KAVAR CAPITAL PARTNERS GROUP, LLC

Q4 2025 13F-HR Holdings

Location
Leawood, KS
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
187
Total value ($000)
$725,461
Net value change ($000)
-24,534 (-3.3%)
New positions
11
Sold out positions
11
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/17/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 6,942 28.1%
UL 5,615 NEW
FNDX 2,592 6.4%
TMO 2,514 17.6%
AAPL 2,308 5.9%
CAT 2,167 19.3%
SCHWAB STRATEGIC TRUST 2,120 6.5%
SCHX 1,878 4.4%
AVUS 1,791 NEW
DHR 1,423 14.9%
Top Reduces (Value $000, Stocks/ETFs)
BND -24,899 -100.0%
BINC -15,090 -100.0%
Unilever PLC -5,713 -100.0%
ARCC -5,377 -100.0%
ZTS -2,267 -100.0%
ORLY -1,765 -14.8%
NVDA -1,330 -4.2%
MSFT -1,212 -5.7%
ADBE -1,032 -43.5%
HD -946 -16.2%
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