Peabody Energy Corp	+27	147,700	$4,866,715
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DEO	Diageo PLC	−14,945	6,010	$447,444
LNG	Cheniere Energy, Inc.	−10,620	11,027	$3,129,021
UL	Unilever PLC	−2,837	83,013	$4,729,250
VZ	Verizon Communications Inc	−2,795	35,770	$1,795,654
MDLZ	Mondelez International, Inc.	−2,362	49,734	$2,866,667
TFC	Truist Financial Corp	−2,032	52,826	$2,428,411
GOOGL	Alphabet Inc.	−1,978	99,046	$28,481,667
EMR	Emerson Electric Co	−1,822	27,442	$3,595,450
WMT	Walmart Inc.	−1,756	79,104	$9,831,045
AAPL	Apple Inc.	−1,491	151,533	$38,457,560
BP	Bp PLC	−1,320	45,626	$2,144,422
SYY	Sysco Corp	−1,157	23,727	$1,692,446
SR	Spire Inc	−1,113	22,833	$2,067,299
JNJ	Johnson & Johnson	−935	43,689	$10,679,339
UBER	Uber Technologies, Inc	−855	45,335	$3,260,946
GLW	Corning Inc /Ny	−790	9,705	$1,319,588
SO	Southern Co	−775	25,214	$2,433,655
CAT	Caterpillar Inc	−726	22,651	$16,047,327
BX	Blackstone Inc.	−672	56,369	$6,481,871
BDX	Becton Dickinson & Co	−610	10,984	$1,727,014
ADP	Automatic Data Processing Inc	−547	7,628	$1,549,857
IRM	Iron Mountain Inc	−508	2,642	$269,853
HD	Home Depot, Inc.	−468	13,709	$4,508,753
CVX	Chevron Corp	−415	22,963	$4,751,044
KO	Coca Cola Co	−414	48,833	$3,713,749
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
ARCC	Ares Capital Corp	262,319	$4,726,988
BXSL	Blackstone Secured Lending Fund	40,435	$957,905
INTC	Intel Corp	19,835	$875,318
ILMN	Illumina, Inc.	4,056	$499,942
WAT	Waters Corp /De/	1,263	$376,121
GBDC	GOLUB CAPITAL BDC, Inc.	25,145	$318,335
SAIC	Science Applications International Corp	3,258	$309,249
TSLX	Sixth Street Specialty Lending, Inc.	15,632	$287,316
DOW	Dow Inc.	6,733	$280,429
GEV	GE Vernova Inc.	318	$277,582
SLV	iShares Silver Trust	3,300	$224,862
PSX	Phillips 66	1,198	$218,251
GLDM	World Gold Trust	2,265	$209,942
OBDC	Blue Owl Capital Corp	16,465	$182,102
NQP	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND	14,000	$167,020
PACB	Pacific Biosciences Of California, Inc.	93,319	$123,181
GSBD	Goldman Sachs BDC, Inc.	13,450	$119,436
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	31,509	$1,603,177
ADBE	Adobe Inc.	3,835	$1,342,211
ACGL	Arch Capital Group Ltd.	13,150	$1,261,348
MICC	Magnum Ice Cream Co N.V.	16,515	$261,762
IBIT	iShares Bitcoin Trust ETF	5,044	$250,434
CRM	Salesforce, Inc.	879	$232,855
COR	Cencora, Inc.	600	$202,650
CBZ	CBIZ, Inc.	4,015	$202,556
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

140 positions · $430,950,380 total · as of Mar 31, 2026

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

Showing 1–50 of 140 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	151,533	-1,491	$38,457,560	−7.6%	8.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	99,046	-1,978	$28,481,667	−9.9%	6.61%
NVDA	Nvidia Corp Technology	Reduced	160,972	-339	$28,073,516	−6.7%	6.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	42,326	+407	$20,282,619	−3.7%	4.71%
CAT	Caterpillar Inc Industrials	Reduced	22,651	-726	$16,047,327	+19.8%	3.72%
MSFT	Microsoft Corp Technology	Added	41,744	+480	$15,452,376	−22.6%	3.59%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	28,722	-320	$14,117,724	−16.1%	3.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	44,281	-268	$13,025,698	−9.3%	3.02%
JNJ	Johnson & Johnson Healthcare	Reduced	43,689	-935	$10,679,339	+15.6%	2.48%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	111,208	-136	$10,265,610	+1.1%	2.38%
ABBV	AbbVie Inc. Healthcare	Added	46,963	+369	$10,213,982	−4.1%	2.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	79,104	-1,756	$9,831,045	+9.1%	2.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	66,364	-277	$9,585,616	+0.4%	2.22%
DHR	Danaher Corp /De/ Healthcare	Reduced	47,681	-285	$9,040,317	−17.7%	2.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	38,345	+637	$7,986,113	−8.2%	1.85%
GS	Goldman Sachs Group Inc Financial Services	Held	8,360	0	$7,072,476	−3.8%	1.64%
SCHW	Schwab Charles Corp Financial Services	Added	72,438	+1,189	$6,807,723	−4.4%	1.58%
V	Visa Inc. Financial Services	Added	22,280	+172	$6,733,907	−13.2%	1.56%
BX	Blackstone Inc. Financial Services	Reduced	56,369	-672	$6,481,871	−26.3%	1.50%
IBM	International Business Machines Corp Technology	Added	23,746	+531	$5,755,792	−16.3%	1.34%
DE	Deere & Co Industrials	Reduced	9,737	-218	$5,484,852	+18.3%	1.27%
SBUX	Starbucks Corp Consumer Cyclical	Added	54,517	+2,122	$4,884,178	+10.7%	1.13%
BTU	Peabody Energy Corp Energy	Added	147,700	+27	$4,866,715	+11.0%	1.13%
CVX	Chevron Corp Energy	Reduced	22,963	-415	$4,751,044	+33.3%	1.10%
UL	Unilever PLC Consumer Defensive	Reduced	83,013	-2,837	$4,729,250	−15.8%	1.10%
ARCC	Ares Capital Corp Financial Services	NEW	262,319	NEW	$4,726,988	NEW	1.10%
LMT	Lockheed Martin Corp Industrials	Reduced	7,532	-130	$4,552,265	+22.8%	1.06%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,709	-468	$4,508,753	−7.6%	1.05%
STE	STERIS plc Healthcare	Reduced	18,957	-350	$4,191,961	−14.4%	0.97%
ABT	Abbott Laboratories Healthcare	Added	40,073	+328	$4,114,294	−17.4%	0.95%
FDX	Fedex Corp Industrials	Reduced	14,050	-307	$4,032,497	+20.7%	0.94%
KO	Coca Cola Co Consumer Defensive	Reduced	48,833	-414	$3,713,749	+7.9%	0.86%
EMR	Emerson Electric Co Industrials	Reduced	27,442	-1,822	$3,595,450	−7.4%	0.83%
LLY	ELI LILLY & Co Healthcare	Added	3,904	+353	$3,590,782	−5.9%	0.83%
UBER	Uber Technologies, Inc Technology	Reduced	45,335	-855	$3,260,946	−13.6%	0.76%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,414	+9	$3,236,567	+1.8%	0.75%
LNG	Cheniere Energy, Inc. Energy	Reduced	11,027	-10,620	$3,129,021	−25.6%	0.73%
PEP	Pepsico Inc Consumer Defensive	Added	19,812	+166	$3,076,605	+9.1%	0.71%
PM	Philip Morris International Inc. Consumer Defensive	Added	18,268	+2	$3,020,431	+3.1%	0.70%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	49,734	-2,362	$2,866,667	+2.2%	0.67%
NKE	NIKE, Inc. Consumer Cyclical	Added	51,909	+1,429	$2,741,833	−14.7%	0.64%
ASML	Asml Holding NV Technology	Reduced	2,032	-10	$2,683,926	+22.9%	0.62%
AMD	Advanced Micro Devices Inc Technology	Added	12,138	+10,445	$2,469,233	+581.0%	0.57%
SO	Southern Co Utilities	Reduced	25,214	-775	$2,433,655	+7.4%	0.56%
TFC	Truist Financial Corp Financial Services	Reduced	52,826	-2,032	$2,428,411	−10.0%	0.56%
DGX	Quest Diagnostics Inc Healthcare	Reduced	12,358	-345	$2,421,920	+9.9%	0.56%
WM	Waste Management Inc Industrials	Reduced	9,404	-146	$2,160,945	+3.0%	0.50%
BP	Bp PLC Energy	Reduced	45,626	-1,320	$2,144,422	+31.5%	0.50%
MO	Altria Group, Inc. Consumer Defensive	Reduced	32,347	-298	$2,134,578	+13.4%	0.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,096	-95	$2,088,517	+10.5%	0.48%