KAVAR CAPITAL PARTNERS GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
213
Total value ($000)
$798,420
Net value change ($000)
+72,959 (10.1%)
New positions
33
Sold out positions
8
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BND 32,074 NEW
BINC 19,752 NEW
AOM 12,314 NEW
ARCC 4,727 NEW
XOM 2,949 38.4%
CAT 2,656 19.8%
AVDE 2,194 66.6%
AMD 2,106 580.2%
SCHWAB STRATEGIC TRUST 1,843 5.3%
FNDX 1,501 3.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,504 -22.6%
AAPL -3,143 -7.6%
GOOGL -3,139 -9.9%
TMO -2,710 -16.1%
BX -2,310 -26.3%
NVDA -2,011 -6.7%
DHR -1,940 -17.7%
NVO -1,603 -100.0%
DEO -1,361 -75.3%
ADBE -1,342 -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