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Portfolio (Quarterly) Guide ↗

KAVAR CAPITAL PARTNERS GROUP, LLC

· CIK 0001841766
13F Portfolio $725M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 187 New
Page 4 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TFC TRUIST FINL CORP Financial Services 54,858.0 $2.7M 0.37% NEW $49.21 -5.5%
62 SPYM SPDR SERIES TRUST 29,329.0 $2.4M 0.32% NEW $80.22 +7.9%
63 DFUS DIMENSIONAL ETF TRUST 31,252.0 $2.3M 0.32% NEW $74.17 +7.6%
64 SO SOUTHERN CO Utilities 25,989.0 $2.3M 0.31% NEW $87.20 +8.4%
65 BDX BECTON DICKINSON & CO Healthcare 11,594.0 $2.3M 0.31% NEW $194.07 -25.4%
66 DGX QUEST DIAGNOSTICS INC Healthcare 12,703.0 $2.2M 0.30% NEW $173.53 +10.2%
67 AVSC AMERICAN CENTY ETF TR 37,470.0 $2.2M 0.30% NEW $58.74 +12.7%
68 ASML ASML HOLDING N V Technology 2,042.0 $2.2M 0.30% NEW $1069.86 +41.2%
69 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,175.0 $2.1M 0.29% NEW $257.22 -16.1%
70 WM WASTE MGMT INC DEL Industrials 9,550.0 $2.1M 0.29% NEW $219.71 +0.3%
71 IWM ISHARES TR 8,140.0 $2.0M 0.28% NEW $246.16 +11.2%
72 SR SPIRE INC Utilities 23,946.0 $2.0M 0.27% NEW $82.70 +4.7%
73 COST COSTCO WHSL CORP NEW Consumer Defensive 2,191.0 $1.9M 0.26% NEW $862.34 +26.3%
74 MO ALTRIA GROUP INC Consumer Defensive 32,645.0 $1.9M 0.26% NEW $57.66 +28.6%
75 SYY SYSCO CORP Consumer Defensive 24,884.0 $1.8M 0.25% NEW $73.69 +0.9%
76 GOOG ALPHABET INC Communication Services 5,786.0 $1.8M 0.25% NEW $313.80 +24.2%
77 DEO DIAGEO PLC Consumer Defensive 20,955.0 $1.8M 0.25% NEW $86.27 -2.6%
78 SPY SPDR S&P 500 ETF TR Financial Services 2,638.0 $1.8M 0.25% NEW $681.95 +7.9%
79 AVUS AMERICAN CENTY ETF TR 16,023.0 $1.8M 0.25% NEW $111.78 +10.8%
80 DFUV DIMENSIONAL ETF TRUST 36,813.0 $1.7M 0.24% NEW $46.59 +12.2%
Page 4 of 10  ·  187 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 26.4%
Healthcare 16.9%
Financial Services 13.8%
Communication Services 9.1%
Consumer Defensive 9.1%
Consumer Cyclical 8.6%
Industrials 8.6%
Energy 5.5%
Utilities 1.8%
Basic Materials 0.1%