BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

KAVAR CAPITAL PARTNERS GROUP, LLC

· CIK 0001841766
13F Portfolio $812M AUM 204 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 83 Added 38 Reduced 28 Exited
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JEPI J P MORGAN EXCHANGE TRADED F 3,793.0 $214K 0.03% +159.0 +4.4% $56.48 +2.2%
82 PSX PHILLIPS 66 Energy 1,220.0 $206K 0.03% +22.0 +1.8% $169.05 +42.0%
83 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 103,319.0 $174K 0.02% +10K +10.7% $1.68 -26.8%
Page 5 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Healthcare 15.7%
Financial Services 13.0%
Industrials 11.4%
Communication Services 9.3%
Consumer Defensive 8.7%
Consumer Cyclical 8.2%
Energy 3.4%
Utilities 1.8%
Basic Materials 0.1%