KAVAR CAPITAL PARTNERS GROUP, LLC

CIK

1841766

Location

LEAWOOD, KS

Portfolio Value

Micro $801,376

Diversification

Diversified

Filing Date

Global Rank

#2,502 / 8,232 ▲ 94

Top Industry

Consumer Electronics 8.8%

3Y Alpha vs SPY

-6.1%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+50.9%

SPY

+76.3%

Annualised alpha

-6.1%

Max drawdown

−16.9%

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

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

Top Position

8.7%

−0.5 pts

Top 5

29.7%

−2.2 pts

Top 10

44.1%

−2.4 pts

HHI

296

Diversified−26

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.8%	$105,221,562	20
Financial Services	17.2%	$75,998,671	27
Healthcare	14.9%	$66,140,737	21
Consumer Defensive	9.9%	$43,881,688	14
Industrials	9.0%	$39,843,376	14
Consumer Cyclical	8.0%	$35,616,371	10
Communication Services	7.6%	$33,654,363	5
Energy	6.6%	$29,344,380	11
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
XOM	Exxon Mobil Corp	−1,148	62,596	$10,620,037
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
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

3 positions · $801,376 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DOW	Dow Inc. Basic Materials	NEW	6,733	NEW	$280,429	NEW	34.99%
LIN	Linde PLC Basic Materials	Added	534	+9	$264,735	+18.3%	33.04%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	882	+18	$256,212	+20.0%	31.97%