KAVAR CAPITAL PARTNERS GROUP, LLC

Q3 2025 13F-HR Holdings

Location
Leawood, KS
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
187
Total value ($000)
$749,995
Net value change ($000)
+54,398 (7.8%)
New positions
6
Sold out positions
9
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 7,458 23.4%
BINC 7,190 91.0%
GOOGL 6,804 38.1%
SCHX 4,904 12.9%
BND 4,807 23.9%
NVDA 4,769 17.9%
FNDX 4,259 11.8%
SCHWAB STRATEGIC TRUST 3,773 13.0%
AVDV 3,132 75.2%
TMO 2,366 19.8%
Top Reduces (Value $000, Stocks/ETFs)
AOM -12,321 -100.0%
JCPI -2,121 -100.0%
BUSE -1,909 -100.0%
BXSL -1,243 -100.0%
VIG -788 -9.6%
DE -465 -9.3%
PG -442 -4.1%
VOO -431 -9.3%
NVO -427 -19.1%
AMERICAN CENTURY ETF TRUST -417 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type