KAVAR CAPITAL PARTNERS GROUP, LLC

Q2 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$811,558
Net value change ($000)
+13,138 (1.6%)
New positions
19
Sold out positions
27
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CAT 9,152 57.0%
SCHX 8,017 18.2%
FNDX 6,939 15.6%
GOOGL 6,868 24.1%
SCHWAB STRATEGIC TRUST 5,937 16.2%
AAPL 5,329 13.9%
AMD 4,511 182.7%
NVDA 4,196 14.9%
AVEM 3,284 23.2%
LLY 3,110 86.6%
Top Reduces (Value $000, Stocks/ETFs)
BND -32,074 -100.0%
BINC -19,752 -100.0%
AOM -12,314 -100.0%
XOM -10,620 -100.0%
ARCC -4,727 -100.0%
BTU -1,452 -29.8%
JCPI -1,129 -100.0%
BXSL -958 -100.0%
CVX -928 -19.5%
SCHO -870 -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