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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 11 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VHT VANGUARD WORLD FD 675.0 $202K 0.03% -60.0 -8.2% $299.01 +10.2%
202 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 103,319.0 $174K 0.02% +10K +10.7% $1.68 -24.4%
203 KBDC KAYNE ANDERSON BDC INC Financial Services 10,000.0 $135K 0.02% NEW $13.53 -1.8%
204 GDRX GOODRX HLDGS INC Healthcare 31,145.0 $90K 0.01% $2.88 +22.9%
Page 11 of 11  ·  204 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%