KAVAR CAPITAL PARTNERS GROUP, LLC

Q3 2026 13F-HR Holdings

Location
Leawood, KS
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
211
Total value ($000)
$859,734
Net value change ($000)
+48,176 (5.9%)
New positions
12
Sold out positions
5
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 10,173 NEW
VXUS 10,169 NEW
AAPL 7,396 16.9%
MSFT 5,893 36.3%
NVDA 5,667 17.6%
TMO 4,882 33.7%
ARCC 4,622 NEW
SCHX 2,058 4.0%
SCHWAB STRATEGIC TRUST 2,036 4.8%
FNDX 2,013 3.9%
Top Reduces (Value $000, Stocks/ETFs)
CAT -5,141 -20.4%
NKE -1,890 -100.0%
AMD -1,663 -23.8%
GOOGL -1,517 -4.3%
IBM -1,394 -20.5%
HD -1,040 -21.4%
GLW -965 -38.6%
GS -906 -10.7%
SCHM -789 -5.7%
SCHA -776 -7.4%
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