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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SLV ISHARES SILVER TR Financial Services 3,300 $225K 0.03% SOLD
22 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,840 $225K 0.03% SOLD
23 SMB VANECK ETF TRUST 12,500 $216K 0.03% SOLD
24 ORCL ORACLE CORP Technology 1,456 $214K 0.03% SOLD
25 GLDM WORLD GOLD TR Financial Services 2,265 $210K 0.03% SOLD
26 BLUE OWL CAPITAL CORPORATION 16,465 $182K 0.02% SOLD
27 NUVEEN PA INVT QUALITY MUN F 14,000 $167K 0.02% SOLD
28 GSBD GOLDMAN SACHS BDC INC Financial Services 13,450 $119K 0.01% SOLD
Page 2 of 2  ·  28 positions
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%